Conga Composer Salesforce Connector | document generation for anyone, anywhere vs BenefitsGuide

With Conga Composer, easily create beautiful and accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers. Generate any document: ✔ Quotes ✔ Proposals ✔ Account plans ✔ Invoices/receipts ✔ Contracts ✔ Work orders ✔ Reports & charts ✔ Shipping documents ✔ And more! Into the following formats: ✔ Word ✔ Excel ✔ PowerPoint ✔ PDF ✔ HTML Extend efficiency with: ✔ Conga Batch: Create and send documents as a batch on a custom schedule ✔ Conga Trigger: Create documents with no clicks using customizable triggers ✔ Conga Composer API: Directly embed Composer into your website, portal, or application Integrations: ✔ Conga Contracts for Salesforce ✔ Conga Grid ✔ Conga Sign Compatible with Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, Communities, Portals, Platform, Salesforce1 & Lightning

Specifically designed for the insurance broker, this app allows you to Create ERISA Wraps/SPDs, Sec 125 Cafeteria Plan documents, Form 5500s and Federal Notices for any client. During installation you complete a mapping spreadsheet to relate your Salesforce data with our data model. Then click the CXC Compliance button from the Account record, select the type of compliance document (ERISA Wrap, Sec 125 Cafeteria Plan Document, Form 5500 or Federal Notices) you wish to create, review the form that was prefilled using your data. Complete any required data that is missing and Submit to CXC for processing. CXC Solutions is the leading provider of Benefits Compliance Solutions and currently works with over 200 benefits professionals helping their 15,000+ employers stay compliant with IRS, DOL and HIPAA regulations.