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Nintex DocGen HelpsAutomotive CompanySave Money and TimeCartelligent increases productivity with the sameheadcount with Nintex DocGen.OrganizationBusiness situationSolutionBenefitsCartelligentCartelligent employeesmanually correctedthousands of serviceagreements before theycould send them to clients.And purchasing agentsinefficiently used thirdparty software to calculatemonthly lease payments,extract the data as a PDFand manually upload thePDF as an attachment intoSalesforce.Cartelligent wanted anapp that automated itsdocument creation andnarrowed the searchto Nintex DocGen forSalesforce and CongaComposer. NintexDocGen’s data mergefunctionality, and userfriendly and intuitiveinterface stood out.Saved thousands of dollarsin annual licensing fees forthird-party softwareSignificant improvementin data integrity andcomplianceIncreased productivitywithout having to fessional ServicesCountryUnited States

The company waslimited in its ability tomerge dataCartelligent simplifies the often confusing“Salesforce and DocuSign are great tools thatprocess of buying or leasing a new car.automate some parts of our contract processBetween researching and comparing differentbut we were still required to intervene manually,manufacturers, test-driving multiple models,especially when there was complexity involved,”and negotiating the features, service optionssaid David Fidler, Director of Operations forand pricing, the average client saves hundredsCartelligent. “We needed control over howof thousands of dollars and 20 to 30 hourscontract information was presented, and towhen buying a new car.eliminate manually correcting our documents.”The company’s internal sales process,however, was anything but simple andemployees were spending more time thanthey wanted manually creating documents.While Cartelligent had been a Salesforceand DocuSign user for more than a decade,the company was limited in its ability tomerge data and present the information in acustomized and intuitive format.Nintex Cartelligent2

Cartelligentdiscoveredlimitations withConga Composer“It was so easy to get upand going with NintexDocGen. Within thefirst week, we had fivedocument packages liveand available to the Salesteam. Support was alsofantastic, and it quicklybecame clear that therewere opportunities tostreamline other salesand service documents.”DocuSign recommended Nintex DocGen.Cartelligent also investigated competitivesolutions on the Salesforce.com AppExchange,including Conga Composer, but Nintex DocGen’sadvantages quickly stood out.The challenge with Conga Composer was thatCartelligent employees first had to create aSalesforce report in order to merge and feeddata into a document. Users were also requiredto maintain these reports to ensure that theyhave the most up-to-date data. Nintex DocGen’sdocument generation’s merge functionalityrequired no reports and was simply based on afield tagger that automatically feeds data into adocument template.“Nintex DocGen outshined Conga on so manylevels, one being the ability to simply tagfields and then merge data directly into our— David Fidler, Director of Operations,Cartelligentdocuments,” David said. “We also appreciatedhow their user interface seamlessly integratedwith Salesforce, streamlining the entiredocument generation process from start tofinish.”Nintex Cartelligent3

Five documentpackages withinjust five weeksThe first document that Cartelligentautomated with Nintex DocGen was theinitial customer service agreement. Thedocument included data like the makeand model of the car, the client contractinformation, legal terms and conditions,and other contract-required information.Nintex DocGen’s merge flexibility meantCartelligent could redesign its serviceagreement and present information in amore engaging way. And Nintex DocGen’sintegration with DocuSign allowedseamless delivery to the client for asignature.“It was so easy to get up and going withNintex DocGen,” David said. “Withinthe first week, we had five documentpackages live and available to the Salesteam. Support was also fantastic, andit quickly became clear that there wereopportunities to streamline other salesand service documents.”Nintex Cartelligent4

Error-free documentsand a consistentbrand imageAmong those additional document“Our Sales team loves how Nintex DocGen hasopportunities? Quotes. Prior to Ninteximproved their jobs and that they can generateDocGen, purchasing agents used a third-partya document package with literally a click of aprogram to calculate the monthly payments,button,” David said. “We’ve also been able tolicensing fees and sales tax. This tediouseliminate the third-party pricing software, whichprocess required that agents manually enterhas saved the company thousands of dollarsthe data into both Salesforce and the third-in licensing costs each year.” Approximatelyparty program. Once the third-party program90 percent of the company now uses Nintexcalculated the payments, the data wasDocGen to make their jobs more efficient, fromexported as a PDF and manually attached topurchasing to sales to office support.the Salesforce record.“Document generation has allowed our staffWith Nintex DocGej, Cartelligent automated theto scale their productivity without adding aentire process within Salesforce. The companysingle headcount resource,” David said. “Weuses Excel as a middleware pricing engine,also appreciate the consistent brand image wewhich is automatically pre-populated withare presenting to the public and that we areSalesforce data. Once the pricing calculationsproviding error-free documents.”are made, pricing or leasing informationautomatically feeds back into Salesforce.About NintexNintex is the global standard for process management and automation. Today more than 10,000 publicand private sector organizations across 90 countries turn to the Nintex Platform to accelerate progress ontheir digital transformation journeys by quickly and easily managing, automating and optimizing businessprocesses. Learn more by visiting www.nintex.com and experience how Nintex and its global partnernetwork are shaping the future of Intelligent Process Automation (IPA).Product or service names mentioned herein may be the trademarks of their respective owners.Nintex Cartelligent5

Conga Composer DocuSign recommended Nintex DocGen. Cartelligent also investigated competitive solutions on the Salesforce.com AppExchange, including Conga Composer, but Nintex DocGen’s advantages quickly stood out. The challenge with Conga Composer was that Cartelligent employees first had