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Conga Composer

Conga Composer
Formerly Conga Document Generation

Overview

What is Conga Composer?

Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports. Conga Composer integrates with any data source, including CRM systems like Salesforce, and allows users to…

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Recent Reviews

conga saves the day!

10 out of 10
October 26, 2023
Incentivized
Conga composer is very user friendly and easy to use. The templates are in word or excel which are the most frequent documents we use …
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Simplifies process

5 out of 10
June 29, 2023
Incentivized
We enjoy using Conga Composer to help aid our company in optimizing and perfecting our daily operations. Our company has found Conga …
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We Love Conga!

8 out of 10
April 07, 2023
Incentivized
Currently, we use Conga to provide our client's reports like improvement plans and transcripts that pulls information from a variety of …
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Conga Review

7 out of 10
March 30, 2023
Incentivized
We use Conga Composer to build complex reports that meet very specific parameters. It is easy to navigate and set up but there are lots of …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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Entry-level set up fee?

  • Setup fee optional

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $20 per month per user
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Product Details

What is Conga Composer?

Critical information and essential data can be communicated through documents. They knit together teams and influence every customer interaction. Conga Composer helps users to streamline every document and to tailor them to be just what business, and customers, need.

Conga Composer is a solution for creating accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Users can send consistent and personalized documents to elevate the brand and delight customers.

No matter the industry, the user's role, or the use case, Conga helps generate error-free documents and automate processes.

Conga Composer provides additional insights with document notifications and history that increase visibility, speeding up team velocity and business cycles. Automation can be added to create and send documents en masse or without any clicks based on Salesforce workflow rules. Standardizing what is sent helps to ensure brand consistency.

Document generation software helps transform revenue operations process, providing automation, templated document creation, sharing, and analytics.

Conga helps users to adapt and to keep up with customer needs by helping to manage key business documents like quotes, proposals, contracts, invoices, work orders, shipping documents, and account plans.

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Create: Generate documents to address almost any use case in Word, Excel, PowerPoint, .PDFs, or HTML emails, all within the Salesforce UI.

Merge: Merge data from standard or custom Salesforce objects or from external data sources.

Conditional generation: Conditionally display sections of a document, group data, and calculate formulas according to business rules.

Brand: Incorporate professional, complex content such as tables, images, rich text, charts, dashboards, custom fonts, watermarks, and global currencies.

Deliver: Flexible delivery options with output files that can be downloaded locally and stored with file storage providers (Salesforce, Box, Google Drive, Amazon S3, etc.), distributed via email, or integrated with eSignature.

Workflow: Automatically logs activities, creates follow-up tasks, and updates fields.

Automate: Conga Composer solutions can be triggered with a Salesforce workflow rule; Batch and schedule Conga Composer solutions.

API: Document generation solutions can be embedded into any website, application, and/or platform, and populated documents with data from any system of record while sending and saving those documents as needed.

Conga Composer Screenshots

Screenshot of how documents are created automatically, directly from SalesforceScreenshot of documents generated with any data, from any object - standard or customScreenshot of Conga Document GenerationScreenshot of popular document formats available, like Word, Excel, PowerPoint, HTML, and PDFScreenshot of how large documents are sent via a link - and they provide visibility into customer document engagementScreenshot of how multiple documents can be sent with one or no clicks

Conga Composer Videos

Conga Composer Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish, Spanish, French, German, Polish, Dutch

Frequently Asked Questions

Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports. Conga Composer integrates with any data source, including CRM systems like Salesforce, and allows users to dynamically merge data from these sources into templates to generate personalized documents.

Conga Composer starts at $20.

DocuSign, PandaDoc, and Nintex DocGen for Salesforce are common alternatives for Conga Composer.

Reviewers rate Usability highest, with a score of 9.

The most common users of Conga Composer are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(147)

Attribute Ratings

Reviews

(1-25 of 29)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
Conga Composer is highly versatile as this can be easily integrated with Salesforce and other Conga products. Other products either lack integration or lack user experience but Conga Composer has provided both along with great integration which reduces manual tasks which was previously done in Excel by our users.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We have not used any other app however from the user's experience it seems Conga composer is best. And being a Conga partner and implementing the Conga solutions and supporting the existing customers and hearing their success stories it is clear that conga composer and other Conga products like Conga Sign, Conga contacts, Conga batch are designed to support each other which increase user experience.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We have not been able to find an offering that allowed for the level of customization or could handle the complexity of the solutions we've built using Conga's products. We selected Conga originally as it was recommended at the time (2012) and there weren't any better alternatives - but we have looked recently and still can't find anything better.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I think Nintex is the primary competitor for Conga Composer, but I have not personally used it. I was not present for the decision to purchase Conga but I would recommend it in future document automation vendor selection processes because I have seen how well it works! We are especially fond of complementary features in Conga Composer, including Conga Email Templates and Conga Global Merge.
Todd Sheets | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Conga is more malleable to the documents that you are generating but does not offer the functionality of sending the document directly to the client (such as DocuSign does). Another product we looked into is called Mamba Merge (not found in the list of products above), where we saw a more comparable product. The biggest difference was the price (Conga being more expensive) and support from the company (Conga being more available for supporting us).
Brandon Smith | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Conga Composer is a smart tool and it is fulfilling my all requirements. It integrated with other existing software that I was using already which makes it to manage information easily. It easily integrated with Salesforce in a proper way. The support staff is top-notch. They are very professional. Available to answer the questions every time. Listen to the problems attentively, provide a solution on the go if possible otherwise respond after some time with the workable solution that works and helps a lot.
Matthew Bohannon | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce has other apps that work with it that provide good alternatives to conga composer, such as Apsona document merge. Apsona provides a very cost effective and easy to use product that does as many letters as you want at half the cost. Both products are valuable to our organization.
November 26, 2018

Good for what it does

Score 7 out of 10
Vetted Review
Verified User
Incentivized
They are all the same at the end. Online digital proposal and sign tool. Pulls from products from Salesforce. Opportunity is closed as "won" when the SOW is accepted. My only other experience with these types of tools is SFDC CPQ and it seems very similar. CPQ offered less formatting which was nice, whereas with Octiv there are a lot more customizations you can make.
Simon Whight | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Adobe Sign is good for document creation, but is obviously far more limited in terms of what it can pull in terms of formatting and data. It is particularly janky when using Word documents and needs to use PDFs to get the maximum out of it.

Steelbrick is good for quotations as it comes built in, so it is possibly better to use the inherent software rather than cobble together a bunch of solutions.
February 02, 2018

Simplify form creation

Beth Lee 763-478-9600 | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I did not evaluate any other software that competes with Conga Composer. This solution was brought to my attention by our Salesforce implementation consultant as an excellent program to accomplish multiple goals across our organization.
Kelsie Hamilton | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Microsoft Word
We used Microsoft Word- their mail merge option. We'd use reports to export the data we collected, created a Word template and did a mail merge from there. All that being said, yes this option is free, but the amount of time it takes was absolutely ridiculous over time. The ease, consistency of Conga Composer was an obvious win!
Naveen Gabrani | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Drawloop
The products are fairly similar. Conga is used more and is a market leader in the segment due to its ease of use and comprehensive feature set.
Drawloop has good Arabic support, some of our customers has requested this. Drawloop is slightly cheaper as well.
Wendy Hamstra-Smith | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We chose Conga due to the price point (cost for licenses). It was among the more affordable options but we did not have to sacrifice quality. In addition, the integration with Salesforce is key for us. We are able to connect student interactions and actions with our mailings. We also like how it is user friendly.
Ahmed Bajwa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • X-Author for Contracts
In my mind, Conga blows away all the competition. The templates are extremely versatile and don't require any additional software (other than MS Office) in order to design. The support that Conga provides is world class and I never had a negative experience with them; all cases were resolved within a day or two of being opened. There is also an incredible amount of e-learning information available to help you get up and running.
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