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.
