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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

(1-13 of 13)
Companies can't remove reviews or game the system. Here's why
Kyle Broderick | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We most likely will renew conga because of it's strong salesforce integration and we're so engrained into it with all of our different brands and products/services. It would take a lot of time, money and resources to switch to something else.
Neha Pant | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It's very easy to use and quotes can be created with the click of a button. It can easily be integrated with SF, which makes my work easier. It saves a lot of time. It has certainly improved the productivity of our team members as we do not have to do manual work or worry about errors because that all happens with just a click.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Its been already 4-5 years we are using conga composer with different conga products like conga sign, conga contracts and conga grid. And the way we have set it up it has made life easy for our legal and accounting team. We will surely don't want to lose the process we have build in these years.
Harrison Pershing | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It's so essential to our current business state and functionality that it is absolutely required. We'd have to re-structure our entire business unit to not use it. We have licenses associated with it and CPQ that are combined so if we ever got rid of CPQ, which I don't see happening, we'd have to change it out. Regardless of that, it's a fantastic product that has great usability and is pretty easy to understand!
Score 8 out of 10
Vetted Review
Verified User
Incentivized
There really aren't any comparable options that would fit all of our use cases. Even if there was, we would have the issue of migrating all of our templates and buttons which would take literally months to execute.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Though I love how easily Conga Composer ties into Salesforce and its given analytics, it takes a lot of data entry to get up and running. I don't love that sometimes queries can take a long time to pull. I like keeping our marketing templates consistent via templates in the system. Pulling multiple objects into one report is fantastic too.
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