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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 84)
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
  • Calculates accurate quotes.
  • Customers can somewhat easily sign the agreements.
  • It integrates with Salesforce pretty well.
  • It could be much faster for SMB teams.
  • It would be nice if there was more customization for organizations that have SMB, enterprise, mid-market instead of having it all used the same.
  • Their support team could be a little stronger/quicker to help.
Neha Pant | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • End to End sales process.
  • Saving a lot of time to quote and draft contracts.
  • Streamlining the entire quote process and help to deliver the contracts accurately and faster to the clients.
  • Automatic renewal.
  • No missed opportunities.
  • Streamlining the entire quote process and helping to deliver the contracts accurately and faster to the clients.
  • End to End sales process.
  • Saving a lot of time to quote and draft contracts.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Documents get generated at the click of a button in real-time.
  • It has automated processes for document generation through templates.
  • Object relationships are preserved in the final document which contains details from various objects.
  • The initial setup of templates can be made easier.
  • Support is not that great, phone support can be included.
  • Takes a lot of time to document generation in certain scenarios.
February 12, 2024

Great Product

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Conga Support has always been very helpful.
  • Conga Community has plenty of articles for users to explore.
  • The merge function works very well for us.
  • The speed can probably go up a bit more.
  • Templates are always gone in the Sandbox thus we had to spend time creating new ones and then modify the buttons.
  • Same for queries.
April 07, 2023

We Love Conga!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Customer service
  • Integration with Salesforce
  • Education and training
  • More user end training
  • More live classes
  • More cost friendly
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • Different document types like pdf, doc etc.
  • Option to edit template in MS Word
  • It is slow to generate document
  • It is very complex to prepare data
  • Administration is not straightforward, there are a lot of places where something needs to be configured
  • Limited options for processing of data once it is retrieved from Salesforce
  • Cumbersome formatting of tables and nested tables
  • Limitations around table generation
  • A lot of features are paid add-ons
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Compatibility with various document types
  • Ease of integration within Salesforce
  • Tools to develop templates within the system
  • User interface within the Salesforce platform
  • More variety in button and interface options for generating templates on objects
  • A more guided process for developing templates
March 30, 2023

Conga Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Build a solution.
  • Assign queries to the related solution and set up pass-through filters.
  • Edit queries to your specific needs.
  • Provide one central spot where I can see what solutions are using specific queries.
  • Provide one central spot that shows me what queries are using certain fields.
  • Make the act of creating queries more of a step-by-step process.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Dynamic Table Rendering in Word
  • Complex Queries for Data to be displayed
  • Write Back Updates to Salesforce Records
  • Seamless email integration with Salesforce
  • Automation through batch / trigger
  • Solution Builder helps speed development
  • Deployment of Solutions between Salesforce Environments
  • Deployment of Templates between Salesforce Environments
  • Merging and combining of multiple attachments (more control over the combined output)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • To generate the contracts documents if you use conga contracts.
  • To generate any document like credit memo, royalty statements.
  • Conga batch converts the button URL to formulate, send, or download statements in bulk.
  • Could work very well with Docu sign and Adobe sign and one drive
  • Increase the batch size of conga batch from 200.
  • Make composer debug log more clear to make the issue resolve quickly.
  • Some composer parameters are not available to add directly from the solution builder.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Ability to send invoices to Excel or directly to PDF
  • Pulls data from a variety of objects - accounts, SIN, project, etc.
  • Easy to update templates
  • Bit of a learning curve to understand how to update invoices - does take programmer or database admin type knowledge
  • It would be nice if bank account or our office locations could pull from the database so we could update these instead of every template
March 26, 2023

New User.

Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • Free edit.
  • Populates quickly.
  • Flexibility with templates.
  • Carrying over complex template fields.
  • Not have to bypass the screen to choose PDF or another file type.
  • Mimic document text formats better.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Integrates with our Database
  • Allows for specific customization options
  • Provides training and support with integration and use
  • Easier to understand template building process
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Enables us to create fully customizable letter templates
  • Integrates well with Salesforce
  • Simple to use
  • Takes a long while to load the templates.
  • Template merge fields can be a little temperamental at times.
  • Adding merge fields to templates could be made more user friendly.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Pulls in data from various sources
  • Allows for customized reports
  • Functionality to export reports as well as save to records
  • It is challenging to go from solutions to templates and then to each account record to generate - is there a way to generate for all?
  • the search for reports is unwieldy - can there be a "recents" to cut down on what reports we are searching through? or a way to view folders.
  • i have tried saving time by having conga composer up on several records and you can't generate records. again, if there is a way to generate for all?
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