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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
For the latest information on pricing, visithttps://conga.com/pricing?utm_campaign=…

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 54)
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
Yes, we don't have to use spreadsheets anymore to track bookings and quotas. Having Conga Document Generation integrate with Salesforce is very nice. I just wish it was faster for each signup. It can take a while to load sometimes.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It has a positive impact on our workflow as previously we were using manual documents for wet signatures. It has increased productivity for our organization. The whole agreement lifecycle has been reduced to just a click and the document is ready for the next steps increasing the turnaround time for our quotes.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our company used to spend time on providing information manually to inter company department that result to human error. The Conga document merging had a huge impact in our process. It speed up the process of integrating data, these combined the efficiency and accuracy of information that we provide even to our business partner.
October 26, 2023

conga saves the day!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
The documentation process gets improves a lot after using conga composer, we used to manually type in all the data point s in the documents and invoices. And of course people make mistakes by having typo or even wrong account information for all the documents and invoices. With conga composer, it automatically grabs the information.
June 29, 2023

Simplifies process

Score 5 out of 10
Vetted Review
Verified User
Incentivized
The Conga Composer App minimizes the amount of output your employees put in time and time again. Once created and complete, the process of pulling said document is duplicatable and increases efficiency. Manuel processes increase the chance for error. It can allow mistakes to slip through the cracks. By creating a duplicatable process through Conga Composer, this allows my business to be more efficient and create less errors with human mistakes that are bound to happen.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Conga has changed and improved the way we generate documents. We only need to enter the information once and we can use this information in so many ways. Conga helped us eliminate errors caused by manually entering data.
March 30, 2023

Conga Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
This has been very beneficial for us. We have the ability to build very large, detailed reports where our management team can access them whenever they would like. It's also very easy for us to go in there and fine tune the queries to specific requests to look at the data differently.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
No manual work now. No need to worry about creating the document. It has made life easy for the legal and accounting team. Legal team now can generate contracts very easily with conga contact and conga composer combination. And accounting generates the royalty and payment statements with the help of the composer. It streamlined the process for us.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We have many different documents embedded across the business. The great thing is you can have the documents automatically saved to records, so you are keeping an audit as you go. Having document creation means that everyone uses consistent templates too. I have been able to make changes on the fly if there are any process changes.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Instead of opening Word templates and merging data into them, we can easily produce one off letters as they come in. This is more efficient as the turn around time for sending documents is faster. Additionally, we don't wait to accumulate a certain number of things to be printed or merged before sending acknowledgments. It has definitely improved our overall workflow.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It has certainly optimized our team's workflow enabling easy access to letters, giving statements, and receipts from within Salesforce instead of involving multiple personnel and software platforms.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It has really allowed for more frequent personalized reporting for our stakeholders and has definitely cut down on mail merges and errors that could occur through more manual processes.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Conga Composer's document generation capabilities bring a positive and valuable impact on the organization's document workflow. Business users can focus on what is more important and needed rather than the manual generation and checking of documents.
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