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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 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
It's usually error-free, but sometimes can be a little glitchy. There's something weird that ends up happening when you go to submit a quote to send to a customer it oftentimes doesn't show the pricing unless you press edit lines> calculate> save (after pressing save the first time). I'm not sure if this is a Conga Document Generation issue or just an issue with how we set it up. It can be a bit of a pain in the butt.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Conga Composer is one of the best tools available in the market for document generation as compared to competitors as this provides the latest features and integrations with the Salesforce platform which helps in client retention and higher margins as the cost is significantly reduced once the templates are in place, then the documents are generated in near real-time.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I strongly believe that Conga helps our company maximize our time and resources. Our accounting department provides a financial report through merging data to our accounting system without manually checking numbers and data information. These also helps our department providing information to our inter company department a solid and quick information that helps them analyze data and customer information.
October 26, 2023

conga saves the day!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
conga composer definitely helps us prevent human errors because the template grabs the information directly from our CRM which avoids double entries in the work flows. Without typing in the information multiple times in different locations, it absolutely helps us to create error free documents and reports environment in our work place.
June 29, 2023

Simplifies process

Score 5 out of 10
Vetted Review
Verified User
Incentivized
Consistency is our goal and Conga Composer has helped aid in our company ambitions to achieve that. Once the format is created, which does take a lot of trial and error. This consists of creating that format, then running the conga composer, selecting excel or pdf version, and downloading over and over until you receive the correct format you are searching for. This process is the tedious part and the one additional feature I would add is a "preview" button. To preview and example of the format you set.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
As good as it is now, Conga still needs continuous improvement in terms of helping new users specifically. Finding answers quickly will be a big plus for new users adopting Conga as their automation tool.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Right now there is a tech issue where the templates we have been editing and uploading are periodically being reverted to their original template by Conga, which causes our documents to be pulled incorrectly. We have been working with their tech team for several months to try to get this resolved but there has not been a solution.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The document generation process is extremely easy for end users when developed right. The difficulty in the experience is from the technical side and the user interfaces used to develop the templates for users. Currently, there is no easy way to pull fields for these templates and to tool to test out these templates.
March 30, 2023

Conga Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
It is very easy to use but I do feel as though some things could be improved to make things easier to find, such as: 1. a central spot to identify what solutions are using what queries 2. an easier way to find where certain fields are being used within a query
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Best software to use if you want to generate documents and send them via email or download them. Very easy to configure and easy to use. It will integrate very well with different signature app like docu sign, adobe sign. Also very easy to connect with different conga product like conga contracts, conga sign and conga batch.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Once you get to grips with how documents should be formatted, the tool is excellent. There is plenty of help and support given to do this. The setup is always the most complicated part of anything, but I have found it quite simple as an admin and user. You are able to use your own company's branding too.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Overall it is fairly easy to integrate and use. I do think that the process of creating the templates and making sure they are mapped correctly with the fields could be a bit more straightforward and easy to understand.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It's easy enough to use but the process of adding the merge fields could be further simplified. The time the documents take to load could also be optimized so that our Call Centre Operators can bring up a letter/statement/receipt quicker while on a call with a customer.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I think that having to toggle between composer and templates can sometimes be unwieldy as well as having to go to each account page to generate a report - is there a "generate for all" option? It would also be great if conga also had the functionality to connect with google drive or box or the option for also generating a URL when it is saved to the salesforce record. the reports are generated for an external audience and it would be so powerful if it supported link sharing.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Users just need to click a button on a page or either complete an automated process, and as an outcome would be a link where you can view and download the generated document. It's easy to use for end users. A bit complex for the developer building the solution.
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