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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
I think it's definitely better suited for enterprise teams that are doing bigger more complex deals. With SMB we need the signup process to be extremely quick and simple since we do so many sales per month. It is pretty easy to use, but just not that quick.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It is well suited in that the client requires a constant type of final generated document with the most updated information from Salesforce CRM and contains details about related objects right onto the template. On the other hand, it lacks formatting options in templates, and support can be made better for end users.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We used to manually process information which are available in Salesforce to another system, right now we just click a button and these information is available in another system. This process eliminate human error and provide accurate information in our financial reporting. This process helps our accounting department provide efficiency and accuracy on providing data.
October 26, 2023

conga saves the day!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Conga Composer can generate documents and invoices fairly quickly and easy. Also it is easy for a new user to learn the process quickly. The templates are easy to set up and modify as well. It can be used on different objects in our system. When the loading time get a little bit longer, it might delay the process but that doesn't happen very often.
June 29, 2023

Simplifies process

Score 5 out of 10
Vetted Review
Verified User
Incentivized
Conga Composer is able to aid my company in creating simplified and concise quotes to send to our customers. We are also using Conga Composer to create our Purchase Orders. We can then download into and excel or a PDF. This multi-functional tool has aided our business in creating these quotes and Purchase orders in a duplicatable format.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I don't have scenario where I can say that Conga can't be utilized. In fact, I am really a fan of Conga that even I experienced difficulty in finding answers to my questions, it is still part of my application list. Conga is very versatile when it comes to document generation. If you have the data in your CRM, you can be sure that you can automate documents that will definitely save you a lot of time.
April 07, 2023

We Love Conga!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Between the customer service and educating the admin to be more effective, we love Conga and all that it stands for. They are a fun exciting organization and treat their customers very highly. I know when I call, even though they have many clients, they make me feel heard and are very responsive. They are wonderful troubleshooters that really help guide your needs.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
It is suited for simple documents that are not big. For anything more complex, it's not ideal. It is a step forward compared to the document generation using VF page.
Use it if you buy it together with Conga CLM (which has a different document generation tool). Otherwise, look elsewhere, there are better and faster alternatives
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.
March 30, 2023

Conga Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
I am unsure of other scenarios where Conga Composer would be more appropriate as I have only ever used it for one particular use case. I will say that it has been very helpful in the times I have used it to set up specific reports where Salesforce is simply not efficient. Some of the processes could certainly be more user-friendly but all in all, it is a very solid program.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Conga is a great tool for generating complex documents from many different salesforce data sources. This works well for things such as project status reports and invoice documents, where many different tables of data need to be pulled and displayed. For very large documents (such as organizational level reporting) Conga is not the best as it will run into governor limits on the number of rows allowed
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Once the program is set up, it is relatively easy to use. However, setup can be tedious and difficult without support. As with most technical support, if you need help, it can be hit or miss. I've had support with Conga who went above and beyond and was able to solve my issues immediately but I've also had support who were difficult to work with and made an existing issue more frustrating. They do respond in a very timely manner which is always appreciated.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We think Conga suite solutions are best to use if you want to generate multiple documents and send these documents to multiple users or contacts. Conga composer with Conga Sign and Conga batch makes work a lot easy and helps to save a lot of time. Document generation is now really easy and effective.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We find the Conga invoices very intutitive to use once they are created. It does take a dba or someone familiar with database objects to create the invoice templates initially and to maintain them on an ongoing basis.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are able to send documents directly to customers via email using Conga Sign, previously these documents were been printed and needed a wet signature. The document would then be uploaded manually. Using Conga Sign takes a lot of the effort out and also risk. It keeps an audit in Salesforce so we can see what has happened.
March 26, 2023

New User.

Score 6 out of 10
Vetted Review
Verified User
Incentivized
I like the flexibility of it and how quickly it loads the documents. I also like that you can free edit on it, being in an office setting, our documents are ever-changing, and having the ability to edit text on a document right in our system and then export it is going to be a game changer and time-saving. We are still in the dev stages of our system so I have not fully got to experience Conga but I am sure it will be a great fit for us.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Conga Composer is well suited for individual one off creation of certain documents. It doesn't seem to be as well suited for bulk data needs, at least not with the version that my organization is subscribed for.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Conga Composer was a good solution to our requirement for producing letter/statements/receipt templates within Salesforce. Although the app takes a while to load the templates, it's been fast enough for our team to generate them while on a call and get them sent via email or printed for postal dispatch. It works well and is relatively simple to use.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It so far has been well-suited for individualized reports via microsoft word. We are looking to see what possibilities there are with excel reports and are excited about that. It might be less appropriate for less complex reports because the set up can be more complex than a simple mail merge. however, ability to generate and then save/email directly in salesforce is fantastic.
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