Pretty reliable, but possibly not the best for SMB teams due to speed
Conga Document Generation can be a bit glitchy. We use it in salesforce for our quotes. It honestly seems like a better tool for the …
Starting at $20 per month per user
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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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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
Product Details
- About
- Competitors
- Tech Details
- FAQs
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.
____________________________________________________________________________________________________________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.
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Conga Composer Competitors
Conga Composer Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Mac |
| Mobile Application | No |
| Supported Countries | Global |
| Supported Languages | English, 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.
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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(147)Attribute Ratings
Reviews
(1-12 of 12)Companies can't remove reviews or game the system. Here's why
6
We have a few SalesForce Admins and a few people on our SalesOps Team who all support our use of Conga Composer.
February 28, 2024
Best product to create and send contracts
3
Generally, our SFDC Engineering team takes care of it. They are the ones who help us with support if we get stuck anywhere. Have not faced any major issues as of now.
However, it would be good to have someone completely dedicated to support and, if possible, from Conga support itself because I've heard that support is not good.
However, it would be good to have someone completely dedicated to support and, if possible, from Conga support itself because I've heard that support is not good.
2
They are admin support and is more the liaison for Conga Support
March 30, 2023
Conga apps are the best! Conga composer, Conga sign, Conga batch all together do magic!
1
We are conga composer certified. We are skilled in Salesforce and different conga composer and ETL tools. We are working as Salesforce admins and have all the required skills to support the Conga composer and other conga products like conga sign and conga batch and conga grid. To support conga composer you should have Salesforce admin skills you would know basic SOQL.
March 23, 2023
Conga Document Generation
2
The database coordinator and database manager are the people who currently use Conga, however we aspire to roll it out to more people in the future, specifically those on the development team.
March 16, 2023
Seamless Software for Quote Generation!
2
Our Salesforce support team is small and there are only two of us. We have to know where everything related to Conga is housed and how to update the necessary components. There is some coding ability associated with Conga that is useful to have. Also, just basic understanding of Salesforce and how to customize the overall instance.
March 15, 2023
Conga Composer Works Great with Salesforce!
5
Our Salesforce Admin team supports Conga Composers as one of the many Salesforce packages installed on the platform. Skills required are those of a standard Salesforce Admin along with troubleshooting and debugging.
3
You need to be able to thing generically and parse out the data you'll need into it's most granular components in order to build the appropriate queries to support the solution. Being able to work with formulas and merge fields that don't show the data/end result until merge require strong conceptual skills.
2
Both of our admins who support Conga Composer are certified (Salesforce Administrator - minimum) as well as trained with Conga University training modules. Conga Composer administration and configuration requires a fairly sophisticated understanding of data modelling (SQL or SOQL familiarity is a huge plus), a problem solver attitude, and attention to detail.
January 03, 2023
Good Tool that Could be Improved for UX
2
Our marketing department was the primary department responsible for Conga Composer. They dealt with troubleshooting, regular updates and teaching our internal folks how to use the software.
December 13, 2018
Conga Composer Review
1
Technical knowledge of Salesforce and setup is needed. Can be complex setting up and getting used to, account for that when first implementing.
February 06, 2015
Simple, Elegant and a HUGE Time-Saver
Score 10 out of 10
Vetted Review
Verified User
2
Sales, consulting and content strategies.