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
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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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- 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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Conga [Document Generation] is being used by our Document and Funding team. Conga is the main way that we generate and send our documents to customers in an efficient manner.
- Templates for documents
- Efficient to access (built into SalesForce)
- Completely customizable
- Organization of documents (could add some folders for example)
- Template manipulation before generating (check to make sure proper formatting, etc.)
- Template Generation
- Pulling data from CRM
- Setup time (we are a small business, so that takes a lot of time from our team)
Conga is more malleable to the documents that you are generating but does not offer the functionality of sending the document directly to the client (such as DocuSign does). Another product we looked into is called Mamba Merge (not found in the list of products above), where we saw a more comparable product. The biggest difference was the price (Conga being more expensive) and support from the company (Conga being more available for supporting us).
November 05, 2021
Do the Conga!!
We used the Conga Doc Generation to help us within our sales organization for contract customization and creation. Before Conga, we were just using the generic Salesforce contract composer and our documents were very bland and not very appealing to the customer. After implementing Conga, we were able to customize our contracts dynamically and it was a lot better experience for our sales reps and our customers.
- Dynamic Contract content creation
- Customized look and feel for documents
- Integration into E-sign was a huge plus.
- Pricing was complicated and didn't scale.
- Document Customization
- Look and Feel
- e-sign integration
- Better customer experience
- Better user experience
Conga Composer is one of the best document
management systems available in the market for businesses. It is best in terms
of document-driven approaches and commercial operations. I have been using this
platform in my organization for a very long time and it has been very helpful
in document management and document operations. It has the best feature of
analyzing the document and maintaining the quality of the document.
- It manages the standard format of the document along with the creation of good quality doc.
- Conga Composer helps to create a document that has professional look which helps me to sustain the quality of documents.
- The great feature that is helping me a lot and I am using in the organization is their template builder is very effective, it can create a template based on the needs and generate a report on that template.
- The biggest drawback that I am facing for a long time that the formula editor feature is slow.
- If I upload the new version of the document but the formula editor still shows the same old document instead of a new one, to solve this I have to delete all the previous versions of the file to make it work fine again. [I believe] this error needs a lot of attention to solve as soon as possible.
- PDF creation is advanced.
- Effective document builder.
- Smart reporting.
- The integration of Conga Composer is helping me a lot in writing documents easily.
- I can easily combine data from various Salesforce objects into a single document and combine multiple ones into one.
- It can easily adapt according to the needs of the organization which makes it a more reliable and more effective platform to create documents easily.
Conga Composer is a smart tool and it is fulfilling my all requirements. It integrated with other existing software
that I was using already which makes it to manage information easily. It easily
integrated with Salesforce in a proper way. The support staff is top-notch. They are very
professional. Available to answer the questions every time. Listen to the
problems attentively, provide a solution on the go if possible otherwise
respond after some time with the workable solution that works and helps a lot.
May 29, 2021
To compose or to conduct.
We use Conga Composer in our development Dept to merge custom letters to the donors recent gift. It automates the process and produces the letter needed for the acknowledgment.
- Merge of documents
- Merge of donor profile
- Less steps to merge letter with custom buttons
- Work automatically with various letters without add ons.
- Batch letter automation
- Conga solutions included
- Conga query included
- Less time for development team
- Very reliable
Salesforce has other apps that work with it that provide good alternatives to conga composer, such as Apsona document merge. Apsona provides a very cost effective and easy to use product that does as many letters as you want at half the cost. Both products are valuable to our organization.