Conga Document Generation

Conga Document Generation

Customer Verified
Top Rated
About TrustRadius Scoring
Score 8.5 out of 100
Top Rated
Conga Document Generation (Composer + Collaborate)

Overview

Recent Reviews

Do the Conga!!

8 out of 10
November 05, 2021
We used the Conga Doc Generation to help us within our sales organization for contract customization and creation. Before Conga, we were …
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We Love Conga!

9 out of 10
March 01, 2021
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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Pricing

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Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://conga.com/products/streamline…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $20 per month per user

Features Scorecard

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Product Details

What is Conga Document Generation?

Critical information and essential data can be communicated through documents. They knit together teams and influence every customer interaction. Conga’s document solutions allow users to streamline every document and to tailor them to be just what business, and customers, need.

Conga's document generation 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 provides additional insights with document notifications and history that increase visibility, speeding up team velocity and business cycles. Add automation to create and send documents en masse or without any clicks based on Salesforce workflow rules. Standardize what is sent 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: Deploy 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 log activities, create follow-up tasks, and update fields.

Automate: Trigger Conga Composer solutions with a Salesforce workflow rule; Batch and schedule Conga Composer solutions.

Conga Document Generation Features

  • Supported: Templates
  • Supported: Graphics
  • Supported: Themes
  • Supported: Multi-User Collaboration
  • Supported: File Export
  • Supported: Revision History
  • Supported: Suggestion Mode
  • Supported: Workflow
  • Supported: Schedule
  • Supported: Batch
  • Supported: Custom Branding
  • Supported: Customizable Values and Fields
  • Supported: PDF Creation
  • Supported: Engagement Tracking
  • Supported: Dashboards and Reporting
  • Supported: Proposal Effectiveness Reporting
  • Supported: Alerts and Notifications
  • Supported: Access Management
  • Supported: API/Integrations

Conga Document Generation Screenshots

Create documents automatically, directly from SalesforceGenerate documents with any data, from any object - standard or customEnsure meaningful communications - leave out the errorsChoose from popular document formats like Word, Excel, PowerPoint, HTML, and PDFDeliver large documents via a link - gain visibility into customer document engagementAutomate documents, presentations, and reports - multiple documents can be sent with one or no clicks

Conga Document Generation Videos

Conga Document Generation Competitors

Conga Document Generation Technical Details

Deployment TypesOn-premise, SaaS
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish, Spanish, French, German, Polish, Dutch

Comparisons

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Frequently Asked Questions

What is Conga Document Generation?

Conga Document Generation solutions (including Conga Composer and Conga Collaborate) is a solution that helps organization is designed to help organizations streamline the creation and distribution of Salesforce reports. The solution can be used to generate invoices & receipts, proposals and quotes.

How much does Conga Document Generation cost?

Conga Document Generation starts at $20.

What is Conga Document Generation's best feature?

Reviewers rate Support Rating highest, with a score of 9.4.

Who uses Conga Document Generation?

The most common users of Conga Document Generation are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.

Reviews

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