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Conga Composer Salesforce Connector | document generation for anyone, anywhere

Efficiently create and manage any revenue-generating business document

Overview

Automatically generate your most critical company documents, such as proposals and quotes, contracts, bills and invoices, and customer communications documents using pre-built or customized templates automatically populated with data from any source.

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See How Conga Composer Salesforce Connector | document generation for anyone, anywhere Works

  • Get up and running quickly with Composer to reduce document delivery time. Gain additional insights with notifications and document history that increase visibility, speeding up team velocity, processes, and business cycles.

  • Merge data from anywhere into any template with the Conga Composer API. Easily embed document generation solutions into any website, app, and/or platform, and populate documents with data from any system of record while sending and saving as needed.

  • Fully control standardization and branding of your documents, ensuring everything you send out is accurate and current

  • Eliminate the risk of data inconsistency across your business cycle, including manual errors and rogue discounting from your teams.

  • Fully white label your document and agreement process to improve customer experience and lower security risks

  • Complete, accurate documents to address almost any use case in .PDF, Microsoft Word, Excel, PowerPoint, and HTML formats.

  • Incorporate professional, complex content such as tables, images, rich text, charts, dashboards, custom fonts, watermarks, and global currencies.

  • Lower points of friction and speed up time to value with fully embedded and automated solutions directly where your customers and employees operate

  • Easily integrate into CPQ and CLM processes for your business to speed up your revenue lifecycle

With Conga Composer, easily create beautiful and accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers. Generate any document: ✔ Quotes ✔ Proposals ✔ Account plans ✔ Invoices/receipts ✔ Contracts ✔ Work orders ✔ Reports & charts ✔ Shipping documents ✔ And more! Into the following formats: ✔ Word ✔ Excel ✔ PowerPoint ✔ PDF ✔ HTML Extend efficiency with: ✔ Conga Batch: Create and send documents as a batch on a custom schedule ✔ Conga Trigger: Create documents with no clicks using customizable triggers ✔ Conga Composer API: Directly embed Composer into your website, portal, or application Integrations: ✔ Conga Contracts for Salesforce ✔ Conga Grid ✔ Conga Sign Compatible with Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, Communities, Portals, Platform, Salesforce1 & Lightning

Categories

Business Needs
Sales Productivity
Document Generation
Document Management
Industries
Healthcare & Life Sciences
High Tech
Manufacturing
Personas
Administrator
Business Operations Manager
Developer
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Community Builder
Managed Package
Salesforce Mobile

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