Accelerate your growth with data-driven, one-click document generation
Streamline document creation processes and accelerate the sales cycle.
Eliminate human copying and pasting so you improve consistency and accuracy.
Automate document generation so your team can focus on your customers.
Upload all of your standard documents to your managed template library.
Select your template
From within your CRM environment, bring up the Conga Composer℠ interface to select your template and generate your document.
One-click document generation
With a single click, generate documents with the data from your CRM. You can then save them, attach them to customer records, and even email them immediately.
Key benefits and features
Conga ComposerSM enables your organization with the following benefits
Automate the document creation process using custom-branded templates, rules, and data with multiple template formats, including DOCX, XLSX, PPTX, PDF, and HTML email.
Sophisticated data integration
Merge data into your document templates from standard or custom Salesforce objects, objects stored in non-Salesforce databases, and in diverse formats such as tables, images, rich text,
charts, dashboards, custom fonts, watermarks, dynamic formulas, and global currencies.
File management & tracking
Save a copy of your documents in Salesforce, Google Drive, Microsoft OneDrive, Box, and Amazon S3, send files via link, and receive real-time engagement notifications when a document has been viewed, including who has viewed it and for how long.