{"id":25297,"date":"2021-12-17T10:54:38","date_gmt":"2021-12-17T15:54:38","guid":{"rendered":"https:\/\/xceedesolutions.com\/?page_id=25297"},"modified":"2022-06-30T13:46:53","modified_gmt":"2022-06-30T17:46:53","slug":"document-generation-conga-composer","status":"publish","type":"page","link":"https:\/\/xceedesolutions.com\/what-we-do\/document-generation-conga-composer\/","title":{"rendered":"Document Generation (using Conga Composer for Salesforce)"},"content":{"rendered":"<h2 style=\"\">Accelerate your growth with data-driven, one-click document generation<\/h2>\n<p><span data-id=\"icon-speedometer\"><\/span><\/p>\n<h4 style=\"text-align: center;\">Increase efficiency<\/h4>\n<p>Streamline document creation processes and accelerate the sales cycle.<\/p>\n<p><span data-id=\"icon-scope\"><\/span><\/p>\n<h4 style=\"text-align: center;\">Increase accuracy<\/h4>\n<p>Eliminate human copying and pasting so you improve consistency and accuracy.<\/p>\n<p><span data-id=\"icon-hourglass\"><\/span><\/p>\n<h4 style=\"text-align: center;\">Increase productivity<\/h4>\n<p>Automate document generation so your team can focus on your customers.<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"25574\" width=\"539\" data-init-width=\"1920\" height=\"266\" data-init-height=\"948\" title=\"Composer-Templates\" src=\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2022\/01\/Composer-Templates.png\" data-width=\"539\" data-height=\"266\" style=\"\" loading=\"lazy\"><\/span><\/p>\n<p style=\"text-align: center;\"><em>Click to enlarge<\/em><\/p>\n<h4 style=\"\"><span style=\"\">Template library<\/span><\/h4>\n<p style=\"\">Upload all of your standard documents to your managed template library.<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"25576\" width=\"539\" data-init-width=\"1920\" height=\"266\" data-init-height=\"948\" title=\"Composer-Generation\" src=\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2022\/01\/Composer-Generation.png\" data-width=\"539\" data-height=\"266\" style=\"\" loading=\"lazy\"><\/span><\/p>\n<p style=\"text-align: center;\"><em>Click to enlarge<\/em><\/p>\n<h4 style=\"\"><span style=\"\">Select your template<\/span><\/h4>\n<p style=\"\">From within your CRM environment, bring up the Conga Composer\u2120 interface to select your template and generate your document.<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"25575\" width=\"539\" data-init-width=\"1920\" height=\"266\" data-init-height=\"948\" title=\"Composer-Document\" src=\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2022\/01\/Composer-Document.png\" data-width=\"539\" data-height=\"266\" style=\"\" loading=\"lazy\"><\/span><\/p>\n<p style=\"text-align: center;\"><em>Click to enlarge<\/em><\/p>\n<h4 style=\"\"><span style=\"\">One-click document generation<\/span><\/h4>\n<p style=\"\">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.<\/p>\n<h5 style=\"\"><strong>Key benefits and features<\/strong><\/h5>\n<h2 style=\"\">Conga Composer<sup>SM<\/sup> enables your organization with the following benefits<\/h2>\n<p><span><img data-opt-src=\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2021\/12\/conga-composer-300x134-1.png\"  decoding=\"async\" alt=\"\" data-id=\"25414\" width=\"239\" data-init-width=\"300\" height=\"107\" data-init-height=\"134\" title=\"conga-composer-300x134\" src=\"data:image/svg+xml,%3Csvg%20viewBox%3D%220%200%20100%%20100%%22%20width%3D%22100%%22%20height%3D%22100%%22%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%3E%3Crect%20width%3D%22100%%22%20height%3D%22100%%22%20fill%3D%22transparent%22%2F%3E%3C%2Fsvg%3E\" data-width=\"239\" data-height=\"107\" style=\"\" loading=\"lazy\"><\/span><\/p>\n<p style=\"text-align: center;\">1<\/p>\n<h4>Documentgeneration<\/h4>\n<p>Automate the document creation process using custom-branded templates, rules, and data with multiple template formats, including DOCX, XLSX, PPTX, PDF, and HTML email.<\/p>\n<p style=\"text-align: center;\">2<\/p>\n<h4>Sophisticated data integration<\/h4>\n<p>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.<\/p>\n<p style=\"text-align: center;\">3<\/p>\n<h4>File management &amp; tracking<\/h4>\n<p>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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Accelerate your growth with data-driven, one-click document generation Increase efficiency Streamline document creation processes and accelerate the sales cycle. Increase accuracy Eliminate human copying and pasting so you improve consistency and accuracy. Increase productivity Automate document generation so your team can focus on your customers. Click to enlarge Template library Upload all of your standard [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":25627,"parent":25215,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Document Generation (using Conga Composer for Salesforce) - Xceede Solutions<\/title>\n<meta name=\"description\" content=\"Accelerate your growth and manage your business risk using a Contract Lifecycle Management solutions built on Conga Contracts for Salesforce.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/xceedesolutions.com\/what-we-do\/document-generation-conga-composer\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Document Generation (using Conga Composer for Salesforce) - 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