Conga Composer Salesforce Connector | document generation for anyone, anywhere

Highlights

• 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

What Conga Composer Salesforce Connector | document generation for anyone, anywhere does

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

Screenshots