Conga Document Generation

4.4 (108)
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Create, track, and manage on-brand documents automatically.

About Conga Document Generation

You communicate critical information and essential data through documents. They knit together your teams and influence every customer interaction. Conga Composer allows you to streamline every document for the greatest benefit and tailor them to be just what your business, and your customers, need.

Conga Composer is the go-to solution for creating beautiful, 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.

No matter your industry, your role, or your use case, Conga Composer makes it easy to quickly generate error-free documents and automate processes. Get rid of process roadblocks, eliminate manual work, and remove errors to accelerate business revenue.

Gain 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 a Salesforce workflow rules. Standardize what you send to ensure you land on-brand, every time.

Deliver documents to your customer as promised, driving success and growth. Document generation software helps you transform your revenue operations process, providing automation, templated document creation, sharing, analytics, and more.

Adapt easily to keep up with customer needs when you effectively manage key business documents like quotes, proposals, contracts, invoices, work orders, shipping documents, account plans, and more.

You can also generate complete, accurate documents anywhere with data from everywhere!

You don’t store data in one place. And you have multiple stakeholders that need to generate documents from anywhere. The Conga Composer API allows you to easily embed document generation solutions into any website, application, and/or platform, and populate documents with data from any system of record while sending and saving those documents as needed.

Add on-brand document generation into your existing workflows for increased organization productivity, accuracy, and consistency and a seamless customer experience.


Key benefits of Conga Document Generation

Create: Generate documents to address almost any use case in Word, Excel, PowerPoint, PDF, 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, stored in file storage providers (Salesforce, Box, Google Drive, Amazon S3, etc.) or distributed via email or integrated with eSignature.

Notifications, tracking, and history: Receive real-time engagement notifications when a document has been viewed, including who has viewed it and for how long.

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.

API: Embed document generation solutions into any website, application, and/or platform, and populate documents with data from any system of record while sending and saving those documents as needed.


Images

Conga Document Generation Software - Create documents automatically, directly from Salesforce
Conga Document Generation Software - Generate documents with any data from any object - standard or custom
Conga Document Generation Software - Ensure meaningful communications without errors
Conga Document Generation Software - Choose from popular document formats like Word, Excel, PowerPoint, HTML, and PDF
Conga Document Generation Software - Deliver large documents via a link and gain visibility into customer document engagement
Conga Document Generation Software - Multiple documents can be sent with one or no clicks
View 7 more
Conga Document Generation video
Conga Document Generation Software - Create documents automatically, directly from Salesforce
Conga Document Generation Software - Generate documents with any data from any object - standard or custom
Conga Document Generation Software - Ensure meaningful communications without errors
Conga Document Generation Software - Choose from popular document formats like Word, Excel, PowerPoint, HTML, and PDF
Conga Document Generation Software - Deliver large documents via a link and gain visibility into customer document engagement
Conga Document Generation Software - Multiple documents can be sent with one or no clicks

Not sure about Conga Document Generation? Compare with a popular alternative

Conga Document Generation

4.4 (108)
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Starting Price

US$20.00
month
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month

Pricing Options

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Features

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Integrations

10
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Ease of Use

4.0 (108)
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Value for Money

4.0 (108)
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Customer Service

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Green rating bars show the winning product based on the average rating and number of reviews.

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Reviews

Overall rating

4.4 /5
(108)
Value for Money
4.0/5
Features
4.3/5
Ease of Use
4/5
Customer Support
4.2/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 108
Caleb
Caleb
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Conga for Plans and Policies

Reviewed on 2018/11/21

Conga has saved my team so much time and effort by allowing us to configure and manipulate...

Conga has saved my team so much time and effort by allowing us to configure and manipulate templates around a single source of data to produce multiple unique documents.

Pros

Conga enabled my team to easily create and automate all of the different plans and polices that we manage through the use of templates and highly configurable fields, all while maintaining our specific branding and format.

Cons

Conga can be daunting for new users. Thankfully, they have great resources for training and getting users started with creating their own documents.

Daniel
Daniel
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Good once set up

Reviewed on 2022/07/02

Pros

Does a very good job at creating documents

Cons

Can take quite a bit of work to set up correctly. Sales team is extremely pushy

Timothy
Overall rating
  • Industry: Higher Education
  • Company size: 501–1,000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Lots of function, harder to make work

Reviewed on 2023/05/18

Very mixed. In some aspects, it works amazing to pull in data from across varying Salesforce...

Very mixed. In some aspects, it works amazing to pull in data from across varying Salesforce Objects.On the other hand, for day to day print jobs, we found other products that are just much simpler.

Pros

We integrate Conga Composer with Salesforce, and use it to autogenerate PDFs from completed online applications. We are able to take information from multiple Objects, and nest multiple child records in the same document.

Cons

The switch from Conga Merge to Conga Global Merge was horrid and not executed well. We are unable to track documents in Salesforce the way we could before. The solution to use Conga Batch never worked after over a month of Conga Tech Support trying.

Jenna
Overall rating
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

At my prior job, we used Octiv (then known as Tinderbox) for contract delivery and contract...

Reviewed on 2018/04/19

Pros

I liked how easy the product was to upload to Salesforce and then send to the clients for signing. It was not only easy internally for the person sending the document but also for the client to open and access (which means the most)!

Cons

I didn't really have any cons about the software. It was very easy for the client to use which is what mattered most since majority of the time we would send the document while on the phone with them and walk them through signing.

Michelle
Overall rating
  • Industry: Education Management
  • Company size: 201–500 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Saves me time, but does not always work

Reviewed on 2019/04/21

We do not need to send field back and forth between departments to be redundantly looked over and...

We do not need to send field back and forth between departments to be redundantly looked over and data reentered. We can just create each file and the next person can merge all of the data together with a single mail merge. Another benefit is being able to combine multiple files into a single report that is professional looking that we can then send off to a client. This program saves a lot of time and promotes accuracy by getting rid of human error.

Pros

I like that conga Composer saves me time because I do not have to go back and forth and re enter the same information- especially lots of data. I'm pretty sure that I make fewer errors because I don't have to re enter all of the data by hand. There are easy to find categories to merge and then create a single professional product.

Cons

There can be issues with its integration with Salesforce. It will sometimes freeze and we have to restart Salesforce or sign in over and over. It also sometimes comes up with all of the fields blank that were supposed to be filled in by the mail marge. You always have to double check a document before submitting it because potentially all of the fields will say zero. This happens every once in a while.

Showing 5 reviews of 108 Read all reviews

Conga Document Generation FAQs

Below are some frequently asked questions for Conga Document Generation.

Conga Document Generation offers the following pricing plans:

  • Starting from: US$20.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Please contact Conga directly for pricing details.

Conga Document Generation has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Conga Document Generation supports the following languages:

Chinese, Danish, Dutch, English, Finnish, French, German, Hungarian, Italian, Norwegian, Polish, Portuguese, Spanish, Swedish, Turkish

Conga Document Generation supports the following devices:

Conga Document Generation integrates with the following applications:

Coupa, Dynamics 365, Google Cloud, NetSuite, Oracle Fusion Cloud ERP, SYSPRO, Salesforce Platform, ServiceNow, Slack, SugarCRM

Conga Document Generation offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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