Conga Composer Salesforce Connector logo

Conga Composer Salesforce Connector

document generation for anyone, anywhere

By CongaDocument Generation

Rating
4.7
Reviews
950
Pricing
Paid
From $6 per user per month
Listed since
2009

About Conga Composer Salesforce Connector

Efficiently create and manage any revenue-generating business document

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

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

Screenshots and videos

Automatically generate business-critical documents with Conga

Image 1 of 8

Automatically generate business-critical documents with Conga

Pricing

Paid, from $6 per user per month.

Conga Composer Salesforce Connector plans
PlanPriceBilled
Default Plan$6 per userMonthly

This connector requires the purchase of the core Conga Composer solution directly from Conga (separate purchase required), which includes onboarding and initial product configuration. Please reach out to our team in the chat for more details.

Compatibility

Works with
  • Government Cloud
Requires
  • Sales Cloud
  • Service Cloud
  • Revenue Cloud
  • Experience Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on February 12, 2020
Industries
  • Healthcare & Life Sciences
  • High Tech
  • Manufacturing
Languages
  • Dutch
  • English
  • Finnish
  • French
  • German
  • Danish
  • Italian
  • Japanese
  • Korean
  • Portuguese
  • Russian
  • Chinese (China)
  • Spanish
  • Swedish
  • Thai
  • Chinese (Taiwan)

More Document Generation apps

The most reviewed Document Generation apps on the AppExchange, to compare before you choose.

All app categories