Conga Composer

Composer Demo

Wish I had Conga Composer MONTHS earlier
“Do not waste your time looking into other ways to generate reports or documents from your Salesforce data. Conga Composer is such a great tool. We have only had it for a month, but the hours of time it has saved us have already paid for the subscription.” 

- Laura Castleman

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Document Generation & Reporting for Salesforce Made Easy

Conga Composer® makes it easy to create and deliver sophisticated documents, presentations and reports from Salesforce® by automatically populating richly-formatted templates with data from any standard or custom object. Composer enables salesforce.com customers to customize, streamline and scale their document generation and reporting for unlimited use cases across all organizations and industries.

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Let Conga Composer take the words “copy and paste” out of your vocabulary.

Conga Composer Process Flow - Salesforce Document Generation & Merge Applications
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Customize

Create sophisticated documents, presentations and reports using a variety of industry-standard template formats

  • Word, Excel, PowerPoint, HTML email & PDF forms

  • Robust output with dynamic tables, images, charts, custom fonts, graphs, watermarks, global languages & currencies

  • Merge, show and hide conditional content according to business rules

  • Launch solutions from any standard or custom object

 

Streamline

Simplify complex document generation to streamline your business process and user experience

  • Powerful automation features and predefined merge options eliminate manual processes

  • Automatically log activities, update fields and create follow-up tasks

  • Standardize the process by controlling storage and access to templates

 

Scale

Unlimited use cases across your entire organization

  • Generate thousands of documents per day without increasing staff resources

  • No limit on the number of templates or solutions that can be created

  • Use powerful extensions for batching, scheduling or triggering a merge with Salesforce workflow*

  • Create mobile solutions for Salesforce1TM users


Use Cases

Conga Composer offers document generation capabilities to tackle unlimited use cases across all organizations and industries:

Quotes Icon - Generate & Create Sales Quotes from Salesforce

Easily create sophisticated quotes to increase sales productivity

Proposals Icon - Generate & Create Proposals from Salesforce

Produce professional proposals that display the right information every time

Account Plans Icon - Generate & Create Account Plans & Briefs from Salesforce

Gather all the data needed to generate customized account plans for any audience

Invoices & Receipts Icon - Generate & Create Invoices & Receipts from Salesforce

Get paid faster by streamlining the delivery of invoices and receipts

Contracts Icon - Generate & Create Contracts from Salesforce

Create standardized contracts to close deals faster – even deliver and track via eSignature

Reports & Charts Icon - Generate & Create Reports from Salesforce

Unleash the power of your data with internal reports that impress executives and help run your business smarter


Template Formats

Critical business documents come in all shapes and sizes. Composer helps you produce rich, data-driven output in a variety of formats, including:
 

Merge to Word Document Merge to Exel  Document Merge to PowerPoint Document Merge to PDF Document Merge to HTML Email