DOCUMENT AUTOMATION SOFTWARE

Automate documents for any process, anywhere

Conga Composer and Conga Sign are the trusted duo in automated document generation and agreement execution

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Used in 60+ countries; trusted by over half of the Fortune 50

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Set a new bar for what you should expect out of your documents 

I have data across different platforms. How can I bring them together in one document?

Conga lets you receive data from any platform, including merging data from multiple sources into one document.

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I want to generate multiple file formats instead of just one. Can I do that?

From creating Word and PDF to PowerPoint and Excel, you’re not limited by any file format with Conga.

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What if I need to capture a signature on my document?

Send your documents for eSignature directly from your document generation software—all without losing document quality.

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My business is growing. How do I select software that scales with my business needs?

Conga can handle large quantities of documents, complete with imagery, charts, and graphics. You’ll never have to switch vendors again.

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Powerful individually. Unstoppable together.

Conga Composer diagram: document connected to data sources (pricing, customer, product) and integrates with HubSpot, Mailchimp, Salesforce, Oracle, Zendesk

Conga Composer

Automatically generate polished, on-brand documents using real-time data from any system. Composer ensures every document is accurate, consistent, and ready to deliver impact—no manual work required. 

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Conga Sign

Delivering secure, enterprise-grade eSignatures that work wherever you do. Whether integrated into your CRM or deployed out of the box, Conga Sign ensures fast, compliant signing with built-in authentication and flexibility. 

Experience document precision with automation

Receive data from anywhere

  • Merge data from anywhere: 
    Automated data merging. Merge data from any CRM, ERP, or cloud seamlessly.
  • Multi-source data access: 
    Receive data from multiple sources and auto-populate docs.
  • Streamlined customer info: 
    Provide accurate info to customers quickly.
Diagram showing data merging from different sources to automatically generate a document

Create any type of document

  • Automated document creation:
    Easily generate Word, HTML, PDF, PPT, and Excel files.
  • Scalable solutions:
    Easily manage complex trigger and batch sending.
  • Dynamic content integration:
    Tailor documents with personalized and dynamic info. 
Generation of a document from any data source

Send your document everywhere

  • One-click distribution:
    Share content through your website, portal, email, or CRM.
  • Seamless email integration:
    Connect effortlessly with your email provider.
  • Streamlined delivery process:
    Ensure smooth and efficient content delivery.
Manage, send, store custom generated documents with one click

Gather electronic signatures on the go

  • Collect eSignatures:
    Send documents for compliant eSignatures to speed up deals.
  • Maintain document quality:
    Integrate eSignature into image rich and complex documents.
  • Streamlined business:
    Integrate directly into your business workflows to save time.
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Connect any system

  • Streamline workflows:
    Simplify and enhance document processes.
  • Embed solutions:
    Integrate tools into existing workflows.
  • Connect to where you work:
    Embed into your CRMs and ERPs to streamline work.
Tiled group of integrations available for Conga Document Automation

Personalize your documents

  • Consistent branding:
    Keep your brand and logo front and center in all docs.
  • Enhanced customer experience:
    Deliver quality documents that impress clients.
  • Improved security:
    Lower security risks throughout the agreement process. 
UI example of how to personalize Conga Document Automation for company brand
Diagram showing data merging from different sources to automatically generate a document
Generation of a document from any data source
Manage, send, store custom generated documents with one click
Illustration of document eSignature
Tiled group of integrations available for Conga Document Automation
UI example of how to personalize Conga Document Automation for company brand

Pixel-perfect documents that make you stand out

Create on-brand, high-converting business documents, including proposals, sales quotes, or contracts. For the next step, send these documents for eSignature without losing any image fidelity.

Document automation software for any team and use case

Data doesn’t have to be stored in silos. Get everyone on the same page with Conga.

  • Sales
    • Proposals 
    • Quotes 
    • Contracts 
    • Service agreements 
    • Non-disclosure agreements (NDAs)
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  • Legal
    • Contracts
    • Agreement Approval
    • NDA
    • POA execution
    • Will signing
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  • Finance
    • Vendor invoice approval
    • Loan agreement signing
    • Expense report execution
    • Tax form signing
    • Wire transfer authorization
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  • Support
    • Onboarding agreement
    • Customer Agreement
    • Ticket resolution
    • Request approval
    • Upsell/cross-sell proposal
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  • Marketing
    • Lead capture forms
    • Email marketing opt-in forms
    • Sponsorship agreements
    • Event registration forms
    • Speaker agreements
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  • HR
    • Offer letter
    • Background check authorization
    • New hire paperwork
    • Performance review
    • W-4 form
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Get a document automation solution that scales with you

Tired of switching vendors as you grow? Conga integrates with any portal, application, or system of record, even as your teams evolve and use different tools and platforms.

Become more connected, more intelligent—every step of the way

Document automation is just one aspect of what you can do with Conga. Here’s how we help beyond Document Automation. 

Generate accurate invoices and proposals

Document generation can integrate with our Revenue & Commerce solution so you can easily and automatically create proposals, quotes, and invoices with accurate data pulled from your CRM or ERP.

Automate contract creation

After a deal is closed, your team can create contracts from the pre-built templates and send them for eSign, all from the same platform, with accurate and up-to-date data. 

Ready to automate your document processes?

Discover the seamless integration and efficiency of our document automation and eSignature solutions. See it for yourself.

Frequently asked questions

  • Q: How can automated document creation improve deals?

    Automated document creation accelerates the generation of accurate and timely documents, reducing errors, ensuring compliance, and accelerating deal closures. 

  • How to choose the best document automation software?

    Ask the following questions when choosing your document automation software:

    • Ease of use: Can every department of your organization use the software without needing additional training? Does the software require any specific technical knowledge to use?
    • Integration: Can you integrate the document automation solution with your current systems? Do you need to move your existing workflow to any other CRM? Can the software embed with every software across your organization, including the systems used by the HR, finance, IT, and sales teams?
    • Reviews: What are existing customers saying about the software?
    • Support: How proactive is the support team? Can they help you if you need any additional help?
    • Scalability: Even if you’re a small business, you need to start with the best. Can the software scale with your business needs? 
  • What types of business processes do Conga's document automation solutions automate?

    Conga's document automation solutions automate a wide range of business processes, including the creation of personalized sales proposals and contracts. This approach contributes to increased efficiency and accuracy across major business operations.

  • How do I meet brand guidelines in document creation?

    You can use document automation tools that allow for customizable templates to meet brand guidelines. These templates ensure consistency in branding elements such as logos, fonts, and color schemes across all documents.

  • What is document automation?

    Document automation is the process of automating the creation of electronic documents. This includes the workflow of extracting data from different sources to generate a document populated with relevant information. As a result, you receive the end document that’s ready to share without spending time on manual creation.