Automated document generation 

Automated documents drive revenue lifecycle management processes by communicating critical information and essential data. 

Get the most out of your documents

When it comes to revenue operations, documents propel each stage of the process forward, influencing every team and customer interaction. Conga’s automated solutions provide real-time notifications, tracking, and analytics with unparalleled speed and accuracy to give you maximum value out of every document, every time.

Conga Composer product

Document generation solutions 

Conga Composer

Reduce errors and improve customer communications by automating your document processes with fully customized templates you can create in a snap.

Conga Collaborate  

Grab your customers’ attention while boosting cross-team collaboration with engaging, interactive documents, automatically updated with rich media and the latest approved content.

Improve the revenue lifecycle with automation

Don’t take our word for it—our customers tell us every day what a massive improvement our solutions have made for their teams. 

Work where you’re already working

Conga and Salesforce work together seamlessly so you can take care of all your business in one place from one source of truth. You can use Conga within your existing Salesforce platform to get work done quickly and easily, leaving more time to focus on your customers and prospects.

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Get a demo

Talk to our team about how Conga document generation can deliver accurate information to your customers quicker, so you close deals faster.

Document Generation FAQs

  • How can automated document creation improve revenue lifecycle management?

    Automated document generation allows for effective contract and lifecycle management. You can produce meaningful business outcomes like increased productivity, integration, visibility, and growth by automating your document creation and management workflows. Eliminating manual document tasks can reduce errors and result in better tracking and customer communication, ultimately boosting your revenue lifecycle management system

  • Why types of business processes can be automated with Conga's document generation solutions?

    We have identified seven documents that, through automation, can lead to better overall business success:  

    1. Standard reports 

    2. Sales proposals 

    3. Contracts 

    4. Account plans 

    5. Project report cards 

    6. Invoices 

    7. Renewals and business reviews 


    Automating these key documents can help you save your company time and resources, allowing you to increase your win rates and shorten your time to revenue.

  • How do I meet brand guidelines in document creation?

    Consistent documentation is key in creating brand recognition and building trust with customers. Through automation, you can control the creation of your templates and create a consistent use of your company’s brand in your documents. Fully customized templates allow you to increase volume and scale your document generation as your business grows.  

  • What is workflow automation software?

    Workflow automation software allows you to connect all essential areas of your business that are critical to your success. Bring your revenue lifecycle management together in one system to streamline communication, boost customer satisfaction, and energize your processes.  

    With workflow automation software, you have visibility into each area of your operations, allowing you to automate your critical processes like document generation, quotes, proposals, data gathering, contracts, and more.  

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