Streamline your Salesforce workflows with Conga Composer’s document automation tools
02/28/2025
3 min read
Documents are a critical part of every business, across every industry—from contracts and sales agreements to price quotes, invoices, customer communications, and more. Whether your documents are stored as physical paper, electronic files, or a combination of both, the risk of misplacing or accidentally deleting important files is always present. And if those documents don’t include the right information, in the right place, every time, your bottom line may suffer.
Document automation is not a new concept, but it’s gaining prominence as more companies move toward paperless operations. Document automation tools like Conga Composer streamline and simplify document processes by automating repetitive manual tasks—allowing you to create documents from templates, automatically populate data fields, and integrate eSignature capabilities. And because Conga Composer offers a seamless user experience within Salesforce, you can generate documents using your Salesforce data without ever leaving the Salesforce platform.
Get to know Conga Composer
Conga Composer is an all-in-one document automation solution that’s purpose-built to work with Salesforce—so you can automatically generate error-free, on-brand documents with just a few clicks. Composer lets you create templates that pull data directly from your Salesforce records and merge it into sleek, professional-looking documents. Or you can convert your existing Word, Excel, PowerPoint, and pdf templates with Conga and automate your workflows within the Salesforce environment.
Composer’s document automation functionality can be embedded directly into Salesforce, enabling automatic document generation, routing, and delivery based on pre-set triggers. You can even add robust, secure eSignature functionality with Conga Sign to instantly collect the signatures you need without leaving the Salesforce environment. This end-to-end document automation eliminates bottlenecks, speeds up approvals, and ultimately helps your team close deals faster.
Conga Composer has been a top seller in the Salesforce AppExchange for years—and it’s easy to see why. Designed specifically for use with Salesforce, the tool is continually updated to leverage advances in the Salesforce platform.
7 benefits of Conga Composer
Conga Composer is a comprehensive application that can streamline document generation and increase the value of your Salesforce investment. Here are a few of its many benefits:
- Faster turnaround times. Automated document processes reduce manual labor, making every step faster and more efficient. This leads to faster turnaround times, which can improve customer satisfaction, reduce churn rates, and drive repeat business.
- Less potential for human error. Manual document processes are prone to errors and inconsistencies. Automating document management with Conga Composer ensures that critical documents are formatted correctly and populated with the right data, every time.
- Cost savings. Automating document workflows significantly reduces administrative burdens and operational costs while accelerating business cycles.
- Increased consistency and quality control. Automation ensures that all documents adhere to a consistent brand standard, which can positively impact overall perception and trust.
- Improved compliance. Automation helps to maintain compliance with applicable regulatory requirements, helping your company to avoid costly mistakes and penalties that can hurt the bottom line.
- Increased productivity. Automating repetitive tasks like document creation frees up valuable time, so your team can focus on more strategic tasks that drive revenue.
- Enhanced customer experience. Automated processes give customers better access to information through whatever channel they prefer. From proposals and quotes to contracts and billing, customers get accurate, branded documents quicker than ever before.
Don’t take our word for it
Conga Composer is the leading solution for document automation on the Salesforce AppExchange. Salesforce customers choose Conga to automate document processes and optimize key touchpoints throughout the revenue cycle for a seamless end-to-end experience. In fact, more than 8,000 customers trust Composer to create over 10 million documents every month.
And that’s not all! Conga was named the #1 leader in the G2 2024 Grid® for Salesforce CRM Document Generation, receiving the report’s highest scores for both market presence and customer satisfaction.
Composer also receives an overall score of 9.3 out of 10 on TrustRadius, earning the site’s top ranking for document generation software and a Buyer’s Choice award for 2024.
Start your journey here
Ready to learn more about Conga’s document automation solution and how it integrates seamlessly with Salesforce to improve efficiency, accuracy, and scalability? Start by watching this two-minute video on how Conga Composer can help transform your business operations. Then book a demo to meet with a Conga expert and find out more about Composer’s unique capabilities.
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