USE CASE

Proposals

Win more business

Use Conga Composer® to create elegant proposals that automatically merge your Salesforce® data into a customized document or presentation. Draw source information from standard or custom objects and make use of flexible formatting features to create visually stunning presentations that set your business apart from the competition.

Why use Conga Composer to create proposals?
Easily create and deliver proposals that stand out with fully customizable data and content
  • Fully configure templates to incorporate complex content, e.g. images, charts, custom fonts, graphs, tables, watermarks, and global languages/currencies.
  • Conditionally display or hide content based on business rules.
  • Integrate with leading eSignature providers including DocuSign® and Adobe Sign®.
Stay agile and save time with an automated solution
  • Create and send a proposal with a single click.
  • Predefine template, email delivery, and output file storage options for a consistent user experience.
Improve proposal accuracy by eliminating manual processes
  • Retrieve data from multiple disparate objects using standard or custom report types, SOQL queries or both.
See for yourself.

Websites are full of words that tell you things. And that’s great. But sometimes you just need to see how stuff works. So we made a demo for those occasions. We’d love to show it to you.