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Conga Composer

Accurate, consistent, on-brand digital document generation.

The best digital documents for every interaction. Zero effort.

With Composer, digital document generation from Salesforce is quick and error-free, every time. Automate your templated documents so they’ll always be built with the right data and to ensure your brand shines. It’s never been easier to spin up accurate, consistent documents for any business need. Get rid of process roadblocks and errors that slow down your business, giving time back to your teams to work on the important stuff.

Documents that do the work for you.
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Faster deals, happier customers.
Power up customer engagement.

It’s easy to create beautiful, templated documents directly from Salesforce. Fast, too. You can do it in seconds, and with the click of a button. Think higher productivity and more engaged customers.

Another huge plus: your documents will be accurate, pulling data from your CRM or any system of record for meaningful communications with no errors.
 
Deliver your documents in a variety of formats by almost any method and store those documents where it works best. Accelerate your business with Advanced Features for Composer Enterprise. Get real-time document notifications that reveal recipient engagement and make follow up simple.

Give your teams the power to create documents and reports whenever and however they need. They’ll thank you for it.

Documents on a whole ‘nother level.

The sky’s the limit when it comes to document generation for Salesforce.. Simply pick your favorite format—Microsoft Word, Excel, PDF, email, or rich text—and deliver with the click of a button.

When consistency matters, choose from a library of pre-built templates or create your own in a snap using Composer’s Document Automation Wizard.

Complex content is no problem. Tricky use cases, like CPQ, that merge data from multiple systems, are Composer’s bread and butter.  Include tables, images, charts, dashboards, and global currencies. 

No more documents with errors, no more copy and paste. Just eye-catching effective communication directly to your customer.

Send key documents without lifting a finger.

It’s not just the documents, it’s the process automation you set up around them. Automate the workflows you need to repeat with Conga Batch and Conga Trigger. You’ll be amazed at how you can scale.

Put your documents on a schedule (goodbye repetitive report building), or automate steps when certain criteria are reached. And you can send documents in batches to cut the work.

Tie all of this together when you integrate with other Conga products for quick, streamlined workflows, data updates, and process automation.

Shorter business cycles and reduced workload, anyone?

Composer Advanced Features

With the new Advanced Features for Composer Enterprise, get the most out of your document generation. Send documents via link, then track how your customer engages. Even get notifications in your email. Make it easier for your teams to initiate better, more timely customer conversations. And much more.

See for yourself.

We’re happy to tell you all about our solutions and how they work. But sometimes seeing is believing. Check out our managed trial and see the power—and simplicity—of our Digital Document Transformation Suite.

FAQs

What is document generation for Salesforce?

Document generation for Salesforce means you have the ability to create documents with just a few button clicks from any object. You have your choice of data source, document format, and delivery method, plus you’ll automatically store your documents in Salesforce so you can refer to them later, when you need to.

What is document workflow automation?

Document workflow automation automates many of the steps you’d normally take once you generate the documents you need. It allows you to schedule and send batches of documents, or to automatically send out a document once a certain stage is achieved or other qualification met during the process. 

How can document generation and workflow automation help my organization?

Documents are key to almost every business interaction, whether internal or external. Setting up document templates to create accurate, consistent, on brand documents saves your teams time, saves your organization money, and creates greater efficiency across the board.

How does Composer integrate with the rest of the Conga product suite?

Composer integrates seamlessly with the rest of the Conga Suite. For example, you can go from document generation to eSignature without even knowing that you’ve crossed from one product into another. And all of that integration means that the data in your documents flows across business and sales cycles for optimum visibility and accuracy.

What are some examples of Composer in action?

Many organizations use Composer to generate all kinds of common business documents. These range from proposals to quotes to contracts to invoices. Reports are another common use case. Healthcare organizations generate patient forms and provider agreements; financial services firms create account documents and reviews; nonprofits generate donor letters and board reports.