AppExtremes, Inc. | Conga Composer

Increasing Productivity Across Your Entire Organization

Examples of Conga Composer In Action

The ways Conga Composer can be used in your organization are only limited by your imagination. Marketing, Sales, Operations and Finance will all benefit by having a simple way to get any data from Salesforce. Users can then use this data in a sophisticated document, distribute it, and automate future processes to save time and headaches.

Sophisticated Documents
(e.g., Complex Quotes)

In a few clicks, a user can generate, send and record a quote with any data from Salesforce:

Include data from any field, any related list, on any record.
Show the data any way you want - with summaries, line item details, images and dynamic grouping.
Combine multiple template and attachment elements into one file.

Elaborate Spreadsheets
(i.e., Executive Reports)

Do your Executive Reports have 18 different worksheets and include data from many different reports? No problem.

Instantly populate elaborate Excel templates with data from multiple reports or SOQL queries.
Conga templates maintain all formatting.
Reduce hours of work to just two clicks.
Send to anyone (even outside of your organization).

Powerful PowerPoint
(e.g., Proposals)

Are you creating elegant proposals for every prospect from scratch? Instead, pull together the perfect presentation with just a few clicks.

Merge data into tables that roll from one slide to the next.
Insert dynamic charts using Salesforce data.
Use images stored in Salesforce or on any external server.

Completed PDF Forms
(e.g., Compliance Documents)

Does the government or credit card processor require you to fill out a PDF form for every new account? Let Conga Composer do it for you!

Merge any data directly into the PDF form.
Submit the form directly, save locally or to a Salesforce record

Bundle 'Em Up
(e.g., Proposals)

Save your reps even more time - create the perfect bundle of all the right content with just a few clicks.

Define default templates for the bundle and have flexibility to add, delete or reorder them.
Bundle multiple document types into a single PDF or Zip file or stitch together multiple Word documents into one.
Use templates stored locally, in Salesforce Content Library or in Conga.

Batch & Scheduled Operations
(e.g., Monthly Invoicing)

You send out complex invoices every month - a tedious manual process that takes hours and hours. Now, it can run on autopilot.

Create and send sophisticated documents for all records in a list view or report with one click.
Save them to a single PDF or distribute individually via email or eSignature.
Schedule the operation the way you want - daily, weekly or monthly.

Increasing Productivity Across Your Entire Organization

Sophisticated Documents(e.g., Complex Quotes)

Elaborate Spreadsheets(i.e., Executive Reports)

Powerful PowerPoint(e.g., Proposals)

Completed PDF Forms(e.g., Compliance Documents)