- Conga Composer
- How It Works
- Examples
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- Pricing
Power For Your Biggest Challenges, Simplicity So You're in Control
How Does Conga Composer Work?
With Conga Composer, Salesforce users and administrators are more productive, more in control, and more effective with everything they do. Powerful capabilities make it possible to solve your biggest challenges, but with simple set-up and configuration, you don't need a developer to adapt to your changing business. Conga Composer turns complex operations into 3 easy steps: Create, Distribute, Automate.
1. Create
Create sophisticated documents using any data in Salesforce in just a few clicks.
Creating documents that "wow" just got easy
- Pull any data you need into Word documents, Excel spreadsheets, Powerpoint presentations or PDF forms.
- Ensure consistent formatting and branding with high quality branded templates.
- Show just what you want with the ability to conditionally expose/hide content and dynamically group items on-the-fly.
- Keep even the most complex output simple by combining the output of up to ten templates into a single PDF or Zip file.
2. Distribute
Distribute your content to anyone, anywhere, any way you like.
Distribute your content seamlessly to anyone
- Distribute content and reports any way you like - auto-attach to an email and send it to any Salesforce users or contact, save it locally, or print and mail them yourself.
- Keep track of everything by auto-saving output files to attachments, to records or to Salesforce Content.
- Close the loop on your processes with direct integration to eSignature solutions (DocuSign, Echosign).
- Send them one at a time or in bulk with all the same features and activity logging.
3. Automate
Automate operations with powerful workflow, batch operations and scheduling.
Automation that's simple AND powerful
- Keep processing moving with workflow-triggered operations.
- Keep track of everything by auto-saving output files to attachments, to records or to Salesforce Content.
- Save time with repetitive tasks using batch operations or sophisticated scheduling.
- Enforce best practices with standardized processes, activity logging and field updates.
- Drive your processes with auto-update to trigger workflow or approvals and future reminder tasks.
