Conga Composer
byConga
Conga Composer is a document automation tool that enables users to create, manage, and distribute professional, data-driven documents by integrating with various data sources, including CRM and ERP systems. It supports multiple output formats such as Word, PDF, Excel, PowerPoint, and HTML, facilitating the generation of proposals, quotes, contracts, invoices, and other business-critical documents. By automating document workflows, Conga Composer reduces manual data entry, enhances accuracy, and ensures brand consistency across all communications.
Features
- Vast template library: Access a variety of pre-built templates or create custom ones to streamline document generation.
- Quick starts: Deploy fully configured solutions with templates and queries in minutes.
- High-volume generation: Generate and distribute large volumes of documents, such as invoices, to multiple recipients simultaneously.
- Advanced automation: Automate complex document generation based on workflow rules and specific business criteria.
- RESTful APIs: Embed document generation directly into existing systems to reduce manual creation efforts.
- Rich content inclusion: Add tables, images, rich text, charts, dashboards, custom fonts, and global currencies for a polished finish.
- Automated data population: Populate documents from any data source to create accurate, customized, and correctly formatted files.
- Smart conditional logic: Set rules to control the appearance of sections, calculate values, and group data for personalized output.
- Live edit: Review and edit populated documents in real time to ensure data accuracy before sharing.
- Custom branding: Incorporate company branding into documents and user interfaces to maintain consistency and trust.
- Flexible file format options: Generate documents in multiple formats, including DOCX, XLSX, PPTX, PDF, or HTML.
- Share documents via links: Share documents via secure links to bypass email size limits.
- Email service provider integrations: Send documents using preferred email service providers like SendGrid, Amazon SES, or Salesforce's native email functionality.
- Secure eSignature support: Integrate with electronic signature providers, such as Conga Sign, to expedite transactions.
- Real-time tracking and notifications: Monitor document engagement with instant alerts on recipient interactions.
- Cloud storage options: Store completed documents in preferred cloud repositories like Salesforce, Google Drive, Microsoft OneDrive, Box, Amazon S3, Dropbox, SharePoint, and SFTP.
- Download locally: Keep copies of files on local devices for quick, offline access.
Product Details
- Pricing
- Custom
- Deployment
- Cloud
- Location
- 🇺🇸 Broomfield, United States
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