Conga Composer

Conga Composer is a Salesforce-native document generation and automation tool that turns Salesforce data into formatted quotes, proposals, contracts, and reports.

What is Conga Composer?

Conga Composer focuses on turning Salesforce records into documents that sales and operations teams actually use. It is most valuable for organizations with existing Salesforce investments and heavy quoting, proposal, or contract workflows. Its template flexibility is strong, but so is its dependence on Salesforce data quality and professional services for complex deployments.

Key Features

• *Document generation** — Pull Salesforce data into formatted documents and PDFs
• *Templates** — Style controls, merge fields, conditional logic, and branded layouts
• *Salesforce embedding** — Run generation from records, opportunities, and CPQ flows
• *Batch generation** — Create multiple documents from lists or reports
• *E-signature integration** — Connect generated documents to signing workflows
• *Delivery options** — Email, attach to Salesforce, or store in document libraries

Who is it for?

• Sales ops and CPQ teams on Salesforce
• Organizations producing large volumes of quotes or proposals
• Teams replacing manual copy-paste document workflows

Who is it NOT for?

• Teams outside the Salesforce ecosystem
• Buyers wanting modern low-code UX without admin support
• Small teams with only occasional document generation needs