Conga for Salesforce

Document Generation & Reporting for Salesforce
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About the Conga & Salesforce Integration

Once you’ve completed your Salesforce implementation and you have clean and reliable data and business processes, you can leverage Conga Composer to create, track, and manage on-brand documents automatically. It allows you to send consistent and personalized documents to your customers. Conga automates business processes to eliminate manual tasks to save you time. 

Types of Documents

  • Quotes
  • Proposals
  • Account plans
  • Invoices/receipts
  • Contracts
  • Work orders
  • Reports & charts
  • Shipping documents
  • And more!

Types of Formats

  • Word
  • Excel
  • PowerPoint
  • PDF
  • HTML email

Types of Integrations

  • Conga Contracts for Salesforce
  • Conga Grid
  • Conga Orchestrate
  • Conga Sign

Add Ons

  • Conga Batch: Create and send documents as a batch on a custom schedule
  • Conga Trigger: Create documents with no clicks using customizable triggers
  • Conga Mail Merge


Accelerate Your Processes

Conga Composer allows you to reduce your document delivery time while gaining insights, notifications, and history that increases visibility for your team, allowing you to speed up your business processes. 


Automation & Consistency
Automate your document creation and eliminate the manual tasks so you can standardize what you send to your customers each time. Deliver automated, on-brand, consistent documents to your customers each and every time. 


Flexibility

With the Conga integration you can pull data across Salesforce objects, orgs, and external systems, like ERP, Marketing, and HR which allows for more customization and flexibility when delivering documents for various scenarios. 

Learn More About Conga for Salesforce

If you’re ready to create, track, and manage on-brand documents automatically with Conga for Salesforce, we’re ready to help. Complete the form below and well set up a time to help you harness the power of Salesforce and Conga to increase productivity, deliver consistent documentation, and create more efficiencies in your business.

Custom Salesforce Solutions. Business Analysis. Custom Development. Training. Implementation & Integration.
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