Conga Composer
Amit Chaudhary

Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates. He is a active blogger and founder of Apex Hours.

Conga Composer Digital Documents

Conga Composer is a document generation tool that helps us to not only generate the document but also allow as to build and automate the documents. If you want to generate pixel-perfect rich documents in Salesforce like quotes, invoices, contracts etc. then using Conga Composer in Salesforce is the way to go.

What is Conga Composer?

Conga is a 3rd  party and one of the best selling apps on Salesforce marketplace AppExchange. Conga composer allows Salesforce user to create, customize, automate and generate documents and quotes by a single click on a button. It can also select richly-formatted templates with data from any kind of object in Salesforce. We can create conga template through template builder. Here is Digital Documents Pillar

  • Visualize your data and create your document​
  • Next steps… send your document for eSignature​
  • Automation with Batch, Trigger & Orchestrate​
  • Hands On: Build a Composer solution

Setup Conga Composer.

Check below recording to learn about step by step process to setup conga composer.

Composer Advanced Features

FeatureDescriptionWhy use it​​
Document Notifications​​Receive instant notifications and immediate insight to accelerate sales cycles and business processes​Reduce follow up guesswork​Increase forecasting and pipeline adjustments​
Document History & Tracking​​Accelerate deal opportunities with better pipeline engagement for consistent, recurring prospect and customer conversations​Update document flow to better ensure important sections are viewed​Track and analyze trends ​
Send via LinkAttachment sizes for outbound emails are no longer a concern, as Composer max file size of 40MB can now easily be delivered via unique URL​Get all documents to their inbox the first time, no matter the size​

Composer Automation

Share this article

1 Comment

  • But, if a customer has a quote generated via communities, do we need Conga to simple generate a pdf version or is there another way of creating a pdf version without Conga?

Leave a reply

Keep in Touch

Subscribe for Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 3,229 other subscribers

Search

Our Supporter

RECENT POSTS

Apex Hours

Apex Hours is one stop platform to learn Salesforce skills and technology

Join our Newsletter and get tips and tricks how to explore the salesforce for free!