Conga Composer Features
Document Creation (6)
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Customizability: Variables and Fields
Define fields to pull in dynamic information.
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Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
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Rich Media
How well the platform supports images, audio, and video in proposals.
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Online Document Creation
Create adaptive online documents for view via browser or mobile device.
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PDF Creation
Create attractive PDF versions of proposals.
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Custom Branding
Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
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Document Builder Interface
Easily search for and add elements to a proposal.
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Collaborative Creation
Multiple users can edit a single document.
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Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (3)
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Engagement Tracking
Track who is looking at proposals and how often or for how long.
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Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
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Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Platform (6)
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
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CRM Integration
Push and pull data from CRM to build proposals and update statuses with clients.
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E-Signature Integration
Couple accepting proposals and signing contracts together in one workflow.
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CPQ Integration
Push and pull data from quote applications to build proposals.
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API / Integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Data Sources (3)
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Software
Integrate with software such as ERP or CRM to use data for document generation
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Spreadsheets
Allows users to generate documents using information from spreadsheets
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Documents
Ability to generate new documents using other documents in multiple formats
Generation (3)
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Templates
Include templates for various types of documents such as invoices or quotes
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Automation
Automate document generation based on customizable rules
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Branding
Allow users to personalize documents for branding purposes
Delivery (3)
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Workflow
Define and manage workflows for document distribution
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Schedule
Create a schedule to deliver documents at predefined times
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Batch
Provide the ability to generate and deliver documents by batch
Integrate & Embed (1)
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Applications
Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software
Edit & Revise (2)
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Revision History
Tracks changes made to documents and access all revision history
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Suggestion Mode
When reviewing documents, provides suggestions that can be accepted or rejected by the document owner
File Types (1)
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Export
Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format
Collaboration (1)
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Multi-User Collaboration
Allows multiple users to collaborate on a single document and see edits in real-time
Design (3)
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Graphics
Ability to insert graphics, including photos, charts, drawings, graphs, etc.
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Templates
Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.
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Themes
Offer various color themes which can be applied to the document
Operating System (3)
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PC Operating System
Supports Microsoft Windows operating system
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Mac Operating System
Supports macOS operating system
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Linux Operating System
Supports Linux operating system
Customization (3)
SEO
Offers SEO guidance to aid users with public-facing documentation
API Contracts
Utilizes API contracts to create customizable documentation
Change Management
Empowers users to make needed edits and updates with change management
Organization (3)
Respository
Features a central repository that provides users with an organized space to access and store documents
Third-Party Integration
Integrates easily with portals and third-party tools
Access Management
Manages users and permissions with access management capabilities
Generative AI (10)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text-to-Image
Provides the ability to generate images from a text prompt.
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AI Text-to-Speech
Simulates human-like speech from text inputs.
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AI Image-to-Text
Converts images into a textual description, identifying key elements.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text-to-Image
Provides the ability to generate images from a text prompt.
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AI Image-to-Text
Converts images into a textual description, identifying key elements.
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AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Document Creation (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Document Generation (1)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input





