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​Conga Composer makes it easy to create sophisticated documents, presentations and reports from Salesforce by automatically populating richly-formatted templates with data from any standard or custom object or external data source via Lightning Connect. Working with industry-standard template formats to provide flexible presentation options, Conga Composer output files can be downloaded locally, stored in Salesforce, distributed via email or integrated with an eSignature or content management solution. Conga Composer can also automatically log activities, create follow-up tasks and even update fields. Take advantage of powerful automation functionality to transform a cumbersome manual process into a single button click or completely automated solution.

Summit Technologies consultants are certified by Conga to implement and administer Conga Composer

Conga Composer Implementation Services

  • Install and configure Conga App for up to 10 users

  • Configure 1 Word File as Conga Template (up to 25 merge fields, 1 table with no logic)

  • Create 1 button to launch templates from Opportunity or other object page

  • Configure automatic PDF generation, email of PDF and generate follow-up task

  • Generate test document from Salesforce

  • One round of adjustments / enhancements to template bases on client feedback

  • Additional licensing fees from Conga not included

  • E-signature integration requires separate product and implementation

Learn more about Conga Composer

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