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Conga Document Generation Logo

Create, track, and manage on-brand documents automatically.

Last updated: November 2024

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Conga Document Generation - 2025 Pricing, Features, Reviews & Alternatives

What is Conga Document Generation?

You communicate critical information and essential data through documents. They knit together your teams and influence every customer interaction. Conga Composer allows you to streamline every document for the greatest benefit and tailor them to be just what your business, and your customers, need.

Conga Composer is the go-to solution for creating beautiful, accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers.

No matter your industry, your role, or your use case, Conga Composer makes it easy to quickly generate error-free documents and automate processes. Get rid of process roadblocks, eliminate manual work, and remove errors to accelerate business revenue.

Gain additional insights with document notifications and history that increase visibility, speeding up team velocity and business cycles. Add automation to create and send documents en masse or without any clicks based on a Salesforce workflow rules. Standardize what you send to ensure you land on-brand, every time.

Deliver documents to your customer as promised, driving success and growth. Document generation software helps you transform your revenue operations process, providing automation, templated document creation, sharing, analytics, and more.

Adapt easily to keep up with customer needs when you effectively manage key business documents like quotes, proposals, contracts, invoices, work orders, shipping documents, account plans, and more.

You can also generate complete, accurate documents anywhere with data from everywhere!

You don’t store data in one place. And you have multiple stakeholders that need to generate documents from anywhere. The Conga Composer API allows you to easily embed document generation solutions into any website, application, and/or platform, and populate documents with data from any system of record while sending and saving those documents as needed.

Add on-brand document generation into your existing workflows for increased organization productivity, accuracy, and consistency and a seamless customer experience.

Benefits of using Conga Document Generation

Create: Generate documents to address almost any use case in Word, Excel, PowerPoint, PDF, or HTML emails, all within the Salesforce UI.

Merge: Merge data from standard or custom Salesforce objects or from external data sources.

Conditional generation: Conditionally display sections of a document, group data, and calculate formulas according to business rules.

Brand: Incorporate professional, complex content such as tables, images, rich text, charts, dashboards, custom fonts, watermarks and global currencies.

Deliver: Deploy flexible delivery options, with output files that can be downloaded locally, stored in file storage providers (Salesforce, Box, Google Drive, Amazon S3, etc.) or distributed via email or integrated with eSignature.

Notifications, tracking, and history: Receive real-time engagement notifications when a document has been viewed, including who has viewed it and for how long.

Workflow: Automatically log activities, create follow-up tasks and update fields.

Automate: Trigger Conga Composer solutions with a Salesforce workflow rule; Batch and schedule Conga Composer solutions.

API: Embed document generation solutions into any website, application, and/or platform, and populate documents with data from any system of record while sending and saving those documents as needed.

Starting from

20

Per month

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Conga Document Generation's key features

Most critical features, based on insights from Conga Document Generation users:

Templates
Document Generation
Electronic Signature
Access Controls/Permissions
Document Storage
Document Management

All Conga Document Generation features

Features rating:

Document Classification
Version Control
Full Text Search
Process/Workflow Automation
Search/Filter
File Recovery
Content Management
File Conversion
Secure Data Storage
Workflow Management
File Sharing
Content Library
Contact Management
Archiving & Retention
Digital Signature
Collaboration Tools
Email Management
For Legal Professionals
Knowledge Base Management
Quotes/Estimates
Reporting & Statistics
Template Management
Drag & Drop
Document Templates
Document Review
Document Capture
Document Automation
Data Import/Export
Customizable Templates
Customizable Branding
Authentication
Audit Trail
Approval Process Control
API
Alerts/Notifications
Activity Tracking

Conga Document Generation awards

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Conga Document Generation pricing

Value for money rating:

Starting from

20

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

Conga Document Generation integrations (16)

Integrations rated by users

We looked through 109 user reviews, to identify which products are mentioned as Conga Document Generation integrations, and what is the users perception.

Integration rating: 4.9 (7)

It's essential to generate custom-templated documents from the CRM (why Salesforce doesn't offer more customisation as standard is shocking)

All of our customer information is already stored in Salesforce so if it didn't integrate we wouldn't have considered Conga as an option

SW

Sam Walker

Systems Architect

1/2

Integration rating: 5.0 (1)

for Complex template and multiple format support Conga Composer is superb app.

AI

Aamer Iqbal

Senior System Engineer

Grid logo
Grid

Integration rating: 5.0 (1)

Docusign logo
Docusign

Integration rating: 4.0 (1)

Lumin PDF logo
Lumin PDF

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

Conga Document Generation support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
24/7 (Live rep)
Phone Support
Email/Help Desk
Chat
Knowledge Base

Training options

In Person
Documentation
Webinars
Videos
Live Online

Conga Document Generation reviews

Overall rating

4.4

/5

109

Positive reviews

89

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.02/10
Rating distribution

5

4

3

2

1

55

42

12

0

0

Pros
Very easy to use and as an administrator I love what I can do with it. We were able to improve all our contract templates using the tool.
Templated proposals make it super easy to pump out proposals and win work fast. It's relatively intuitive and easy to use.
The user interface is easy-to-use, and Octiv's training/onboarding set us up for success from day one. Great company with great people.
Cons
So many glitches -- pages will disappear and shuffle in order, errors happen all the time, and other random things. Also the limited users per account can be a hassle for a company our size.
Pain to use, way too many steps to complete a document.
Queries are finicky and don’t transfer well from sandbox.

Conga Document Generation FAQs

Q. What type of pricing plans does Conga Document Generation offer?

Conga Document Generation has the following pricing plans:
Starting from: $20.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

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Q. Who are the typical users of Conga Document Generation?

Conga Document Generation has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does Conga Document Generation support?

Conga Document Generation supports the following languages:
Swedish, French, Italian, Dutch, Portuguese, Hungarian, Danish, German, Turkish, Norwegian (Bokmal), Spanish, Polish, Chinese (Simplified), English, Finnish


Q. Does Conga Document Generation offer an API?

Yes, Conga Document Generation has an API available for use.


Q. What other apps does Conga Document Generation integrate with?

Conga Document Generation integrates with the following applications:
Oracle Fusion Cloud ERP, Coupa, SYSPRO, Dynamics 365, NetSuite, SugarCRM, Slack, Google Cloud, ServiceNow, Salesforce Platform


Q. What level of support does Conga Document Generation offer?

Conga Document Generation offers the following support options:
FAQs/Forum, 24/7 (Live rep), Phone Support, Email/Help Desk, Chat, Knowledge Base

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