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Conga Composer Features

What are the features of Conga Composer?

Document Creation

  • Customizability: Variables and Fields
  • Template Creation and Flexibility
  • Online Document Creation
  • PDF Creation
  • Custom Branding

Administration and Platform

  • User, Role, and Access Management
  • CRM Integration

Data Sources

  • Software
  • Documents

Generation

  • Templates
  • Automation
  • Branding

Delivery

  • Workflow
  • Schedule
  • Batch

Filter for Features

Document Creation

Customizability: Variables and Fields

Based on 170 Conga Composer reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.
86%
(Based on 170 reviews)

Template Creation and Flexibility

Based on 170 Conga Composer reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
86%
(Based on 170 reviews)

Rich Media

Based on 138 Conga Composer reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.
82%
(Based on 138 reviews)

Online Document Creation

Based on 146 Conga Composer reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.
89%
(Based on 146 reviews)

PDF Creation

Based on 167 Conga Composer reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.
91%
(Based on 167 reviews)

Custom Branding

Based on 162 Conga Composer reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.
89%
(Based on 162 reviews)

Workflow

Document Builder InterfaceView full feature definition

See feature definition
Based on 146 Conga Composer reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.
84%
(Based on 146 reviews)

Collaborative Creation

Based on 117 Conga Composer reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.
82%
(Based on 117 reviews)

Assembly and Approval Workflows

Based on 115 Conga Composer reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.
85%
(Based on 115 reviews)

Analytics

Engagement Tracking

Track who is looking at proposals and how often or for how long. This feature was mentioned in 95 Conga Composer reviews.
84%
(Based on 95 reviews)

Proposal Effectiveness Reporting

Find out which pieces of content are performing best. 95 reviewers of Conga Composer have provided feedback on this feature.
84%
(Based on 95 reviews)

Reporting and Dashboards

Based on 105 Conga Composer reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.
84%
(Based on 105 reviews)

Administration and Platform

User, Role, and Access Management

Based on 151 Conga Composer reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
88%
(Based on 151 reviews)

Alerts and Notifications

Based on 127 Conga Composer reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.
83%
(Based on 127 reviews)

CRM Integration

Based on 156 Conga Composer reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.
92%
(Based on 156 reviews)

E-Signature Integration

Based on 121 Conga Composer reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.
87%
(Based on 121 reviews)

CPQ Integration

Based on 98 Conga Composer reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.
89%
(Based on 98 reviews)

API / Integrations

Based on 99 Conga Composer reviews and verified by the G2 Product R&D team. 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.
88%
(Based on 99 reviews)

Data Sources

Software

Integrate with software such as ERP or CRM to use data for document generation 183 reviewers of Conga Composer have provided feedback on this feature.
88%
(Based on 183 reviews)

Spreadsheets

Allows users to generate documents using information from spreadsheets This feature was mentioned in 142 Conga Composer reviews.
75%
(Based on 142 reviews)

Documents

As reported in 179 Conga Composer reviews. Ability to generate new documents using other documents in multiple formats
85%
(Based on 179 reviews)

Generation

Templates

As reported in 183 Conga Composer reviews. Include templates for various types of documents such as invoices or quotes
89%
(Based on 183 reviews)

Automation

Based on 173 Conga Composer reviews. Automate document generation based on customizable rules
87%
(Based on 173 reviews)

Branding

Allow users to personalize documents for branding purposes This feature was mentioned in 176 Conga Composer reviews.
86%
(Based on 176 reviews)

Delivery

Workflow

Define and manage workflows for document distribution This feature was mentioned in 162 Conga Composer reviews.
86%
(Based on 162 reviews)

Schedule

Create a schedule to deliver documents at predefined times 158 reviewers of Conga Composer have provided feedback on this feature.
81%
(Based on 158 reviews)

Batch

Provide the ability to generate and deliver documents by batch 156 reviewers of Conga Composer have provided feedback on this feature.
83%
(Based on 156 reviews)

Integrate & Embed

Applications

As reported in 134 Conga Composer reviews. Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software
80%
(Based on 134 reviews)

Edit & Revise

Revision History

Tracks changes made to documents and access all revision history This feature was mentioned in 135 Conga Composer reviews.
81%
(Based on 135 reviews)

Suggestion Mode

Based on 130 Conga Composer reviews. When reviewing documents, provides suggestions that can be accepted or rejected by the document owner
76%
(Based on 130 reviews)

File Types

Export

Based on 142 Conga Composer reviews. Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format
87%
(Based on 142 reviews)

Collaboration

Multi-User Collaboration

As reported in 132 Conga Composer reviews. Allows multiple users to collaborate on a single document and see edits in real-time
79%
(Based on 132 reviews)

Design

Graphics

As reported in 131 Conga Composer reviews. Ability to insert graphics, including photos, charts, drawings, graphs, etc.
80%
(Based on 131 reviews)

Templates

Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc. This feature was mentioned in 137 Conga Composer reviews.
87%
(Based on 137 reviews)

Themes

Offer various color themes which can be applied to the document 130 reviewers of Conga Composer have provided feedback on this feature.
80%
(Based on 130 reviews)

Operating System

PC Operating System

Supports Microsoft Windows operating system This feature was mentioned in 129 Conga Composer reviews.
86%
(Based on 129 reviews)

Mac Operating System

Supports macOS operating system 119 reviewers of Conga Composer have provided feedback on this feature.
81%
(Based on 119 reviews)

Linux Operating System

As reported in 105 Conga Composer reviews. Supports Linux operating system
74%
(Based on 105 reviews)

Customization

SEO

Offers SEO guidance to aid users with public-facing documentation

Not enough data

API Contracts

Utilizes API contracts to create customizable documentation

Not enough data

Change Management

Empowers users to make needed edits and updates with change management

Not enough data

Organization

Respository

Features a central repository that provides users with an organized space to access and store documents

Not enough data

Third-Party Integration

Integrates easily with portals and third-party tools

Not enough data

Access Management

Manages users and permissions with access management capabilities

Not enough data

Generative AI

AI Text Generation

Allows users to generate text based on a text prompt. 57 reviewers of Conga Composer have provided feedback on this feature.
73%
(Based on 57 reviews)

AI Text Summarization

As reported in 55 Conga Composer reviews. Condenses long documents or text into a brief summary.
73%
(Based on 55 reviews)

AI Text-to-Image

Provides the ability to generate images from a text prompt. 54 reviewers of Conga Composer have provided feedback on this feature.
66%
(Based on 54 reviews)

AI Text-to-Speech

Simulates human-like speech from text inputs. This feature was mentioned in 53 Conga Composer reviews.
63%
(Based on 53 reviews)

AI Image-to-Text

Converts images into a textual description, identifying key elements. 53 reviewers of Conga Composer have provided feedback on this feature.
64%
(Based on 53 reviews)

AI Text Generation

Allows users to generate text based on a text prompt. 73 reviewers of Conga Composer have provided feedback on this feature.
71%
(Based on 73 reviews)

AI Text Summarization

Based on 71 Conga Composer reviews. Condenses long documents or text into a brief summary.
68%
(Based on 71 reviews)

AI Text-to-Image

Based on 71 Conga Composer reviews. Provides the ability to generate images from a text prompt.
63%
(Based on 71 reviews)

AI Image-to-Text

Converts images into a textual description, identifying key elements. 70 reviewers of Conga Composer have provided feedback on this feature.
62%
(Based on 70 reviews)

AI Text Generation

Based on 17 Conga Composer reviews. Allows users to generate text based on a text prompt.
75%
(Based on 17 reviews)

Agentic AI - Salesforce AppExchange Apps

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Not enough data

Multi-step Planning

Ability to break down and plan multi-step processes

Not enough data

Cross-system Integration

Works across multiple software systems or databases

Not enough data

Adaptive Learning

Improves performance based on feedback and experience

Not enough data

Natural Language Interaction

Engages in human-like conversation for task delegation

Not enough data

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Not enough data

Decision Making

Makes informed choices based on available data and objectives

Not enough data

Agentic AI - Document Creation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Not enough data

Agentic AI - Document Generation

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Not enough data

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