Conga Composer | Document generation and reporting for Salesforce made easy
With Conga Composer, easily create beautiful and 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. Generate any document: ✔ Quotes ✔ Proposals ✔ Account plans ✔ Invoices/receipts ✔ Contracts ✔ Work orders ✔ Reports & charts ✔ Shipping documents ✔ And more! Into the following formats: ✔ Word ✔ Excel ✔ PowerPoint ✔ PDF ✔ HTML Extend efficiency with: ✔ Conga Batch: Create and send documents as a batch on a custom schedule ✔ Conga Trigger: Create documents with no clicks using customizable triggers ✔ Conga Composer API: Directly embed Composer into your website, portal, or application Integrations: ✔ Conga Contracts for Salesforce ✔ Conga Grid ✔ Conga Sign Compatible with Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, Communities, Portals, Platform, Salesforce1 & Lightning
Top keywords
- conga7×5.69%
- documents5×4.07%
- cloud4×3.25%
- composer3×2.44%
- batch2×1.63%
- conga composer2×1.63%
- contracts2×1.63%
- salesforce2×1.63%
- send2×1.63%
Weaver - 100% Native Bespoke Template Designer & Document Generator
Weaver is a revolution in document design and generation, making it easy for anyone to build beautiful document and email templates, and use Salesforce to render your customised documents and emails, in PDF, Word, Excel, or HTML formats. With the Weaver Designer, you can easily create documents and emails by simple drag and drop, with full control over the look and feel! We've had customers create all sorts of documents, from proposals and invoices, to brochures and business cards! With the Weaver Designer you can: - Add data directly from Salesforce, including fields from a record, child records, grandchild records, and more! - Dynamically render entire sections of documents based on data in Salesforce - Embed Salesforce reports into any of your documents - Create reusable components that can be added to any of your designs - Utilise custom CSS for your bespoke customisation Once you've built your documents, you can generate them manually through our Lightning Component, or you can automate how your documents and emails are rendered and set, adding Weaver into your Flows, Processes, even in your custom Apex Triggers and Classes!
Top keywords
- documents7×3.78%
- salesforce4×2.16%
- weaver4×2.16%
- documents and emails3×1.62%
- emails3×1.62%
- custom2×1.08%
- data2×1.08%
- designer2×
