Conga Composer API

I don't use Conga Composer  anymore daily; we have our setup, and it's working fine, so I don't have to touch it. We have something external for contract management. I think we use DiliTrust for the contract management, but mostly our French colleague uses that. In the past, my clients would generate documents using a template through a button or automation, and they could send them afterward using Conga  or DocuSign  because we can plug them together.

Today, we're basically doing the same thing. We use a Conga Composer template, and through a button, because some of my colleagues prefer verifying the data and changing a few things before sending the document, while others don't care. We have a button or we have automated the generation and sending of the document using mostly DocuSign . We want our partners to sign the document we are sending them. So we use Conga Composer to generate the document and we use DocuSign combined with Conga Composer to send it and to capture the signature back. That's the use case we have today.

As an implementer, what stands out for me is that I've been on it for more than ten years now, so I kind of saw some change in the UI, and it's very nice. It's user-friendly, I will say that in IT, it's user-friendly. The documentation is pretty good actually, so you can find easily what you are looking for. I also like the fact there is Conga University where you can do things and get certified, which reminds me that maybe I should go update my certification.

In terms as an implementer, it's user-friendly, documentation is good, and help is also good. I have good contact with Conga people throughout the years, and it's good. It helps a lot because when you use a template, you don't have to do manual work. You have merge fields, and when you use a template, you can use merge fields, and that's great because that's why you're using a template. If you use a button for the user, again, it helps. If you use automation too, you have a trigger point that helps you send everything, generate the document, and do other things.

Conga Composer is not especially something new; back then, Conga Composer was very something new for me, and I really liked the Conga Composer product. Today, I don't know if they are still ahead compared to some competitors, but at some point I feel like automation is basically made to make the work faster and easier for everyone, and that is not specific to Conga Composer.

I know that back then we wanted to use Conga Composer for other things than just generating the document, but Conga Composer was getting too expensive, so we didn't. I cannot say if there are improvements because I don't know anything about that and I didn't use that feature yet.

What I can say is back then and today, what we do in our template is we integrate some images and some logos; so the brand consistency is made outside and then we use it in the template. Maybe now there is a feature where you can set the color directly or other things, but I'm curious how they do that. I haven't seen that feature yet.

Back then we couldn't use Conga Composer offline, but I think they did some improvements on that side. I didn't work on that lately, and it's been a while since I did a new implementation on that, so I didn't hear anything negative lately.

My personal experience with the product is that I think since the beginning I started working on Salesforce  in two thousand fourteen.

Conga Composer is pretty stable; I would rate it an eight.

For scalability, I would rate it an eight.

When it comes to technical support from Conga, I would rate it an eight.

I work for a company and in the company, we use Conga Composer and I'm implementing Conga Composer for my colleagues to use.

It is pretty easy to install; you just need to make sure that you choose the right option, so I would rate it an eight.

Here  at Basic-Fit, I think they already had it when I was hired; I started working in two thousand twenty-one, so it's a few years, even more now.

I haven't evaluated the setup cost because back then as a consultant in a consultancy company, when we tried to check on the prices of the product, it was too expensive for our customers, so we didn't.

Honestly, when I was a consultant, Conga Composer was okay, but then when you went a bit outside and wanted to take Conga Sign , which was called Conga Sign  back then, but maybe they changed the name now, all those things were getting very expensive. I think even Conga Composer went high at some point. Right now, I don't know what the cost of a Conga Composer license is. I haven't checked lately. I would say I don't know. I think Conga Composer was affordable to some point, and then everything was getting more expensive, but I can't say how much it is now.

As I said, I haven't checked lately what is in Conga Composer. I think I haven't checked since last year probably, so maybe there's something that I don't know, and I need to check.

DiliTrust is spelled D I L I T R U S T.

It's not that we stopped dealing with Conga Composer extensively; we are still using it. We just don't have a new implementation because we have an implementation that is working fine. The users are using it almost daily. I didn't have a new implementation since the last time I made the review. That's what I meant.

I would rate my overall experience with Conga Composer as an eight.

I primarily use Conga Composer  for sales proposals and quotes. Whenever I need to auto-generate proposals using opportunity data and determine whether to include pricing discounts and product details, I use Conga Composer .

The process begins when the opportunity is ready and a sales rep is working on an opportunity in Salesforce  that contains the account information, products, total value (ACV), and a stage designation of proposal, price, or quote. All this data is already stored in Salesforce . The sales rep then clicks a custom button labeled generate proposal, which is configured to trigger Conga Composer and passes the opportunity ID and related data.

Conga Composer fetches data automatically, pulling account details, opportunity details, and product line items. The system then performs template merging using a pre-built template in MS Word that includes company branding, dynamic fields, static fields, and tables for product line items. Finally, the document generation process produces a PDF or Word proposal instantly, followed by auto delivery and the e-signature process.

Conga Composer offers plenty of features, including one-click document generation, template-driven automation, and dynamic data merging.

If I had to pick one feature that makes the biggest difference day to day, it would be dynamic data merging in combination with Salesforce. This feature actually drives everything else and matters the most because it eliminates manual work completely, ensures accuracy, and enables true personalization at scale. When you have fifty proposals a day, each one should be customized.

Conga Composer has impacted our organization in a quite positive manner. We have saved a significant amount of time, closed deals faster, and improved accuracy. We can now maintain all the proposals we currently have in the system using standardized templates.

Conga Composer can be improved because it has a steep learning curve, especially for new users. Setting up templates can sometimes be complex and requires a good understanding of Salesforce data structures. As an improvement, the product should have a more beginner-friendly user interface and better guided setup or wizards. Template management can get complex, making it difficult to maintain versions and updates.

There are some other improvements that can be made, such as reducing the dependency on technical knowledge and addressing integration complexity. Integrating with tools beyond the Salesforce ecosystem can require effort. The product should have plug-and-play integration methods to make it much easier.

I have been using Conga Composer for seven years.

In my experience, Conga Composer is stable as I have worked closely within the system. While the user interface could be more user-friendly, overall it has been a good experience.

Conga Composer is built for high-volume enterprise use and is designed to handle large-scale document generation. It can be used by enterprises generating proposals, invoices, and contracts.

We reached out to the support team a couple of times, and the issues were fixed quickly. It has been a great experience with the support team.

Before Conga Composer, the proposal creation time was ten to fifteen minutes per document, with manual steps including copying data from Salesforce, pasting it into Word, then formatting tables and pricing. After Conga Composer, proposal generation takes only about ten to twenty seconds. The overall time saved for a proposal is ten to forty minutes.

In our organization, Conga Composer is deployed as a public cloud because it runs on top of Salesforce, which itself is a cloud-based platform. Conga Composer is installed as a managed package inside Salesforce.

It is clear that we have seen a return on investment from using Conga Composer. It has reduced document generation time from around ten to fifteen minutes to under twenty seconds, translating to about three to four hours saved per sales rep per day. At a team level, that is equivalent to the workload of one to two full-time employees. Using Conga Composer helps us send proposals much faster—within minutes instead of hours—thus improving our sales cycle by roughly twenty to thirty percent. Overall, it allows us to scale operations without increasing headcount.

Pricing is based on a subscription model, which I consider moderate to slightly premium compared to basic tools. Overall, it is not the cheapest but is good value for automation at scale.

Before choosing Conga Composer, we evaluated a few other document generation and e-signature solutions, including DocuSign , which was strong in e-signatures but lacks the document generation capabilities or flexibility that Conga Composer offers for our use case. We also evaluated PandaDoc .

The best advice I could give to those looking to use Conga Composer is that it is effective, saves time, and is efficient. I recommend starting simple and then scaling gradually. It is not required to automate everything at once. You can begin with one use case and one clean template, then gradually expand to contracts and invoices while investing time in template design and understanding the Salesforce data model.

Overall, Conga Composer is a good tool to use and enhances the Salesforce ecosystem. I gave this product a rating of eight out of ten.