Conga Product Documentation

Approvals

Learn to setup approval processes and send approval notifications to your stakeholders.

Collaborate

Speed up the document generation process by utilizing pre-built templates to create proposals, quotes, and invoices.

Composer

Create consistent, accurate, pixel-perfect digital documents using pre-built or customized templates.

Grid

Let your customers manage, visualize, and navigate data efficiently. View everything related to a record from a single Excel-like grid.

Invoice Generation

Let your Salesforce Billing customers customize and export invoices, quotes, and receipts.

Mix Forms

Explore how to generate documents from a vast repository of managed forms.

Orchestrate

Define and execute real-world processes end-to-end in a Salesforce environment.

Quote Generation

Let your Salesforce CPQ customers generate pixel-perfect quotes as part of their CPQ process.

Sign

Learn to manage the eSignature process using Conga Sign.