Conga Composer enables Salesforce® customers to customize, streamline and scale document generation and reporting for Salesforce. Composer can automatically populate richly-formatted templates with data from any standard or custom object in Salesforce and send it via a variety of delivery options.
The administrator will configure Composer Solutions for end-users to run Composer from a button or link on an object in Salesforce. The administrator decides what Salesforce object data to leverage, creates the document templates, dictates formatting, and determines the customization options available to end-users. End-users can then click the button to run the solution.
The administrator can allow end-users to make selections, such as which template to use for the final merged files, or you can pre-select templates and other options and run the solution entirely in the background, and also automate solutions using Salesforce workflows or on a schedule.
Once documents are created, Composer can also allow you to email documents, send documents for eSignature, or store the documents in services like Box, Google Drive, or OneDrive for safekeeping.
With the ability to predefine everything from templates and email recipients to activity logging and output file storage, Composer transforms complex routines into single button clicks.