Conga Product Documentation
Digital Documents
AI Analyze
Use the power of advanced analytics to automate manual tasks, uncover potential risks, and improve compliance with detailed audit trails and flexible reporting options.
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.