Conga Product Documentation

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Document Generation Capabilities

The capabilities of Document Generation, or DocGen, are made completely visible in Conga CLM. Conga CLM has extended document generation beyond the Agreement and Quote/Proposal object to cover the standard Salesforce objects and custom objects.

The Conga CLM Suite uses the following components in the generation of documents:

  • Conga CLM application is 100% native on the Salesforce platform – Includes custom objects, tabs, Apex classes and Visual force pages on the Salesforce platform.
  • Merge Web Service hosted on Amazon EC2 (Elastic Compute Cloud) stacks – A stateless service which includes .NET components for generating Word and PDF documents using data from Salesforce. No data is persistent in this component.
  • X-Author for Contracts Add-in to Microsoft Word – A .NET-based add-in to Microsoft Word used for creating and managing merge templates and for generating and managing contract documents throughout the negotiation stage of the cycle.