Conga Composer® produces sophisticated documents such as account and opportunity profiles, proposals, quotes or call sheets with information gathered from multiple Salesforce objects. Mass-merging letters and labels can be produced in less than a minute with the Composer wizard. Conga Composer saves hours of re-keying with a merge-to-Excel option that allows precise positioning of Salesforce field values in specific worksheet cells, instantly populating Excel-based proposals, quotes and reporting solutions. Conga Composer also integrates with the DocuSign e-signature system for a complete quote-to-agreement process.
Conga Sign® is an eSignature application made specifically for Salesforce that tightly integrates with Conga Composer. Users can initiate an eSignature process from any object in Salesforce using pre-defined templates or by adding signature tags in real-time. All signing activity is tracked and updated in Salesforce, the result being a legally valid electronic signature.
Conga Orchestrate® lets you easily configure, automate, and manage large numbers of workflow steps without any coding or custom development from your Salesforce environment. Steps can be triggered based upon the completion of one or more preceding steps in a Process Template. Steps can create Tasks (including a Checklist for the Task), Send an Email Message, Update a record, or generate a Conga Composer document. A Visual view gives a Gannt like perspective of the status of the Process.
Conga Grid® enables Salesforce customers to manage, visualize, and navigate data more efficiently on multiple records at the same time from a single, actionable grid. Grids can be viewed from Tabs or from within a Salesforce record.