DOCUMENT AUTOMATION SOFTWARE
Automate documents for any process, anywhere
Conga Composer and Conga Sign are the trusted duo in automated document generation and agreement execution
Used in 60+ countries; trusted by over half of the Fortune 50
Set a new bar for what you should expect out of your documents
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I have data across different platforms. How can I bring them together in one document?
Conga lets you receive data from any platform, including merging data from multiple sources into one document.
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I want to generate multiple file formats instead of just one. Can I do that?
From creating Word and PDF to PowerPoint and Excel, you’re not limited by any file format with Conga
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What if I need to capture a signature on my document?
Send your documents for eSignature directly from your document generation software—all without losing document quality.
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My business is growing. How do I select software that scales with my business needs?
Conga can handle large quantities of documents, complete with imagery, charts, and graphics. You’ll never have to switch vendors again.
Powerful individually. Unstoppable together.
Conga Composer
Create, track, and manage on-brand, professional-looking documents automatically with data from anywhere.
Ensure every document contains correct branding and messaging
Take information from anywhere and automatically populate it in business-critical documents
- Generate accurate documents from a single source of truth to meet any document need across your business
Conga Sign
Born for the top line, this economical and enterprise-grade eSignature solution is fully compatible with any CRM or ERP system.
Collect legally-binding and secure signatures wherever and whenever you need
Flexible deployment allows you to use an out-of-the-box solution or connect with your existing systems
- Lower risk with secure signing authentication and verification options
Experience document precision with automation
Receive data from anywhere
Merge data from any platform of your choice
No matter where your data is located, you can merge it into your document automatically, regardless of the CRM, ERP, or platforms where you work.
Use data from multiple sources
Access data across different systems of record across your business. Easily merge and populate data from multiple sources into a single document so you get the right information to your customers.
Create any type of document
Have the flexibility to generate any document type
You’re not limited to only Word documents or PDFs. Create professional PPT presentations, Excel documents, or HTML emails.
Scale your business with ease
Our solution meets your business's short-term needs as you grow and any volume and complexity requirements as you scale.
Tackle more complex document use cases
Conditionally display document sections, group data, and calculate formulas according to business rules. Generate and send documents in batches or based on time-based actions.
Send your document everywhere
Deliver your documents anywhere
Share your documents wherever your business needs, be it traditional CRM or custom customer portal.
Email your documents automatically
You don’t have to go through several steps to email a custom document you generated. With just one click, integrate our solution with your existing email provider and send your documents quickly and easily.
Gather electronic signatures on the go
Collect eSignatures
Send your documents for legally compliant eSignatures within your business flows to shorten the time it takes to close critical deals.
Maintain document quality
When sending image-rich business documents such as proposals or sales quotes, you don’t have to worry about the image fidelity lost in downloads and shares. Our solutions ensure no document quality is lost during generation.
Connect any portal
Simplify your existing workflows
Embed the solutions into your current internal or external-facing workflows and streamline document generation and eSignature processes.
Integrate into any portal
Work where you already do and connect the solutions to your favorite CRMs, ERPs, systems of records, or even your portal or website.
Personalize your documents
Maintain consistent branding
Keep your brand logo at front, from agreement processes to signatures and lower security risks along the way.
Improve customer experiences
Wow your customers with quality documents and branding, all embedded in a seamless and self-service experience.
Pixel-perfect documents that make you stand out
Create on-brand, high-converting business documents, including proposals, sales quotes, or contracts. For the next step, send these documents for eSignature without losing any image fidelity.
Get a document automation solution that scales with you
Tired of switching vendors as you grow? Conga integrates with any portal, application, or system of record, even as your teams evolve and use different tools and platforms.
Complete your revenue lifecycle
Document automation is just one aspect of what you can do with Conga. Here’s how we help your top-line revenue.
See how the products work together.
Generate accurate invoices and proposals
Document generation can integrate with our Revenue & Commerce solution so you can easily and automatically create proposals, quotes, and invoices with accurate data pulled from your CRM or ERP.
Automate contract creation
After a deal is closed, your team can create contracts from the pre-built templates and send them for eSign, all from the same platform, with accurate and up-to-date data.
Ready to automate your document processes?
Discover the seamless integration and efficiency of our document automation and eSignature solutions. See it for yourself.
Frequently asked questions
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How can automated document creation improve revenue lifecycle management?
Automated document creation accelerates the generation of accurate and timely documents, reducing errors, and ensuring compliance, accelerating deal closures. This streamlines time-to-revenue, contributing to your top-line Revenue Lifecycle Management.
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How to choose the best document automation software?
Ask the following questions when choosing your document automation software:
- Ease of use: Can every department of your organization use the software without needing additional training? Does the software require any specific technical knowledge to use?
- Integration: Can you integrate the document automation solution with your current systems? Do you need to move your existing workflow to any other CRM? Can the software embed with every software across your organization, including the systems used by the HR, finance, IT, and sales teams?
- Reviews: What are existing customers saying about the software?
- Support: How proactive is the support team? Can they help you if you need any additional help?
- Scalability: Even if you’re a small business, you need to start with the best. Can the software scale with your business needs?
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What types of business processes do Conga's document automation solutions automate?
Conga's document automation solutions automate a wide range of business processes, including the creation of personalized sales proposals and contracts. This approach contributes to increased efficiency and accuracy across major business operations.
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How do I meet brand guidelines in document creation?
You can use document automation tools that allow for customizable templates to meet brand guidelines. These templates ensure consistency in branding elements such as logos, fonts, and color schemes across all documents.
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What is document automation?
Document automation is the process of automating the creation of electronic documents. This includes the workflow of extracting data from different sources to generate a document populated with relevant information. As a result, you receive the end document that’s ready to share without spending time on manual creation.