Conga Composer is a document generation and automation platform that converts CRM, ERP, Salesforce, and other business data into customised proposals, quotes, contracts, invoices, reports, presentations, and customer communications.

Its strongest capability is the reliable merging of structured business data into approved templates. Instead of manually copying names, prices, product information, terms, addresses, and account details into documents, users can generate an accurate, branded file from an existing business record.

Conga Composer is particularly strong for Salesforce users. It can retrieve data from standard and custom Salesforce objects, insert that information into templates, generate documents in several formats, and distribute or store the completed files. Conga also offers a web application and API-based deployment options, although the Salesforce version provides some of its most established administrative tools.

The product is powerful, but the administrative experience is not as simple as the final one-click experience seen by ordinary users. Building complex templates, identifying merge fields, configuring queries, selecting parameters, troubleshooting formatting, and automating large-volume workflows may require an experienced Salesforce administrator or implementation partner.

HowToBuySaaS Editorial Rating

Review Area	Our Rating
Salesforce data integration	4.8/5
Document generation accuracy	4.7/5
Template flexibility	4.6/5
Output formats	4.7/5
Workflow automation	4.4/5
API and integrations	4.5/5
Ease of use for end users	4.4/5
Ease of administration	3.5/5
Reporting and tracking	4.0/5
Pricing transparency	2.9/5
Overall value	4.1/5
Overall editorial rating	4.2/5

Our recommendation: Conga Composer is a strong choice for Salesforce-driven organisations that repeatedly generate complex, data-rich documents. It offers less value to businesses that only create a small number of simple documents or do not maintain clean, structured CRM data.

Review transparency: This Conga Composer Review is based on current Conga product pages, documentation, legal service descriptions, security information, public demonstrations, current pricing references, and verified user-feedback patterns. The HowToBuySaaS team has not completed a long-term production deployment of Conga Composer. Our 4.2/5 score is an independent editorial assessment, not a claim of prolonged hands-on use.

What Is Conga Composer?

Conga Composer is cloud-based document generation software designed to automate the creation of personalised business documents.

It works by retrieving data from a business system, inserting that data into a predefined template, applying formatting and conditional rules, and generating a finished document.

The generated document can then be downloaded, emailed, stored, shared through a link, sent for electronic signature, or processed through another workflow.

Conga Composer can be used to generate:

• Sales proposals
• Product quotations
• Customer contracts
• Service agreements
• Non-disclosure agreements
• Order forms
• Invoices
• Account summaries
• Renewal documents
• Financial reports
• PowerPoint presentations
• Employee offer letters
• New-hire documentation
• Performance reviews
• Vendor approvals
• Customer onboarding documents
• Personalised emails
• Labels and certificates

Conga positions Composer across sales, HR, legal, marketing, finance, support, and operational use cases. The system can connect document content with the underlying account, opportunity, customer, product, pricing, legal, and transaction data used by those teams.

How Conga Composer Works

A typical Conga Composer workflow follows these steps:

1. An administrator creates or uploads a document template.
2. Merge fields are added to the template.
3. Conga is configured to retrieve data from relevant Salesforce objects or connected sources.
4. Rules determine which data, sections, tables, or templates should appear.
5. A user opens a Salesforce record or connected application.
6. The user launches the Composer solution.
7. Conga retrieves the required data.
8. The system populates the selected template.
9. A Word, Excel, PowerPoint, PDF, or HTML output is generated.
10. The document is downloaded, emailed, stored, shared, or sent for signature.

Once administrators have completed the setup, an end user may be able to generate a complex document by selecting a single button.

This difference is important. Conga Composer can be very easy for the person generating a document while remaining technically demanding for the administrator responsible for building and maintaining the solution.

Who Should Use Conga Composer?

Salesforce-Driven Organisations

Conga Composer is particularly well suited to organisations that use Salesforce as the central source of customer, opportunity, product, pricing, contract, and account information.

The Salesforce version can retrieve information from standard and custom objects and provides access to Template Builder, Solution Manager, View Data Workbook, and the Document Automation Wizard. Salesforce itself is not included and requires a separate licence.

Sales Teams

Sales representatives can generate proposals, quotes, order forms, service agreements, account summaries, and renewal documents directly from CRM data.

This can reduce the need to:

• Copy customer information manually
• Re-enter product and pricing data
• Search for the correct document version
• Reformat every proposal
• Send files to another department for preparation
• Correct avoidable document errors

Revenue Operations Teams

Revenue operations teams can use Conga Composer to standardise document generation across sales, finance, legal, and customer-success workflows.

It is especially valuable when documents must use approved pricing, product descriptions, legal clauses, and brand elements.

Legal and Contract Teams

Legal teams can create controlled contract outputs using approved templates and data from CRM or connected systems.

However, Conga Composer is primarily a document-generation product. It should not automatically be treated as a complete contract lifecycle management platform for negotiation, redlining, obligation tracking, and renewal management.

Finance Teams

Finance teams can use it for:

• Invoices
• Financial summaries
• Vendor documents
• Expense reports
• Account statements
• Approval documents
• Tax-related forms
• Payment communications

HR Teams

HR teams can generate personalised:

• Offer letters
• Employment documents
• Performance reviews
• New-hire paperwork
• Background-check authorisations
• Employee communications

Organisations With Repetitive Documents

Conga Composer becomes more valuable when a company generates the same category of document repeatedly but must personalise it for each customer, employee, supplier, or transaction.

Who May Not Be a Good Fit?

Conga Composer may not be the best option for:

• Businesses that do not use structured CRM or ERP data
• Very small teams creating only a few documents each month
• Companies looking for a simple online document editor
• Users without access to a Salesforce administrator or technical implementation resource
• Businesses expecting transparent self-service pricing
• Teams requiring a complete contract lifecycle management platform
• Organisations that mainly create visually interactive web proposals
• Companies with inconsistent or incomplete CRM data
• Users unwilling to maintain templates when fields and processes change
• Teams expecting advanced automation to be included without additional configuration or licensing

The quality of the generated output depends heavily on the quality of the underlying data and template configuration. Conga Composer cannot automatically correct unreliable CRM data, outdated legal clauses, or poorly designed document templates.

Conga Composer Features

1. Salesforce Data Merging

Conga Composer can retrieve information from standard and custom Salesforce objects and merge it into document templates.

This may include:

• Account information
• Contact details
• Opportunity data
• Quote records
• Product information
• Pricing data
• Contract information
• Custom objects
• Salesforce reports
• Related records
• Formula fields
• Query results

The data can be used in text, tables, calculations, charts, images, and conditional sections.

Conga’s current service description confirms that the Salesforce version retrieves Salesforce data and provides tools for creating merge fields, solutions, and document workflows.

Our assessment

This is the product’s most important feature.

Conga Composer is not valuable merely because it creates a PDF. Its value comes from reducing the manual movement of information between Salesforce and the final document.

The resulting accuracy still depends on whether the organisation maintains reliable Salesforce data.

2. Template Builder

Template Builder helps administrators identify available fields and place appropriate merge fields into document templates.

It can load datasets associated with the selected Salesforce object, reports, and queries. Administrators can then use those fields inside a Word, Excel, PowerPoint, PDF, or HTML template.

Template Builder reduces the need to memorise field names manually, but complex templates can still require a clear understanding of Salesforce relationships and Conga syntax.

Template governance matters

Businesses should define:

• Who can create templates
• Who approves changes
• How templates are named
• Where approved versions are stored
• How outdated templates are retired
• Which fields and clauses are mandatory
• How templates are tested before release

Without proper governance, users may generate documents from outdated or duplicate templates.

3. Multiple Template Formats

Conga Composer supports templates and outputs involving:

• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• PDF
• HTML email

This allows businesses to generate more than contracts and proposals. Composer can also create spreadsheets, presentations, reports, customer emails, and structured business records.

The documentation states that up to ten templates can be used within one Composer solution, allowing multiple documents to be generated or combined through one process.

Practical examples

A single customer-onboarding workflow could generate:

• A Word welcome letter
• A PDF service agreement
• An Excel implementation schedule
• A PowerPoint account overview
• A personalised HTML email

4. Dynamic and Conditional Content

Conga Composer allows administrators to control which information appears in a document.

Conditional logic can be used to:

• Include or exclude sections
• Select clauses
• Display different product terms
• Change language based on region
• Group records
• Calculate values
• Select templates
• Format currencies
• Display data according to customer type
• Add different content according to opportunity stage

Conga also documents the use of Salesforce formula fields for dynamic template selection.

Why this matters

A business does not need to maintain a completely separate proposal for every product, customer type, country, or contract variation.

One controlled template can produce different outputs based on the underlying data.

Limitation

Conditional logic can become difficult to maintain when too many rules are placed inside one template. Complex templates should be documented and tested whenever CRM fields or business rules change.

5. Rich Content

Conga Composer can include more than plain text.

Supported content can include:

• Tables
• Images
• Rich text
• Charts
• Dashboards
• Custom fonts
• Product information
• Pricing details
• Logos
• Regional currencies
• Calculated values

Conga specifically promotes rich content, conditional logic, custom branding, and global-currency support within generated documents.

This is valuable for account reviews, sales presentations, quotations, financial summaries, and executive reports.

6. Quick Starts

Quick Starts are preconfigured Composer solutions that include templates, queries, and settings for common use cases.

They are intended to reduce the amount of time needed to configure an initial solution.

Our assessment

Quick Starts may help administrators understand the product and launch common workflows more quickly.

They do not eliminate the need to customise templates, data sources, branding, permissions, and delivery behaviour for the company’s actual processes.

7. Solution Manager

Solution Manager gives administrators a point-and-click environment for building and maintaining Composer solutions.

It can be used to connect:

• Data sources
• Queries
• Templates
• Output settings
• Behaviour parameters
• Delivery options
• Testing records

Conga’s documentation distinguishes between Quick Starts, Solution Manager, manual configuration, and the Document Automation Wizard as different ways to create Composer solutions.

Our assessment

Solution Manager improves administration, but Conga remains a specialised platform.

An administrator still needs to understand Salesforce data, template structure, parameters, user permissions, and output behaviour.

8. Document Automation Wizard

The Document Automation Wizard guides an administrator through the creation of a document-generation process.

It can help connect a template, data queries, output format, storage behaviour, and other parameters.

Current documentation notes a compatibility consideration involving Lightning Experience and Clickjack Protection. Organisations should test the wizard in their own Salesforce configuration rather than assuming every setup option will behave identically.

9. High-Volume Document Generation

Conga Composer supports high-volume document generation for use cases such as:

• Invoices
• Renewal notices
• Statements
• Customer letters
• Certificates
• Payment reminders
• Policy documents
• Employee communications

Conga’s feature page promotes bulk generation and distribution. More advanced batch processing is delivered through Conga Batch, which can run a Composer solution for multiple records and schedule recurring generation.

Important licensing point

Conga Batch and Conga Trigger are separate add-on solutions. Their licensing can depend on the number of purchased Service Events.

Businesses should not assume that all high-volume and event-triggered automation is included in the base Composer subscription.

10. Event-Based Automation With Conga Trigger

Conga Trigger can launch a Composer workflow when specified business conditions are met.

Examples include:

• Generate final documents when an opportunity becomes Closed Won
• Create an invoice when an order is approved
• Send a renewal notice before a contract expires
• Generate onboarding documents when a customer is activated
• Create an offer letter when a candidate reaches a specified stage

Conga describes Trigger as a way to connect document generation with Salesforce workflow conditions.

Our assessment

This is valuable for reducing dependence on employees remembering to generate a document manually.

However, Trigger should be configured carefully. A poorly designed rule could produce duplicate, premature, or incorrect documents at scale.

11. REST API

Conga Composer provides API capabilities for embedding document generation into websites, portals, internal applications, and customer-facing systems.

Possible API workflows include:

• Generate a document
• Retrieve business data
• Select a template
• Download the resulting file
• Launch document generation from another system
• Build self-service customer workflows
• Connect document generation with custom applications

Conga’s current product and service descriptions confirm RESTful API and Composer merge capabilities.

What buyers should verify

Before purchasing API access, ask about:

• Authentication
• API limits
• Service Event limits
• Sandbox access
• Output-size restrictions
• Webhook support
• Error handling
• Support entitlement
• Data residency
• Implementation services
• Additional API charges

12. Live Editing

Conga promotes a live-editing capability that allows users to review and adjust populated documents before sharing them.

This can be useful when a generated document needs a final human review or a small transaction-specific adjustment.

Limitation

Uncontrolled manual editing can weaken standardisation.

Businesses should define which sections can be modified and whether the final version must be reviewed or approved before sending.

13. Custom Branding

Conga Composer allows organisations to maintain approved logos, fonts, colours, layouts, legal language, and document structures.

A centrally managed template can help stop users from:

• Using an outdated logo
• Changing approved language
• Altering quotation formats
• Applying unapproved discounts
• Sending inconsistent customer documents

Conga positions template control as a way to maintain brand standards and improve pricing and document consistency.

14. Document Delivery

Generated documents can be distributed through different delivery methods.

Depending on the configuration, organisations may be able to:

• Download files locally
• Send documents by email
• Store files in Salesforce
• Share documents through links
• Route documents to cloud storage
• Send documents for signature
• Launch another connected workflow

Conga supports email-provider options including Salesforce email functionality, SendGrid, and Amazon SES.

15. Secure Document Links

Large documents can be shared using links rather than email attachments.

This can reduce problems involving email attachment limits and may provide better visibility into document engagement.

Advanced link access, analytics, SMS functionality, and customer-template features may fall under Conga Composer Advanced Features. Buyers should confirm the exact package included in their quotation.

16. Cloud Storage

Conga lists storage and delivery connections involving:

• Salesforce
• Google Drive
• Microsoft OneDrive
• Microsoft SharePoint
• Box
• Dropbox
• Amazon S3
• SFTP

These options allow teams to retain generated documents in repositories already used by the organisation.

What buyers should test

Confirm whether the required connection can:

• Save the final document automatically
• Apply a naming convention
• Create folders dynamically
• Replace or preserve previous versions
• Set access permissions
• Write the storage link back to Salesforce
• Retain the audit history
• Handle failure and retry conditions

17. Electronic Signature Integration

Conga Composer can integrate with Conga Sign to generate and send documents for electronic signature.

Signature fields can be included in merge templates, and Composer workflows can pass generated documents into the signing process.

Important distinction

Conga Composer generates documents.

Conga Sign manages electronic signatures.

They are connected products, but buyers should confirm whether Conga Sign is included in the proposed package or requires a separate licence.

18. Conga Platform Integrations

Conga’s broader platform connects document generation with:

• Conga Sign
• Conga CPQ
• Conga CLM
• Conga Price Optimisation and Management
• Salesforce
• APIs
• Custom integrations
• CRM and ERP environments

The company also promotes connections with systems such as SAP, NetSuite, and HubSpot through prebuilt connectors, APIs, or custom integrations. The depth of each connection can vary, and Salesforce remains the most established Composer deployment described in product documentation.

Ease of Use

Conga Composer has two very different usability experiences.

End-User Experience

Once a solution is configured correctly, an end user may only need to:

1. Open a Salesforce record.
2. Select a Generate Document button.
3. Confirm the template or output.
4. Download, email, save, or send the document.

This can be quick and easy.

Administrator Experience

The administrator may need to:

• Understand Salesforce objects and relationships
• Build reports and queries
• Configure templates
• Add merge fields
• Define conditional logic
• Select parameters
• Configure output formats
• Test user permissions
• Configure storage and delivery
• Troubleshoot formatting
• Maintain template versions
• Monitor Batch or Trigger usage

This administrative complexity is the source of many negative user comments.

HowToBuySaaS usability verdict

Conga Composer is easy to operate after a good implementation, but it is not always easy to implement.

Companies should budget for setup, training, testing, template maintenance, and ongoing Salesforce administration.

Conga Composer Pricing

Conga does not publish a fixed, universal price for Conga Composer on its official pricing page. The company asks businesses to request a customised quotation based on their requirements, budget, technology, and processes.

Public Pricing Indicators

Public software directories currently show inconsistent figures:

• One directory displays a starting price of $30 per user per month.
• Salesforce AppExchange search listings have displayed a starting figure of $6 per user, but the accompanying billing period is malformed and should not be treated as a reliable contract price.

Because Conga’s own pricing page requires a quotation, these public figures should be treated only as non-binding indicators.

What Can Affect the Final Cost?

The final price may depend on:

• Number of users
• User type
• Composer edition
• Salesforce deployment
• Web application access
• API access
• Service Event volume
• Conga Batch
• Conga Trigger
• Composer Advanced Features
• Document analytics
• SMS usage
• Electronic signature requirements
• Cloud-storage integrations
• Support level
• Implementation assistance
• Training
• Contract duration
• Data residency
• Additional Conga products

Conga’s legal terms state that the order form identifies the applicable user types or edition. Batch and Trigger can be licensed according to purchased Service Events, and Conga may invoice excess usage.

Is a Free Trial Available?

The Salesforce AppExchange listing advertises a free trial and states that free setup assistance is included during the trial.

Businesses should confirm:

• Trial duration
• Number of trial users
• Whether Batch and Trigger are included
• Whether API access is included
• Whether test-generated documents count toward usage
• What happens to trial configurations after expiry

Pricing Verdict

Conga Composer may deliver strong value when it replaces frequent manual document work across a large team.

It can be harder to justify when:

• Only a few users generate documents
• Document volume is low
• The templates are simple
• Salesforce data is incomplete
• Significant implementation work is required
• Multiple add-ons are needed

The lack of clear public pricing is one of the product’s most important weaknesses.

Pricing Disclaimer

Conga Composer pricing can vary by users, edition, deployment, usage, add-ons, support, implementation, contract term, and region. Request a written quotation and feature matrix directly from Conga before purchasing.

Security and Data Handling

Conga states that its platform holds SOC 2, ISO 27001, and ISO 27701 certifications. The company also states that data is encrypted at rest using AES-256 and in transit using TLS 1.2 or later.

Businesses using the Salesforce version should understand several important contractual points:

• Salesforce is not included with Conga Composer.
• Composer accesses the customer’s Salesforce account to retrieve and process configured data.
• Customer data may leave the Salesforce environment during processing.
• Conga states that customer data stored while providing certain Composer-related services is not backed up by the subscription service.
• Stored customer data is scheduled for deletion within 90 days after contract termination or expiry.

These details should be reviewed by the organisation’s security, legal, privacy, and Salesforce teams before deployment.

Security Questions to Ask

• Where will our data be processed?
• Which data leaves Salesforce?
• Is customer data stored temporarily?
• What data is retained?
• Who can access document templates?
• Which audit logs are available?
• How is API access controlled?
• Does the service support single sign-on?
• What backup responsibilities remain with us?
• How are generated documents encrypted?
• What happens to stored data after termination?
• Which security certifications apply to our exact product and hosting region?

What Do Users Say?

Users generally value Conga Composer for pulling live Salesforce data into reusable templates, reducing manual document work, and producing more consistent proposals and contracts. They frequently report meaningful time savings and fewer data-entry mistakes. The most common complaints relate to the initial setup, template formatting, hard-to-find parameters, unclear error messages, and an interface that can feel dated. Some users also report slower performance during complex or heavy document generation. Overall, feedback suggests that the product becomes highly valuable after a careful implementation, but the learning curve should not be underestimated.

HowToBuySaaS Team Review of Conga Composer

Conga Composer solves a genuine operational problem.

Many businesses invest heavily in Salesforce but still copy Salesforce information manually into Word documents, spreadsheets, proposals, presentations, and PDF contracts.

That process is slow and creates several risks:

• Incorrect customer information
• Outdated pricing
• Missing contract terms
• Formatting inconsistencies
• Unapproved templates
• Repeated administrative work
• Delayed sales responses

Conga Composer can substantially reduce those problems when it is connected to clean Salesforce data and properly governed templates.

What We Like Most

The strongest part of Conga Composer is the separation between data and document design.

Salesforce can remain the source of customer, pricing, product, and transaction information. The template controls the presentation. Composer brings the two together when the document is needed.

This makes the system easier to scale than maintaining hundreds of manually edited files.

We also like its output flexibility. Word, Excel, PowerPoint, PDF, and HTML support allow one platform to serve different departments and use cases.

The ability to add conditional content is another important advantage. A business can maintain one controlled template while automatically including different clauses, pricing sections, product tables, or regional content.

What We Do Not Like

Conga’s product structure and pricing are not easy for a new buyer to understand.

A company may need Composer, Composer Advanced Features, Batch, Trigger, Sign, API access, or another Conga product to deliver the complete workflow it expects.

The difference between what is included and what requires an add-on should be made much clearer before a sales conversation.

The administrative experience is another concern. The final output may be generated with one button, but creating that button can require significant work.

Template syntax, Salesforce queries, parameters, formatting behaviour, permissions, and delivery options can create a steep learning curve.

Our Final Opinion

Conga Composer is a mature and capable document automation solution, particularly for organisations operating heavily inside Salesforce.

It can save substantial time, improve data accuracy, protect brand consistency, and accelerate customer-facing document workflows.

Its biggest weaknesses are implementation complexity, inconsistent public pricing information, and the possibility of needing several add-ons to achieve complete automation.

Final HowToBuySaaS Rating: 4.2/5