Conga: CLM Salesforce and Alternatives

Jessica B.

Seasoned technical writer giving you top Salesforce Tips.

Updated: Jan 15th, 2024

What is Conga Composer?

Conga Composer is a document generation tool that enables users to create and automate the document lifecycle. This cloud-based software is available for Salesforce customers and includes features for creating and sending quotes, invoices, reports, proposals, and more.

So how does it work? Combining Conga with Salesforce so you can pull data from your Salesforce objects and merge them with templates to create tailored documents. Conga offers a variety of templates in various formats from Word to PDF which provides a great starting point in the CLM process. Using the range of features you can customize your documents, create merge fields, and configure conditional logic.

If your business is looking to automate processes such as contract creation, quote generation, and customer onboarding then Conga is a good option to consider for contract lifecycle management.

Conga Composer Benefits

There are some key benefits that Conga Composer can offer your business:

By automating the document generation process you can increase your productivity and free up team members to focus on more important tasks.

Using a composer to pull data directly from Salesforce eliminates the need for manual data entry, this can improve accuracy.

Using templates means your documents feel consistent.

By keeping your document online and using automation there is no need to print, mail, or store hard copies of your documents.

Using a cloud-based document tool means you can track trends and gain insight into usage to help you improve your processes.

If you are a Salesforce customer, Conga Composer can help your business streamline the document processes.

Conga Salesforce Integration

Conga can be seamlessly integrated with Salesforce. CLM Conga Composer allows users to create documents and automate the lifecycle process from the Salesforce platform. You can increase your productivity by automating the document generation process from any object in Salesforce. Conga CPQ (configure, price, quote) can free up your sales and customer service.

The Conga Composer Connector app must be installed before you can get started with any integration with Salesforce. You can find the connector app on the Salesforce App Exchange. Once you have the app installed you can connect your Conga Composer Account with your Salesforce app.

Now that you have integrated your apps you can start to generate documents directly from Salesforce. All you need to do is open a Salesforce record for the document you want to create and click the Conga Composer button. The Conga Composer opens and you can start creating your document.

Conga Composer includes a variety of other features you can use to streamline and automate the document generation process, such as creating templates for quotes, invoices, and contracts. You can create triggers that start the document process when specific events occur.

Conga Pricing

Now that we know what Conga can do, it’s time to dive into Conga Salesforce pricing. The pricing structure is based on a per-user per-month basis.

First up is the Default Plan costs $6 and includes basic document templates, unlimited document generation, workflow automation, Salesforce integration, and basic reporting and analytics.

Next, we have the Professional Plan costs $12 and includes all the features of the default plan plus conditional logic and merge rules, macros, advanced document templates, document history tracking, and document notifications.

Last up is the Enterprise Plan, you’ll need to contact Conga directly for the pricing on this one. You’ll get the same features as the Professional Plan with added features. These features are API access, advanced reporting and analytics, custom document templates, and dedicated customer support.

Conga also offers discounts for educational institutions and nonprofits.

These processes are subject to change so ensure you contact the Conga sales team to get the latest accurate pricing.

Additional Things to Keep in Mind

When considering the pricing of Conga Composer, ensure you keep the following in mind:

How many users will need access?

What kinds of documents will you need to generate?

What level of automation do you need?

What level of reporting and analytics do you need?

Conga is a powerful tool that can help your business streamline the document generation process but ensure you keep the pricing in mind when looking for a CLM solution.

Salesforce Conga Composer Alternatives

There are a variety of alternatives to Conga, each offering unique features and benefits. We’ve listed a few popular alternatives for you.

First up is PandaDoc, this cloud-based document generation tool offers a wide variety of features that include templates, collaboration, and analytics. Next is Icertis, this enterprise-level CLM solution includes conditional logic, merge rules, and customizable templates.

Nintex Drawloop DocGen is cloud-based and offers workflow automation, customizable templates, and reporting. FormStack Documents is a document generation solution that is cloud-based and includes merge rules, conditional logic, and merge rules.

Finally, the cloud-based DocuSign CLM solution which includes contract creation, negotiation, execution, and management features.

Keep reading for another great alternative solution to Conga.

The Titan Alternative

Titan CLM is a powerful contract lifestyle management tool that is fully integrated with Salesforce. It can help your business to streamline and automate the document and contract process.

Titan offers a variety of tools to assist with contract creation, execution, negotiation, and compliance. This solution is fully scalable and suitable for small and large enterprises.

Titan CLM can help you increase productivity by automating many time-consuming tasks associated with the document life cycle. Titan is fully integrated with Salesforce, which means all data pulled for your document will match what you have in Salesforce which means no more manual data capturing. Using templates you created, you can ensure that all your documents have a consistent look and feel.

I your business is looking for a CLM platform that can help your business improve compliance, reduce risk, and streamline the contract management process then reach out to Titan today.

We hope to see you soon! 

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.