There are hundreds of apps on the Salesforce Appexchange, many of which we regularly use to implement solutions for our customers. With so many to choose from it can be difficult to decide which to use.
Our top recommendation for this month is Conga Composer.
Conga Composer makes document generation easy and accurate. Save time, cut costs & scale up with document automation: merge data into templates for pixel-perfect proposals, quotes and more in Word, PowerPoint, Excel, HTML email & PDFs.
• SAVE TIME: Send consistent documents, slashing time spent preparing and editing
• REDUCE ERRORS & CUT COSTS: End the back-and-forth of copy-pasting data from Salesforce
• INCREASE INSIGHT & TRACKING: See how teams use documents and processes through Salesforce data & activities
A doc gen solution, Conga Composer lets you create templates & produce consistent, on-brand documents automatically in one click, using ANY standard or custom Salesforce object. Eliminate time-consuming, error-prone manual tasks. You can scale up to produce 1,000s of documents a day without more staff.
Compatible with Sales Cloud, Service Cloud, Communities, Portals, Platform, Salesforce1 & Lightning.
Our consultants love Conga Composer because of its ability to merge fields from many related objects and build very personalised documents that look professional with minimal work required by the end user. The app enables you to put buttons on an object so the end user just needs to click a button and can send out great looking quote/proposals very quickly.
To hear more about Conga Composer and how we can implement this within your Salesforce Org give us a call on 0845 6525 625 or simply fill in your details here.