Generating Conga Document Using Conga API
The need to generate a digital document with every system needs to be met in the best way possible. Conga Composer creates rich and error free digital documents like quotes, invoices, contracts, proposals and more in Salesforce.
Streamlining and scaling the process of document generation, Conga Composer creates and distributes personalized documents by pulling data from Salesforce for every interaction with zero effort. This third party document generation app is one of the best selling applications on Salesforce marketplace AppExchange. With the easy customization, error free feature and beautiful pre-built templates, Conga Composer builds up the brand while increasing productivity of the team and higher customer engagement. . It can create documents in multiple formats like PowerPoint, Excel, HTML email and PDF format.
This document generation and reporting app can be used for unlimited use cases and tricky ones too. From merging data from multiple data sources to create a document or saving it on the Cloud or anywhere you need, Conga Document Generator is apt for all. Automating the process of sending documents to the customer at a particular schedule or on a trigger can be done on a click of a button. It can also include complex data such as tables, images, charts, dashboards, custom fonts, watermarks, and global currencies if needed.
Why Conga Composer?
- Streamlined process of easy document generation.
- Documents, presentation and reports can be made in multiple formats from standard and custom objects of Salesforce.
- High Customer Engagement with personalized documents delivered on time.
- Multiple formats of document generation such as invoices, quotes, contracts, letters, proposals and more.
- Customized and error free document generation with quotes and pricing tables by pulling the data from Salesforce.
- Optimized Customer Engagement with scheduled document delivery.
- Automated distribution process and storage of generated documents.
Installations needed to use Conga Composer:
- Conga Composer
- Conga Query Manager
Here is an example of generating Conga Document with Automation that enables the creation and update of the record without any click of a button.
Create a Remote Site setting record for “https://composer.congamerge.com”
Below is the Http method used to generate conga document with merge field
Conclusion:
Conga Composer is one of the best Salesforce document generation application on the store. Generating an enterprise grade document by merging data from multiple external data sources or custom or standard objects of Salesforce while building your company’s brand, Conga Composer automates and streamlines the document generation process saving a lot of time and making it easy for any user.
This article shares a glimpse on generating Conga Document with Automation. If you have any queries regarding this, please reach out to us.
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