What is your primary use case for Conga Composer?

We are using Conga Composer in our Salesforce environment to dynamically generate documents. For example, if we have a customer and need to finalize a business deal, we capture deal data. Suppose you're selling a car; you need to prepare a quote. Conga Composer helps in preparing that quote by mapping fields such as customer information and car details onto a template.

In the project, we were generating a PDF based on the insurance, creating the contract form and agreements, and sending that PDF to the customer by merging all the information from Salesforce. We installed all the packages of Conga Composer into Salesforce and integrated them to pull all the information from Salesforce to the PDF and then sent those PDFs to the customers.

We used Conga Composer for bill generating. They were having transactions on a click of a button, and we had to collect those fields automatically based on the criteria, and we had to map them dynamically.

I use Conga Composer to build different templates, mainly for proposals. I create the templates and incorporate conditions to make it user-friendly for professionals to handle.

I work for a Salesforce consulting composer, and I'm mostly a developer, sometimes an admin. Sometimes the clients require us to set up things in Conga, either Conga Composer, Conga Sign, or any other similar application. So most of the times, the request is just to update existing templates or create new templates for them to use on Conga.

I have a project where I generate a document and send it via client email when an opportunity arises in Salesforce. When the opportunity is won, an invoice is automatically sent to the recipient. I also use it to generate documents and send them for signatures using Conga eSign.

I use Conga Composer to generate invoice and code templates. It's useful for creating templates on Salesforce object records, but I haven't used it for contract management.

We utilize it for contracts, account statements, and summary reports.

We use Conga Composer for document generation. For instance, our clients need reports showcasing opportunities they've secured recently, categorized by employee ownership. Additionally, in the healthcare sector, we generate reports detailing the number of patients treated and their conditions. So, most use cases are around document generation, as I work in the health sector.

I primarily use Conga Composer to generate documents for customers and partners. While we have the capability to generate complex documents, our main focus is on generating simple documents. Sometimes, these documents are associated with the signature feature, allowing recipients to sign them if necessary. Primarily, however, we use Conga Composer to generate documents without signatures.