Nutrient vs. Conga Composer for Salesforce document generation (2026)

If your team uses Salesforce for sales, contracts, or customer operations, you already know: Salesforce manages data well, but turning that data into client-ready documents is painful without the right tool.

Two products come up often: Conga Composer and Nutrient Documents for Salesforce. Conga is a market-leading template-based document generation tool. Nutrient is a different category: an interactive document workflow layer that sits inside Salesforce, handling what users do with documents after they’re generated — review, edit, annotate, fill, and sign — without leaving the record. This guide covers what each does, where each fits, and how to pick.

What is Conga Composer?

Conga Composer is a document generation and automation tool integrated with Salesforce. It installs as a managed package from AppExchange and belongs to the Conga revenue lifecycle suite, which also includes Conga CLM (contract lifecycle management), Conga CPQ (configure, price, quote), Conga Sign (eSignatures), and Conga Grid. Each product is licensed separately — there’s no all-inclusive Conga license. Bundle discounts may apply when combining products, but teams that need both generation and eSignatures pay for separate Composer and Sign subscriptions.

Conga Composer pulls data from Salesforce records and merges it into prebuilt templates — Word documents, PDFs, Excel sheets, and PowerPoint decks — and then sends, saves, or routes those documents automatically.

Typical use cases for Conga Composer:

• Generating quotes and proposals from Salesforce Opportunity records
• Producing order confirmations and invoices from custom objects
• Automating contract creation from Account and Contact data
• Building renewal documents triggered by workflow rules
• Sending documents via email or storing them in Salesforce Files

What is Nutrient Documents for Salesforce?

Nutrient Documents for Salesforce is an interactive document workflow layer built with Lightning Web Components and Apex. Beyond generation, it covers what users actually do with documents on the record: view, review, edit, annotate, fill forms, and sign — all without leaving Salesforce. Documents stay connected to Salesforce data, users, and approval flows, so the document becomes part of the customer workflow rather than a downloadable output.

Typical use cases for Nutrient in Salesforce:

• Generating quotes, proposals, or agreements from Opportunity data using templates with merge fields, conditions, collections, and dynamic inputs
• Editing document content and page structure (reorder, crop, add, delete pages) before sending
• Annotating contracts and agreements during internal review — comments and markups tied to the Salesforce record
• Filling PDF forms inside Salesforce without leaving the record page
• Setting up signing envelopes directly from the generated document — recipients, roles, field placement, and status tracking on the Salesforce record

Feature comparison: Conga Composer vs. Nutrient*

*The contents of this table are based upon product functionality and data available at the time this article was published.

What changes when you switch from Conga to Nutrient

The feature table above shows what each product does. Here’s what those differences mean for your team day to day.

Sales representatives stop switching tools — With Conga, a typical document workflow involves generating in Composer, downloading to edit in Word, reuploading, exporting to Conga Sign or DocuSign, configuring signing in a separate interface, and manually tracking status. With Nutrient, sales representatives select a template, generate, edit, set up signing, and track completion — all from the Salesforce record. This eliminates the need to switch between separate tools for editing and signing.

The document workflow lives on the Salesforce record — Generation, viewing, review, editing, annotation, form filling, and signing all happen in the Salesforce UI. Signing is backed by Nutrient’s signing service (DWS) via Named Credential, but the end user experience — setup, field placement, recipient management, and status tracking — stays on the record. Users don’t leave Salesforce to move a document forward.

One product replaces two or more — Conga Composer handles generation. Signing requires a separate Conga Sign license. Editing requires Word or Google Docs outside Salesforce. Nutrient replaces all three in a single product with a single contract, reducing vendor sprawl and, potentially, total cost.

The document becomes interactive, not just generated — In Conga’s flow, a generated document is an output: sales representatives download it to finish the work elsewhere. In Nutrient, the generated document is the starting point of an interactive workflow: sales representatives can review resolved merge field values, edit content, place signature fields, and route for signing from the same view. Dynamic inputs also let sales representatives make deal-specific choices at generation time instead of maintaining multiple template variants.

New representatives onboard on Lightning, not a separate tool — They generate, review, and sign documents on standard Lightning record pages, with no separate portal and no Conga-specific training.

How each product integrates with Salesforce

Integration depth is a key factor for many teams.

Conga Composer: Deep native integration

Conga installs as a managed package in your Salesforce organization. It appears as a button on standard objects (Opportunity, Account, Contact, and Quote) and can be invoked from Flow, Process Builder, and Apex.

Templates support multiple Word merge-field styles and data-binding options, giving administrators flexibility in how Salesforce data is merged into output documents. Templates are stored in the Conga Template Manager (a custom object installed with Composer), which is the recommended storage location, offering better security and integration than Salesforce Files.

Because Conga was built for Salesforce, the integration respects sharing rules, field-level security, and related object relationships. For teams without dedicated developers, this is its main advantage.

What Conga does well here:

• Managed package integration — minimal configuration, no external infrastructure to manage
• Salesforce Flow integration is first-class via Conga Trigger — no custom code required
• Template management happens in Conga Template Manager (a custom object installed with Composer)
• Works with Salesforce Communities and Experience Cloud (with some proxy/mobile limitations)
• Includes a PDF viewer for documents generated via Conga Link Service

Conga’s limitations:

• Generation runs on Conga’s servers and returns the finished document to Salesforce — the user’s workflow ends when the document is produced; any editing, annotation, or signing happens in separate tools
• The in-browser viewer is for review/preview only — no rich annotation or editing capabilities
• Signing requires a separate Conga Sign license — document generation and eSignature are separate products with separate workflows

Nutrient: Salesforce-native document platform

Nutrient Documents for Salesforce is built with Lightning Web Components and Apex. The UI and the full document workflow — generate, review, edit, annotate, fill, sign, and track — run inside Salesforce. Signing is backed by Nutrient’s signing service, which Salesforce connects to via a Named Credential, so the signing UX stays on the Salesforce record.

The workflow follows a single path from template to signed document:

1. Template management — Templates live in Template Manager and are tied to a specific Salesforce record type. Teams can create templates in Salesforce or import DOCX/JSON files. Then, they can configure merge fields, conditions, collections, and dynamic inputs. Editable or locked templates are available — administrators control who can create and modify them.
2. Document generation from record data — A template-selection widget on the Salesforce record page lets users pick a template and generate a document directly from the Opportunity (or other record). If the template uses dynamic inputs, users make deal-specific choices at runtime (e.g. selecting which contact receives the quote). If data review is enabled, users preview resolved merge field values and can adjust them before the document is finalized.
3. Editing — The generated document opens in a preview where users can make final edits if the template is editable. Locked templates cannot be edited after generation.
4. eSignature setup — From the generated document, the sender moves directly into envelope configuration: naming the envelope, adding recipients, assigning roles (Needs to Sign, Needs to Review, and Receives a Copy), setting signing order, and preparing the outgoing message. No export or tool-switching is required.
5. Signature field placement — The sender places signature fields, initials, dates, text fields, checkboxes, list fields, and other form elements directly onto the document while viewing it. Text fields, checkboxes, and list fields can be linked to existing Salesforce fields or picklists, so captured data flows back to the record.
6. Send and track — Once sent, the envelope status (sent, in progress, and completed) is tracked back on the Salesforce record. The signed document is saved to the record automatically. After all signers complete, a Sync action pushes captured signer field data back to Salesforce. Sales representatives can check signing progress directly from the Opportunity.

Nutrient’s limitations:

• No CLM suite — Nutrient is an interactive document workflow layer, not a contract lifecycle platform. Teams that need full CLM capabilities should evaluate a dedicated CLM product.

Pricing overview

Conga Composer pricing is per-user, per-month, with annual contracts. Pricing isn’t published publicly — you go through a Conga sales process. Each Conga product (Composer, Sign, CLM, and CPQ) is licensed separately, so teams that need both document generation and eSignatures pay for two subscriptions. Bundle discounts may be available when combining products. Renewal terms, including potential annual price increases, vary by contract.

Nutrient uses bespoke pricing based on your team size, workflows, and the capabilities you need. Contact Nutrient for a quote.

Both vendors require a sales conversation for final pricing. Evaluate based on the capabilities you need and the total cost of ownership, including implementation and any additional products required for signing or editing.

When Nutrient fits

Nutrient fits teams where the document is part of the customer experience — not just a back-office output: sales representatives negotiating proposals; service agents adjusting agreements; onboarding teams collecting signed forms; or customer-facing workflows where a user reviews, edits, or signs a document as part of the business flow. Nutrient keeps that full interaction — generation, editing, annotation, form filling, and signing — inside Salesforce on the record.

Switching from Conga to Nutrient

If you’re migrating from Conga Composer, here’s a typical transition path:

1. Audit your templates — List every Conga template in use, the Salesforce objects they reference, and who uses them. Export templates from Conga Template Manager.
2. Map merge fields — Map Conga’s merge fields to Nutrient’s equivalents. Most are straightforward since both pull from the same Salesforce objects.
3. Recreate templates in Nutrient — Import your DOCX templates into Nutrient’s Template Manager and update the merge fields. Add conditions, collections, or dynamic inputs if your workflows need them.
4. Test with real data — Generate documents from the same Salesforce records you use today. Compare the output side by side with Conga-generated documents.
5. Enable signing workflows — If you’re also replacing Conga Sign, configure Nutrient’s built-in eSignature field placement, status tracking, and reminders on the same records. See the Salesforce integration guides for setup details.
6. Roll out by team — Start with one team or document type (e.g. sales proposals), validate the workflow, and then expand to other teams and templates.

Migration timelines vary based on template complexity and the number of signing workflows. Nutrient provides dedicated SE support for the transition.

Summary

Conga Composer is a strong choice when the requirement is document generation — merge fields, template management, and delivery. Nutrient Documents for Salesforce is a different category: an interactive document workflow layer that lives inside Salesforce. Once the document is generated, users can review, edit, annotate, fill, and sign without leaving the record.

Pick Nutrient when the document is part of the user experience, not just a back-office output — sales proposals that get negotiated, agreements that get edited before signing, forms that get filled in-flow, or customer-facing workflows where completing the document is the work.

Getting started with Nutrient for Salesforce

Visit the Nutrient for Salesforce page to see the full document lifecycle in action — from template to signed agreement. Check the Salesforce integration guides for technical setup, or start a free trial.

FAQ

Related reading

• Salesforce document generation
• Salesforce document editing
• Salesforce digital signing
• Salesforce integration guides
• How to generate a PDF in Salesforce
• How to build a Salesforce PDF viewer
• How to generate a PDF with Lightning Web Components
• What is document generation?
• Nutrient Documents for Salesforce

About Nutrient

Nutrient provides document infrastructure for enterprise teams — including Salesforce-native document workflows, SDKs for web and mobile, server-side processing, and workflow automation. Nutrient powers document workflows for more than 15 percent of Global 500 brands across 80 nations and more than 130 public sector organizations in 24 countries. Teams at Salesforce partners, financial institutions, healthcare organizations, and SaaS companies use Nutrient in production.

Explore Nutrient Documents for Salesforce →