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Conga Support

About Conga Batch

Conga Batch® is an optional, paid add-on to Conga Composer that launches on-demand or scheduled Conga Composer solutions in batches. Conga Batch saves you time, effort and money when you need to run the same Composer solution for many records at once or on a recurring interval.

How Conga Batch Works

Choose what records to include in a batch

Predefined – Use Salesforce® standard reports or SOQL queries to select records

Ad hoc – Make selections from a list view or related list view

Choose how to deliver your files

Consolidated – Files from up to 50 records can be batched and consolidated for immediate download as a single PDF or .ZIP file

Distributed – Individual files from up to 1000 records can be batched for distribution as:

  • Email attachments
  • eSignature documents (Conga Sign, DocuSign®, Adobe eSign®, and Sertifi)
  • Salesforce record attachments, Documents, Chatter® posts, Content records, Google Drive, and SpringCM

Choose when it happens

On Demand – Launch from a button on a list view, page layout or Conga Batch record

Scheduled – Runs in the background hourly, daily, weekly or monthly

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