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Conga

Conga Integration

Connect your forms to Conga to automate your document creation process.

Conga Integration

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Integration Overview

Conga provides flexible solutions for businesses, including digital document management. By pairing Conga with Formstack Forms, you can embed forms in your documents to collect information or pull data from a separate form into custom proposals, contracts, agreements, and more.

Partner Overview

Conga is the global leader in commercial operations transformation and helps businesses simplify and automate their approach to the essential quotes, contracts, and documents that drive commerce.

Use the integration to:

  • Automate the creation of contracts, quotes, purchase orders, partnership agreements, and invoices via your form submissions
  • Embed forms in your documents for recipients to complete. Collect data such as online orders, payment details, customer information, and more.
  • Collect legally binding signatures on your documents via Formstack Sign, DocuSign, or Conga’s built-in eSignature tool.

What You Need

  1. Formstack Forms account
  2. Conga account

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How It Works

  1. Quickly build mobile-ready forms with Formstack's intuitive builder. Easy drag-and-drop functionality allows you to add fields and create a ready-to-go form in minutes.
  2. Integrate Formstack with Conga by logging into your Formstack account within the Conga app. You'll need your username and password. Connect Salesforce to Conga to create powerful, advanced workflows between the three systems.
  3. Quickly fill out and submit Formstack forms to populate your documents. Setup is simple with tools that help you map your form fields to the document fields you want to populate.

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Find Out More

Request a Demo

Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

Find Out More

Request a Demo

Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need

How It Works

Find Out More

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