Conga Composer API

What do you like best about the product?

What I like most about Conga Composer APIs is their flexibility. We use these APIs to fetch data from the Conga Advantage platform, which has helped us achieve our desired use cases such as applying conditional logic, maintaining consistent branding, and generating documents in multiple formats like Word, PDF, Excel, and PowerPoint.

What do you dislike about the product?

One area that could be improved is the initial learning curve. For new users or developers, understanding all the available features, configurations, and API options can take some time.

What problems is the product solving and how is that benefiting you?

Conga Composer has been an efficient and reliable product for us. We use Composer within Salesforce along with the Conga Platform. Initially, we worked with the Conga Professional Services team to build a custom solution. Over time, the number of issues has significantly reduced, and the product now runs smoothly with minimal bugs.

What do you like best about the product?

It is helpful to have the automation and customization for contract generation. It can handle dozens of contract templates and endless clauses we have which vary per product.

What do you dislike about the product?

While it is helpful to have, it can break easily with no clear way to fix it. Everything requires a ticket, and those tickets must be handled one by one. This makes for a very long painful process. I know quite a bit about queries, clause library, our templates, clause bundles, etc, and I’m still unable to figure out why things break so often or where to begin to fix them. We don’t change anything, and suddenly clauses start breaking or coming in blank. There are sections that have been broken for 2+ years now. I have over 20 tickets open at the moment on various issues that nobody on my team know how to fix. We have so many work arounds for the things that are broken that we are used to that workflow now. There are so many things broken or not working appropriately that I don't think we will ever catch up on the existing tickets since I create new ones regularly as well. Each ticket requires much time and effort to first create the ticket, providing all details, screenshots, examples, opp links, attachments, etc. Then, we must do screenshares and ensure the support team understands our process, the steps, and the issue. Many times there are multiple calls or emails needed for just one ticket, then sometimes we need to create tickets with Corporate Systems in connection with our Conga ticket. We need to spend the time testing any possible solution(s), and then finally make the change or upload the new template in production. It is a drawn-out grueling process with focus on just one issue at a time when there are so many important things to fix. We all wish it were easier to resolve issues on our own and prevent them from happening, however, we don’t feel confident that will ever happen. The entire configuration of Conga integrated with our templates and clauses is far too complex 1) for my team to ever understand, investigate, or resolve issues on our own and 2) that things are easily misaligned and/or broken for no clear reason. Everything requires a deep investigation which we do not have the time for. My role has evolved to manage the various support tickets we have and is now even part of my every day role. This takes away from the time I should be spending on actually reviewing contracts.

I also want to share that even this review process was difficult. I typed my entire response here in this box which took several minutes. Then, in the middle of my response, another screen opened requiring me to click “verification”. It brought me back to this screen and my entire response disappeared. So, I had to spend the time typing all of this again.

What problems is the product solving and how is that benefiting you?

Conga is simply generating the contract rather than us manually filling it out. Sometimes, but not always, we can update one clause rather than updating all the templates. This saves us time.

What do you like best about the product?

We use the Composer product in our document generation flow for tenders/offers. With Composer, our document generation time has improved, and we are getting fewer errors. We especially like that Composer is integrated with our tenders/offers. We are able to pull data from the CPQ system and generate documents easily. We are able to customize the templates as per the needs of different country tenders/offers for various formats like PDF, Excel, and Word. Especially, this process is handled with a single click, which is awesome.

What do you dislike about the product?

In the past, we raised many cases with Conga Technical Support regarding invalid data being pulled into generated documents from CPQ. We are still observing such incidents in very rare cases, which is quite frustrating. However, we understand that there was no issue with Composer; there was a data issue in the backend.

What problems is the product solving and how is that benefiting you?

Composer is streamlining document generation flow for our quotes and tenders. We can generate complex documents in a very easy way with Composer.

What do you like best about the product?

Conga Composer is strong document generation tool that significantly simplifies and automates the creation of business-critical documents. The flexibility offered in template design and data mapping is impressive. Overall, Conga Composer delivers outstanding value by improving efficiency, ensuring data accuracy, and maintaining professional document quality at scale. It’s clear the product is built to solve real enterprise challenges and continues to be a cornerstone for document automation within Salesforce.

What do you dislike about the product?

Initial configuration and template setup can be complex, especially for first-time users or teams without strong technical support. Once we are familiar with this product then we are able to handle easily.

What problems is the product solving and how is that benefiting you?

Conga Composer solves the challenge of manual, time-consuming, and error-prone document creation by automating the generation of business documents directly from Salesforce data. Instead of manually copying information into Word, Excel, or PDF files, Composer ensures that documents are created accurately, consistently, and in a standardized format every time.

What do you like best about the product?

I really like the template designer in Conga Composer for its drag-and-drop simplicity. It stands out because it lets non-technical hospitality staff craft pixel-perfect guest proposals. This feature revolutionizes our workflow by enabling rapid customization of guest-facing documents without relying on IT support.

What do you dislike about the product?

While the template designer excels, Conga Composer's multi-language support falls short for our global hospitality operations, often requiring manual tweaks for non-English character rendering in contracts. Also, the initial setup wasn't easy, particularly the migration of templates from other contracts to Conga Composer, which was tricky for our team. The template migration process paused due to dependencies on legacy systems.

What problems is the product solving and how is that benefiting you?

I use Conga Composer to generate customized proposals and contracts from Salesforce data, which eliminates hours spent compiling data and ensures professional, repeatable outputs for VIP client packages.