Efficient Quoting with Room for Setup Improvement
What do you like best about the product?
I really like Conga Composer for its ability to make our quoting process efficient. The feature that stands out the most for me is the automation of contract generation. I can set criteria, and it will generate a contract and send it directly for signature.
What do you dislike about the product?
Setup is not beginner friendly, it requires understanding of SOQL queries and deep understanding of relationships. Needed consultants for the initial setup.
What problems is the product solving and how is that benefiting you?
I find Conga Composer makes our quoting process efficient and automates contract generation based on criteria, which makes sending them for signatures incredibly easy.
Highly Customizable, Efficient Document Creation
What do you like best about the product?
I use Conga Composer for creating proposals, invoices, and other sales documents from Salesforce. It saves me a ton of time by taking Salesforce info and composing it onto a customizable template to create a presentable document we can send to a customer. I really like the customizability of templates, ease of use, and the ability to send invoices with a signature through Conga Sign. It works quickly without errors and can pull in a ton of specific data depending on what is needed in the template. The document presentation is very nice, and it's great that I can save duplicates in Salesforce and update to show tasks for tracking. The templates let me standardize our sales documents based on specific needs and use cases. We can have different proposals with small changes for certain customer setups without slowing me down because of editing each time. We can build templates that already match our branding and pricing, and it's mostly plug and play after that.
What do you dislike about the product?
The overall template setup could be more streamlined and easier to use from an end-user perspective. It could implement some sort of AI helper that takes clear language and edits the template with the correct code so it pulls certain data from Salesforce. One difficulty we've had is trying to find the correct coding to use that will pull very specific customer data into the template or how to simply change the output file name so it's standardized the way we want.
What problems is the product solving and how is that benefiting you?
Conga Composer saves time by creating sales documents from Salesforce info on customizable templates. It's easy to use, allows template customization, and presents documents nicely. It also pulls in specific data and updates Salesforce for tracking efficiently.
Effortless Document Merging with Conga Composer
What do you like best about the product?
I like that Conga Composer is very simple and requires very little training. The setup is easy. I particularly value the general merge function that allows me to go in and edit my templates easily.
What do you dislike about the product?
I wish we could have better-looking AI templates to make documents more professional instead of just using Word documents. It would be great if there was a way to create those directly on Conga.
What problems is the product solving and how is that benefiting you?
I use Conga Composer to merge documents like agreements and purchase orders, eliminating manual data entry and duplicate work.
Automation has simplified daily document generation and signature workflows for our teams
What is our primary use case?
I don't use Conga Composer anymore daily; we have our setup, and it's working fine, so I don't have to touch it. We have something external for contract management. I think we use DiliTrust for the contract management, but mostly our French colleague uses that. In the past, my clients would generate documents using a template through a button or automation, and they could send them afterward using Conga or DocuSign because we can plug them together.
Today, we're basically doing the same thing. We use a Conga Composer template, and through a button, because some of my colleagues prefer verifying the data and changing a few things before sending the document, while others don't care. We have a button or we have automated the generation and sending of the document using mostly DocuSign. We want our partners to sign the document we are sending them. So we use Conga Composer to generate the document and we use DocuSign combined with Conga Composer to send it and to capture the signature back. That's the use case we have today.
What is most valuable?
As an implementer, what stands out for me is that I've been on it for more than ten years now, so I kind of saw some change in the UI, and it's very nice. It's user-friendly, I will say that in IT, it's user-friendly. The documentation is pretty good actually, so you can find easily what you are looking for. I also like the fact there is Conga University where you can do things and get certified, which reminds me that maybe I should go update my certification.
In terms as an implementer, it's user-friendly, documentation is good, and help is also good. I have good contact with Conga people throughout the years, and it's good. It helps a lot because when you use a template, you don't have to do manual work. You have merge fields, and when you use a template, you can use merge fields, and that's great because that's why you're using a template. If you use a button for the user, again, it helps. If you use automation too, you have a trigger point that helps you send everything, generate the document, and do other things.
Conga Composer is not especially something new; back then, Conga Composer was very something new for me, and I really liked the Conga Composer product. Today, I don't know if they are still ahead compared to some competitors, but at some point I feel like automation is basically made to make the work faster and easier for everyone, and that is not specific to Conga Composer.
What needs improvement?
I know that back then we wanted to use Conga Composer for other things than just generating the document, but Conga Composer was getting too expensive, so we didn't. I cannot say if there are improvements because I don't know anything about that and I didn't use that feature yet.
What I can say is back then and today, what we do in our template is we integrate some images and some logos; so the brand consistency is made outside and then we use it in the template. Maybe now there is a feature where you can set the color directly or other things, but I'm curious how they do that. I haven't seen that feature yet.
Back then we couldn't use Conga Composer offline, but I think they did some improvements on that side. I didn't work on that lately, and it's been a while since I did a new implementation on that, so I didn't hear anything negative lately.
For how long have I used the solution?
My personal experience with the product is that I think since the beginning I started working on Salesforce in two thousand fourteen.
What do I think about the stability of the solution?
Conga Composer is pretty stable; I would rate it an eight.
What do I think about the scalability of the solution?
For scalability, I would rate it an eight.
How are customer service and support?
When it comes to technical support from Conga, I would rate it an eight.
Which solution did I use previously and why did I switch?
I work for a company and in the company, we use Conga Composer and I'm implementing Conga Composer for my colleagues to use.
How was the initial setup?
It is pretty easy to install; you just need to make sure that you choose the right option, so I would rate it an eight.
What about the implementation team?
Here at Basic-Fit, I think they already had it when I was hired; I started working in two thousand twenty-one, so it's a few years, even more now.
What's my experience with pricing, setup cost, and licensing?
I haven't evaluated the setup cost because back then as a consultant in a consultancy company, when we tried to check on the prices of the product, it was too expensive for our customers, so we didn't.
Honestly, when I was a consultant, Conga Composer was okay, but then when you went a bit outside and wanted to take Conga Sign, which was called Conga Sign back then, but maybe they changed the name now, all those things were getting very expensive. I think even Conga Composer went high at some point. Right now, I don't know what the cost of a Conga Composer license is. I haven't checked lately. I would say I don't know. I think Conga Composer was affordable to some point, and then everything was getting more expensive, but I can't say how much it is now.
What other advice do I have?
As I said, I haven't checked lately what is in Conga Composer. I think I haven't checked since last year probably, so maybe there's something that I don't know, and I need to check.
DiliTrust is spelled D I L I T R U S T.
It's not that we stopped dealing with Conga Composer extensively; we are still using it. We just don't have a new implementation because we have an implementation that is working fine. The users are using it almost daily. I didn't have a new implementation since the last time I made the review. That's what I meant.
I would rate my overall experience with Conga Composer as an eight.
Automated proposal workflows have saved hours daily and improve accuracy for every sales quote
What is our primary use case?
I primarily use Conga Composer for sales proposals and quotes. Whenever I need to auto-generate proposals using opportunity data and determine whether to include pricing discounts and product details, I use Conga Composer.
The process begins when the opportunity is ready and a sales rep is working on an opportunity in Salesforce that contains the account information, products, total value (ACV), and a stage designation of proposal, price, or quote. All this data is already stored in Salesforce. The sales rep then clicks a custom button labeled generate proposal, which is configured to trigger Conga Composer and passes the opportunity ID and related data.
Conga Composer fetches data automatically, pulling account details, opportunity details, and product line items. The system then performs template merging using a pre-built template in MS Word that includes company branding, dynamic fields, static fields, and tables for product line items. Finally, the document generation process produces a PDF or Word proposal instantly, followed by auto delivery and the e-signature process.
What is most valuable?
Conga Composer offers plenty of features, including one-click document generation, template-driven automation, and dynamic data merging.
If I had to pick one feature that makes the biggest difference day to day, it would be dynamic data merging in combination with Salesforce. This feature actually drives everything else and matters the most because it eliminates manual work completely, ensures accuracy, and enables true personalization at scale. When you have fifty proposals a day, each one should be customized.
Conga Composer has impacted our organization in a quite positive manner. We have saved a significant amount of time, closed deals faster, and improved accuracy. We can now maintain all the proposals we currently have in the system using standardized templates.
What needs improvement?
Conga Composer can be improved because it has a steep learning curve, especially for new users. Setting up templates can sometimes be complex and requires a good understanding of Salesforce data structures. As an improvement, the product should have a more beginner-friendly user interface and better guided setup or wizards. Template management can get complex, making it difficult to maintain versions and updates.
There are some other improvements that can be made, such as reducing the dependency on technical knowledge and addressing integration complexity. Integrating with tools beyond the Salesforce ecosystem can require effort. The product should have plug-and-play integration methods to make it much easier.
For how long have I used the solution?
I have been using Conga Composer for seven years.
What do I think about the stability of the solution?
In my experience, Conga Composer is stable as I have worked closely within the system. While the user interface could be more user-friendly, overall it has been a good experience.
What do I think about the scalability of the solution?
Conga Composer is built for high-volume enterprise use and is designed to handle large-scale document generation. It can be used by enterprises generating proposals, invoices, and contracts.
How are customer service and support?
We reached out to the support team a couple of times, and the issues were fixed quickly. It has been a great experience with the support team.
How was the initial setup?
Before Conga Composer, the proposal creation time was ten to fifteen minutes per document, with manual steps including copying data from Salesforce, pasting it into Word, then formatting tables and pricing. After Conga Composer, proposal generation takes only about ten to twenty seconds. The overall time saved for a proposal is ten to forty minutes.
What about the implementation team?
In our organization, Conga Composer is deployed as a public cloud because it runs on top of Salesforce, which itself is a cloud-based platform. Conga Composer is installed as a managed package inside Salesforce.
What was our ROI?
It is clear that we have seen a return on investment from using Conga Composer. It has reduced document generation time from around ten to fifteen minutes to under twenty seconds, translating to about three to four hours saved per sales rep per day. At a team level, that is equivalent to the workload of one to two full-time employees. Using Conga Composer helps us send proposals much faster—within minutes instead of hours—thus improving our sales cycle by roughly twenty to thirty percent. Overall, it allows us to scale operations without increasing headcount.
What's my experience with pricing, setup cost, and licensing?
Pricing is based on a subscription model, which I consider moderate to slightly premium compared to basic tools. Overall, it is not the cheapest but is good value for automation at scale.
Which other solutions did I evaluate?
Before choosing Conga Composer, we evaluated a few other document generation and e-signature solutions, including DocuSign, which was strong in e-signatures but lacks the document generation capabilities or flexibility that Conga Composer offers for our use case. We also evaluated PandaDoc.
What other advice do I have?
The best advice I could give to those looking to use Conga Composer is that it is effective, saves time, and is efficient. I recommend starting simple and then scaling gradually. It is not required to automate everything at once. You can begin with one use case and one clean template, then gradually expand to contracts and invoices while investing time in template design and understanding the Salesforce data model.
Overall, Conga Composer is a good tool to use and enhances the Salesforce ecosystem. I gave this product a rating of eight out of ten.
Stay away if compliance is important
What do you like best about the product?
When you save the proposals it is easy to switch to a more thrustworthy vendor.
What do you dislike about the product?
If you take data integrity seriously, I would strongly advise against using this company.
During the years we used their software, we encountered multiple instances where data in proposals was incorrect. One particularly serious issue occurred when we sent out a data processing agreement to all our customers. The PDF download showed completely different list numbers than those displayed in the signing interface (see screenshot). This made us look extremely unprofessional. Support was not helpful, stating they “could not change signed documents.” When we argued that the PDF should accurately reflect what was actually signed, our concerns were simply ignored.
In another case, after a system update, the currency in our documents was automatically changed from euros to dollars — resulting in proposals showing 15% less revenue. Fortunately, our customers were understanding and agreed to sign corrected documents.
We also experienced issues with the Salesforce integration, where PDFs were not properly synced. Again, support offered no real solution, and we had to manually download hundreds of documents ourselves.
When we decided to switch platforms, we attempted to bulk download all contracts with their ‘bulk download feature’. The number of downloaded files matched the number of offers, but all PDFs turned out to be duplicates of the same document. We only discovered this when a customer requested a copy of their contract during the transition period. When we raised this with support, their response was simply that we “shouldn’t use that feature.”
We ultimately moved to PandaDoc, which has been a huge relief. Our proposals look more professional, editing is smoother, the software is more affordable, and onboarding was completed within a week. In hindsight, we should have switched much earlier.
What problems is the product solving and how is that benefiting you?
It makes proposals from our Salesforce data.
Automates Proposals Seamlessly, But Be Ready for Initial Complexity
What do you like best about the product?
I really like how Conga Composer automates the entire process of generating and distributing sales proposals directly within our CRM. It completely removes the manual burden from the sales team, allowing them to focus on closing deals. The software solves the issue of manual document errors and sales friction, eliminating any 'copy-paste' mistakes in proposals and ensuring 100% branding consistency. The feature that stands out to me the most is the conditional logic, which is a lifesaver. Templates can automatically include specific legal clauses or case studies based on the industry and region of the prospect. This means the sales team doesn’t have to remember to add them, saving time and reducing errors. It also streamlines repetitive tasks, cutting the time to generate a complex contract from over half an hour to just a single click.
What do you dislike about the product?
As an administrator, the initial setup can be quite a deep dive. To get the proposals 'pixel-perfect,' you have to become very comfortable with composer parameters. The documentation is extensive, but there is definitely a learning curve to mastering the syntax for advanced behaviors.
What problems is the product solving and how is that benefiting you?
I use Conga Composer to automate document generation, eliminating manual errors and ensuring branding consistency. It speeds up complex contract creation from over half an hour to one click, allowing the sales team to focus on closing deals.
Flexible Document Manager with Powerful Integrations
What do you like best about the product?
I find Conga Composer very flexible to use. It integrates with Salesforce and Word, which gives me a lot of control over documents, including dynamic documents with many variables. Additionally, the connection with supporting systems like Adobe Sign and Google Drive is very convenient. Although there is a bit of a steep learning curve, it becomes extremely flexible over time. Also, the onboarding team was very helpful during the initial implementation in 2011.
What do you dislike about the product?
I find it a bit of a steep learning curve, which makes it somewhat challenging to use initially. Additionally, a simple, quick click-and-start interface would be very handy. At the moment, you really have to delve into composing URLs where the variables are included in the URL. It would be better to see step by step which choices you need to make to then automatically assemble a 'button' or URL with those functions. Also, dynamically filling in email templates must now be determined and merged outside the template, which is not very user-friendly.
What problems is the product solving and how is that benefiting you?
I use Conga Composer for managing official documents and bulk communication. It integrates with Salesforce, Word, and other systems for a lot of control over dynamic documents.
Easy PDF Generation Made Simple
What do you like best about the product?
It gives us the change to easily generate pdf
What do you dislike about the product?
Sometime it's a long process for the generation
What problems is the product solving and how is that benefiting you?
By creating pdf file with our information, it's faster to send information
Conga Composer Delivers Results
What do you like best about the product?
This product is helpful for achieving very complex document-generation use cases. It leverages SOQL query features to pull data from multiple objects and publish it in the required format, including tables. Supports multiple formats that includes PDF and also has features to automate the document generation process. Having good customer support features like auto package upgrade.
What do you dislike about the product?
Conga Composer’s UI feels outdated, and it would be more helpful if more help text were added throughout the interface.
What problems is the product solving and how is that benefiting you?
Conga Composer helped us achieve complex template generation involving multiple objects and multiple child-object records. It made it easy to generate a consolidated template that included all the required data in one place.
