Document Generation and e-Signature
What do you like best about the product?
Conga Composer is a native Salesforce solution easy to install and configured.
The Conga Templates are based on Microsoft Office documents making easy for a end-user to prepare the models.
It is integrated with Conga Sign and can be fully automated using Salesforce flows.
The Conga Templates are based on Microsoft Office documents making easy for a end-user to prepare the models.
It is integrated with Conga Sign and can be fully automated using Salesforce flows.
What do you dislike about the product?
There are some issues when you refresh a sanbox. the Production configuration is "copied" and sometimes it does not connect successfully. I had to contact the support for the new ORGID reference.
What problems is the product solving and how is that benefiting you?
We have lots of different document to create real-time (membership certificates, payment receipt, proposals, order forms) using both standard and custom objects.
With templates based on Word or Excel, the end user can easily create the templates once trained. They are thus autonomous.
With templates based on Word or Excel, the end user can easily create the templates once trained. They are thus autonomous.
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