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Automating document creation from Salesforce data helped us overcome many difficulties

  • By Arthur R.
  • on 10/09/2024

What do you like best about the product?
In my case, there are a few things I like about Conga Composer especially because of the fact that they can merge documents directly from Salesforce. I use it to type contracts and proposals which has minimized mistakes and the time taken to do the work since the program formats the documents to look professional. It is especially easy to use when dealing with a lot of data and being able to compile presentable and professional documents has been a significant added advantage.
What do you dislike about the product?
The only thing that I find uncomfortable in Conga Composer is how somehow challenging the process of customizing templates could be especially when one is initializing the program. The steps taken to set up the device do not include any clear instructions, which may be frustrating for some users. However, when dealing with big data, the software may slow down, and this slows down document generation. Some of these have sometimes interfered with my productivity and caused me some frustration.
What problems is the product solving and how is that benefiting you?
The largest benefit Conga Composer provides is an enhanced and efficient automation of generation of sophisticated documents, which gather data from Salesforce. This has alleviated the problem of time consuming document preparation whereby we are now able to produce proposals and contracts within a relatively shorter duration than before. Consequently, the efficiency of the team has risen, and the resources were freed up to be better invested in various business endeavors rather than in paperwork.


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