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A key solution for efficient document automation

  • By Mauricio D.
  • on 10/24/2024

What do you like best about the product?
What I like most about Conga Composer is the ease with which it creates the documents and the reports. It fits well with Salesforce as is a big plus as we can fetch data from there straight and fill in templates that are tailored to our needs with no effort. It has been helpful for us as it takes a lot of time for preparing contracts, invoices and providing proposals. The ability to produce custom document outputs is great and there is less chance of mistakes which has been a huge productivity gain.
What do you dislike about the product?
The biggest issue users face while working with Conga Composer is quite often setting up the package and customizing templates. In situations where the documents use numerous dynamic fields, It may be very time consuming to fine tune everything to ones’ liking. There is also some problem with Salesforce integration, sometimes it does not refresh data to update current changes you may find yourself dealing with a delay or manually correct the whole thing.
What problems is the product solving and how is that benefiting you?
Conga Composer has been very useful in addressing the issue of slow and sometime wrong document creation. It takes data from Salesforce and downloads it to templates we create, which eliminates the need to input data for contracts, proposals and reports. This has cut down greatly on mistakes made by personnel and has earned the company several hours’ gain on a weekly basis. The real value is that our team can spend time on higher level tasks, and the consistency of our documents can be achieved without routine manual effort.


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