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.
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.
Effortless Bulk Document Generation, Minor Hiccups
What do you like best about the product?
I like that Conga Composer has an API that can generate documents in bulk or batch, which seems perfectly suitable for our use case. We can integrate that API with our system to generate documents more efficiently. The bulk API helps us by allowing the generation of records in batch mode, improving performance and user experience.
What do you dislike about the product?
Sometimes we face issues while logging in to Conga Composer. Also, multiple times we've encountered outages, and there are occasions where it takes much more time to analyze and fix these issues, which sometimes affect our business.
What problems is the product solving and how is that benefiting you?
I suspect Conga Composer helps generate documents quickly, even in bulk, offering better performance and user experience within Salesforce.
Turns data into ready-to-send documents with very little effort with Conga Composer
What do you like best about the product?
What I like most about Conga Composer is how it removes the manual work from creating documents. Instead of copying information from Salesforce into Word files, everything is pulled automatically and placed into a predefined layout and it is easy to setup and is being used by business for daily purposes of document generation. This makes proposals and other customer documents more consistent and much easier to produce. It also fits well into our existing Salesforce setup, so users don’t have to learn a completely new system. The support is very responsive,
What do you dislike about the product?
Designing document layouts can take some time, especially when documents include many sections or conditional content. It usually requires testing a few times before the final version looks exactly right.
What problems is the product solving and how is that benefiting you?
Conga Composer helps us avoid manual document preparation, which used to take a lot of time and caused mistakes. By generating documents directly from Salesforce, it keeps everything accurate and standardized. This allows our teams to respond to customers faster and send more professional-looking documents.
Composer Is Reliable and Works Exactly as Expected
What do you like best about the product?
Composer is reliable, works good and as expected. We found it very useful.
What do you dislike about the product?
No bad experience so far. All work as expected.
What problems is the product solving and how is that benefiting you?
It help us to easy generate documents using existing templates and enable unification and easier maintenance.
Makes our work with clients much easier.
Consistent and accurate document generation tool Conga Composer
What do you like best about the product?
Conga Composer makes it easy to create business documents directly from Salesforce. It pulls real-time data into templates so proposals, quotes, and contracts are always accurate and consistent. We use it along with Conga CPQ and CLM, so documents are generated automatically from approved quotes and contracts. This saves time and improves the overall quality of customer-facing documents. Support has also been helpful whenever we need assistance.
What do you dislike about the product?
Creating and updating complex templates can take some effort, especially when documents include many data fields or formatting rules. New users may need training to get comfortable with template design and data mapping.
What problems is the product solving and how is that benefiting you?
Conga Composer removes the need for manual document creation and copy-paste work. It ensures documents are generated with the correct Salesforce data and in a standard format. This reduces errors, speeds up turnaround time, and helps teams send professional documents to customers more quickly.
Effortless Document Generation with Conga Composer
What do you like best about the product?
I like Conga Composer's simplicity. It's easy to implement, as we just need to set up the template based on our needs and then design a solution on the Salesforce side. This allows us to have the basic Conga solution ready for our agreement tasks. It's also useful because we can utilize both Salesforce and Word functionalities, which is very helpful in generating agreements.
What do you dislike about the product?
So, there are different functionalities I would suggest. So, whether it is negotiation or situations where we need to parallel reduce multiple parties are involved. I think those functionalities are not available. It's not available online. We have to use it either on Salesforce. So I think those are the features that maybe Conga Composer can add in the future, and it will be helpful to customers.
What problems is the product solving and how is that benefiting you?
I use Conga Composer for agreement centrication, pulling data from Salesforce and merging it with templates. It solves the problem of generating custom agreements with branding and personalized content, making it easier to meet diverse customer needs and business requirements.
