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Conga word and excel templates
What do you like best about the product?
its really good in document generation sorry professional documents.
What do you dislike about the product?
the lack most of the things like one was we cant acess third level information with grouping in word template.
What problems is the product solving and how is that benefiting you?
my client wanted to generate different kind of documents related to quote lines and now have automated all those documents in a professional way and this helped my client business alot.
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Tool with many limitations
What do you like best about the product?
The tool can do almost everything it sets out to do, we've been using it for several years. A nice point is that you can select tables that have no direct relationship with the object you are working with.
What do you dislike about the product?
In more complex scenarios, the tool does not work, you will need to make many adaptations to your data structure to adapt to its limitations. For example, you cannot access more than two levels down in the data structure. And the user interface is very old and poor, to configure a template you will need to have a very good notion of data modeling in Salesforce, and in other tools on the market you can do this just by dragging fields on the screen.
What problems is the product solving and how is that benefiting you?
Generation of contracts, and can also generate other types of documents, such as sales proposals.
Horrible onboarding process combined with an outdated complicated functionality
What do you like best about the product?
There is nothing to like unless you enjoy being frustrated with a poor platform design and useless employees who do not provide support.
What do you dislike about the product?
Their onboarding process is not there...........once we signed up, there was ZERO guidance to getting the platform installed into salesforce. The layout / flow of their platform is poorly designed in that there is no guided experience to creating your document.......the one they have is worthless with no help tools. Separately, they have links on their guided experience that take you to a generic conga page that is not relevant to the area you are working. . Furthermore, they use weird terms to describe things like "solution." vs. "Create a new document and button". They also have all these weird codes for your document to do certain things vs just using words and/or providing a help icon to explain what the weird term means. To make things exciting, we have paid for Conga yet we can't use it any longer as our "trial has expired" so another winning element to this platform as they take your money and somehow have issues. We signed a contract with them, so how we had a trial platform is very odd.
What problems is the product solving and how is that benefiting you?
Conga created more problems as a result of poor quality employees combined with a poor platform design. It's easier to create your documents in visual force than use Conga.
Awesome application
What do you like best about the product?
Easy to configure and does the job awesomely
What do you dislike about the product?
Can be difficult at times when support is required
What problems is the product solving and how is that benefiting you?
Makes it easy to generate important business documents and coupled with the email template covering makes it easy to distribute document to customers
Conga Composer a Salesforce NO 1 Document Generation And Automation Tool
What do you like best about the product?
I like Conga Document Generation because it supports
-Multiple document formats like word, Pdf , ppt , excel etc.
- Automations like activity creation, output with desired file name, org wide email addresses, email cc and Bcc,.
- multiple delivery methods like emails, downloads etc.
- Integrations with Google Drive, and Box to store documents online.
- Multiple e-Sign tools like Conga sign, Docu Sign and Adobe sign etc.
- Multiple email users as recepients, Baxckground modes.
- Bulk automation to send documents in Batches through an add-on as Conga Batch.
-It can automate using salesforce flows by through Conga Trigger Add-on.
-integrate with Conga contracts for salesforce for document merge and automations.
-Multiple document formats like word, Pdf , ppt , excel etc.
- Automations like activity creation, output with desired file name, org wide email addresses, email cc and Bcc,.
- multiple delivery methods like emails, downloads etc.
- Integrations with Google Drive, and Box to store documents online.
- Multiple e-Sign tools like Conga sign, Docu Sign and Adobe sign etc.
- Multiple email users as recepients, Baxckground modes.
- Bulk automation to send documents in Batches through an add-on as Conga Batch.
-It can automate using salesforce flows by through Conga Trigger Add-on.
-integrate with Conga contracts for salesforce for document merge and automations.
What do you dislike about the product?
No such functionality or drawback to dislike Conga Composer.
What problems is the product solving and how is that benefiting you?
Conga Document Generation solving the following issues which benefit from reducing manual corrections and time as
-it supports automatic field date merging from salesforce in the document.
-it creates activity, file attachments to related records when the document is sent.
-It can operate in Batches and reduce the number of clicks.
-It Can operate on salesforce flow to trigger document generation and reduce the clicks.
-It can interate with multiple tools like Google drive, Box to store data outside salesforce system.
-It can Integrate with E-sign tools to send for E-signature and maintain Signed documents in salesforce.
-it supports automatic field date merging from salesforce in the document.
-it creates activity, file attachments to related records when the document is sent.
-It can operate in Batches and reduce the number of clicks.
-It Can operate on salesforce flow to trigger document generation and reduce the clicks.
-It can interate with multiple tools like Google drive, Box to store data outside salesforce system.
-It can Integrate with E-sign tools to send for E-signature and maintain Signed documents in salesforce.
Conga Composer & Conga Sign
What do you like best about the product?
Conga composer can installed in Salesforce easly,
we have the possibility to generate document automatically from salesforce date by using word merge fields
Manage template conga documents, conga queries, conga solution
Conga sign is easy to use, and easy to configure
we have the possibility to generate document automatically from salesforce date by using word merge fields
Manage template conga documents, conga queries, conga solution
Conga sign is easy to use, and easy to configure
What do you dislike about the product?
Documentation is good but it is incomplete, we need more technical cases, and all functionalities
What problems is the product solving and how is that benefiting you?
Document generate automatically from salesforce
Best Tool for easy document generation at any stage
What do you like best about the product?
Easy and convenient for generating document for any vertical in the industry
What do you dislike about the product?
Tool is not very accurate and consistent so it gives error lots of times
What problems is the product solving and how is that benefiting you?
Generation of Pdf for any department of the industry at a single click
Conga Document Generation
What do you like best about the product?
Easy to manage and update if we know how to do them
What do you dislike about the product?
Documentation needs to be improved as there are many areas where no much examples or videos are updated and some limitations are not even explained properly and all youtube videos are outdated
What problems is the product solving and how is that benefiting you?
Easy integration with Salesforce
Great Software
What do you like best about the product?
The ease of the software and the ability to customize
What do you dislike about the product?
not much to dislike. Takes some time to get used to but once you figure out how to use the software it works great
What problems is the product solving and how is that benefiting you?
Being able to create documents saves so much time and allows for custom forms to be created
Helpful team
What do you like best about the product?
Very helpful support team in resolving all the issues
What do you dislike about the product?
time taken by the support team to resolve the issue
What problems is the product solving and how is that benefiting you?
quickly generating the document based on SF data is the best feature Conga has
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