We utilize it for contracts, account statements, and summary reports.
Conga Composer API
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Conga - a solution that works!
What do you like best about the product?
Conga Composer helped us take our reporting that took 30 days to do and decreased it to 4 days. You set it and it works! Troubleshooting is easy and you can make it what you want it to be.
What do you dislike about the product?
I do wish Composer would pull SF Lightening graphs like it pulls the classic graphs
What problems is the product solving and how is that benefiting you?
pulling our client reports into PDF to send. This used to be a whole person doing this each month and now we can get it done in a few days
Conga Composer and our needs.
What do you like best about the product?
We like being able to generate data out of salesforce using Conga Composer exporting tools.
What do you dislike about the product?
Once you have a template setup for reporting it works great but it can be difficult to get it setup initially.
What problems is the product solving and how is that benefiting you?
Extracting data from at a click of a button into an Excel spreadsheet is where Conga Composer shines!
Conga is a great tool that solves document business challenges smoothly,effectively,and efficiently.
What do you like best about the product?
I love the query builder, and the ability to use a local template in Conga to test your queries - even though you can test the query directly, using sample record ids to populate the data. Additionally, of all the vendors that I deal with, Conga Support is one of, if not, the most responsive to needs, and quick to resolve any issues (usually my understanding of Conga!)
What do you dislike about the product?
It is a little awkward to get your test template data, but once you get used to it, it is at least consistent.
What problems is the product solving and how is that benefiting you?
Conga solves our Contract Generation issues by allowing us to template the various forms of our contracts, and merge them in the end. Conga also allows us to manage other ancillary documents and merge them with ease.
Making Proposals streamlined and easy
What do you like best about the product?
Reduction of errors and increase in time for business advisors
What do you dislike about the product?
Cost of the software is very high for smaller orgs
What problems is the product solving and how is that benefiting you?
It's helping us streamline our proposal process while keeping Salesforce records accurate
Feature-Rich and Solution Oriented
What do you like best about the product?
My team is able to use Composer to create complex contracts. Our org is in the real estate space so contracts, disclosures, etc. are numerous and lengthy. Composer has allowed us to trim contract signing sessions from 2 hours down to about 20 minutes. It integrates with Salesforce and we can generate contracts directly through the CRM.
What do you dislike about the product?
When the system is buggy or if a service goes down my team is unable to do work. Fortunately this does not happen frequently and when it does their customer support is quick to provide solutions and give updates.
What problems is the product solving and how is that benefiting you?
Provides our org the ability to generate complex contracts, addendums, etc. with the click of a button
A stable solution for contracts, account statements, and summary reports
What is our primary use case?
How has it helped my organization?
The solution has helped us with contract consistency. Before this, sales reps would save a template to their desktop and update it as needed. Over time, people's templates and terms and conditions were outdated. This forced our reps to start using the most current approved contracts.
What is most valuable?
Once you understand how to build the templates, it's a pretty straightforward process. It allows you to create both Word and Excel documents.
What needs improvement?
The query builder could probably use some updates. When Salesforce switched from Classic to Lightning, there were many gaps. For the most part, those have been resolved, but it still operates a bit clunkily. It works great once you have your queries built and are trying to build out the template.
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?
The product is stable.
I rate the solution’s stability a nine out of ten.
What do I think about the scalability of the solution?
The solution is 100% scalable. We've seen our act adopted by a global enterprise. It's remarkable to see a business of our size using the same tool as a global entity.
We currently have 65 licenses.
How are customer service and support?
We've used them once for an issue, and they were able to help. Then, there was another time when we had a general question, and they couldn't assist us. However, with the help of the community, we got it answered.
Which solution did I use previously and why did I switch?
We were utilizing a free version of S-Docs at the time, but it wasn't scalable.
How was the initial setup?
The initial setup is easy, but we still have some issues with the coding for writing data back.
What's my experience with pricing, setup cost, and licensing?
The product is priced fairly. We're actually in the process of trying to renegotiate our contracts across all the different business groups into a single enterprise-wide contract. Looking at all the existing contracts, they're mostly pretty consistent. It's definitely worth the investment.
What other advice do I have?
Creating a single report summarizing multiple areas of an account has been invaluable for us. You can pull in sales information, contact data, and usage information from our subscription service into one Conga report, which an account executive can quickly review instead of hunting for all the pieces. Additionally, from a contracting standpoint, creating consistent, formal contracts that display all the necessary information in the required format is crucial.
I recommend the solution and advise you to go through the training to learn how to configure and set up templates or get someone with experience in it. It would help if you knew how to structure it and the end-to-end process.
It would speed things up for us if we had a dedicated resource to manage it, but it's doable if you're on a smaller scale. It's just going to take a little bit of relearning each time.
Overall, I rate the solution a nine out of ten.
Time-saving capabilities, customization, flexibility, seamless integration with Salesforce but documentation is not up to the mark
What is our primary use case?
We use Conga Composer for document generation. For instance, our clients need reports showcasing opportunities they've secured recently, categorized by employee ownership.
Additionally, in the healthcare sector, we generate reports detailing the number of patients treated and their conditions.
So, most use cases are around document generation, as I work in the health sector.
What is most valuable?
The best aspects of Conga Composer are its ease of use, efficiency, time-saving capabilities, customization, flexibility, seamless integration with Salesforce, and the excellent support and resources provided by Conga. These are essential factors that every user should be aware of before adopting this solution.
What needs improvement?
The biggest area where Conga needs improvement is its documentation. The documentation is good but not up to par with other platforms like Salesforce, which has extensive documentation and a helpful community.
In Conga, there aren't many people with in-depth knowledge, and while the documentation can provide some guidance, it's not comprehensive enough. It is not up to the mark. Conga should focus on improving its documentation.
For how long have I used the solution?
I have been working with Conga Composer for the past two and a half years. Prior to that, I worked on the Salesforce platform, handling development and admin tasks. Currently, I work on Conga within the Azure environment.
What do I think about the stability of the solution?
There are occasional bugs that cause the system to crash, but these are manageable and usually resolved within a day or two.
While working on a PowerPoint template, I encountered issues with pie chart applications that took some time to resolve. Overall, the stability is good, and any issues are resolvable.
What do I think about the scalability of the solution?
Currently, there are three other people on my team who use Conga Composer.
Which solution did I use previously and why did I switch?
Conga Composer offers extensive customization and flexibility, that allows us to create documents that perfectly align with our branding and specific business requirements.
We have successfully used Conga to generate complex reports, dynamic data, and visually appealing invoices. The level of customization available is very impressive, which is why we prefer Conga over other document-generation tools.
How was the initial setup?
The deployment and setup process for Conga is very easy. It doesn't require a lot of time or effort, and it's not something to stress over.
This ease of use is one of Conga's biggest advantages compared to other platforms like DocuSign or Nintex. The flexibility that Conga offers is the best in the market at the moment.
What's my experience with pricing, setup cost, and licensing?
It's not cheap, but it's not overly expensive either. It's manageable. If you're looking for a developer in India, it would cost you very little.
What other advice do I have?
Not many people are familiar with Conga Composer. There aren't many developers in the community. So, starting without any knowledge would be difficult. Having proper guidance or training would be a great advantage. If you have someone who knows how to work with Conga Composer, it's very easy to learn.
The organization I work with allows you to directly coordinate with us, so you can receive tutoring or mentoring. You'll have someone to guide you through the process.
It is easy for a beginner to learn to use Conga Compose. A weekly crash course session would be enough to get you started. The rest you can manage through development.
Overall rating:
I would rate Conga Composer around seven out of ten because there are challenges with every tool. The learning curve is associated with fully understanding the capabilities of the tool, and time and practice are required. For complex document generation tasks, some advanced knowledge of Salesforce data structures and Conga features is necessary.
The way things are presented in Conga is better, and the implementation is easy
What is our primary use case?
I primarily use Conga Composer to generate documents for customers and partners.
While we have the capability to generate complex documents, our main focus is on generating simple documents. Sometimes, these documents are associated with the signature feature, allowing recipients to sign them if necessary. Primarily, however, we use Conga Composer to generate documents without signatures.
What is most valuable?
Conga Composer is very easy to use. It's easy to debug if you have an issue. The UI is intuitive, the way things are presented in Conga is good, and the implementation is more or less easy. It is accessible for admins to use.
What needs improvement?
Conga is getting more and more expensive. At the end of my contract at the consultancy company, I was in contact with the product manager because of the cost. I love Conga, but I couldn't properly use it because it was getting increasingly expensive. That's my main issue with Conga.
For how long have I used the solution?
I have been using Conga Composer for approximately seven years, both in my previous consulting role and at my current company.
What do I think about the stability of the solution?
For me, Conga Composer is a stable product.
What do I think about the scalability of the solution?
We have a whole department using Conga Composer, and we have automated a lot of things. I think we have more than ten users, but less than a hundred.
How are customer service and support?
I have either spoken to someone on the phone or created a case for different issues I've had, and it usually goes pretty smoothly.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I have used different products like DocuSign. I would still prefer Conga.
How was the initial setup?
You need to determine your requirements before deployment in Salesforce. Conga Composer is not easy to deploy because of the records (queries records) you need.
When you create queries, or basically some records, and have to call those IDs in the buttons, you have to go in and change them one by one, which is a bit annoying.
To set up and use Conga Composer effectively, you need to have some technical knowledge, particularly from Salesforce. You should be comfortable with technical concepts. This is because you may need to create queries and understand technical aspects at times. While customers could potentially use it, technical sensitivity is recommended for ease of implementation.
Integration with CRM System:
We use Salesforce, and the integration with Conga Composer is seamless. Upgrades are easy, and we can easily capture information from different objects to use in document generation.
What was our ROI?
Despite being expensive, Conga Composer is worth the investment and provides a good return on investment. It significantly simplifies the process of generating documents.
What other advice do I have?
I would recommend Conga Composer to someone using it for the first time.
Overall, I would rate it an eight out of ten. It is intuitive and easy to use for me.
Good Document Generation Tool
What do you like best about the product?
As a Salesforce Developer who work on this tool to implement the document generation functionality, I think this tool is simple to use. After initial setup, you can just play around queries & template to build the useful things. Also, upload the local template option helps to create quality templates & testing faster. At user end, they can use their own customized templates.
What do you dislike about the product?
There are some limitations such as we cannot do multi level nesting in table. Also, in table, Adding/Removing column dynamically is not possible.
What problems is the product solving and how is that benefiting you?
In our organization, we use it for document generation for Quotes, Invoices & other areas. It takes few efforts to setup & easy to maintain.
Very good experience with the application
What do you like best about the product?
Pricing & Customer Support, frequency of use.
What do you dislike about the product?
I haven't seen any issues so far. With little issues we've encountered we manage to reach out to support team and fix the issues.
What problems is the product solving and how is that benefiting you?
It helps us document agreements and make modification accordingly when necessary.
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