Conga Composer API
CongaExternal reviews
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Using Conga with CPQ
What do you like best about the product?
It's a fairly intuitive interface, and once I preview the document, I love the fact that I can send my client the DocuSign instantly with no additional steps.
What do you dislike about the product?
I wouldn't say there is anything I dislike per se. The only thing that comes to mind is I've heard from other colleagues that their documents sometimes do not send, but I have not experienced that personally.
What problems is the product solving and how is that benefiting you?
I'm not solving any problems with Conga, but the benefits are it takes away 1 step in my contract process where instead of downloading the file, then opening up my DocuSign to send, I can do this directly from SFDC. Saving a step is a win in my book!
Best product to create and send contracts
What do you like best about the product?
I really like how seamlessly the tool interacts with Salesforce and also how the automatic renewal takes place with no chance of missed opportunities because of 1-year funnel visibility specifically in a sales vertical like us. It has also helped to streamline the quoting process for complex products because it allows a large volume of products and pricing rules. It definitely has saved a lot of time and streamlined the sales process.
What do you dislike about the product?
None that I can really think of. Giving them a score of 9 to just see what new technology or advancement they can come up with in the coming years. Really can't think of anything that i dislike so we are all good.
What problems is the product solving and how is that benefiting you?
End to End sales process
Saving a lot of time to quote and draft contracts
Automatic renewal
No missed opportunities
Streamlining the entire quote process and help delivering the contracts accurate and faster to the clients
Saving a lot of time to quote and draft contracts
Automatic renewal
No missed opportunities
Streamlining the entire quote process and help delivering the contracts accurate and faster to the clients
Recommendations to others considering the product:
go for it without any second thoughts if you have a problem streamlining your quote or sales process
Very powerful tool but with a learning curve
What do you like best about the product?
Conga is incredibly versatile and allows you to create virtually anything if you know the coding required. It covers a wide variety of data sources and has been able to tackle anything we throw at it.
What do you dislike about the product?
It has a pretty steep learning curve. There is not much free training on it and I often find myself taking a long time to try to figure out how to do what I thought was an easy task.
What problems is the product solving and how is that benefiting you?
We are generating invoices and purchase orders out of financial force (Salesforce). This has allowed us to have customized branded documents that look quite professional.
Conga review
What do you like best about the product?
Salesforce integration and ease of use, quick time to generation
What do you dislike about the product?
Load timese for document generation, and user interfaced
What problems is the product solving and how is that benefiting you?
Order form generation
quicker time to value
quicker time to value
Recommendations to others considering the product:
N/A
Conga - easy display of conditional logic
What do you like best about the product?
ease complex displaying - Grouping tables, showing total, conditional logic, hide/show tables, HTML display is better
What do you dislike about the product?
Troubleshooting needs technical expertise
What problems is the product solving and how is that benefiting you?
queries will usually generate errors if anything changes on quote
Integrated solution for contracts settlement and speeds up Process
What do you like best about the product?
Its Very Composite functionality provider.
Integrated solution for data , Contracts and Process of mail chain flow for settlement contracts template for Corporates
Integrated solution for data , Contracts and Process of mail chain flow for settlement contracts template for Corporates
What do you dislike about the product?
Some more improvement are required.
It should be more dynamic on template part.
It should be more dynamic on template part.
What problems is the product solving and how is that benefiting you?
Some clause changes dynamically required in template which helps me in cases
Sales Quoting
What do you like best about the product?
It is useful for populating the document easily.
What do you dislike about the product?
It is very slow in generating the document and can get hung up at times.
What problems is the product solving and how is that benefiting you?
As I mentioned prior, it is a little slow, and when in a rush, it can be annoying.
Conga Review
What do you like best about the product?
It's fast. It's much easier than loading all docs separately.
What do you dislike about the product?
The UX looks like its from 2005, so it doesn't really feel like current tech.
What problems is the product solving and how is that benefiting you?
It saves our reps time and ensures they send the most up-to-date versions of our company's contracts.
Review for Conga Documentation
What do you like best about the product?
The best feature would be flexibility and customization power of the tool. It used templates with customizable fields to create and automate the policies to be maintained.
It helps in pulling data directly from Salesforce and generates documents easily.
Able to pull from a large pool of templates for applicable business process
It helps in pulling data directly from Salesforce and generates documents easily.
Able to pull from a large pool of templates for applicable business process
What do you dislike about the product?
It is consuming alot of time while creating presentations.
What problems is the product solving and how is that benefiting you?
To generate order forms and documents from salesforce to streamline our sales processwe use Conga Documentation. It pulls appropriate data from our opportunity object and generates and document that can downloaded and shared with customers and prospects.
Steep learning curve but flexible to meet most requirements and can produce beautiful docs
What do you like best about the product?
There really isn't any limitation to how beautiful you can make the output from Conga. I recommend building a temaplate and then giving it to your Marketing team to beautify. I really can make a difference to the prefessionalism of the output. Once you get your head around how the data is extracted from SF and surfaced on the doc it is quite simple but you do have to invest the time to learn it properly. I've 6 years SF experience as an admin and it took me 3-4 weeks to get my first (admittedly non-trivial document).
Email support desk is really good and responsive.
Email support desk is really good and responsive.
What do you dislike about the product?
The documentation online was hard to navigate as they had moved CM solutions just after we were onboarded. Sometimes we had to change the format of the data in SF to suit the way it was pulled into Conga.
What problems is the product solving and how is that benefiting you?
Automate the reports generated for customers. This is now much quicker and, much more importantly, consistent between months and customers.
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