We are using Conga Composer in our Salesforce environment to dynamically generate documents. For example, if we have a customer and need to finalize a business deal, we capture deal data.

Suppose you're selling a car; you need to prepare a quote. Conga Composer helps in preparing that quote by mapping fields such as customer information and car details onto a template.

Conga Composer has enhanced customer experience by enabling us to dynamically get and manage data in Salesforce. This ease of data handling improves both business operations and customer relations, making processes more efficient.

Conga Composer allows dynamic integration with Word and Excel templates, and conversion to PDF is seamless.

Mapping fields from Salesforce to templates is straightforward, providing flexibility to include elements like images and headers.

The ease of querying and mapping data using Conga queries, solutions, and templates stands out the most.

I have been working with Conga Composer for over two years.

I have never faced any issues with stability. The application is very stable and easy to use for both customers and businesses.

The support team for Conga Composer is very responsive and effective. I had only one minor issue, which was resolved quickly due to their prompt assistance.

In my new firm, the client is not using Conga Composer and is instead relying on Visualforce pages for dynamic document generation, which is much more complex.

The initial setup for Conga Composer is an administrative process and does not require development or coding. It is very easy to handle and configure.

Conga Composer is reasonably priced. There is a free initial package that lasts for thirty days, which allows potential users to evaluate its fit for their needs without immediate financial commitment.

I recommend Conga Composer for those whose business needs align with its capabilities. It's a powerful tool within the Salesforce ecosystem.

I'd rate the solution eight out of ten.

We use Conga Contracts, Conga Composer, Conga Grid, and Conga Orchestrate. We have a business all over the world, and due to currency symbols, alphabetical changes, logos, and entity names, we need to build a formula where the template remains the same but the contract terms are different for various countries.

Another use case is loss tracking, where we track transactions and collections through Salesforce with Conga Composer and Conga Contracts. We also handle the contract signing in Adobe, which integrates with Conga, storing signed contracts in Salesforce, Check Point, and Amazon S3.

Conga Composer has made the contract signing easy and streamlined. Previously, we had a team of five people reviewing contracts, which is now reduced to two, thus optimizing resources.

Conga Composer is easy to use, especially for C-level executives, as it simplifies the contract signing process. Automation has significantly reduced manual reviews.

The debugging skills could be improved as we need to stay alert for issues. After acquiring Conga, the support is less responsive than before.

I have been using Conga Composer for almost five years.

I have not experienced any breakdown issues with Conga Composer.

The automation of the contract process is excellent, allowing us to scale easily.

The Conga Composer service response time and knowledge leave room for improvement. I rate their support six out of ten.

Before Conga Composer, I used DocuSign and Adobe.

The initial setup was straightforward for me as a developer, yet documentation was key.

It's crucial to learn the tool and understand the contract process. If you are familiar with the contract process, using Conga Composer becomes easier.

I'd rate the solution eight out of ten.

We use Conga Composer primarily for document generation purposes and for an approval process. We have used it in various projects for generating Composer documents.

Conga Composer is very user-friendly for composing new templates and integrating data from Salesforce. Its integration and user interface are very friendly, and the product supports multilingual and e-signature features.

We have not been using Conga Composer extensively or deeply to look for improvements. That said, for our use case of proposal document generation, it was okay.

I have been in touch with Conga Composer for almost three years.

The stability of Conga Composer is good. There are no issues with bugs or breakdowns.

Conga Composer is scalable, and there are no issues with this.

The support team at Conga was good. We approached them for various reasons and issues, and they were very helpful.

The initial setup of Conga Composer is easy.

During discussions about managed packages for document generation or e-signature features, companies consider either DocuSign or Conga Sign.

I would recommend Conga Composer to others, especially those using Salesforce, as it integrates well with Salesforce for document and e-sign features. The decision between DocuSign and Conga Sign ultimately lies with management.

I'd rate the solution eight out of ten.

In the project, we were generating a PDF based on the insurance, creating the contract form and agreements, and sending that PDF to the customer by merging all the information from Salesforce.

We installed all the packages of Conga Composer into Salesforce and integrated them to pull all the information from Salesforce to the PDF and then sent those PDFs to the customers.

Generating PDF documents from Salesforce and sending them to customers has been very handy to use using Conga Composer.

I like that Conga Composer allows for the generation of PDFs according to specific requirements by creating templates and pulling all the information added into those fields. The guidelines are already defined in Composer, and there are tool tips to help identify templates and strategy implementations.

I did not try multiple features; I just generated PDFs by merging fields and creating templates. If any improvement is needed, I would raise a case with Conga Composer for those features.

I have been using Conga Composer for about the past three years.

The solution is stable.

Scalability is very good because we have recommended it to more than five to ten clients. Customers ask for PDF generation or document automation, and we recommend Conga Composer because it is a good tool, easy to use, and generates PDFs well.

I have not raised any cases with Conga Composer directly because we always raise cases with Salesforce.

We were using Zoho CRM prior, which already had the PDF generation feature built-in.

The initial setup is at an intermediate level of difficulty since understanding Conga Composer for the first time can be confusing. However, once you read all the guidelines and features, it becomes very easy to use.

We have recommended Conga Composer to more than five to ten clients, and they are still using it. I would also recommend it to others for generating policy information, vehicle information, or loan agreements and banking documents.

I'd rate the solution eight out of ten.

We used Conga Composer for bill generating. They were having transactions on a click of a button, and we had to collect those fields automatically based on the criteria, and we had to map them dynamically.

The declarative features and automatic API selections are great as they help with pre-built documentation, query generation, template generation, and articulation. These features make the tool easy to use, even for new developers. It allows for good customization from both the declarative and programmatic perspectives.

There are some areas that need improvement. For example, when using the Conga Sign, there is only one checkbox option by default. Additionally, if there could be a preview option available directly in the application for testing templates instead of having to download and test them manually, it would save time.

I have been using Conga Composer for about three to six months for one of our clients on Salesforce. After using it for two to three months, I have not been in touch with it much since the project is now closed.

We never faced much buffering or any issues with the tool getting stuck. The problem usually lies with how we build or set up the concept on the Word side, not with Conga Composer itself. It is very dynamic and super fast.

We can easily scale up or down data with Conga Composer. It handles bulk data well and we were able to map a lot of fields without any lag.

Before using Conga Composer, I was only comparing it with DocuSign but did not use DocuSign much. Conga Composer is my first.

The setup was very easy because Conga Composer is an AppExchange product. We just installed it and got the complete suite we needed. It was not complicated to move it to production.

I do not know much about the pricing or setup cost because it was taken care of by my company. I was only a developer and did not handle those aspects.

Conga Composer is easy to maintain and configure. It is a highly recommended product as it does a lot of work efficiently. It allows for good customization from both the declarative and programmatic perspectives. However, it would be beneficial to have a preview option for templates to make testing faster.

I'd rate the solution eight out of ten.

I use Conga Composer to build different templates, mainly for proposals. I create the templates and incorporate conditions to make it user-friendly for professionals to handle.

The Conga Composer allows us to build templates for various purposes, making our workflow more efficient and structured.

The most valuable feature of Conga Composer is its user-friendly interface, which allows professionals to handle the product easily. Utilizing conditions within the templates also enhances its functionality.

There are some drawbacks with Conga Composer. When setting conditions, it doesn't work as expected, requiring us to rework the code.

Additionally, sometimes buttons do not function correctly, and merge fields in templates do not get populated as expected.

Improvements in drag-and-drop features would make it easier for professionals.

I have been using it for the past three years.

I have not faced any stability issues like bugs or breakdowns with Conga Composer.

The scalability of the product needs improvement. Making the enhancements I mentioned would greatly improve its scalability. On a scale from one to ten, I would rate the scalability as five.

The support team from Conga is good. They provide quick replies and are knowledgeable.

I work for a Salesforce consulting composer, and I'm mostly a developer, sometimes an admin. Sometimes the clients require us to set up things in Conga, either Conga Composer, Conga Sign, or any other similar application. So most of the times, the request is just to update existing templates or create new templates for them to use on Conga.

There's nothing in particular. It's just what the client decides to use. I just use it. It's quite simple. Most of the clients do have it. It's better than having to go in and do it manually, creating a Visualforce page to use as a template, which is another thing that we do here. If the client only has one template to use, then we recommend that they go that route. However, if they do have many templates or they need to be changing them constantly, and it's more expensive for them to hire us to change them every time, then we usually recommend that they use something like Conga.

The documentation could be improved. The one time that I learned a bit more on how to use it was when I got into Conga University to get my certification. There are a lot of small steps that you don't see in the standard documentation or you cannot find it. A couple of years ago, they changed stuff from what I learned five years ago when I started, which is great. However, they need to update documentation to match that. Sometimes, you find the documentation for the old version, and you try to do it, and it just doesn't work.

I've used the solution for five years.

Most of the time, I haven't had an issue like that, not human-related. If I made a mistake of adding something that shouldn't be there, or sometimes you start with a template that somebody else made, and then you paste it and think, 'Okay. That's just going to work,' but it doesn't because it has a little bit of something that it doesn't like.

It's always better to start from scratch. Otherwise, I've never had a significant issue. Maybe once I got a weird error, and then I noticed that there was a crash on the servers from Conga, and that's probably the reason it failed.

I'm not sure if the solution is sclable. I don't see any issues in adding more templates as the company is growing. However, I've never done anything big with it. Everything is just like, 'Okay. We have these five templates, ten templates at most.'

I've reached out to support many times based on the documentation. I'm trying to follow it, and it doesn't match what I'm seeing, so I end up having to contact Conga directly for them to let me know that the issue was that I do not have the license that they need for that.

I would recommend this product to other people. If they need to have a lot of templates and need to make changes often, like every three months or less, then I would say they should go the route of using either Conga Composer or any other similar application.

I'd rate the solution eight out of ten.

I have a project where I generate a document and send it via client email when an opportunity arises in Salesforce. When the opportunity is won, an invoice is automatically sent to the recipient. I also use it to generate documents and send them for signatures using Conga eSign.

The most valuable feature is the automatic generation of invoices and the ability to merge fields from Salesforce into the document, creating a clean and professional invoice. After generating the document, it can be sent for a signature using Conga eSign, and the signed document is then updated in Salesforce with a completed status.

It would be better to have a custom button that automatically sends a document to the client's email and sends it for a signature with a single click.

I have been using Conga Composer for one and a half years.

I have had some issues with the stability of Conga Composer, mainly related to the configuration, such as assigning permission sets to the Composer user profile in Salesforce. There are more steps to follow, but I have shared all the related documentation.

Scalability-wise, this product is very helpful. It is easy to scale because many clients use it and DocuSign. It is a really helpful product.

I have no experience with their support. I do not have an account to connect with the Conga Composer team.

The initial setup involves going to AppExchange, searching for Conga Composer, and installing it in your Salesforce organization. The setup requires assigning permission sets and following several configuration steps.

It is a free tool for thirty to thirty-one days, after which you need to connect with the Conga team to purchase Conga Composer. The pricing is neither cheap nor high; it is limited.

I would recommend this product to others as it is very helpful for invoice generation.

I'd rate the solution nine out of ten.