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Great product for congregating Salesforce data
What do you like best about the product?
It is a great product that does exactly what we need - combining data from Salesforce to display in an easy-to-read format for our clients. There is also a lot of flexibility in creating different document types.
What do you dislike about the product?
Some document types have more limitations, like PDFs.
What problems is the product solving and how is that benefiting you?
We no longer have to take lots of time manually filling in documents but can just a click of a button.
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Conga is more essential that Salesforce
What do you like best about the product?
We have a Salesforce Subscription just for Conga Composer. We can throw anything at it and get what we need. Our contracts can be quite complex. We have over 80 word and pdf documents that are combined into a single pdf, merged with hundreds of fields. We have if/then statements within Word to show or hide just the right text for different state laws. We have custom links and automatic field updates. Our Conga Composer merges all these fields together into a single zip, then passes this document straight into Conga Sign where our clients can sign in-person.
What do you dislike about the product?
There's really nothing we don't like. The document builder hasn't seen an update in a while but it works very well as is.
What problems is the product solving and how is that benefiting you?
Our contracts are very complex. We operate over 9 different states. It pulls together all the templates we need, using formula fields, and generates a single pdf with all the signature tags we need for Conga Sign and OneSpan.
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 for combining documents easy or complex queries and tables are straightforward
What do you like best about the product?
Conga's query builder is awesome, and it's abilty to combine multi-row data into tables is amazing.
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.
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
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.
Does the job but could be more native
What do you like best about the product?
Lot's of flexibility in what can be produced from Composer. Formatting and access to fields and related records etc.
What do you dislike about the product?
Som elegacy technology needs to be updated. Would like to see Conga invest more in upkeep instead of branching in new directions.
What problems is the product solving and how is that benefiting you?
Generating quote documents using our Salesforce data.
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