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Takes time to set up but worth the effort
What do you like best about the product?
Total flexibility in how produced documents are formatted.
What do you dislike about the product?
Some portions of setup require Salesforce Classic, which can be a pain
What problems is the product solving and how is that benefiting you?
Standardizing quoting without having to go to full Salesforce CPQ
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Easy to setup and customize
What do you like best about the product?
It's a simple tool that does a simple task where Salesforce falls short. It is capable of doing many complex processes if necessary. It saves time creating and sending documents that are required by the business on a regular cadence.
What do you dislike about the product?
For more complex solutions, Conga Composer + Solution isn't very intuitive when editing templates, and the documentation has proven to be incomplete. I have had to work with support pretty closely to meet our business requitements. Luckily their support team is extremely knowledgable, responsive, and friendly.
What problems is the product solving and how is that benefiting you?
Conga Composer allows our business to generate printable guest books of event guests before events so that our team can study attendees, and match faces with names, bios, and area of interests. Conga Composer also generates a post-event report that is easy for our seniors to digest in a PDF format that is emailed following an event.
Very helpful tool
What do you like best about the product?
Easy to manage, and templates for e-signatures are very consistent, a great tool for admins.
What do you dislike about the product?
I wish there could be a wizard to make it more end user friendly
What problems is the product solving and how is that benefiting you?
streamline quotes and contracts out of Salesforce.
Having information in real team and triggering actions on base of those documents.
Having information in real team and triggering actions on base of those documents.
Design of support related to Salesforce CRM
What do you like best about the product?
The approach is not simple, but the automatisms work well and once the mechanisms between Conga Query / Conga Composer and Template are well understood, one can handle the documents including with the Conga Sign solution.
What do you dislike about the product?
We do not have documentation in French.
What problems is the product solving and how is that benefiting you?
the retrieval of Salesforce data on accounts, contacts, opportunities, and all components in order to design materials that are easy for users to use on a daily basis
Feedback
What do you like best about the product?
Facilitate updating existing templates
What do you dislike about the product?
When a template uses a conga query, if the field of the conga query is not visible to the user, the document can be generated but with strange behavior.
What problems is the product solving and how is that benefiting you?
Facilitate for our users to generate PDFs from data present in Salesforce
Standardization of documents
Standardization of documents
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.
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.
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