Conga Composer API
CongaExternal reviews
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Great tool for our sales team
What do you like best about the product?
Easy to configure, very flexible and user friendly
What do you dislike about the product?
Would like to provide signature as well in one solution
What problems is the product solving and how is that benefiting you?
We're automating quote and contract generation and ensuring document standardization
Recommendations to others considering the product:
Great software and easy to configure and use
Complete Control of Document Generation Enables Customer Experiences to be Seamlessly Digital
What do you like best about the product?
With a system to create simple documents as well as richly complex, we are able to input data into one database object and see it appear in any type of document. Moreover, because Conga is so well established, their support teams are great, as is the ability to reach out to "Conga Experts" across the web. This enables to outsource document template creation if we had someone onboard with our organization but needed to to learn the platform/ system. Finally, something great that we know now through Conga is that we can do everything in a paperless format with Conga integrated into our CRM.
What do you dislike about the product?
You should know that there is a small learning curve so having someone a little more technical on your team can be an advantage. It is fair to acknowledge you don't need to have a programming background but an understanding of mail merge and/ or how to read some programming language would be an asset. If you understand MS Excel Mail Merging or template creation, you would find that it is a little easier to get started. However, this is not a prerequisite.
What problems is the product solving and how is that benefiting you?
Most work our team members perform is creating documents. Conga helps us to manage data in real time directly in the system and prevents us from having to replicate it in multiple types of documents. Essentially, Conga makes it possible for us to manage our days with single input. That data can be then exported through the document generation into multiple document types without re-inputing.
Recommendations to others considering the product:
It's a great idea to understand the longer history that Conga has within the App Exchange environment and that they are fully integrated with Salesforce and, like our custom App built on Salesforce, can be with others.
Great for small business
What do you like best about the product?
The complete control we have over our data and creating tailored emails.
What do you dislike about the product?
How long it took for the company to implement. I also wish we could have it available in lightning and classic at the same time.
What problems is the product solving and how is that benefiting you?
We use conga as our main email and template creation tool in Salesforce
Autofills Useful Info from Salesforce
What do you like best about the product?
Saves my team time filling in documents that are used daily
What do you dislike about the product?
Difficult to figure out adding new composer licenses for our salesforce. Other than that I have had no issues
What problems is the product solving and how is that benefiting you?
Saves time by autofilling documents with information from salesforce.
great product
What do you like best about the product?
automation of processes and quality in customer service, the team really knows their product and helps us every time we have a question
What do you dislike about the product?
everything is ok, something I can comment on was that they didn't support Spanish or Portuguese but it has already been resolved :)
What problems is the product solving and how is that benefiting you?
Sending contracts was a horror movie, with this solution we can reduce the time to close our opportunities.
Conga helps us close deals faster!
What do you like best about the product?
Conga Composer allows us to accurately and quickly generate contracts for our event clients. We no longer have to worry about user error and we are able to keep our data in a single location.
What do you dislike about the product?
The only challenge is getting our clients to adopt this technology and complete the process through Conga Sign (e-signature).
What problems is the product solving and how is that benefiting you?
We are able to easily see previous contracts provided to the client and deals that closed or were lost. We have a quick snapshot of the clients history with us and are able to work remotely without VPN access.
Great product for automatic document generation
What do you like best about the product?
Ease of setup and configuration wihtout actually writing a single line of code
What do you dislike about the product?
Most of your training is still on Classic. It would be helpful if you could convert training videos into lightning.
What problems is the product solving and how is that benefiting you?
Sales reps need details of some of the records from salesforce so that they can prepare for their meeting. we are generating detailed documents that helps our sales reps and sales manager make decisions
Composer has elevated our company
What do you like best about the product?
Composer has given us the ability to easily expose data from Salesforce.
What do you dislike about the product?
There's nothing that I don't like about Composer
What problems is the product solving and how is that benefiting you?
Easily create documents from the Salesforce platform.
Industry leading doc gen for Salesforce
What do you like best about the product?
Conga Composer is industry tested, clean, and bulletproof. Its usecases are virtually endless if your company uses Salesforce. From product features, to innovation and support -- Conga has this nailed.
What do you dislike about the product?
Templates sometimes aren't intuitive to build and if you really want to customize the doc, it will take some work.
What problems is the product solving and how is that benefiting you?
Quote and invoice generation
Composer is incredible!
What do you like best about the product?
The ease of use to for both admins and end users.
What do you dislike about the product?
Nothing so far, everything has been great
What problems is the product solving and how is that benefiting you?
Email generation and document generation.
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