Conga Composer API
CongaExternal reviews
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Excellent Product for Document Generation on the Salesforce Platform
What do you like best about the product?
The support team is excellent! I love recommending Conga to all my clients!
What do you dislike about the product?
Nothing. The support is fantastic and so is the product!
What problems is the product solving and how is that benefiting you?
Clean reports in a pdf that has a 360 degree view of a customer.
Great Product
What do you like best about the product?
The speed of document generation by Conga Composer. Website is very informative.
What do you dislike about the product?
Difficult to debug. Also, too many releases in a short time.
What problems is the product solving and how is that benefiting you?
Generate combined PDFs.
Makes Salesforce so easy to use
What do you like best about the product?
Love that I can use it to create templates for Word, Excel, Email, etc. Makes the creation of sales documents so quick.
What do you dislike about the product?
One of my frustrations with Conga is creating the email template layouts. I wish there was a little more flexibility in setting up the margins.
What problems is the product solving and how is that benefiting you?
We can now take the data we have in Salesforce and populate documents we use frequently. Such as creating an invoice or creating a work order.
Conga changed the way we present proposals to our clientele...
What do you like best about the product?
Composer is amazing. Being an independent agent, its tough to build brand recognition when everything is branded with the carriers info, not the agency. Composer allows us to create a proposal that leaves the impression of the agency branding, not the companies we write business through.
What do you dislike about the product?
It took a while to get up to speed on the technology (Multiple Q&A calls through implementation and sustainability)
What problems is the product solving and how is that benefiting you?
*Agency Brand Awareness
*Understanding of multiple proposals in a single visual tool
*Ease of use internally (My sales team doesn't feel its a cumbersome tool)
*Understanding of multiple proposals in a single visual tool
*Ease of use internally (My sales team doesn't feel its a cumbersome tool)
Great tool for Salesforce
What do you like best about the product?
It saves time for salesforce users when creating documents, before they were forced to copy and paste values from salesforce to a text editor.
What do you dislike about the product?
You can not customize so much the email generated when working with conga composer and conga sign.
What problems is the product solving and how is that benefiting you?
Saving time, this allows users to spend time in other tasks.
Easy to configure and easy to use.
Easy to configure and easy to use.
Saves loads of time and effort with document generation
What do you like best about the product?
The flexibility of being able to design our own templates in MS Word, Powerpoint and Excel and extract the necessary fields of data where we want it and how we want it all at a click of a button is fantastic.
What do you dislike about the product?
There is a bit of a learning curve and for new hires in our team with no prior experience using conga, it requires a great deal of hands-on training. The documentation and resources available through the various conga support channels are great, but difficult to navigate for the inexperienced that don't necessarily know what to look for.
What problems is the product solving and how is that benefiting you?
We primarily are using it to auto-generate documents such as proposals, agreements and program summaries - all of which are completed with a click of a button on their appropriate object pages in Salesforce.
Recommendations to others considering the product:
Take the time to go through the documentation. It will help you identify new ideas and ways of using the tool.
Great Product
What do you like best about the product?
It is very helpful to have conga documentation
What do you dislike about the product?
The way of debugging, Also it will include only one sheet from excel in combined pdfs if we don't set a print area.
What problems is the product solving and how is that benefiting you?
Automatically PDF Generation
Recommendations to others considering the product:
Multiple sheets in excel
Good Software, Great Customer Service
What do you like best about the product?
We purchased Conga during a migration of 1 of our subcompanies from Sage CRM to SalesForce. I recreated a lot of documents they were processing either with Word & their own email or by paper. Conga has made almost everything fairly easy & intuitive so it didn't take long to catch on to how to make the document templates or create a button. What I like best, though, is their amazing customer service. Being new to both Conga & SalesForce, I had a lot of questions. Every representative that I talked to was very knowledgeable, friendly, happy to give me tips/help I didn't even ask for & treated me respectfully no matter how dumb my questions may have seemed to them (I'm a total novice with both their software & SalesForce).
What do you dislike about the product?
I wish the SOQL query builder were a little more robust & maybe had a place where you can choose functions to choose while making the query. Overall, not a huge complaint.
What problems is the product solving and how is that benefiting you?
Automate creation & standardize format of contracts & letters, modernize the method of obtaining signatures for several of those, easier method of tracking signed documents
Recommendations to others considering the product:
The high level of customer service & the ease of use of this product from a development standpoint make this product stand out.
Conga Document Generation has helped not only our collections team but our brand!
What do you like best about the product?
We use it mostly to generate invoice PDFs that are attached in emails. It's such a great tool because it works in the background for us through automation. We can take a step back without having to worry about if the documents will be generated or if they will turn out looking professional or if they even have the right information on them. Using all the bells and whistles of Conga Document Generation, we are a better functioning company. Not only that, we are able to create brand awareness through the customization of document templates and email templates. Conga Document Generation has really helped us take our services and our company to the next level.
What do you dislike about the product?
The functionalities are working well, nothing to dislike there. Although I can say that the look and feel may be a little outdated, especially in the system that we are in. Currently, we are using Conga Document Generation in Salesforce Lightning. Although the two work well together, there is a disconnect with overall aesthetic. This, however, is VERY minor. Something we can look over. Other than that, it works well!
What problems is the product solving and how is that benefiting you?
We send out our billing electronically and we need a tool that can summarize the month's billing and put it in an intuitive, easily accessible form. We also want to think about the needs of our customers so we want to ensure that there will be a way to save the month's billing for their records and most importantly, be able to pay from the document (via link). This is all solved by Conga Document Generation and Conga Trigger, I believe.
We also frequently create manual invoices in which we still want the above functions but more real time. We also need a way to customize our messaging and add to the templated messages. All these are possible with this tool.
We also frequently create manual invoices in which we still want the above functions but more real time. We also need a way to customize our messaging and add to the templated messages. All these are possible with this tool.
Recommendations to others considering the product:
This is a great tool that can accomplish so many business processes. For us, it's alleviating our billing department. And with other Conga tools, it can do more!
Great Product - Saves Our Sales Team Time
What do you like best about the product?
We use it internally for our contract and proposal generation - our sales team was previously spending about 15minutes per proposal and now they can do it in a manner of seconds. We also generate our contracts via Conga and can send them out using Conga Sign keeping the entire contract process within Salesforce. Knowing where the contract sits and when it was last touched by our prospects is a huge help.
What do you dislike about the product?
It's a little tough to work with PDFs - if you have a PDF (such as our proposal) you have to export it to Microsoft Word and work with your Conga formulas in there so the formatting can be a little funky here and there. The Conga support team is very helpful with formatting though and have been able to solve almost every formatting issue we've had within a matter of hours. Most problems can also be solved via their online web resources which are pretty extensive.
What problems is the product solving and how is that benefiting you?
Conga document generation has made the lives of both our Sales and Legal team much easier. It's been a time saver to be able to dynamically generate contracts with unique use cases via Salesforce and then be able to send them out and know where that contract sits. Also it's been a huge time saver for our sales team as well to be able to generate a proposal by themselves simply by creating an Opportunity within Salesforce and clicking a few buttons. It helps them to spend more time selling rather than doing admin work.
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