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Some training required, but well worth it.
What do you like best about the product?
Conga gives you the ability to gather information to send out reports beyond the capabilities of Salesforce out of the box reporting.
What do you dislike about the product?
There is a learning curve for using it. You will need to sit down and learn how to build the components to get the reports to have the proper data and look good.
What problems is the product solving and how is that benefiting you?
Our company has been using Conga to pull complicated reports that pull from a multitude of objects.
Recommendations to others considering the product:
Make sure that you have several people trained by conga in how to build their reports and that you have documentation for how to set up everything you need.
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Conga Composer Review
What do you like best about the product?
The way it generate the document and the ease of development
What do you dislike about the product?
I don't like the UI of Conga log where it shows error but it doesn't show message properly. Like id parameter is missing, Conga should explain where in formula and which id is missing
What problems is the product solving and how is that benefiting you?
I have automed the process of sending quote docs to various sales reps and the benefits of Conga is document generation plus automation of document generation
Recommendations to others considering the product:
Yes I have always recommended conga
It's a simple and any non technical person should use it
What do you like best about the product?
In conga composer i like Conga query builder more
What do you dislike about the product?
Not anything yet i dislike I'm still learning conga
What problems is the product solving and how is that benefiting you?
It's a realtime scenario that our clients are also happy with it
Recommendations to others considering the product:
Make UI better and fast
It is very easily integrated with Salesforce and can be configured quickly.
What do you like best about the product?
Previewing the pre-populated document in Salesforce.
What do you dislike about the product?
The amount of time the preview page takes to load.
What problems is the product solving and how is that benefiting you?
Pre-populating documents with data stored in Salesforce and either downloading the document or sending it out as an email or sending it via conga sign for e-signature.
Recommendations to others considering the product:
Conga makes document creation and generation very simple. You can perform a lot of function with the documents generation like download it in Salesforce, send an email, send to conga sign for e-signature, etc.
I have one year experience in Document generation.
What do you like best about the product?
Mapping the Salesforce object fields with the document.
What do you dislike about the product?
To manage the Size/Length of boxes when setup the document.
What problems is the product solving and how is that benefiting you?
Setup the new document in Salesforce, and it generates the Salesforce object records in pdf format...
Excellent Document Generation Tool - The Best
What do you like best about the product?
Ease of application used to create the document, collect data and insert them on the template for generating the form.
What do you dislike about the product?
It takes a small amount of time on document generating the document with a vast dataset
What problems is the product solving and how is that benefiting you?
to get the data and display it in any template
Recommendations to others considering the product:
Without any doubt, you can go with this tool as this has an e-sign feature, redlining process to track the changes with customer and sent back them with simple mouse clicks
Conga service is just amazing
What do you like best about the product?
Easy to generate agreements and automate the process for sending it for signature
What do you dislike about the product?
Slowness while checking out from X author
What problems is the product solving and how is that benefiting you?
Slowness while checking out from X author
Recommendations to others considering the product:
Should have more patience
I loved working with the formatted reporting.
What do you like best about the product?
Generate the report formatted and easy to configure.
What do you dislike about the product?
Limitations in the PowerPoint reporting and only record level reporting.
What problems is the product solving and how is that benefiting you?
Generating report with images and forting all the records in the ready to deliver reports.
Conga composer and sign expert
What do you like best about the product?
Number of customisations available! I have used it for over 10 clients and everytime we have been able to deliver an MVP
What do you dislike about the product?
Can be sometimes hard for people who aren't technically minded or are new to the product to get the hang of because it's quite technical, especially if you need complex SOQL's
What problems is the product solving and how is that benefiting you?
Contract generation, contract signing, emailing contracts, receiving an audit of the signing process, attaching contracts to a record
When to comes to generate a document to send to client, Conga is best
What do you like best about the product?
Options for using Merge fields to have data from the development org like Salesforce
What do you dislike about the product?
Designing part is little bit difficult in Conga Document generation as you need to fix the tables acording to the layout required
What problems is the product solving and how is that benefiting you?
I used Conga Document to send invoices to client for the products purchased including Terms and Policies in them.
Benefits:
You can use word doc to create document as required.
Merge fields to have data dynamically
Can mail these documents easily to the client
Benefits:
You can use word doc to create document as required.
Merge fields to have data dynamically
Can mail these documents easily to the client
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