Conga Composer API
CongaExternal reviews
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Excellent Product and Customer Service
What do you like best about the product?
Once you've learned how to use Conga, it becomes a very helpful tool. Conga is incredibly flexible, so more than likely you'll be able to accomplish any document-creation goals with it. Also, customer support is excellent. There are some helpful resources online for some simpler issues, but the Conga support staff are incredibly helpful if you need more assistance with anything.
What do you dislike about the product?
At first, it can be somewhat intimidating to begin using the software. There is a learning curve there.
What problems is the product solving and how is that benefiting you?
Conga is allowing members of my organization to automatically create documents that they would have had to manually create in the past. They are also able to do things like including files that are attached to the record in Salesforce, which saves even more time.
Recommendations to others considering the product:
It is helpful to get a full tour of the software from Conga themselves. Before I did this, I was having some difficulty with figuring out some of the features, but the guided tour from Conga allowed me to figure it out.
Conga Composer Review
What do you like best about the product?
Conga Composer greatly increases our operational efficiency while moving our entire workflow to Salesforce.
What do you dislike about the product?
Time to generate documents could be slightly faster, and if the 'To:' filed on the composer email wizard could take an email address from a text field that would be great.
What problems is the product solving and how is that benefiting you?
We've moved our entire workflow from an old develop system onto salesforce which has greatly improved reporting capabilities, and many aspects of operational streamlining.
Great tool and Instant support response
What do you like best about the product?
Conga support provide responses to any questions very quick which is very helpful. FAQ's listed in the conga support website are helpful.
What do you dislike about the product?
Time taking for beginners to understand.
What problems is the product solving and how is that benefiting you?
Attaching the combined PDF's to files as customized by admins, speed of document generation.
Streamlining correspondence
What do you like best about the product?
Conga has helped us save hours of time, both in generating printable tax letters to donors and personalized emails to our constituents.
What do you dislike about the product?
Building a customized email template can take some time and be a bit tempermental, but support has been really helpful in walking us through any issues.
What problems is the product solving and how is that benefiting you?
Conga has helped us save hours of time, both in generating printable tax letters to donors and personalized emails to our constituents.
It can fry your eggs in the AM but it's a lot of effort to set up
What do you like best about the product?
With the power this tool has it takes a lot to set it up. Granted, Composer 8's UI in Lightning is as easy as it can get but a very seasoned System Admin had better be at the wheel because data architecture and query building are essential. Conga support is TOP NOTCH and will hold your hand along the way, if needed. Expect to invest many hours to set up a single, complex doc.
What do you dislike about the product?
Takes time to set up and test. I cannot imagine a novice user trying to set this up by themselves. I am only proficient because I've implemented it across 15 different clients. That said, due to document and data architecture complexity I have been known to invest over 20 hours building one document. Do not think this is a simple setup.You'd be mistaken.
What problems is the product solving and how is that benefiting you?
Once users enter data they should not have to retype a single thing for SOWs, contracts, project plans, invoices, etc. They should be able to click a button and know their document is formatted, branded and merging in all details no matter where the data lives in the system.
Recommendations to others considering the product:
This product is incredible. What i can make a single button do is powerful. I found DocuSign integration very confusing, however, from the DocuSign side of things.
Great software for perfect looking documents
What do you like best about the product?
Easy integration with existing Word templates and Salesforce.
What do you dislike about the product?
Complex interface to setup buttons. Quit a steep learning curve to get up and running
What problems is the product solving and how is that benefiting you?
Workflow management and personalised comminunication to customers
Recommendations to others considering the product:
Make the pricing more attractive to small businesses. Once templates are setup its is impossible to move somewhere else
Good solution but high learning curve
What do you like best about the product?
Automations are a great to have and are great for customers need. The Docs are predictable and repeatable.
What do you dislike about the product?
More code than expected making training of the product kinda diffcult. Everytime I build a solution I require minimum of 50 tabs to go back and forth to make sure I'm not missing any data. I believe their newer product Collaborate solves some of this though.
What problems is the product solving and how is that benefiting you?
Generating documents that look and feel professional without salespeople messing it up.
Recommendations to others considering the product:
There's a ton to learn but walk throug a solution that was already built and reason your way through it to discovery what everything does.
Conga Review
What do you like best about the product?
Generating documents worked out great. Used for quotes and contract generation
What do you dislike about the product?
A somewhat learning curve to understanding SOQL, however that turned out to be a plus.
What problems is the product solving and how is that benefiting you?
Ability to mail merge and create documents that needed data from SFDC.
Recommendations to others considering the product:
Good product.
Best App for Document Automation for Salesforce
What do you like best about the product?
The suite can be used to automate the document generation process and improve the standard sales cycle in Salesforce. We considered some applications in the AppExchange but Conga is definetely the best one for this purpose.
What do you dislike about the product?
Would be a great enhancement to have support and documentation available also in Italian Language.
What problems is the product solving and how is that benefiting you?
We proposed Conga solution to one of our customer to help them automate the offer generation process within Salesforce. Tha manin benefits have been: offering time reduced thanks to better and customized tamplates.
A trustee easy to use SF.com addon
What do you like best about the product?
How easy it is to use, I've used it for performance packs in the past that have taken days and this has managed them in minutes.
What do you dislike about the product?
Some of the UI's are not the easiest to navigate, but you get over this with time.
What problems is the product solving and how is that benefiting you?
The quick turnaround of performance packs, extracting info from various objects into a PDF.
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