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Complex Scenario with Easy Configuration
What do you like best about the product?
I have used it in a complex scenario. I have configured the button to generate the document from Opportunity layout with the Quote Line Items.
Table hide function in a single document.
Generate word doc as pdf with attach as a file, download in system, attach in Google drive as well.
Table hide function in a single document.
Generate word doc as pdf with attach as a file, download in system, attach in Google drive as well.
What do you dislike about the product?
As I have worked, I have nothing to dislike till now.
What problems is the product solving and how is that benefiting you?
A single document use with different table hide function and generate the Quote Line Item data from the Opportunity Conga Composer button.
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Excellent document generation tool
What do you like best about the product?
Simplicity of setting up the app and the ease of creating templates.
What do you dislike about the product?
It does require some technical knowledge of queries if you want to do anything a little more complex.
What problems is the product solving and how is that benefiting you?
I've used Conga with multiple customers to implement a reliable and easy to use document generation solution quickly.
Conga Review
What do you like best about the product?
It is pretty simple when you know how to use to create different templates
What do you dislike about the product?
I wish their was clearer documentation when first learning how to use.
What problems is the product solving and how is that benefiting you?
Making order forms automated for our org
Recommendations to others considering the product:
Once you understand the fields and working on the template it gets much easier
Streamlined our contract process!
What do you like best about the product?
How it automated our contract generation process for our sales and CS team
What do you dislike about the product?
It sometimes takes quite some time to load
What problems is the product solving and how is that benefiting you?
Faster contract generation and automation
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.
Good but complex to learn and code with Salesforce
What do you like best about the product?
that you can choose multiple fields from SF and email directly
What do you dislike about the product?
the complex coding involved and the granular details
What problems is the product solving and how is that benefiting you?
decreases manual document generation
Does what it’s supposed to and works every time
What do you like best about the product?
Simplicity is key for me. I like how straight forward it is to make conga queries
What do you dislike about the product?
Not having the ability to invoke doc generation via automation as a part of the core product is a misstep in my opinion. I would have tons of other use cases for conga if I could automate and not worry about per-doc fees
What problems is the product solving and how is that benefiting you?
Account planning
Recommendations to others considering the product:
Do it. Simply best in class
Interesting integration with Salesforce
What do you like best about the product?
Possible to use Salesforce merge fields in order to create templates adapted to specific situations and processes
What do you dislike about the product?
A little bit long to generate the documents using the merge fields
What problems is the product solving and how is that benefiting you?
Create documents for our after sales service department using fields entered in Salesforce for better communication with customers
Recommendations to others considering the product:
You can use the document generation as well as workflows, email templates and other functionalities integrated. Using the full package makes it worth the time investment to train on Conga
Good tool to save time on proposal creation
What do you like best about the product?
It saves time by merging all the relevant fields into a template for proposals
What do you dislike about the product?
The setup is a bit technical and needs walkthrough with support but once set up it’s a time saver
What problems is the product solving and how is that benefiting you?
We send out a lot of sales proposals and integrating it with salesforce saves us a bunch of time creating proposals and contracts to customers
Recommendations to others considering the product:
It's a good tool to save time when generating documents, especially for high volume sales teams. Can link together with DocuSign or use Conga's own signature tool to integrate e-sign as well. It's a bit hard to set up because it's a little bit technical, especially with the templates and integration with salesforce and making sure all your merge fields are set up properly, so some calls to support is absolutely needed. Pricing is ok but will increase year after year. Overall it's a good product and has saved our sales team lots of time.
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