Conga Composer API
CongaExternal reviews
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Excellent Product for Doing mail merges and also send reporting to customer and stakeholders
What do you like best about the product?
I love this product as it offer much more than standard salesforce document generation and makes it easier to share this with stakeholders. For example standard quotes in sales force are really poor this means to offer the best options to customer we use conga to do this. We also use the product to take reports created in sales force and convert them to templates spreadsheets. This is then sent out to management so they can review the data we have on sales and opportunities in our company. This means that we do not have to but extra sales force license for users that only need to see the reports. Also we like the ability to create the word documents from the tool, these are used for creating certificates for training along with distribution contracts. All this offers many features that we would not have without using the conga tool.
All in all I really like conga and use it day in day one as both a user and an admin of our CRM System.
The pricing is very good based on the amount of features that you get and I can see us using more of the products such as signature in the next 12 months.
All in all I really like conga and use it day in day one as both a user and an admin of our CRM System.
The pricing is very good based on the amount of features that you get and I can see us using more of the products such as signature in the next 12 months.
What do you dislike about the product?
Nothing apart from having to create SOQL queries because the reporting and lighting does not work well.
What problems is the product solving and how is that benefiting you?
Contracts, Quoting, sending reports as excel files to stake holders
Recommendations to others considering the product:
Worth the investment in terms of what if offers
Integrated Contracts with Conga
What do you like best about the product?
Being able to integrate our Salesforce data with our contracts has allowed us to 1) seamlessly create sales contracts within Salesforce 2) validate Salesforce fields and 3) use Docusign directly
What do you dislike about the product?
Setting up the templates takes a little bit of getting use to the configuration. Specifically with tables and dynamic fields.
What problems is the product solving and how is that benefiting you?
Reducing the time it takes to create a sales contract
Reducing the mistakes on a contract
Integrating SF and our contracts
Emphasizing data quality in SF
Mandating more fields than ever imagined in SF
Reducing the mistakes on a contract
Integrating SF and our contracts
Emphasizing data quality in SF
Mandating more fields than ever imagined in SF
Recommendations to others considering the product:
It is definitely an investment and worth considering all the features before making the jump. Conga can replace multiple softwares.
Easy to use document generation
What do you like best about the product?
Conga's documentation is great but their support team is awesome. I am one that learns by doing and they have helped me learn Conga quickly and efficiently sometimes, just through a chat session
What do you dislike about the product?
I learned after setting up many documents and just by accident that some of my set up was not supported by the new Salesforce interface, Lightning which means I need to go back and redesign much of what I already did.
What problems is the product solving and how is that benefiting you?
Email has been significantly reduced. Data is entered once in Salesforce and the document is generated from there. Before we would enter in Salesforce and in a word document and/or email.
Recommendations to others considering the product:
Excellent product. So far all use cases have had positive results
Fast and efficient proposal generation
What do you like best about the product?
Conga allows for easily repeatable proposal templates that have greatly streamlined our proposal generation process. We can put together a quick quote and supporting proposal for a client in minutes using the technology Conga provides.
What do you dislike about the product?
Occasional bugs and other technical hiccups to be expected from an evolving SaaS product do pop up from time to time. It can also be difficult to create a repeatable review process for quotes and proposals that need to be exported for hard copy submission.
What problems is the product solving and how is that benefiting you?
Proposal and quote generation is our primary use for Conga. It has made this process much simpler and faster overall.
Conga Collaborate
What do you like best about the product?
Love that Conga Collaborate is live, and integrates with salesforce.
What do you dislike about the product?
That you have to create a connection for each individual opportunity every time.
What problems is the product solving and how is that benefiting you?
Quote Creation and formality.
Conga Review
What do you like best about the product?
I love that Conga is simple to use and puts all the information I need into an easy to read format
What do you dislike about the product?
There is nothing that I dislike about using Conga, great product
What problems is the product solving and how is that benefiting you?
Data integrity is a big problem that a lot of my clients were running in to and that is no longer an issue with Conga
Recommendations to others considering the product:
I would recommend using Conga over any other product in the market because it is easy to use and easy to configure for any organization looking to put data in to a document format.
Amazing Support
What do you like best about the product?
I like the tool but I LOVE the support. Anytime I am stuck, I am able to reach out and get help from a real person fast!
What do you dislike about the product?
It is very touchy. If there is an extra space, you can drive yourself crazy trying to figure out what the problem is.
What problems is the product solving and how is that benefiting you?
Creating documents to send to clients. This is very helpful to present the information in a clean and organized fashion.
Recommendations to others considering the product:
This is the best tool out there for document generation from Salesforce.
Great Product, Great Service
What do you like best about the product?
I like the ability to pull data from any related standard or custom object into a single document.
What do you dislike about the product?
I am unable to track my cases on the website.
What problems is the product solving and how is that benefiting you?
We use conga to generated documents and send for signature. It eliminates the human error aspect by pulling a consistent set of data from Salesforce.
Great tool for Document Generation
What do you like best about the product?
Easy to connect to Salesforce and great tool for generating documents.
What do you dislike about the product?
Little training required for merge fields
What problems is the product solving and how is that benefiting you?
We use Conga to generate Quotes, Invoice, and Contracts. This tool makes it really easy for our Accounts Manager's to generate a custom looking document for the customer in a matter of minutes.
Great Product
What do you like best about the product?
Conga is a great, robust tool for anyone looking for a document generator that connects with Salesforce. Being able to make Conga buttons in Salesforce dynamic and make the labels in your document dynamic based on the criteria that you specify is especially useful in making a customized document that feeds right back into Salesforce.
What do you dislike about the product?
There is not much I dislike about Conga, if anything I would just warn users that the more savvy the user is with Microsoft Word, the better your documents will look and function. Not necessarily a bad thing, but Salesforce-focused admins may not always have this knowledge right away.
What problems is the product solving and how is that benefiting you?
We would like to generate quotes based on the line of business and type of quote the user selects. The quotes will be sent out to customers and potential customers.
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