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Conga Composer API

Conga | 1

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External reviews

675 reviews
from G2

External reviews are not included in the AWS star rating for the product.

    Computer Software

Great for small business

  • December 10, 2020
  • Review provided by G2

What do you like best about the product?
The complete control we have over our data and creating tailored emails.
What do you dislike about the product?
How long it took for the company to implement. I also wish we could have it available in lightning and classic at the same time.
What problems is the product solving and how is that benefiting you?
We use conga as our main email and template creation tool in Salesforce

    Akella S.

Provides everything to create and work with documents.

  • December 01, 2020
  • Review provided by G2

What do you like best about the product?
Conga makes it easy to produce documents with SF information which may be used over reporting. The energy of your information within the SF is improved by touch models, delivery and automated document production. Conga has a good and inexpensive relatively support tool, that works for specialized and business owners within the business.
What do you dislike about the product?
Nothing to do with a fix that's as simple as you are able to imagine. It is uncertain where it is going to go in potential, but it labored for what we wanted at the moment.
What problems is the product solving and how is that benefiting you?
We'd to build a set of models and documents when we fitted SF four years back so we interact externally and internally utilizing system data. The statement function inside SF is extremely powerful, as well as Conga helps us consider these data as well as make them much more simple to use and appealing to a broader audience both within as well as away from the org. It was productive and simple quite to deliver its goal.
Recommendations to others considering the product:
It really works. There is nothing fancy regarding Conga also it is absolutely nothing but performing the task. In case you're consuming SF to construct as well as keep documents properly, then Conga is able to do its job.

    Lori M.

Major details of Service Left Out

  • November 20, 2020
  • Review verified by G2

What do you like best about the product?
Just clicking on a button and a document generates.
What do you dislike about the product?
Sales and Support. When we initially signed up with Conga, there were two of us using the forms that were created. We felt we paid a lot of money just for two people. Our account executive at the time told us that when it comes to the next contract renewal, we would already own the forms. We created the forms we needed in 2019. When our contract renewal came up, we found out that while we own the forms, we would not be allowed to generate the forms unless we signed a new contract. This is a major detail the account executive left out.

I hope in the future that Conga will consider offering a less expensive option for small businesses with less than 10 people.

I utilized support for every form we needed to create in 2019; Sales Order, Purchase Order, Invoice and Packing List. All of the people I worked with in the past were very helpful. I recently contacted Support within the last month and I spoke with two individuals that were telling me that the new form I needed to create couldn't be done. I tried explaining this new form uses the same data as the other forms, but they couldn't help me.
What problems is the product solving and how is that benefiting you?
We have been using SalesForce Professional since 2009. In late 2018, we signed up with AccountingSeed for our accounting system which we found in the AppExchange in SalesForce. I spent Oct-Dec 2018 working with AccountingSeed to implement the new system which went live on 1/1/19. As we started using the new system, we found out AccountingSeed didn't have a Sales Order form or Order Confirmation form. They suggested we contact Conga for document generation. We were able to create some forms using Conga.

It's very convenient to just click on a button and have a form generate. You can then click on another button for a Mail Merge and then email the form to a customer (Sales Order and Invoice) or vendor (Purchase Order).
Recommendations to others considering the product:
Ask questions. Any questions you can think of, there are no stupid questions.

    Deepak T.

Very intuitive graphic user interface.

  • November 03, 2020
  • Review provided by G2

What do you like best about the product?
I love the easy and modern to use graphical user interface. Subsequent to the original work on producing templates as well as including information, it was extremely simple to maintain as well as update the recommendations of ours and training procedure as time passes. Reporting capabilities are excellent. I love the comprehensive evaluation of the entire sales team, in addition to specific actions associated with each offer. This will help to to identify what's important and what better to focus on with the offer.
What do you dislike about the product?
We'd a number of problems with our unit offer. We tried to help make our offer more appealing and imageable. It was hard to develop a link to the picture of the booklet, but I was able to put it by changing code.
What problems is the product solving and how is that benefiting you?
We could very easily simplify simply adjust the sales process. Not merely did we manage the sales team of ours, but Conga additionally facilitated the cooperation of ours and steadily improved our product sales offer. Moreover, we've created exceptional offers for a visual and attractive more appearance.
Recommendations to others considering the product:
In reality, a complete trip of the Conga program was beneficial. It was hard for me to recognize specific characteristics in advance, but Conga enabled me to learn them.

    Julie M.

It increases precision by eliminating human mistakes.

  • October 27, 2020
  • Review provided by G2

What do you like best about the product?
I love the Conga, it saves me period since I do not need to go forth and back to enter the same info - especially a lot of information. I am certain I make fewer mistakes since I do not have to enter all the data via hand. It is very simple to be found categories that could be combined and next create one expert product.
What do you dislike about the product?
Integration with the Salesforce limbs may be bothersome. Sometimes a failure happens and we've to restart the Salesforce or perhaps reintegrate the system. At times there are all of the blank areas in the mailbox that will have been loaded in. You will still have to search through the file before delivering it, because all areas are able to look as zeroes. This occurs from time period to time.
What problems is the product solving and how is that benefiting you?
There's no need to send needless areas between the surveyed departments as well as return data. We are able to just create the each file and also the next person is able to combine all of the information into one email. Another one benefit is actually the power to incorporate several documents into one professional group, which may then be delivered to the clientele of ours. The program saves a great deal of time and increases precision by eliminating human mistakes.
Recommendations to others considering the product:
After you make up your mind on a catalogue process, go insane and make phone models.

    Kris G.

Good document generation system

  • September 22, 2020
  • Review verified by G2

What do you like best about the product?
The ability to pick to merge in one document from a list of different documents is vital to our business. The rep also needs to be able to pick which version they would like to use so Conga allows this functionality.
What do you dislike about the product?
Because we have about 10 different forms that can be merged we have run into speed issues that we have had to try to mediate. We did find a way to help but that was something we definitely had to work through.
What problems is the product solving and how is that benefiting you?
We needed to use our SF quote to merge the products from the quote into a order form or contract and Conga allows that.

    John T.

Autofills Useful Info from Salesforce

  • September 04, 2020
  • Review verified by G2

What do you like best about the product?
Saves my team time filling in documents that are used daily
What do you dislike about the product?
Difficult to figure out adding new composer licenses for our salesforce. Other than that I have had no issues
What problems is the product solving and how is that benefiting you?
Saves time by autofilling documents with information from salesforce.

    James H.

Digital Documentation

  • July 25, 2020
  • Review provided by G2

What do you like best about the product?
The support system is the best thing about this software it is timely and has proven effective in the general direction of our work. Besides that, there is a great variety of templates that make generation of documents a walk in the pack, the collaboration attributes of the software are above par and unmatched at the moment in our experience using this software. There is also a great user interface and indeed the software is one that is can easily be adapted to by different people thus time wasted on on-job training.
What do you dislike about the product?
The fact that the generation of the documents takes a while of late has been the downside experienced with the software at the moment. If that area can be addressed, then the software will be all it portends to be.
What problems is the product solving and how is that benefiting you?
The greatest benefit has been the variety of templates and the fact that there is a collaboration tool that has also enabled time saving in the execution and delivery of projects at the organisation. The reports from our staff have been very positive in terms of their interaction with this software which has boosted morale in our human resource and the same can be attested to in terms of our productivity of late.
Recommendations to others considering the product:
It is worthwhile, great user interface, easy to work with and the best document generator that is affordable and offers a great many other services attendant to proposal drafting and sales.

    Mario M.

You get an excellent time-saver when you invest some time.

  • July 22, 2020
  • Review provided by G2

What do you like best about the product?
As soon as you learn how to make use of the Conga, it will become a very useful tool. Conga is extremely flexible, which means that you can make use of it to achieve a goal of creating paper. It's also a great customer service. You will find useful web resources with a few very simple questions, but Conga support staff is incredibly beneficial in case you need assistance with something. Document automation with a link to CRM information. E-subscription is a good feature , especially now that we're gone.
What do you dislike about the product?
It's often a bit scary to start using the software program first. There's a curve of learning.
What problems is the product solving and how is that benefiting you?
Conga enables my coolleageus to produce immediately the documents that had previously been produced by you. They could also have features like attachments to Salesforce captures, which could save more time.
Recommendations to others considering the product:
In fact, a complete tour of the Conga application is useful. It was difficult for me to detect specific characteristics before, but the Conga tour helped me to discover them.

    Insurance

Conga Document Generation Review

  • July 08, 2020
  • Review provided by G2

What do you like best about the product?
speeding up the process,easy to configure
What do you dislike about the product?
Document generation process is little complex,
What problems is the product solving and how is that benefiting you?
creating docuements on the fly

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