Conga Composer API
CongaExternal reviews
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Conga Document Generation is a Huge Time Saver
What do you like best about the product?
I like how easy it is to run on an everyday basis. With one click the document pulls the information altogether from SalesForce and puts it in the required format.
What do you dislike about the product?
It was a little tricky figuring out all of the codes/symbols/etc. when building in SalesForce. Building the template was also a little time consuming, but definitely worth it in the end.
What problems is the product solving and how is that benefiting you?
Our sales team uses this to pull information from Salesforce and it puts it into the template format. This alleviates questions as to what information we need in the document and how we want it displayed. They simply plug in the information and out comes a document set up the way we wanted it to be.
Great
What do you like best about the product?
Easy access to updated documents. Also organized templates. Automated prefilled templates were a major help in implementing communication to consumers quickly and efficiently.
What do you dislike about the product?
Some documents took way longer to load vs other documents.
What problems is the product solving and how is that benefiting you?
It helps show progress and metrics for each week helping keep the pace going.
It keeps me organized and up to date.
It keeps me organized and up to date.
JTF Wireless
What do you like best about the product?
It gives you the flexibility to send emails from the platform, and write your own text
What do you dislike about the product?
It can sometimes take some time to donwnload
What problems is the product solving and how is that benefiting you?
It has enabled us to streamline our processes and have traceability of documents sent.
Recommendations to others considering the product:
This can be configured to how you want it, and is very flexible. Really think about how you want it to work, before making the decision.
A Proposal Solution for a Virtual Company
What do you like best about the product?
The custom created templates have given us the ability to quickly create several types of documents to send to prospective clients/affiliates. Also the integration with our form submission software allows us to easily have people send us important information. The fact that your document will auto-save as you make changes is a big relief, knowing you won't lose any work.
What do you dislike about the product?
I dislike that to edit any published proposals they must be duplicated and the title must be changed to keep the link from looking odd. As we have custom created and detailed proposals, it would be nice to be able to go in and tweak an original document. We often have several revisions and the titles become creative (Revised, updated, final, etc.)
What problems is the product solving and how is that benefiting you?
As an entirely virtual company we needed a way to send our proposals to our prospects to prove that everything can be done effectively in a virtual space. Also, the notifications of opening documents and the reporting information gives our representatives insights to prospects' thoughts such as what option they are leaning towards, and these insights aid in their post-proposal discussions.
Reviewing conga document generation used for various project implementations with Cloudsense
What do you like best about the product?
1) Use of word templates
2) Easy structure of procedures to follow
3) Data extraction tool giving query alias wise data
4) Conga Support team providing quick, polite and useful responses
5) Conga support website having ample reference articles
6) List of useful parameters
7) Ease of integration with Adobe sign / Docu sign for digital signature purposes
2) Easy structure of procedures to follow
3) Data extraction tool giving query alias wise data
4) Conga Support team providing quick, polite and useful responses
5) Conga support website having ample reference articles
6) List of useful parameters
7) Ease of integration with Adobe sign / Docu sign for digital signature purposes
What do you dislike about the product?
1) Conga's behavior with lightning. Upon changing anything in lightning component stops conga redirection for a while if the URL is prepared using code.
2) Conga's support for partner community. There is lack of clarity in thoughts from conga support in this matter. The solution does not redirect back to partner community after document generation. For the solution, conga team is pushing extra licensed product of conga trigger.
On support site, it is mentioned that conga fully supports partner implementation, but above mentioned scenario contradicts the statement.
2) Conga's support for partner community. There is lack of clarity in thoughts from conga support in this matter. The solution does not redirect back to partner community after document generation. For the solution, conga team is pushing extra licensed product of conga trigger.
On support site, it is mentioned that conga fully supports partner implementation, but above mentioned scenario contradicts the statement.
What problems is the product solving and how is that benefiting you?
1) Document generation for contract and agreement documents
2) VF page limitation for PDF generation for mentioned documents
3) Document generation from SFDC base objects as well as Cloudsense package objects
4) Restructured a manual process of printing forms and getting it signed
2) VF page limitation for PDF generation for mentioned documents
3) Document generation from SFDC base objects as well as Cloudsense package objects
4) Restructured a manual process of printing forms and getting it signed
Recommendations to others considering the product:
1) Support should be provided as swift as conga
2) Document finishing and alignment should be given as swift as conga
2) Document finishing and alignment should be given as swift as conga
Seamless document creation from Sales Force!
What do you like best about the product?
Simplicity! And the seamless integration of Sales Force data into a presentable document for clients.
What do you dislike about the product?
Paying for it! No not really, what I would actually like is a Conga version of DocuSign...?
What problems is the product solving and how is that benefiting you?
Increased efficiency by generating sales orders/quotes sent directly to clients and customers via DocuSign.
Simple to use and easy to create proposals
What do you like best about the product?
I like how easy it is to design proposal templates and to "grab and go" proposals for smaller opportunities.
What do you dislike about the product?
The constant name changes and rebranding has been frustrating internally. It really doesn't seem like this software is meant for professional services companies.
What problems is the product solving and how is that benefiting you?
We use Conga Document Generation to create and distribute proposals. It helps us create beautiful, easy to make proposals to provide to clients and prospects.
Recommendations to others considering the product:
Make sure you create a lot of preset templates when you first implement the system. This will make it easier to use all features of the system.
Makes Sales Rep Candidates and Competitors Jealous
What do you like best about the product?
We've been using this product since it was still called Tinderbox (later Octiv, then Conga) and it's hard to remember how our sales team operated without it. Our sales process relies heavily on an interactive proposal review, and moving away from unbranded Google Docs to the rich, multimedia proposals that Conga allows us to create was a game-changer. We love being able to reach out after we're alerted to a prospect viewing a proposal, and the interface is easy enough that individual reps can customize their proposals with no support needed from the Marketing team (no offense, sales reps!).
What do you dislike about the product?
We've had a few billing and customer service hiccups since Conga acquired Octiv I expect that once teams and systems get fully integrated, we won't run into any further issues.
What problems is the product solving and how is that benefiting you?
We were using Google Docs to create proposals; they looked like crap and were even harder to share with prospects. Friction in getting deals closed was all-but-eliminated thanks to digital signatures.
Conga in Two Separate Instances
What do you like best about the product?
Customer Support. No BS either. The times I've had to use it, it was painless and it worked. Can't get better than that.
What do you dislike about the product?
A little 'clunky'. But once it is 'learned'... it makes sense.
What problems is the product solving and how is that benefiting you?
Draft quotes and Real Quotes.
Recommendations to others considering the product:
There are any number of apps which will work. How many will still support you in 2020? How many will support you after 'regular' hours?
Conga will.
Conga will.
Love using Conga Composer for all of my Salesforce Document Needs
What do you like best about the product?
Conga Composer is a great tool that pulls in Salesforce data into Microsoft office documents. It works well most of the time and can create multiple, complex Excel documents.
What do you dislike about the product?
There are some time issues with the server when pulling merge fields in. These resolve after a few minutes without a problem.
What problems is the product solving and how is that benefiting you?
Creating Quotes, Service Order, Proposals, Contracts, and detailed sales and marketing reports.
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