Conga Composer API
CongaExternal reviews
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Close More Deals with Conga
What do you like best about the product?
It's SO easy. I love that no matter how they are accessing the contract, the prospect can very easily review the terms and accept. It's also incredibly easy to update/edit terms within the contract. I really like the analytics, specifically getting text messages when my champion is in the contract. It's also great to see how long they've been in the tool. It has a lot of great features, while still being very intuitive. From the admin side, our team has connected Salesforce to Conga, which streamlines our discounting and proposal creation process by automatically transferring over the fields within Salesforce. This is a great value to the team and to our Salesforce Admins. We've also had great support from the Conga team, whenever we have an issue they are very prompt on resolving it.
What do you dislike about the product?
Honestly, I can't think of anything. I've used a lot of other systems in past roles and this is by far the easiest method (both from the rep side and the prospect side).
What problems is the product solving and how is that benefiting you?
We wanted to streamline our end of deal cycle through giving a simple way to execute contracts and have visibility across the team in how those were developing.
The best solution for flexible automated document generation
What do you like best about the product?
Conga is the leader in this space for a reason. You can generate contracts and many other types of documents using merge fields from Salesforce and complex business logic
What do you dislike about the product?
There was poor communication around what was needed for Conga to work in Salesforce Lightning. Templates needed to be updated to be Lightning compatible and we didn't realize it until our project was underway.
What problems is the product solving and how is that benefiting you?
Generate contracts automatically. Create automatic summary reports for Account Reviews. Create complex documents using Salesforce data
Recommendations to others considering the product:
See if you also can use their E-signature product as well, they have a good suite overall
Account Executive
What do you like best about the product?
Conga works seamlessly in the sales environments that I've used it in. It integrates with our other online tools as well as looking very professional to our clients
What do you dislike about the product?
At times formatting issues pop up and can be a hassle to deal with.
What problems is the product solving and how is that benefiting you?
Conga is our solution for all Client facing quotes/proposals as well as internal documents. It's so nice to have this as an online tool for group collaboration.
Recommendations to others considering the product:
You won't be disappointed. Any issues that I've ever had are solved by their amazing customer support.
Love My Conga
What do you like best about the product?
The product is awesome but I believe the people are even better. I try and think up things they can't do but they always make it work.
What do you dislike about the product?
Off the top of my head I don't think there is anything I don't like about Conga.
What problems is the product solving and how is that benefiting you?
We needed a platform to generate standardized quoting for customers.
Recommendations to others considering the product:
Do it. Do it now.
Great Customer Service
What do you like best about the product?
I love the fact their customer service team is so willing to help and answer any questions I have. They respond very quickly to a case that I submit.
What do you dislike about the product?
The queries can be a pain to maintain, especially if we change something in Salesforce. Overall though, Conga has been great.
What problems is the product solving and how is that benefiting you?
Our document generation has gone from manual to automated. It is so much quicker and more efficient using Conga!
Great customer service from Conga
What do you like best about the product?
I like the option of chat. it's helpful when I am having urgent on conga
What do you dislike about the product?
SomI wish if conga will tell you exactly what errors caused the doc generation to fail, without having to look at the excel data sheet
What problems is the product solving and how is that benefiting you?
Contracts, invoices, proposals
Better keeps getting Better
What do you like best about the product?
Friendly and fast. With Sales people chomping at the bit to close we rely on Conga/Octiv to be there when we need it. Always quick and reliable for that professional look and ease to sign a client in a flash.
What do you dislike about the product?
nothing at the moment. There is always room for improvement but Conga/Octiv always seem to be proactive and ready for the next updates and features before their customers are.
What problems is the product solving and how is that benefiting you?
Time Saving is key with a new business unit that we have added. With the integration of Formstack we can cut time for filling out PDF Contracts by using the Web Merge feature along with Integrating with Salesforce to send documents to our clients faster than ever before.
Simple, but powerful Document Creation for Salesforce
What do you like best about the product?
After set up, customization and document generation were easy. Once templates were loaded in, proposal's came out looking great and consistent across agents.
What do you dislike about the product?
Setup was involved and took some time to dedicate to learning the system. I found the search tool to find the correct fields a little lacking, and had to manually create some based on formats I could find.
What problems is the product solving and how is that benefiting you?
Generating great looking customizable quotes from Salesforce was an issue. Conga helped us solve this with their tools. We've since used Conga to help us compile notes from trade show trips which allow supervisors to easily collect and display all comments in separate categories for review.
Recommendations to others considering the product:
Take your time, get to know the concepts and Conga will be a breeze! The search terms are flexible and you can generally modify one to pull the information you need should the search results not find you the right field.
Conga is great!
What do you like best about the product?
Speeds up efficiency of getting contracts turned back around for our clients!
What do you dislike about the product?
Hard to edit boxes, text, and formatting
What problems is the product solving and how is that benefiting you?
Speedier turn around on agreements. Dont have to worry about paper/faxing. Closes deals quicker
Easy to Use and Professional with Great Support
What do you like best about the product?
Conga Composer produces a professional-looking document with information pulled easily right from your Salesforce Org. They have an extensive training, so you can easily learn to use the product -- interactive courses along with step-by-step guides showing you exactly how to use the product. If you have a problem, and can't find the answer online - their support chat is AMAZING. They are friendly and helpful and (of course) knowledgeable. Even when it was realized the program couldn't do what I wanted it to, they had suggestions for workarounds (until they get the program to where it could do what I wanted!).
What do you dislike about the product?
If you're an end-user, there is a little bit of a learning curve-- but it's not too bad, all things considered. And if you have a certified administrator setting things up for you, you should have no problems at all learning how to use it!
What problems is the product solving and how is that benefiting you?
Automated emails, attaching quotes and other generated documents
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