Conga Composer API
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Faster and automated document generation by composer.
What do you like best about the product?
Composers let me create accurate documents by merging data from salesforce or other systems directly into templates and it saves my time by eliminating manual copy paste work.
It can generate and send large volume of documents in one go, scheduled or on demand
It can generate and send large volume of documents in one go, scheduled or on demand
What do you dislike about the product?
It is better to use. and as of now i have not found anything to dislike.
What problems is the product solving and how is that benefiting you?
Composer can pull data from salesforce and with the Api from any system.
Composer is not just for sales but our legal, hr, finance team and customer success teams use it for different use cases. Like our CS system use it to automate power point reviews.
Composer is not just for sales but our legal, hr, finance team and customer success teams use it for different use cases. Like our CS system use it to automate power point reviews.
Conga Composer Streamlines Salesforce Document Creation with Consistent Templates
What do you like best about the product?
Conga Composer helps streamline document creation by pulling data directly from Salesforce. It allows teams to generate proposals, quotes, and other documents in a consistent format using predefined templates. The integration with other Conga products works smoothly, and support is responsive when help is needed.
What do you dislike about the product?
Creating and maintaining advanced templates can take time and may require technical knowledge. Small formatting changes often need testing to ensure documents are generated correctly. For new users, there is a learning curve at the beginning.
What problems is the product solving and how is that benefiting you?
Conga Composer reduces manual work by automating document generation. It ensures accurate data is used and eliminates repetitive tasks like copying information from Salesforce. This saves time, reduces errors, and improves overall efficiency.
Seamless Conga Composer + CPQ Integration That Saves Time on Proposals and Quotes
What do you like best about the product?
We use Conga Composer along with CPQ and we can seemlessly integrate both the packages. We use Word, Excel, Power point with Conga Composer to easily meet our business requirements. Contracts, Proposals/ quotes generates seemlessly in the format that we designed the templates - This saves our time a lot, since we frequently use the emplates. We do Orders and Quote Generation, Conga Composer well fits with the Conga CPQ that eases our work. Once everything is set up correctly a novice person without a technical knowledge can also generates the proposals with templates. Conga Composer has a strong Customer support when in need they help with fixes.
What do you dislike about the product?
So one thing we observed is the Template designing. Basic templates rae easy to design, but the complex requirements like conditional logics, multiple objects involvement needs strong working skills and Expertise in Conga composer. And when there is a need to enhance the Template with new requirement even if it is a small change it takes time to update the multiple tables and conditions involved. When something goes wrong the errors are too generic to understand and troubleshoot. Templates with Mutiple LineItems often takes time to generate. Customer still needs support is needed when trouble shoot.
What problems is the product solving and how is that benefiting you?
Conga composer solves the problem of manual creation and error-prone document generation from salesforce data. we usually exports data in Excel/Word and do the updates which is high rosk and time consuming, with Conga composer it eases our work.
Conga Composer Saves Time with Flexible Templates and Polished Documents
What do you like best about the product?
It saves time and helps maintain consistency. I also like the flexibility of the templates. Overall, Conga Composer stands out for turning complex data into professional, accurate documents in just a few clicks. Good support from customer 24/7*. Easy to implement.
What do you dislike about the product?
Steep learning curve—advanced features such as queries, conditional logic, and button URLs require a solid amount of technical knowledge to use effectively.
What problems is the product solving and how is that benefiting you?
Eliminates manual work — I no longer have to copy and paste data into quotes, contracts, or reports, which saves a significant amount of time.
Improves accuracy — Documents consistently reflect the latest Salesforce data, which helps reduce errors and avoid rework.
Speeds up sales and operations — Faster document generation keeps deals moving forward and helps cut down on operational bottlenecks.
Scales across teams — Multiple departments can generate documents on demand without having to rely on a single expert.
Improves accuracy — Documents consistently reflect the latest Salesforce data, which helps reduce errors and avoid rework.
Speeds up sales and operations — Faster document generation keeps deals moving forward and helps cut down on operational bottlenecks.
Scales across teams — Multiple departments can generate documents on demand without having to rely on a single expert.
Seamless Salesforce Integration, Complex Setup
What do you like best about the product?
I like how Conga Composer excels at seamless Salesforce integration and powerful template customization using JSON. It automates complex document workflows effortlessly. Dynamic data merging from multiple Salesforce objects into Word, Excel, or a PDF template saves countless hours. Salesforce integration posts real-time data directly from CRM objects into documents, ensuring accuracy and eliminating manual entry errors. Its template customization enhanced by payloads allows dynamic merging of complex structured data into branded outputs.
What do you dislike about the product?
I find the steep learning curve of Conga Composer challenging. The interface feels clunky, and the setup is complex, often requiring help from a developer or extra services. Users report performance lags with large documents and occasional glitches like missing fields.
What problems is the product solving and how is that benefiting you?
I use Conga Composer to automate document generation from Salesforce data, solving document generation challenges. It eliminates manual data entry and formatting errors, saving time. Its Salesforce integration and template customization streamline complex workflows and allow dynamic data merging, enhancing accuracy and efficiency.
Streamlined Auditing with Conga Composer and Excellent Support
What do you like best about the product?
Conga Composer helped us simplify and streamline our auditing processes by pulling all the required data from our contracts in salesforce to a single report. Their implemetation team and support team had helped us deliver this solution and also helped us a lot to enable our teams on this solution.
What do you dislike about the product?
It is a very expensive solution in the market.
What problems is the product solving and how is that benefiting you?
Conga Composer has automated our document generation process. Also, it overcomes the challenges keeping a track of high volumen contractual documents with the help of its advanced features and functionality. it is so flexible that custyomizations can be made very quickly and the next minutes it is ready to genrate documents with full professional and standard legal languages.
Conga Composer: Powerful Salesforce Document Automation That Saves Time
What do you like best about the product?
love Conga Composer for its powerful Salesforce integration, automating personalized, data-rich documents (proposals, contracts, quotes) from templates, saving immense time, reducing errors, ensuring brand consistency, and boosting sales efficiency with features like batch generation and eSignature integration. Key highlights include its intuitive design, ability to handle complex data merges, and seamless workflow automation
What do you dislike about the product?
Conga Composer's steep learning curve, complex setup, slow performance with large documents, and occasional UI clunkiness, alongside concerns about decreasing support quality and rising costs post-acquisition, making complex tasks time-consuming despite its powerful Salesforce data integration
What problems is the product solving and how is that benefiting you?
avoid manual document creation.
auto generate PPT based on account and its related opportunity details to present sales rep.
auto generate PPT based on account and its related opportunity details to present sales rep.
Conga Composer: A Game-Changer That Saves Us 6–8 Hours a Day
What do you like best about the product?
Conga composer has been a game changer solution for our organisation as it reduces 50-60% of time in template building uusing its easy to use and easy to implement UI. It has automated our document generation process and help us saves almost 6-8 man hours a day and we are nopw able to enhance our manual efforts on other initiatives. Thank you Conga fror this great tool.
What do you dislike about the product?
Recent changes by Conga team has led to many outages so a better QA can help resolves these issues as it sometime impacts us during large value deals.
What problems is the product solving and how is that benefiting you?
Our Admins had to go through various manual processes to gather the quote and contracts data and then prepare reports for our sales reps who then work on the other stages of revenue lifecycle. Intorduction of Conga composer has solved this problem for us as it automaticallys pulls the pricing, contract and disocunting data into the customer facing documents. It helps us increase the speed and accuracy of account data and enable flexible reporting for our sales reps and higher executives.
Easy-to-Implement Automated Document Generation with Conga Composer
What do you like best about the product?
Conga Composer is being used in our organisation for almost all our company branded documents like quotes,invoices, contracts, proposals and presentations. The reason because it automates the document generation and it is very easy to implement , you just need to create or define templates and composer will take care of populating all the information from your CRM system into the documents.
What do you dislike about the product?
We sometimes hit the limit of batch processing and gettinh the add-onsrequires additional cost thus increasing the overall pricing of using composer.
What problems is the product solving and how is that benefiting you?
Organisations like us are generating a lot of documents on daily basis, conga Composer with its API approach and bacth features helps us generate these documents during mass biling cycles. The easy integration features helps us push these documents to our eSignature solution for faster processing and eliminates any kind of human errors.
Effortlessly Automates Document Generation
What do you like best about the product?
I like how Conga Composer makes life easier by seamlessly pulling Salesforce data from both standard and custom objects, which allows for easy document generation. It helps us utilize other Conga tools like eSignature and Conga batch classes and triggers. Conga Batch uses Conga Composer to bulk generate documents on a schedule, whether it's monthly or weekly, which is super useful. Switching from LibreOffice Writer to Conga Composer has been beneficial as it offers higher quality CRM integration and document generation. The initial setup is basic and easy, just requiring an install from AppExchange and setting permissions.
What do you dislike about the product?
Not really specific as it is very helpful for business purposes, but we can always improve on performance.
What problems is the product solving and how is that benefiting you?
Conga Composer automates document generation using Salesforce data, making it easy to handle standard and custom objects. It helps us integrate with other Conga tools like eSignature and batch processing for scheduled document creation.
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