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I have one year experience in Document generation.
What do you like best about the product?
Mapping the Salesforce object fields with the document.
What do you dislike about the product?
To manage the Size/Length of boxes when setup the document.
What problems is the product solving and how is that benefiting you?
Setup the new document in Salesforce, and it generates the Salesforce object records in pdf format...
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Excellent Document Generation Tool - The Best
What do you like best about the product?
Ease of application used to create the document, collect data and insert them on the template for generating the form.
What do you dislike about the product?
It takes a small amount of time on document generating the document with a vast dataset
What problems is the product solving and how is that benefiting you?
to get the data and display it in any template
Recommendations to others considering the product:
Without any doubt, you can go with this tool as this has an e-sign feature, redlining process to track the changes with customer and sent back them with simple mouse clicks
Conga service is just amazing
What do you like best about the product?
Easy to generate agreements and automate the process for sending it for signature
What do you dislike about the product?
Slowness while checking out from X author
What problems is the product solving and how is that benefiting you?
Slowness while checking out from X author
Recommendations to others considering the product:
Should have more patience
I loved working with the formatted reporting.
What do you like best about the product?
Generate the report formatted and easy to configure.
What do you dislike about the product?
Limitations in the PowerPoint reporting and only record level reporting.
What problems is the product solving and how is that benefiting you?
Generating report with images and forting all the records in the ready to deliver reports.
Conga composer and sign expert
What do you like best about the product?
Number of customisations available! I have used it for over 10 clients and everytime we have been able to deliver an MVP
What do you dislike about the product?
Can be sometimes hard for people who aren't technically minded or are new to the product to get the hang of because it's quite technical, especially if you need complex SOQL's
What problems is the product solving and how is that benefiting you?
Contract generation, contract signing, emailing contracts, receiving an audit of the signing process, attaching contracts to a record
When to comes to generate a document to send to client, Conga is best
What do you like best about the product?
Options for using Merge fields to have data from the development org like Salesforce
What do you dislike about the product?
Designing part is little bit difficult in Conga Document generation as you need to fix the tables acording to the layout required
What problems is the product solving and how is that benefiting you?
I used Conga Document to send invoices to client for the products purchased including Terms and Policies in them.
Benefits:
You can use word doc to create document as required.
Merge fields to have data dynamically
Can mail these documents easily to the client
Benefits:
You can use word doc to create document as required.
Merge fields to have data dynamically
Can mail these documents easily to the client
Complex Scenario with Easy Configuration
What do you like best about the product?
I have used it in a complex scenario. I have configured the button to generate the document from Opportunity layout with the Quote Line Items.
Table hide function in a single document.
Generate word doc as pdf with attach as a file, download in system, attach in Google drive as well.
Table hide function in a single document.
Generate word doc as pdf with attach as a file, download in system, attach in Google drive as well.
What do you dislike about the product?
As I have worked, I have nothing to dislike till now.
What problems is the product solving and how is that benefiting you?
A single document use with different table hide function and generate the Quote Line Item data from the Opportunity Conga Composer button.
Excellent document generation tool
What do you like best about the product?
Simplicity of setting up the app and the ease of creating templates.
What do you dislike about the product?
It does require some technical knowledge of queries if you want to do anything a little more complex.
What problems is the product solving and how is that benefiting you?
I've used Conga with multiple customers to implement a reliable and easy to use document generation solution quickly.
Excellent document generation tool
What do you like best about the product?
Simplicity of setting up the app and the ease of creating templates.
What do you dislike about the product?
It does require some technical knowledge of queries if you want to do anything a little more complex.
What problems is the product solving and how is that benefiting you?
I've used Conga with multiple customers to implement a reliable and easy to use document generation solution quickly.
Conga Review
What do you like best about the product?
It is pretty simple when you know how to use to create different templates
What do you dislike about the product?
I wish their was clearer documentation when first learning how to use.
What problems is the product solving and how is that benefiting you?
Making order forms automated for our org
Recommendations to others considering the product:
Once you understand the fields and working on the template it gets much easier
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