Conga Composer API
CongaExternal reviews
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Endless Possibilities
What do you like best about the product?
The ease of use for the end user. Once a solution is built, the end user simply has to point and click.
What do you dislike about the product?
Our Salesforce instance is highly customized and wasn't set up properly, so I run into some object relation issues when using Conga.
What problems is the product solving and how is that benefiting you?
Document creation, automation, invoicing, emailing, data accuracy, efficiency.
Conga Courier - does exactly what it says on the tin
What do you like best about the product?
The ability to send reports to contacts - my team were setting up customers as full users in order to send them their implementation time sheet/ expense reports. This saves valuable user licenses.
Also love the fact that my users can set up report schedules and manage themselves with very little input from me.
Also love the fact that my users can set up report schedules and manage themselves with very little input from me.
What do you dislike about the product?
It would maybe be improved if it was clearer to users when the next report would run. Currently, the users enter their schedule and click save. There is a field called 'Next Report Run' which is unpopulated. This leads users to be concerned that their changes were not saved.
What problems is the product solving and how is that benefiting you?
We used to send Customers reports using their Chatter user as the recipient. Salesforce took away this ability and Conga gave it back to us.
Recommendations to others considering the product:
Can send each report to unlimited users or up to 25 contacts. Can make groups the recipient
Conga Composer for Salesforce Doc Gen
What do you like best about the product?
Conga is very intuitive and has a vast amount of online documentation, as well as Conga University.
What do you dislike about the product?
Larger solutions can be pretty laggy, and since their merger, customer support has not been very good, but I know they are working on getting it back to the where it was, which was amazing.
What problems is the product solving and how is that benefiting you?
I have generated complex government documents for eSignature as well as complex report charts.
Recommendations to others considering the product:
I have used other doc gent tool. Some that require HTML and some that have a user interface. Conga Composer is the easiest to use and has the most robust toolkit.
It is on the pricier side, but I have found them to be willing to discuss pricing based on the client's needs especially when it comes to not for profits. And they do not charge for mass gen like some other tools.
It is on the pricier side, but I have found them to be willing to discuss pricing based on the client's needs especially when it comes to not for profits. And they do not charge for mass gen like some other tools.
A Supportive Solution
What do you like best about the product?
Conga puts a high priority on making high-quality online training resources accessible. Still have need? They have high-quality and responsive support.
What do you dislike about the product?
So far Conga has been meeting our needs excellently.
What problems is the product solving and how is that benefiting you?
We generate our rental & sales documents for customers and our administrative documents for the finance team.
Great improvement on Salesforce's out-of-the-box reporting functionality
What do you like best about the product?
Conga allows you to report on multiple objects in one document.
What do you dislike about the product?
Would like the ability to automatically send reports out. Need to purchase another product for this functionality.
What problems is the product solving and how is that benefiting you?
Giving insights into our data to our management team.
Conga is a well-supported platform for personalized content
What do you like best about the product?
Merges data well with Salesforce in a very flexible environment.
What do you dislike about the product?
That it can not do even more to fill other related needs.
What problems is the product solving and how is that benefiting you?
Leveraging Salesforce data to create great personalized documents
My favorite AppX tool!
What do you like best about the product?
We have been a conga customer since 2010. They have always gone above and beyond to meet even our mist complex needs. There is no better way to get data out if SF and distribute to SF and non-SF users.
What do you dislike about the product?
If I had to pick something I would say I wish the merge was a little faster.
What problems is the product solving and how is that benefiting you?
Visualizing data in a better and more distributable format including quotes, win/ loss forms, triage forms, trip reports, account plans and executive summaries.
Recommendations to others considering the product:
Best tool out there for document generation and distribution.
Network Engineer
What do you like best about the product?
I use conga to build templates and push out my forms with . User friendly software
What do you dislike about the product?
Easy to create templates using this app, no dislikes
What problems is the product solving and how is that benefiting you?
Streamline process of getting forms to customers
Great template builder
What do you like best about the product?
I use Conga to build templates for my Account Execs to prepopulate their proposal letters. Very easy to learn and use. You can bring in a word document and set your merge fields as needed. Great program for an everyday task.
What do you dislike about the product?
Nothing so far. I can create templates and upload them with ease.
What problems is the product solving and how is that benefiting you?
Streamlined AEs making proposals.
Recommendations to others considering the product:
None so far.
Scale CRM success with data mashups
What do you like best about the product?
Ability to choose methods of delivery and formats across the enterprise
What do you dislike about the product?
Conga composer is a valuable tool, easy to use, perhaps some additional material for business teams to understand when to use CC vs OOTB SFDC would help
What problems is the product solving and how is that benefiting you?
Generating PDF with external users and advanced DL support. Useful and simple tie-ins to embed data within larger mashups, marrying CRM and other system data.
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