Conga Composer API
CongaExternal reviews
852 reviews
from
and
External reviews are not included in the AWS star rating for the product.
Great experience all around
What do you like best about the product?
The knowledgeable support staff and sales
What do you dislike about the product?
That I wasn't given an actual install guide. I'm anal about getting those. lol
What problems is the product solving and how is that benefiting you?
WE can have our sales folks spend less time working in SFDC and more time out in the field.
Love me some Conga Composer!
What do you like best about the product?
I am pretty new to Conga Composer, but I love that it saves me time! Because of it's integration with Salesforce, I just simply upload my templates with Conga template and it pulls the fields I need out of my Salesforce instance to create documents that are ready to use.
What do you dislike about the product?
hmmmm.... I guess if I had to come up with something it would be the pop-up window to create the template has a button that says I can go return to the opportunity, but it doesn't take me back to the original window...it just keeps a new window opened.
What problems is the product solving and how is that benefiting you?
As a non-profit we send thank you letters out to our donors and Conga Composer makes that effortless. In addition, I have realized that there is an array of options when creating documents for different needs.
Great document generator
What do you like best about the product?
We use Conga in combination with our Salesforce database and it is a great tool to get pretty formatted documents out of the system. We use it with donors, our board of directors, and staff.
What do you dislike about the product?
Takes a bit of work to get the buttons setup, but easy steps to follow.
What problems is the product solving and how is that benefiting you?
Making factsheets for distribution to staff with easy to read layout. Super time savings since people don't have to look through all the fields in our database, just the key items. Also being able to add logos and other customization is great.
We love Conga!
What do you like best about the product?
Conga is very user friendly for me as an admin as well as for the sales reps and contract team.
What do you dislike about the product?
Can't think of anything at this time! Conga has been a great tool and we are looking at adding Conga Contracts, which is something that will truly improve productivity.
What problems is the product solving and how is that benefiting you?
Conga Composer allows the reps to create a client/prospect-facing quote/proposal in minutes with very little, if any, formatting. The contract team can do the same when creating the contracts. We just create our templates and that makes it seamless for the team. Makes me a happy admin!
Conga is GREAT for automating our forms and reports!
What do you like best about the product?
Conga is a flexible solution for pulling together data scattered throughout Salesforce.com and putting it a form format that our users are used to using.
What do you dislike about the product?
Nothing at this point. It meets our business requirements.
What problems is the product solving and how is that benefiting you?
We use Conga Composer to automate our internal business forms and create email templates that we send out to our customers. This saves us the manual keying of duplicative data that already resides in Salesforce.com.
Streamlining of Quotes and Contracts with Conga Composer
What do you like best about the product?
Easy Document generation, robust automation capabilities. Integration with both Salesforce & DocuSign for delivery of contract documents to customers. Easy administration of the system.
What do you dislike about the product?
There is not really an aspect of Conga that I do not like.
What problems is the product solving and how is that benefiting you?
Conga enables our business to quickly and easily create and send customer quotations as well as contract documents through Salesforce. We've also integrated it seamlessly with DocuSign which has resulted in a much faster process for closing business and processing sales orders.
Recommendations to others considering the product:
Easy Robust solution
Transformational Product that has exponentially increased our efficiency...
What do you like best about the product?
What I like best about Conga Composer 8 is its seamless integration with Salesforce. Conga queries make it easy to pull & render data from our standard & custom objects such as contracts and meeting minutes that bring it right into Powerpoint, PDF or Word. Create a custom link or button and canned reports are easily generated from live data. Before Conga, we used visualforce then exported to Excel or Word, which was particularly inefficient. Conga Composer produces beautiful, rich, branded reports we use on a daily basis.
What do you dislike about the product?
Template builder could be sightly more user friendly, but that is nit-picking. There are features we are not yet taking using. So I'm still learning...
What problems is the product solving and how is that benefiting you?
Sales and Admin efficiency gains and click of a button rendering of documents. FTE reduction resulted within 3 months of implementing Conga
Recommendations to others considering the product:
Conga pricing model is user based - perhaps pricing could be reduced by number of templates or events perhaps.
Top notch customer service
What do you like best about the product?
Whenever we run across any issues with Conga's integration with our Salesforce org, we know we can contact Conga and they will unfailingly be available for however long is needed. They always solve the issues - they're pleasant to work with and know they're stuff. Very transparent and humble, too. If they don't know the answer, they tell you and work with you to solve it anyway.
What do you dislike about the product?
Obviously it would be nice not to have any issues in the first place, but honestly with the level of customer service Conga provides, this is barely a dislike.
What problems is the product solving and how is that benefiting you?
We use Conga to consolidate our Agreement / Contact templates to get them ready to e-sign for our customers. This saves us so much time and confusion as we're keeping everything all in the same place. Security and permissions are a breeze too as everything can be customized to different profiles.
Helping Amins to work around the SFDC limitations
What do you like best about the product?
We can now schedule reports delivery without limits restricted by the SFDC.
What do you dislike about the product?
There is a file size limitation. it can only send max of 25mb
What problems is the product solving and how is that benefiting you?
We can now schedule reports delivery without limits restricted by the SFDC.
Using Salesforce? Conga is a MUST
What do you like best about the product?
Conga Composer tool is great if you are in need of custom quoting and proposal templates. This tool has ability to bring reporting and presentation to another level with your ORGs SFDC data.
What do you dislike about the product?
Can't think of much now other than limitations on the word doc merge of 2 docx files into one but I doubt others are editing their documentation like my ORG does.
What problems is the product solving and how is that benefiting you?
Ability to generate quote, proposal, report into excel and or PP and most of all adding the documentation to the SF Opportunity object
Recommendations to others considering the product:
This tool is great and Conga has ActionGrid which are complementary
showing 311 - 320