Conga Composer API
CongaExternal reviews
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Conga Composer takes mail merge to a whole new level
What do you like best about the product?
With Conga Composer I have been able to harness all of the data within Salesforce to create complex document packages for my customers. I have worked with many different document assembly tools in the past and this is the first one that effortlessly combines data from different areas without complex code. It is an essential tool to leverage data within Salesforce and provides a compelling reason for my users to put everything in the system when they know I can take it all out in useful documents.
What do you dislike about the product?
I have so far not found a way to create multiple documents off of a table in Salesforce using only Conga Composer so that I can also incorporate data from related tables.
What problems is the product solving and how is that benefiting you?
I have been able to automate multiple document packages for different use cases, including creation of loan documents, credit memos and account briefs. It is improving the quality and efficiency for document production across multiple business units.
Great tool for customizing your own templates
What do you like best about the product?
Conga has saved us so much time. I thought product was fairly easy to learn. Not only does it provide standard templates, it is quite easy to create your own.
What do you dislike about the product?
Sometimes the rights can be a little tricky. I wish there was more documentation on this.
What problems is the product solving and how is that benefiting you?
We use Conga for reporting. You can easily gather data from just about anywhere to create a nice and neat report.
Professional looking documents-quick and easy
What do you like best about the product?
Easy to use for both admins and end users
What do you dislike about the product?
No complaints yet! Support levels have seemed to change where it's more difficult to get answers at times, but the product itself is still great.
What problems is the product solving and how is that benefiting you?
Great solution for putting out documents in PDF to present to our customers. Makes our Salesforce data neat and presentable, while also securing it.
Used Conga to combine a variety of data into a single report
What do you like best about the product?
The ability to combine the data into a single report. It allowed us to easily build executive summary reports that combined a number of key metrics.
What do you dislike about the product?
They have been a little slow to react to defects
What problems is the product solving and how is that benefiting you?
We are solving our communication issue. We use Conga to generate key reports that are used to escalate key account cases.
Benefits have been quicker escalation and resolution of issues resulting in service level improvements.
Benefits have been quicker escalation and resolution of issues resulting in service level improvements.
Nice tools for generating a word documents from salesforce
What do you like best about the product?
Can use word layout and formatting function to create a template.
What do you dislike about the product?
None. Just need to know more special functions and how to work around. For example, how to use "If" formula if I have a text with double quote( " " ) in the sentence...
What problems is the product solving and how is that benefiting you?
Have Quotation template into Salesforce.
Keep the unique and updated template in the system, in one place. So that users won't have their own with different version.
Keep the unique and updated template in the system, in one place. So that users won't have their own with different version.
Get data from multiple objects all onto one document.
What do you like best about the product?
We use Conga for Customer Setup, Profiles, Customer Contracts, etc. We love that we can get data from across multiple objects within Salesforce.com.
What do you dislike about the product?
Sometimes it can be difficult to make changes to the Data and/or Templates.
What problems is the product solving and how is that benefiting you?
We no longer have to manually add data to documents. It is a time saver for sure. With a click of a button, you can pull data from multiple objects within Salesforce.com and bring them together onto one document. This allows our users to generate multiple page documents within seconds. When we have a new new customer we need to have the ability to pull all of the customer addresses, payment terms, pricing information, etc. onto one form to distribute to everyone that needs to make sure the customer is setup correctly within all of our systems. It also makes it easy for our sales team to see a customer's "whole picture" all in one document. They can click a button, and pull in Account details, open Opportunities, Contacts, Sales Notes, ect. We need to be able to pull customer information quickly and Conga Composer allows us to do that. Without Conga Composer, these tasks would take hours by multiple users to complete which would not be beneficially to the company. We are also looking into other ways we can streamline our process with Conga Composer.
Recommendations to others considering the product:
Very nice product. The account team at Conga makes sure you have everything to succeed.
Conga Composer
What do you like best about the product?
Easy of use, dynamic, efficient, best support of any vendor ever
What do you dislike about the product?
time it takes to actually create a template
What problems is the product solving and how is that benefiting you?
Document generation and consistency. FAST turn times.
Recommendations to others considering the product:
Not very often have i had the level of support that i get with Conga. Always answers the phone and best attempts at solving problems
Quirky but Useful
What do you like best about the product?
I use conga most for mail merging. I create visa documents for student and this is by far the easiest way to do it
What do you dislike about the product?
Nothing other than actually having to sit down and learn the ins and outs of it
What problems is the product solving and how is that benefiting you?
Mail merging - it is way easier than with Microsoft word
Recommendations to others considering the product:
Very helpful but difficult to get started - need lots of practice to get used to it. Also, very expensive (but worth it)
Very powerful tool for document and report generation
What do you like best about the product?
I really like the fact that we can have Sales and Marketing generate the output document and then we can just plug in the Salesforce fields without needing to recreate the document in another engine.
What do you dislike about the product?
The solution manager is a bit clunky, but I understand that there should be improvements on the way.
What problems is the product solving and how is that benefiting you?
Generating a complex proposal document with configured lines; we are switching from a PDF order form to Salesforce CPQ and are using Conga to generate the customer facing proposal document.
Conga Composer is like a magic wand
What do you like best about the product?
I like how it can pull multiple objects at once and be able to use the same query for different templates
What do you dislike about the product?
I dislike how it only has 3 filters that we can use
What problems is the product solving and how is that benefiting you?
We have teams who are using different types of templates for different occasions and they were doing this all manually. This helped to make everything automatic.
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