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Makes our document creation processes easy
What do you like best about the product?
Saves time and ensures we aren't misstating data in the documents!
What do you dislike about the product?
End users don't know how to use it today, seems a bit complex to setup.
What problems is the product solving and how is that benefiting you?
Document generation, saves time
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Best product for document generation
What do you like best about the product?
Since we started using conga, all of our document generation requirements were met at no time with great ease
What do you dislike about the product?
Can't clone solutions, and it takes time for the generated document to appear.
What problems is the product solving and how is that benefiting you?
Doc gen. Efficiency.
Awesome product!!
What do you like best about the product?
Easy to configure and use. Learning made easy with Conga University!
What do you dislike about the product?
In Conga Contract, list views should have the standard fields for all objects being created as part of the packages.
What problems is the product solving and how is that benefiting you?
Efficiently creating documents on the fly.
Great product!!
What do you like best about the product?
Love how easy it is to set up and create new documents out of Salesforce.
What do you dislike about the product?
The conversion to Lightning may be tough as we use a lot of buttons.
What problems is the product solving and how is that benefiting you?
This took care of getting customer selling plans and call reports out to leadership.
Ease of Use
What do you like best about the product?
Conga has been easy to get up and running with our Salesforce org. Templates are easy to update and our team has been able to get contracts out really fast.
What do you dislike about the product?
I think what I dislike most is that I had to create queries once we switched to Lightning.
What problems is the product solving and how is that benefiting you?
We are generating contracts for one of our sales teams.
Exceeded Expectations, Amazing Service, Great Support
What do you like best about the product?
We use it for the generation of secure PDFs for our student disability accommodations at Stanford. Great support and training materials online and ease of use with buttons for our advisers and batch runs for quarterly sends.
What do you dislike about the product?
There's really nothing to complain about. They even offer a non-profit discount for those of us in higher edu!
What problems is the product solving and how is that benefiting you?
We've moved from copying and pasting Word documents to PDFs and are able to deliver consistently formatted letters to our faculty and teaching staff. Saves administrative time for advisers to work with students!
Great product especially stand alone....
What do you like best about the product?
How robust the system is and works well with Salesforce
What do you dislike about the product?
Doesn't integrate easily with Adobe Sign
What problems is the product solving and how is that benefiting you?
dynamic loan application generation
Great, Robust Solution
What do you like best about the product?
The functionality of the tool is the best feature. It offers the ability to sort and filter, as well as, create unique documents for any use case.
What do you dislike about the product?
The training could have been more geared to the specific use case that was discussed in the sales meetings.
What problems is the product solving and how is that benefiting you?
Creating documents for sales teams that will allow us to provide an aesthetically pleasing document to our potential clients that shows our products in a more formatted and sorted manner.
Recommendations to others considering the product:
The training videos are incredibly helpful.
Conga Composer review
What do you like best about the product?
How easy it is to create a word document and custom salesforce button to be able too generate documents from our salesforce objects.
What do you dislike about the product?
Having to figure the correct word syntax for different field types, such as monetary or numeric fields. Oh, and IF statements are painful.
What problems is the product solving and how is that benefiting you?
automated emails with a button click
Very cool tool for document generation
What do you like best about the product?
Conga allows us to create documents from 1+ objects and display the fields in whatever shape/display we want. It's been super helpful for all our documents including pro-forma invoice, SO , PO and other shipping documents.
What do you dislike about the product?
It can be a bit hard to understand at the beginning but the support team is very easy to talk to and helpful.
What problems is the product solving and how is that benefiting you?
Salesforce document generation is quite limited so it has opened a wide range of options for us to customize the documents in the way we want them,.
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