Conga Composer API
CongaExternal reviews
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Saving time and effort for users
What do you like best about the product?
Having complete design control over the output to accommodate reports that need to be recreated quickly saves our users time and encourages adoption.
What do you dislike about the product?
Sometimes there are errors that are difficult to determine in your templates. It is usually easy to tell where errors are in queries using View Data, but if there are formatting errors in a template there is not a descriptive error.
What problems is the product solving and how is that benefiting you?
We are solving for frequent reports that were previously manual and time consuming, and providing client ready reporting with images available specific to user needs.
Automated Efficiency
What do you like best about the product?
Composer has provided value to our organization by automating our document generation. It has also automated and given visibility to our onboarding action items within our Salesforce platform.
What do you dislike about the product?
I would like a simplified approach to formulas
What problems is the product solving and how is that benefiting you?
Simplified efficiency
Recommendations to others considering the product:
Conga university
Just Jumped In - Initial Experience
What do you like best about the product?
We recently decided Conga Composer as a solution for document generation because of its integration with SalesForce and easy interface - both have made the implementation process easy so far!
What do you dislike about the product?
So far, I only dislike the fact that there is SO much you can do that it can be hard figuring out where to start (but their support team and site is super helpful).
What problems is the product solving and how is that benefiting you?
Mainly, direct mail, but we're exploring how the product will better our processes in other areas.
Recommendations to others considering the product:
So far, I absolutely recommend the product.
New Customer, Exciting Possibilities
What do you like best about the product?
We are a new customer and have been very impressed at the capabilities of Conga Composer.
What do you dislike about the product?
Building templates is a little intimidating.
What problems is the product solving and how is that benefiting you?
Automated admissions notification letters. We needed a mailing solution that worked directly out of Salesforce.
Great tool with even better support
What do you like best about the product?
I am constantly learning new things that we can do. Support has been awesome!
What do you dislike about the product?
I honestly can’t think of anything. Conga U has been very helpful when I have questions.
What problems is the product solving and how is that benefiting you?
We have streamlined our sales teams processes.
Instant quotes and sales order
What do you like best about the product?
Has made my sales process super simple when it comes to the finish line. Compose an accurate sales order without any hiccups.
What do you dislike about the product?
Not much to dislike - really enjoy the tool!
What problems is the product solving and how is that benefiting you?
The benefits of Conga are that I can seamlessly create my sales orders in salesforce and send through docusign. No need to worry if the file has errors!
Efficient and useful
What do you like best about the product?
I like how easy it is to upload a new receipt template.
What do you dislike about the product?
Sometimes when I try to load a picture, the formatting gets mixed up and it takes me longer to figure what to do.
What problems is the product solving and how is that benefiting you?
Sending email receipts and being able to change our message every few weeks! Less paper!
Recommendations to others considering the product:
I did not do the setup but if you are new to building software for a business, I would highly recommend having help building it so its geared towards your business.
Very powerful tool for creating our quotes, contracts and detailed reports
What do you like best about the product?
Composer is very flexible and lets us create documents in any format we need. Their support team is also extremely responsive and helps us with great new features and suggestions as we go.
What do you dislike about the product?
So far, I haven't found anything that detracts from our use of the tool. There are many features we aren't yet taking advantage of so I'm still learning...
What problems is the product solving and how is that benefiting you?
We've needed to ensure our teams create consistent quotes and contract documents and pull all the details from Salesforce easily. While staff in different areas always want to add their own "touch" to the documents, they've now found it saves them a great deal more time than creating their own
Recommendations to others considering the product:
Conga's support and documentation is excellent. The free training videos got me up to speed very quickly and let us deliver some powerful features to our team. It also helped with our goal of getting all the information into Salesforce as our sales reps can now see the benefit of having quality data in Salesforce
Great way to send templates from Salesforce
What do you like best about the product?
Great resource once you have a large number of contacts you need to reach out to. Easy to set up templates that populate very quickly. Effective marketing and account management tool.
What do you dislike about the product?
If you need Conga for much more, it is not the best tool. I have only been able to reliably use the tool for template emails. The services do seem limited.
What problems is the product solving and how is that benefiting you?
Template emails for agreements and marketing purposes.
Recommendations to others considering the product:
If you need documentation and proposal emails, this is the tool. Also is great for templating your email outreach for other purposes, account management and marketing. It is a basic tool and works fine, has never broken on me.
Great Tool For Document Merging
What do you like best about the product?
The flexibility to work with any Salesforce object and field and to run based on queries or a report
What do you dislike about the product?
It can be tricky to determine the merge field names
What problems is the product solving and how is that benefiting you?
Contract Generation, Sale Closure, Receipt Generation. Ability to close out the business process within Salesforce.
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