Conga Composer API
CongaExternal reviews
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Conga is a very useful salesforce tool
What do you like best about the product?
The options with creating custom word and excel documents are essentially limitless. Once you learn now to write the conga "code" you are pretty much good to go. We have created many custom documents that my sales team use on a daily basis
What do you dislike about the product?
learning the conga code that you need for creating the custom buttons is rather difficult. The resources on the conga website are getting better, but they could still use some work. The code behind the buttons are rather quirky.
What problems is the product solving and how is that benefiting you?
We have created documents that the sales team uses on a daily basis that pulls the required information from different parts of salesforce. This makes sure that our customers always receive the latest version of the required documents with accurate information.
Recommendations to others considering the product:
Look into taking a training class. It can be very tricky to set up at first.
Conga Composer Does What It Needs to Do Most of the Time
What do you like best about the product?
I like that conga Composer saves me time because I do not have to go back and forth and re enter the same information- especially lots of data. I'm pretty sure that I make fewer errors because I don't have to re enter all of the data by hand. There are easy to find categories to merge and then create a single professional product.
What do you dislike about the product?
There can be issues with its integration with Salesforce. It will sometimes freeze and we have to restart Salesforce or sign in over and over. It also sometimes comes up with all of the fields blank that were supposed to be filled in by the mail marge. You always have to double check a document before submitting it because potentially all of the fields will say zero. This happens every once in a while.
What problems is the product solving and how is that benefiting you?
We do not need to send field back and forth between departments to be redundantly looked over and data reentered. We can just create each file and the next person can merge all of the data together with a single mail merge. Another benefit is being able to combine multiple files into a single report that is professional looking that we can then send off to a client. This program saves a lot of time and promotes accuracy by getting rid of human error. .
Recommendations to others considering the product:
Double check before you save/send something to make sure that all of the fields are filled out
Fantastic Solution
What do you like best about the product?
Easy to use, fantastic integrations, good support team and very affordable. Most of all, I liked it as it reduced the amount of work needed by the sales team to manually creating documents. It is very easy to implement and use.
What do you dislike about the product?
None that I can think of at this moment. It's create for small companies as it get's the job done in putting together quotes especially if your product line is extremely basic. In addition, although the Salesforce integration is incredibly seamless and is for the most part incredibly easy. What is difficult from the finance perspective is being able to track those changes and being able to record on them.
What problems is the product solving and how is that benefiting you?
Automation of complex reports. Automation of mail merge templates, etc.
Recommendations to others considering the product:
Do a trial with their solution to ensure they support your product lines and product offerings.
Essential tool for custom PDFs
What do you like best about the product?
Allows pdfs to be created with form fill out without worrying of length of information.
What do you dislike about the product?
A little tricky to first figure out but once you get the hang of it, it makes sense and they have great support.
What problems is the product solving and how is that benefiting you?
Able to create agreements that are pdfed but don't look awkward with form fill-out.
Conga for Quotes
What do you like best about the product?
While the premise is simple, Conga can do a lot of things. Almost everything I've asked help with to do, Conga has been able to.
What do you dislike about the product?
It would be nice if it was just a bit faster when it's generating a doc, but it's a nit-picky things.
What problems is the product solving and how is that benefiting you?
We built our own CPQ solution using Conga as the quote generator. It's affordable, simple, flexible, and scalable.
product easy to build template and deploy.
What do you like best about the product?
simply to use and cost model plus easy deploy the solution
What do you dislike about the product?
product roadmap need to bring better functional for future growth
What problems is the product solving and how is that benefiting you?
access to experts
Recommendations to others considering the product:
yes
Great support
What do you like best about the product?
We use Conga to automatically generate tax receipts for our donors. They provide great customer service and worked with us one on one and provided over 4 hours worth of training to make sure our system was automated.
What do you dislike about the product?
We have different types of letters on Conga is unable to distinguish the difference between letters so we have to run multiple reports in order to make sure all the tax letters are correct.
What problems is the product solving and how is that benefiting you?
Using Conga has allowed us to streamline our tax letter documentation.
A market leading document generation on Salesforce
What do you like best about the product?
Conga is a market leading document generation product on the Salesforce. It is one of the most popular apps on AppExchange. It is easy to use and allows non-developers to generate documents based on information stored in Salesforce.
What do you dislike about the product?
Conga has recently increased its pricing. So cost is an issue for some of the small businesses that we work with.
What problems is the product solving and how is that benefiting you?
The business problem is generating custom documents like quote, invoice etc from data present in Salesforce. The documents generated needs to have a professional look-and-feel and should show dynamic data from Salesforce objects.
Recommendations to others considering the product:
It is a market leading product for document generation on the Salesforce platform. If you have the budget, then go for it.
Awesome App for quick solutions
What do you like best about the product?
I like all of the educational material and the ability to communicate with other customers for solutions. It is great to be able to reach out to a network of other users to get advise on how to tackle obsticles
What do you dislike about the product?
Getting information out of Salesforce is for the most part incredibly easy. What is sometime difficult is tracking changes that are made after the fact. Some other tools that we have reviewed provide ways to track document changes but I don't know of a way to do that with Conga
What problems is the product solving and how is that benefiting you?
We are creating several documents everyday for customers in various different stages of our customer relationship. Conga allows us to create the majority of these documents quickly streamlining the process for all involved.
Recommendations to others considering the product:
Take your time during implementation to review training materials. We implemented several working solutions only to find that there were easier ways to complete what we were doing. Reviewing the training information will provide you with the knowledge to build the best solution in the shortest amount of time.
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