Conga Composer API
CongaExternal reviews
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User friendly, extremely dynamic, great support!!
What do you like best about the product?
The syntax is super easy to learn and the documentation for the end user is seamless to create. Highly recommend!
What do you dislike about the product?
After learning the basic limitations-which are very few-creating templates was a breeze!
What problems is the product solving and how is that benefiting you?
We are generating annual reports for partnering institutions, providing them with an easy to read document of data collected from Salesforce.
Conga is our go to tool for formatting data
What do you like best about the product?
Very user friendly and intuitive! It is really easy to build and deploy templates.
What do you dislike about the product?
Completing the merge can be a little slow at times.
What problems is the product solving and how is that benefiting you?
We use it to bring our data into letters, written reports, and building charts.
Recommendations to others considering the product:
This will make your life amazing.
The missing piece of Salesforce
What do you like best about the product?
The templates and customization is great.
What do you dislike about the product?
It can some times be tough when salesforce limits your api calls but this is really not a conga issue.
What problems is the product solving and how is that benefiting you?
Custom quotes, emailing price lists. We first got Conga for the quotes but we have realized there are many uses for the software.
Transformed my role and our business processes
What do you like best about the product?
The support! Congasphere has almost all of the answers I ever need, and if I need to reach out to a support agent my case is usually settled that same day. All of my knowledge is self taught and that's because of the great support articles and demos that are available online.
What do you dislike about the product?
Sometimes I feel like I don't know the full extent of the capabilities of the Conga suite I think if I could have a one on one with a developer who could look at my salesforce org with me and tell me the full extent of what we could use that would be really beneficial.
What problems is the product solving and how is that benefiting you?
Auto generated contracts and reporting - giving customers instantly information and documents they need. Automated reporting allows me to run reports on a schedule and have a 'set it and forget it' system with getting our outside sales partners the information on their portfolio.
Recommendations to others considering the product:
Read all documentation!
Great Product add-on for Salesforce
What do you like best about the product?
The ease of setting up custom button to process data flows.
What do you dislike about the product?
The cost associated with the conductor program when it is needed to complete task that composer can't do.
What problems is the product solving and how is that benefiting you?
We process thank you letter and email responses back to donors.
Recommendations to others considering the product:
Composer can change your life with the ease of automation and amazing customer service help.
Conga transformed our Sales Order Process
What do you like best about the product?
the integration with Salesforce, the ease of use, the cross functional use. The ease of use, the ease of use - oh and the ease of use
What do you dislike about the product?
I can't really think of anything I dislike?!?!
What problems is the product solving and how is that benefiting you?
Having reps have to create a manual document after creating in op in Salesforce - now with the click of a button we take the data from SF and populate a slick word template which then goes to the customers in a PDF format!
Recommendations to others considering the product:
If you need a document generator then Conga of your tool - you can generate docs in word, excel, ppt and more
Conga Composer
What do you like best about the product?
Once templates and queries are set up, Conga Composer allows our company to create personalized reports with a push of a button. This saves our organization hours for each client report we run. Reports can be set up in various template types including: Microsoft Word, PowerPoint, and Excel.
What do you dislike about the product?
Creating the right queries can be difficult. A decent knowledge of SOQL is needed even when using Conga's Query builder. It would also be nice if the format of the merge fields were consistent across different template types (ie Word, PowerPoint, Excel).
What problems is the product solving and how is that benefiting you?
Push button client reporting greatly improves efficiency. The ability to have different templates allows us to have custom report types for different stakeholders.
Recommendations to others considering the product:
I recommend Conga Composer to anyone using Salesforce who would benefit from a push button reporting feature. It is a very flexible system that has the ability to greatly improve efficiency within a company.
Easy to setup and use
What do you like best about the product?
The setup of conga composer is very straight forward allowing for rather complex operations to be performed with one button click. Easy than creating the workflows within salesforce
What do you dislike about the product?
To preview an item it must be downloaded first. No way to preview while creating solution.
What problems is the product solving and how is that benefiting you?
Creating pdfs and excel docs for billing and submission to our underwriters from salesforce data at the click of a button. We can send a fully completed application for client, they just have to sign.
Love Conga Composer!!
What do you like best about the product?
It's a revolutionary program that is definitely a must-buy product!
What do you dislike about the product?
Nothing so far! Keep doing what you're doing!
What problems is the product solving and how is that benefiting you?
Customizing and streamlining document creation.
Recommendations to others considering the product:
Definitely try it!
Great automated document generator!
What do you like best about the product?
The professional look and automation of document creation is amazing. It has significantly reduced the amount of work my staff do manually creating documents. It is very easy to implement and use. We are looking forward to extending the use of this product to other parts of the organization.
What do you dislike about the product?
The only item I would like to see changed is after customizing a document creation, to have the ability to upload the customized document directly into Sales Cloud without having to manually save it and attach it to the record.
What problems is the product solving and how is that benefiting you?
Creating consistent documents and reports has been challenging and tedious. Conga Composer has made quick work of several common, but complex documents. I really like that it can save a copy of the created document to the associated Sales Cloud record for historical review.
Recommendations to others considering the product:
I suggest you share samples of the documents you wish to create to Conga so they can help you better understand what their product will do, will not do, and if this is something you can do on your own or if they would suggest a 3rd party partner to assist.
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