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Conga Composer
What do you like best about the product?
I like that it has lot of functionalities
What do you dislike about the product?
Have not used it enough to know.. Once I use it more then I may be able to elaborate on this.
What problems is the product solving and how is that benefiting you?
Using for 100 page reports
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Document Generation Life Saver
What do you like best about the product?
The document generation, once set up, is just so easy to use. The platform is very stable and has yet to go down on us.
What do you dislike about the product?
It was a little bit difficult to set up initially. but support was very helpful throughout.
What problems is the product solving and how is that benefiting you?
We generate reports for our customers based off a shadowing exercise that we do with them. It helps them see what they are doing well and what we can help them improve on.
Top Notch Product and Service
What do you like best about the product?
The ability to create complex templates.
What do you dislike about the product?
When doing complex queries it may not know what’s missing. Support is amazing and helps quickly and reinforce you were on right path.
What problems is the product solving and how is that benefiting you?
Complies data from multiple objects including files
Conga Composer with Salesforce
What do you like best about the product?
Easy for our users as it takes them one click in Salesforce to merge a document. Also allows us flexibility to either merge for printing or email directly from Salesforce.
What do you dislike about the product?
Conga MailMerge incompatibility with Salesforce Lightning is a drawback for us as we are now searching for a replacement solution or will be instructing our users to flip back to the SF Classic interface each time they need to run a mass mail merge.
Creating document templates or document components is not a function of Conga that would be beneficial. i.e. creating a header component that is added to all templates that is then managed in one area rather than needing to update each template when there is a change. Or components for parts of letters as they are often repetitive across document templates.
Creating document templates or document components is not a function of Conga that would be beneficial. i.e. creating a header component that is added to all templates that is then managed in one area rather than needing to update each template when there is a change. Or components for parts of letters as they are often repetitive across document templates.
What problems is the product solving and how is that benefiting you?
As states above -- problem with the inability to use the mass mail merge features in Lightning. Benefits is the ease of use for our end users in Salesforce.
Beautiful reports your sales teams will love
What do you like best about the product?
Easy to use tool that turns the data in Salesforce into useful reports your sales teams can use with clients. Run them as one off or as a batch job.
What do you dislike about the product?
There is a bit of a learning curve (like any new app) but once you understand the process, creating new reports is not difficult.
What problems is the product solving and how is that benefiting you?
Getting data out of Salesforce in a way that can be used in a sales conversation was a challenge until we discovered Conga. Building the templates in Word allowed us to easily create reports that guide most of our sales team member conversations.
Amazing time saving tool
What do you like best about the product?
The ability to create beautiful spreadsheets with data from multiple Salesforce objects with the click of a button
What do you dislike about the product?
Nothing, The tool delivers exactly what they advertise.
What problems is the product solving and how is that benefiting you?
It was taking 3 weeks to generate sales compensation statements at the end of each quarter. Using conga, we can accomplish this same task in 3 days
Recommendations to others considering the product:
This tool will pay for itself with the first solution you create.
My Experience of Conga Document Generation
What do you like best about the product?
Conga allows merging of multiple documents into single document which is great and its integration with salesforce is easy to configure.
What do you dislike about the product?
Conga does not allow custom development with visualforce and apex when needed customization at the salesforce end.
What problems is the product solving and how is that benefiting you?
We are using conga for Acknowledgement generation and merging multiple PDF document into one and sending these documents to sign to the end user via Conga sign.
Recommendations to others considering the product:
Great tool for document generation and you can automate things as you want.
Good product
What do you like best about the product?
The easy way to merge documents from different software including word
What do you dislike about the product?
Can take a bit too long to merge documents
What problems is the product solving and how is that benefiting you?
File sharing, merging from and to word has been easy
Great Product, Onboarding and Support
What do you like best about the product?
The platform is very flexible from the programming standpoint and allows us to create a highly customized output document from Salesforce CPQ.
What do you dislike about the product?
Have not experienced any downsides as of yet.
What problems is the product solving and how is that benefiting you?
Our use case is a highly customized output from Salesforce CPQ and Conga has allowed us to accomplish this through their platform. Conga support has been amazing when we've needed additional assistance.
very happy with conga
What do you like best about the product?
We have been using conga for years. It is very easy to use. We just need to merge the fields that are in the report to the template. And then Conga will do the job for us.
What do you dislike about the product?
Have to open a case if we encounter some issue with the product. Whenever we have a template issue. We have to go to the website and open a case. A technician will contact us latter and walk us thru the steps to fix the issue. Sometimes one call is not enough, we have to schedule another call.
What problems is the product solving and how is that benefiting you?
template issues. Very easy to customize.
Recommendations to others considering the product:
great product. If it is a start up company, better start with the right direction and map out everything first before implementing any product, otherwise modifying during the production will cause a lot of issues going forward. Having a new system is very hard. Therefore mapping things out is very critical and important for every single user. This applies to Conga as well. We created few reports for the template purposes. Those reports keep getting updated because there are more and more elements we need to consider as time goes on. Almost 80% time when we change the report, there will be an issue happen to random users. Therefore I highly recommend think as many possibilities as possible in the very beginning, so that you can eliminate the chance of changing what is built in the future.
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