Conga Composer API
CongaExternal reviews
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Where have you been all my life Conga!
What do you like best about the product?
This program is wonderful and they have excellent customer service! It intergrates well with Sales force. It is user friendly and allows our clients to access their data. It creates and generates nicely formed documents and also can become pdfs
What do you dislike about the product?
I i did not find this program sooner. I wish I would have! This program has been a saver for me. I wish I would have found this product sooner.
What problems is the product solving and how is that benefiting you?
This helped us with created nicer viewing reports for our customers. Makes the documents PDF so they do not get word or excel documents,
Recommendations to others considering the product:
Adding this to your company would benefit you
Document Prep in seconds
What do you like best about the product?
Once you've set up the templates, your documents are so easy to compose for signature and the integration with DocuSign (as well as other e-signing platforms) is top notch. It's pretty much rock-solid.
What do you dislike about the product?
The search feature takes a little long to find an account or contact to attach to the doc if you're launching from the other record type. Other than that, I really have no other complaints about the product.
What problems is the product solving and how is that benefiting you?
We've cut down on our document processing by 65% and when partnered with an e-sig platform, we've realized a total processing time of nearly 72%.
Recommendations to others considering the product:
Use the trial, make sure you throw everything you can at it, fully input all of your requirements.
Great product and the greatest support team
What do you like best about the product?
Conga has become a vital part of our business, but what I like best has to be the support team. When I moved into my current role and was tasked with fixing an issue with a merge I had no idea where to even start! I called their support and they were incredibly patient and helpful. When I explained I knew nothing about the set up or implementation of the product, the person helping me walked me through step by step, answered all my questions thoroughly and patiently, and even sent me direct contact info for further questions. Anytime I have had to call in to their support I am amazed that every rep has such a great attitude. They want to help and they are willing to teach, not just fix your problem and send you on your way. With their help and guidance I have not had to call them as frequently as the months have gone by,
What do you dislike about the product?
Figuring out the language for contract merges was a nightmare. I have no prior experience in this field and I have had to spend a lot of time googling how to format the contracts. I could have called in to their support and I am sure they would have happily helped me but I was stubborn and determined to figure it out on my own. Also the latest update has been a little hectic because we still have merges that live on the old version and some in the new version.
What problems is the product solving and how is that benefiting you?
We are able to create contracts quickly from Salesforce with custom fields populated. We have over 100 different types of contracts and being able to quickly pull a contract and print and send over signing has saved us many a deal. We have started to use the merges for other aspects of our business, and have been successful with implementations.
Recommendations to others considering the product:
Take the time to read through their blog and learn. Also don't ever hesitate to call their support, they will help with any issues no matter how tiny they may be.
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