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Great Software! User Friendly!
What do you like best about the product?
Easy to use for anyone that has basic computer knowledge. I love the way all merge fields bring in the information from Salesforce from multiple objects and custom objects as well. Has many options of protection for documents generated and all. Really versatile program with many options to users. Feature options at each document generating for export format is great.
What do you dislike about the product?
I would like to be able to have it work with excel too.
What problems is the product solving and how is that benefiting you?
Document generating for service business, full contracts generation and great customization.
Recommendations to others considering the product:
Great product ready for use right away, this is the easiest integration we've had and the most versatile.
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Conga experience
What do you like best about the product?
No coding required as a developer. We have a lot of options to give a highly customized solution by point and click
What do you dislike about the product?
Less features for excel format compared to word
What problems is the product solving and how is that benefiting you?
Getting data from multiple objects
Recommendations to others considering the product:
If you are confused and want to do document generation, go for conga composer rather than visualforce . It is much easier and applies to wider scope
Complex projects made simple
What do you like best about the product?
The tool is diverse, and it's able to satisfy a variety of business needs. It's also fairly easy to setup and implement new solutions quickly. The support staff is fantastic!
What do you dislike about the product?
Making changes can be clunky if you're using Conga Conductors with the Composer solution to automate the creation of the documents.
What problems is the product solving and how is that benefiting you?
We are able to easily pull data from different objects and return the information in a single nice looking document.
Excellent Product for Document Generation on the Salesforce Platform
What do you like best about the product?
The support team is excellent! I love recommending Conga to all my clients!
What do you dislike about the product?
Nothing. The support is fantastic and so is the product!
What problems is the product solving and how is that benefiting you?
Clean reports in a pdf that has a 360 degree view of a customer.
Best option out there
What do you like best about the product?
Best integration with salesforce, most user friendly
What do you dislike about the product?
Ever since Octive was bought by Conga, we've noticed a *considerable* quality drop in customer support. We really had the best support with Octiv and we hope that that's on the roadmap for improvement with Conga.
What problems is the product solving and how is that benefiting you?
Supplying and tracking quotes for bigger leads who need to present proposals internally before they buy.
Great product for document generation
What do you like best about the product?
I like the ability to create documents and incorporate Salesforce fields.
What do you dislike about the product?
There's a high learning curve so it takes a while to get up to speed.
What problems is the product solving and how is that benefiting you?
We're able to use a template to generate documents for specific accounts in our Salesforce database.
Saving time with Conga
What do you like best about the product?
It allows to create any type of document that you need to send out in a matter of few clicks.
What do you dislike about the product?
Wait for document to load, create queries to bring objects or fields
What problems is the product solving and how is that benefiting you?
Communication with members/clients in a timely manner.
Recommendations to others considering the product:
Stop changing the product's names. it gets confusing
Great Product
What do you like best about the product?
The speed of document generation by Conga Composer. Website is very informative.
What do you dislike about the product?
Difficult to debug. Also, too many releases in a short time.
What problems is the product solving and how is that benefiting you?
Generate combined PDFs.
Great Tool for Document Generation and Automation
What do you like best about the product?
I appreciate that Conga Composer can create a professional-looking document using our existing Salesforce data and tailor it to only include the information needed for that sale/opportunity. I recently discovered use cases for Conga Queries and the Table:Hide functions, and these have really helped us bring our contract creation and delivery process to the next level.
What do you dislike about the product?
Some of this might be Word-related, but the templates seem pretty finicky. Trying to add a bulleted list within a Conga Template, or get the spacing "just right", takes a great deal of trial and error.
What problems is the product solving and how is that benefiting you?
Contracts used by several of our sales teams are now automatically created and delivered via DocuSign by our Conga Solution in Salesforce Lightning. This saves our sales reps from having to enter information in multiple places on multiple systems in order to generate a contract. They can track and close their entire sales opportunity lifecycle within Salesforce.
Makes Salesforce so easy to use
What do you like best about the product?
Love that I can use it to create templates for Word, Excel, Email, etc. Makes the creation of sales documents so quick.
What do you dislike about the product?
One of my frustrations with Conga is creating the email template layouts. I wish there was a little more flexibility in setting up the margins.
What problems is the product solving and how is that benefiting you?
We can now take the data we have in Salesforce and populate documents we use frequently. Such as creating an invoice or creating a work order.
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