Conga Composer API
CongaReviews from AWS customer
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Streamlined our contract process!
What do you like best about the product?
How it automated our contract generation process for our sales and CS team
What do you dislike about the product?
It sometimes takes quite some time to load
What problems is the product solving and how is that benefiting you?
Faster contract generation and automation
Great tool for our sales team
What do you like best about the product?
Easy to configure, very flexible and user friendly
What do you dislike about the product?
Would like to provide signature as well in one solution
What problems is the product solving and how is that benefiting you?
We're automating quote and contract generation and ensuring document standardization
Recommendations to others considering the product:
Great software and easy to configure and use
Complete Control of Document Generation Enables Customer Experiences to be Seamlessly Digital
What do you like best about the product?
With a system to create simple documents as well as richly complex, we are able to input data into one database object and see it appear in any type of document. Moreover, because Conga is so well established, their support teams are great, as is the ability to reach out to "Conga Experts" across the web. This enables to outsource document template creation if we had someone onboard with our organization but needed to to learn the platform/ system. Finally, something great that we know now through Conga is that we can do everything in a paperless format with Conga integrated into our CRM.
What do you dislike about the product?
You should know that there is a small learning curve so having someone a little more technical on your team can be an advantage. It is fair to acknowledge you don't need to have a programming background but an understanding of mail merge and/ or how to read some programming language would be an asset. If you understand MS Excel Mail Merging or template creation, you would find that it is a little easier to get started. However, this is not a prerequisite.
What problems is the product solving and how is that benefiting you?
Most work our team members perform is creating documents. Conga helps us to manage data in real time directly in the system and prevents us from having to replicate it in multiple types of documents. Essentially, Conga makes it possible for us to manage our days with single input. That data can be then exported through the document generation into multiple document types without re-inputing.
Recommendations to others considering the product:
It's a great idea to understand the longer history that Conga has within the App Exchange environment and that they are fully integrated with Salesforce and, like our custom App built on Salesforce, can be with others.
Good but complex to learn and code with Salesforce
What do you like best about the product?
that you can choose multiple fields from SF and email directly
What do you dislike about the product?
the complex coding involved and the granular details
What problems is the product solving and how is that benefiting you?
decreases manual document generation
Does what it’s supposed to and works every time
What do you like best about the product?
Simplicity is key for me. I like how straight forward it is to make conga queries
What do you dislike about the product?
Not having the ability to invoke doc generation via automation as a part of the core product is a misstep in my opinion. I would have tons of other use cases for conga if I could automate and not worry about per-doc fees
What problems is the product solving and how is that benefiting you?
Account planning
Recommendations to others considering the product:
Do it. Simply best in class
Interesting integration with Salesforce
What do you like best about the product?
Possible to use Salesforce merge fields in order to create templates adapted to specific situations and processes
What do you dislike about the product?
A little bit long to generate the documents using the merge fields
What problems is the product solving and how is that benefiting you?
Create documents for our after sales service department using fields entered in Salesforce for better communication with customers
Recommendations to others considering the product:
You can use the document generation as well as workflows, email templates and other functionalities integrated. Using the full package makes it worth the time investment to train on Conga
Ok tool to save time on proposal creation
What do you like best about the product?
It saves time by merging relevant fields into pre-made templates for quotes and proposals
What do you dislike about the product?
It's a bit technical to set up and too expensive compared to what it can do. Other tools can do what Conga does and more.
What problems is the product solving and how is that benefiting you?
We send out a lot of sales proposals and integrating it with salesforce saves us a bunch of time creating proposals and contracts to customers
Recommendations to others considering the product:
It's a good tool to save time when generating documents, especially for high volume sales teams. Can link together with DocuSign or use Conga's own signature tool to integrate e-sign as well. It's a bit hard to set up because it's a little bit technical, especially with the templates and integration with salesforce and making sure all your merge fields are set up properly, so some calls to support is absolutely needed. Pricing is ok but will increase year after year. Overall it's a good product and has saved our sales team lots of time.
Great for small business
What do you like best about the product?
The complete control we have over our data and creating tailored emails.
What do you dislike about the product?
How long it took for the company to implement. I also wish we could have it available in lightning and classic at the same time.
What problems is the product solving and how is that benefiting you?
We use conga as our main email and template creation tool in Salesforce
Provides everything to create and work with documents.
What do you like best about the product?
Conga makes it easy to produce documents with SF information which may be used over reporting. The energy of your information within the SF is improved by touch models, delivery and automated document production. Conga has a good and inexpensive relatively support tool, that works for specialized and business owners within the business.
What do you dislike about the product?
Nothing to do with a fix that's as simple as you are able to imagine. It is uncertain where it is going to go in potential, but it labored for what we wanted at the moment.
What problems is the product solving and how is that benefiting you?
We'd to build a set of models and documents when we fitted SF four years back so we interact externally and internally utilizing system data. The statement function inside SF is extremely powerful, as well as Conga helps us consider these data as well as make them much more simple to use and appealing to a broader audience both within as well as away from the org. It was productive and simple quite to deliver its goal.
Recommendations to others considering the product:
It really works. There is nothing fancy regarding Conga also it is absolutely nothing but performing the task. In case you're consuming SF to construct as well as keep documents properly, then Conga is able to do its job.
Major details of Service Left Out
What do you like best about the product?
Just clicking on a button and a document generates.
What do you dislike about the product?
Sales and Support. When we initially signed up with Conga, there were two of us using the forms that were created. We felt we paid a lot of money just for two people. Our account executive at the time told us that when it comes to the next contract renewal, we would already own the forms. We created the forms we needed in 2019. When our contract renewal came up, we found out that while we own the forms, we would not be allowed to generate the forms unless we signed a new contract. This is a major detail the account executive left out.
I hope in the future that Conga will consider offering a less expensive option for small businesses with less than 10 people.
I utilized support for every form we needed to create in 2019; Sales Order, Purchase Order, Invoice and Packing List. All of the people I worked with in the past were very helpful. I recently contacted Support within the last month and I spoke with two individuals that were telling me that the new form I needed to create couldn't be done. I tried explaining this new form uses the same data as the other forms, but they couldn't help me.
I hope in the future that Conga will consider offering a less expensive option for small businesses with less than 10 people.
I utilized support for every form we needed to create in 2019; Sales Order, Purchase Order, Invoice and Packing List. All of the people I worked with in the past were very helpful. I recently contacted Support within the last month and I spoke with two individuals that were telling me that the new form I needed to create couldn't be done. I tried explaining this new form uses the same data as the other forms, but they couldn't help me.
What problems is the product solving and how is that benefiting you?
We have been using SalesForce Professional since 2009. In late 2018, we signed up with AccountingSeed for our accounting system which we found in the AppExchange in SalesForce. I spent Oct-Dec 2018 working with AccountingSeed to implement the new system which went live on 1/1/19. As we started using the new system, we found out AccountingSeed didn't have a Sales Order form or Order Confirmation form. They suggested we contact Conga for document generation. We were able to create some forms using Conga.
It's very convenient to just click on a button and have a form generate. You can then click on another button for a Mail Merge and then email the form to a customer (Sales Order and Invoice) or vendor (Purchase Order).
It's very convenient to just click on a button and have a form generate. You can then click on another button for a Mail Merge and then email the form to a customer (Sales Order and Invoice) or vendor (Purchase Order).
Recommendations to others considering the product:
Ask questions. Any questions you can think of, there are no stupid questions.
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