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Good solution but high learning curve
What do you like best about the product?
Automations are a great to have and are great for customers need. The Docs are predictable and repeatable.
What do you dislike about the product?
More code than expected making training of the product kinda diffcult. Everytime I build a solution I require minimum of 50 tabs to go back and forth to make sure I'm not missing any data. I believe their newer product Collaborate solves some of this though.
What problems is the product solving and how is that benefiting you?
Generating documents that look and feel professional without salespeople messing it up.
Recommendations to others considering the product:
There's a ton to learn but walk throug a solution that was already built and reason your way through it to discovery what everything does.
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Cool tool and helpful for our sales team!
What do you like best about the product?
Tracking in conga collaborate - really nice to see when a customer opens a document and how long they spend in there
What do you dislike about the product?
Most of my complaints with the tool revolve around the way we’re selling and how our business is evolving.
What problems is the product solving and how is that benefiting you?
Quick generation for standard agreements results in an equally quick execution and lifecycle as well
Best Document Automation Product
What do you like best about the product?
Conga has helped to streamline our renewal invoicing processes and improve our efficiency. It’s very user friendly and our Salesforce users find it really easy to use with only a click of a button! Since implementing invoices, we have started to expand how we use Conga by generating course usage reports in Excel and sending surveys. Making it easier to engage with our Members at all stages in their Membership.
What do you dislike about the product?
Not necessarily a downside, but queries can be difficult to write and it was so much easier when we could use reports.
What problems is the product solving and how is that benefiting you?
Conga helped us to centralize where our documents are generated and saved. Also allowed us to automate renewal invoicing and send out monthly course usage information to our Members. This allows our sales to concentrate on the selling aspects of the business and build customer relationships.
Recommendations to others considering the product:
Go for it!
We could not live without Conga
What do you like best about the product?
Conga allows our users to save time and effort producing docs and as an admin I love the options to control templates to ensure consistent messaging to clients
What do you dislike about the product?
There are some limitations with Salesforce Lightning
What problems is the product solving and how is that benefiting you?
We use Conga for almost every document our company sends out. This has allowed our support department to handle more business and sales to concentrate on sales rather than office documents
It’s a gamechanger
What do you like best about the product?
My team uses Conga to generate acknowledgement letters for our donors and we love that we can mass generate them in batches within seconds. We have cut down average turnaround time between receipt of gift and delivery of acknowledgement from 2 weeks to 2 days!
What do you dislike about the product?
There is a limit on how many letters we can mass generate at a time, would love if we could generate all the letters in one go.
What problems is the product solving and how is that benefiting you?
It has been a huge time saver internally for staff. Given that we’re a nonprofit with a small team, Conga has transformed our day to day and has made it possible for us to do more with less.
Recommendations to others considering the product:
Would love if the LiveEdit feature can include the header and footer of a template
Powerful tool to transform your business.
What do you like best about the product?
Cong composer allows us to simplify our sales agreement and enrollment process by keeping the new data in Salesforce and not in and out of systems through paper documents
What do you dislike about the product?
I wish the updates to the apps were pushed to our org automatically
What problems is the product solving and how is that benefiting you?
Data management and streamlining of our sales process
Recommendations to others considering the product:
Conga composer can be a great tool to reduce duplication of effort and bring your paper doc into the digital world.
Great template generation
What do you like best about the product?
Clean and precise documents that help us meet our customers needs
What do you dislike about the product?
A bit complex to configure and takes some time to get on the learning curve
What problems is the product solving and how is that benefiting you?
File storage and consistent documentation
Helpful tool for easily generating documents from Salesforce data
What do you like best about the product?
The app is very simple to use. I like that it allows me to create a contract directly from a sales opportunity.
What do you dislike about the product?
I haven’t had any problems with Conga - so I can’t say there’s anything I dislike about it.
What problems is the product solving and how is that benefiting you?
Conga saves me time by automatically merging relevant information from Salesforce into my contracts so I don’t have to manually fill out forms.
Allow users to concentrate on the details that matter, not creating/formatting a report
What do you like best about the product?
Conga Composer, along with Conga Workflow and Conga Conductor, save me so much time every report cycle. I can automate the generation of well formatted, consistent documents on a regular basis, allowing me to concentrate on other tasks.
I can also provide my Salesforce users templates so they can create identical, record specific documents with no effort - allowing them to concentrate on the details within rather than what the output looks like.
I can also provide my Salesforce users templates so they can create identical, record specific documents with no effort - allowing them to concentrate on the details within rather than what the output looks like.
What do you dislike about the product?
Conga don't do a great job of letting existing users know about upgrades to products they already have. But this is changing with the 2017 launched Conga Champions programme, which uses challenges to share Conga news.
What problems is the product solving and how is that benefiting you?
The initial reason we purchased Conga Composer was to generate internal governance documents. The consistent, reliable outputs allow the reader to concentrate on the detail within - and consistent branding means they know it is the document they are expecting.
Since purchasing, I now use Conga to generate a whole suite of reports, from pipelines to revenue forecasts, for personal use to public circulation. And the add-ons of Conga Workflow (aka Conga Trigger) to automate document generation, and Conga Conductor (aka Conga Batch) to launch solutions on a recurring schedule, mean less time is spent on tasks which can be automated.
Since purchasing, I now use Conga to generate a whole suite of reports, from pipelines to revenue forecasts, for personal use to public circulation. And the add-ons of Conga Workflow (aka Conga Trigger) to automate document generation, and Conga Conductor (aka Conga Batch) to launch solutions on a recurring schedule, mean less time is spent on tasks which can be automated.
Conga Review
What do you like best about the product?
Generating documents worked out great. Used for quotes and contract generation
What do you dislike about the product?
A somewhat learning curve to understanding SOQL, however that turned out to be a plus.
What problems is the product solving and how is that benefiting you?
Ability to mail merge and create documents that needed data from SFDC.
Recommendations to others considering the product:
Good product.
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