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An essentil tool ... not so easy to use
What do you like best about the product?
It is a time aving for end users and can be easily customized.
What do you dislike about the product?
It is not so easy to build. Documentations available are not enough.
What problems is the product solving and how is that benefiting you?
Creating invoices, proposals and agreements to different entities. Or even, creating customized excel reports.
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Easy Document Generation
What do you like best about the product?
Templating existing documents is a fantastic function of this software.
What do you dislike about the product?
template import is a bit of a faff. once you've got used to the import locations it does get easier.
What problems is the product solving and how is that benefiting you?
the software helps to create documents that relate to your SF instance quickly, not only that different users can create documents that all look similar.
Recommendations to others considering the product:
think about the Templates right for you in the early stages.
An intuitive tool
What do you like best about the product?
The time I save with this tool. We make Quotations every day and the ease of use makes that process very efficient. This way we can deliver a quick pricing to our customers.
What do you dislike about the product?
I have not yet found a thing that I dislike. I have been working with this tool for a couple of months now.
What problems is the product solving and how is that benefiting you?
We use the tool for complex calculations which we use to make our Quotations.
By complex I mean, special discounts, agreements with our customers which are namely Government and Healthcare customers.
By complex I mean, special discounts, agreements with our customers which are namely Government and Healthcare customers.
Been using it for years with Salesforce and never needed another
What do you like best about the product?
Its native to the platform and regular updates. Does what we need it to very simply and efficiently. Used mostly at the moment for invoicing and payments but looking to roll it our across HR and contracts. Good support team and they are regularly in touch with updates and developments,
What do you dislike about the product?
At the moment it is fit for purpose and I am looking to use it more across teams going into next year. I can only recommend a little more material on training and how best to use the product as we could I am sure be using it even better
What problems is the product solving and how is that benefiting you?
Invoice process automation, integration with Sage and Salesforce. We have used this across offices, in UK and US with multiple currencies. We are considering its use across internal contracts, terms documents and HR also.
Recommendations to others considering the product:
If you are using salesforce and looking for a tool that is easy to use for beginners or small admins teams or a larger company with more diverse needs this is a very strong and versatile product.
Conga Forever
What do you like best about the product?
I like the way we can play around with templates and offer to provide the best experience to business.The different options to enhance customer experience provided by conga is really vast
What do you dislike about the product?
I dislike the debugging process in conga.We cannot copy the id of record from workflow dashboard.I had to depend on the conga support for debugging most of the time which i dislike
What problems is the product solving and how is that benefiting you?
We are using conga for generating contract and orders for business.Sending signed contrat is one of the best features we are using with conga
Very useful plugin for sales force
What do you like best about the product?
This lets us generate complex booking forms at the click of a button
What do you dislike about the product?
Takes a bit of learning, but they do provide support
What problems is the product solving and how is that benefiting you?
auto-generated booking forms going from Salesforce opportunities straight into docusign for signature
Great way to automate document creation
What do you like best about the product?
Very good tool to enable a truly automated process, for instance for Quote and contract creation. The breadth of the tool is amazing
What do you dislike about the product?
The tool can do a lot, but administrating it takes some time to get used to, not completely obvious what to do at first..
What problems is the product solving and how is that benefiting you?
We have realized very large benefits in creating the contract documents, saving a lot of time and increasing quality
Conga is bad for Salesforce
What do you like best about the product?
I don't like anything. It is hard to use, hard to integrate, only thing it does what it says it does, but there is better products and cheaper and we will asap switch on them.
What do you dislike about the product?
Whole platform, that it is not fully integrated, it is slow, it doesn't support DX, support is bad, when you create sandbox you need to ask for licence.....
What problems is the product solving and how is that benefiting you?
Creating contracts
Recommendations to others considering the product:
Avoid it if you can
Great Functionality
What do you like best about the product?
Very simple to use, and easy to send customised templates with. We can now adapt anything we need to in-house
What do you dislike about the product?
Sometimes hard to draw elements from different sections of Salesforce. Not as good for complicated documents.
What problems is the product solving and how is that benefiting you?
Booking confirmation emails, visa support letters
Conga Document Generation is a Huge Time Saver
What do you like best about the product?
I like how easy it is to run on an everyday basis. With one click the document pulls the information altogether from SalesForce and puts it in the required format.
What do you dislike about the product?
It was a little tricky figuring out all of the codes/symbols/etc. when building in SalesForce. Building the template was also a little time consuming, but definitely worth it in the end.
What problems is the product solving and how is that benefiting you?
Our sales team uses this to pull information from Salesforce and it puts it into the template format. This alleviates questions as to what information we need in the document and how we want it displayed. They simply plug in the information and out comes a document set up the way we wanted it to be.
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