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Great Customer Service
What do you like best about the product?
I love the fact if I have a question, they are willing to help with a smile on their face!
What do you dislike about the product?
Sometimes it isn't easy trying to find an answer on your own through their support pages because there's so much information.
What problems is the product solving and how is that benefiting you?
We have saved a lot of time by having documents automatically generate vs. users having to manually generate documents.
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Gets the job done but could be better
What do you like best about the product?
Conga is relatively simple to use and it does the main task that it was created for - create documents. It is relatively fast (less than 20 seconds) and generally does not produce errors in merging the documents.
What do you dislike about the product?
However, it has a relatively hard time of producing documents with any kind of complexity. It can not handle a business with a complex product offering without huge manual template manipulation from the administrator (which then requires end user manipulation and QA).
What problems is the product solving and how is that benefiting you?
Conga has helped expedite the contract creation process by providing some of kind of automation. It helps solve the business problem of making sure to minimize the time between contract request from the client to producing a document that the client can receive.
Recommendations to others considering the product:
This tool can be helpful for some, but make sure that they can handle the complexity of the business documents you require. Other document management tools may be more beneficial.
I have been working on Conga in many implementation and I feel it is one of the best Doc gen tool
What do you like best about the product?
Ease of learning and configuring. The Conga support site is also very helpful and Support team is also very helpful.
What do you dislike about the product?
Conga Trigger as it does not have any component to reload a page.
What problems is the product solving and how is that benefiting you?
We hit a roadblock when we got View state error and document generation tool helped a lot and maintenance of templates is also very easy.
Recommendations to others considering the product:
The pricing aspect for Conga Licenses and also ensure that Communities aspect is also considered.
Great
What do you like best about the product?
Easy access to updated documents. Also organized templates. Automated prefilled templates were a major help in implementing communication to consumers quickly and efficiently.
What do you dislike about the product?
Some documents took way longer to load vs other documents.
What problems is the product solving and how is that benefiting you?
It helps show progress and metrics for each week helping keep the pace going.
It keeps me organized and up to date.
It keeps me organized and up to date.
JTF Wireless
What do you like best about the product?
It gives you the flexibility to send emails from the platform, and write your own text
What do you dislike about the product?
It can sometimes take some time to donwnload
What problems is the product solving and how is that benefiting you?
It has enabled us to streamline our processes and have traceability of documents sent.
Recommendations to others considering the product:
This can be configured to how you want it, and is very flexible. Really think about how you want it to work, before making the decision.
A Proposal Solution for a Virtual Company
What do you like best about the product?
The custom created templates have given us the ability to quickly create several types of documents to send to prospective clients/affiliates. Also the integration with our form submission software allows us to easily have people send us important information. The fact that your document will auto-save as you make changes is a big relief, knowing you won't lose any work.
What do you dislike about the product?
I dislike that to edit any published proposals they must be duplicated and the title must be changed to keep the link from looking odd. As we have custom created and detailed proposals, it would be nice to be able to go in and tweak an original document. We often have several revisions and the titles become creative (Revised, updated, final, etc.)
What problems is the product solving and how is that benefiting you?
As an entirely virtual company we needed a way to send our proposals to our prospects to prove that everything can be done effectively in a virtual space. Also, the notifications of opening documents and the reporting information gives our representatives insights to prospects' thoughts such as what option they are leaning towards, and these insights aid in their post-proposal discussions.
Excellent Product for Doing mail merges and also send reporting to customer and stakeholders
What do you like best about the product?
I love this product as it offer much more than standard salesforce document generation and makes it easier to share this with stakeholders. For example standard quotes in sales force are really poor this means to offer the best options to customer we use conga to do this. We also use the product to take reports created in sales force and convert them to templates spreadsheets. This is then sent out to management so they can review the data we have on sales and opportunities in our company. This means that we do not have to but extra sales force license for users that only need to see the reports. Also we like the ability to create the word documents from the tool, these are used for creating certificates for training along with distribution contracts. All this offers many features that we would not have without using the conga tool.
All in all I really like conga and use it day in day one as both a user and an admin of our CRM System.
The pricing is very good based on the amount of features that you get and I can see us using more of the products such as signature in the next 12 months.
All in all I really like conga and use it day in day one as both a user and an admin of our CRM System.
The pricing is very good based on the amount of features that you get and I can see us using more of the products such as signature in the next 12 months.
What do you dislike about the product?
Nothing apart from having to create SOQL queries because the reporting and lighting does not work well.
What problems is the product solving and how is that benefiting you?
Contracts, Quoting, sending reports as excel files to stake holders
Recommendations to others considering the product:
Worth the investment in terms of what if offers
Simple and effective
What do you like best about the product?
The simplicity is key for our team. We run a small sales team and Conga is very suitable for our needs.
What do you dislike about the product?
There have been frequent changes recently, due to the re-branding. This has caused us some problems but customer support has been quick resolve issues.
What problems is the product solving and how is that benefiting you?
CDG provides transparency for our sales team. A major benefit for us is the possibility to duplicate documents quickly and send to customers.
Reviewing conga document generation used for various project implementations with Cloudsense
What do you like best about the product?
1) Use of word templates
2) Easy structure of procedures to follow
3) Data extraction tool giving query alias wise data
4) Conga Support team providing quick, polite and useful responses
5) Conga support website having ample reference articles
6) List of useful parameters
7) Ease of integration with Adobe sign / Docu sign for digital signature purposes
2) Easy structure of procedures to follow
3) Data extraction tool giving query alias wise data
4) Conga Support team providing quick, polite and useful responses
5) Conga support website having ample reference articles
6) List of useful parameters
7) Ease of integration with Adobe sign / Docu sign for digital signature purposes
What do you dislike about the product?
1) Conga's behavior with lightning. Upon changing anything in lightning component stops conga redirection for a while if the URL is prepared using code.
2) Conga's support for partner community. There is lack of clarity in thoughts from conga support in this matter. The solution does not redirect back to partner community after document generation. For the solution, conga team is pushing extra licensed product of conga trigger.
On support site, it is mentioned that conga fully supports partner implementation, but above mentioned scenario contradicts the statement.
2) Conga's support for partner community. There is lack of clarity in thoughts from conga support in this matter. The solution does not redirect back to partner community after document generation. For the solution, conga team is pushing extra licensed product of conga trigger.
On support site, it is mentioned that conga fully supports partner implementation, but above mentioned scenario contradicts the statement.
What problems is the product solving and how is that benefiting you?
1) Document generation for contract and agreement documents
2) VF page limitation for PDF generation for mentioned documents
3) Document generation from SFDC base objects as well as Cloudsense package objects
4) Restructured a manual process of printing forms and getting it signed
2) VF page limitation for PDF generation for mentioned documents
3) Document generation from SFDC base objects as well as Cloudsense package objects
4) Restructured a manual process of printing forms and getting it signed
Recommendations to others considering the product:
1) Support should be provided as swift as conga
2) Document finishing and alignment should be given as swift as conga
2) Document finishing and alignment should be given as swift as conga
Integrated Contracts with Conga
What do you like best about the product?
Being able to integrate our Salesforce data with our contracts has allowed us to 1) seamlessly create sales contracts within Salesforce 2) validate Salesforce fields and 3) use Docusign directly
What do you dislike about the product?
Setting up the templates takes a little bit of getting use to the configuration. Specifically with tables and dynamic fields.
What problems is the product solving and how is that benefiting you?
Reducing the time it takes to create a sales contract
Reducing the mistakes on a contract
Integrating SF and our contracts
Emphasizing data quality in SF
Mandating more fields than ever imagined in SF
Reducing the mistakes on a contract
Integrating SF and our contracts
Emphasizing data quality in SF
Mandating more fields than ever imagined in SF
Recommendations to others considering the product:
It is definitely an investment and worth considering all the features before making the jump. Conga can replace multiple softwares.
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