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Seamless document creation from Sales Force!
What do you like best about the product?
Simplicity! And the seamless integration of Sales Force data into a presentable document for clients.
What do you dislike about the product?
Paying for it! No not really, what I would actually like is a Conga version of DocuSign...?
What problems is the product solving and how is that benefiting you?
Increased efficiency by generating sales orders/quotes sent directly to clients and customers via DocuSign.
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Easy to use document generation
What do you like best about the product?
Conga's documentation is great but their support team is awesome. I am one that learns by doing and they have helped me learn Conga quickly and efficiently sometimes, just through a chat session
What do you dislike about the product?
I learned after setting up many documents and just by accident that some of my set up was not supported by the new Salesforce interface, Lightning which means I need to go back and redesign much of what I already did.
What problems is the product solving and how is that benefiting you?
Email has been significantly reduced. Data is entered once in Salesforce and the document is generated from there. Before we would enter in Salesforce and in a word document and/or email.
Recommendations to others considering the product:
Excellent product. So far all use cases have had positive results
Fast and efficient proposal generation
What do you like best about the product?
Conga allows for easily repeatable proposal templates that have greatly streamlined our proposal generation process. We can put together a quick quote and supporting proposal for a client in minutes using the technology Conga provides.
What do you dislike about the product?
Occasional bugs and other technical hiccups to be expected from an evolving SaaS product do pop up from time to time. It can also be difficult to create a repeatable review process for quotes and proposals that need to be exported for hard copy submission.
What problems is the product solving and how is that benefiting you?
Proposal and quote generation is our primary use for Conga. It has made this process much simpler and faster overall.
Conga Collaborate
What do you like best about the product?
Love that Conga Collaborate is live, and integrates with salesforce.
What do you dislike about the product?
That you have to create a connection for each individual opportunity every time.
What problems is the product solving and how is that benefiting you?
Quote Creation and formality.
Conga Review
What do you like best about the product?
I love that Conga is simple to use and puts all the information I need into an easy to read format
What do you dislike about the product?
There is nothing that I dislike about using Conga, great product
What problems is the product solving and how is that benefiting you?
Data integrity is a big problem that a lot of my clients were running in to and that is no longer an issue with Conga
Recommendations to others considering the product:
I would recommend using Conga over any other product in the market because it is easy to use and easy to configure for any organization looking to put data in to a document format.
Amazing Support
What do you like best about the product?
I like the tool but I LOVE the support. Anytime I am stuck, I am able to reach out and get help from a real person fast!
What do you dislike about the product?
It is very touchy. If there is an extra space, you can drive yourself crazy trying to figure out what the problem is.
What problems is the product solving and how is that benefiting you?
Creating documents to send to clients. This is very helpful to present the information in a clean and organized fashion.
Recommendations to others considering the product:
This is the best tool out there for document generation from Salesforce.
Great Product, Great Service
What do you like best about the product?
I like the ability to pull data from any related standard or custom object into a single document.
What do you dislike about the product?
I am unable to track my cases on the website.
What problems is the product solving and how is that benefiting you?
We use conga to generated documents and send for signature. It eliminates the human error aspect by pulling a consistent set of data from Salesforce.
Simple to use and easy to create proposals
What do you like best about the product?
I like how easy it is to design proposal templates and to "grab and go" proposals for smaller opportunities.
What do you dislike about the product?
The constant name changes and rebranding has been frustrating internally. It really doesn't seem like this software is meant for professional services companies.
What problems is the product solving and how is that benefiting you?
We use Conga Document Generation to create and distribute proposals. It helps us create beautiful, easy to make proposals to provide to clients and prospects.
Recommendations to others considering the product:
Make sure you create a lot of preset templates when you first implement the system. This will make it easier to use all features of the system.
Great tool for Document Generation
What do you like best about the product?
Easy to connect to Salesforce and great tool for generating documents.
What do you dislike about the product?
Little training required for merge fields
What problems is the product solving and how is that benefiting you?
We use Conga to generate Quotes, Invoice, and Contracts. This tool makes it really easy for our Accounts Manager's to generate a custom looking document for the customer in a matter of minutes.
Makes Sales Rep Candidates and Competitors Jealous
What do you like best about the product?
We've been using this product since it was still called Tinderbox (later Octiv, then Conga) and it's hard to remember how our sales team operated without it. Our sales process relies heavily on an interactive proposal review, and moving away from unbranded Google Docs to the rich, multimedia proposals that Conga allows us to create was a game-changer. We love being able to reach out after we're alerted to a prospect viewing a proposal, and the interface is easy enough that individual reps can customize their proposals with no support needed from the Marketing team (no offense, sales reps!).
What do you dislike about the product?
We've had a few billing and customer service hiccups since Conga acquired Octiv I expect that once teams and systems get fully integrated, we won't run into any further issues.
What problems is the product solving and how is that benefiting you?
We were using Google Docs to create proposals; they looked like crap and were even harder to share with prospects. Friction in getting deals closed was all-but-eliminated thanks to digital signatures.
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