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Conga Composer API

Conga | 1

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External reviews

675 reviews
from G2

External reviews are not included in the AWS star rating for the product.


    Jim G.

Conga in Two Separate Instances

  • November 13, 2018
  • Review provided by G2

What do you like best about the product?
Customer Support. No BS either. The times I've had to use it, it was painless and it worked. Can't get better than that.
What do you dislike about the product?
A little 'clunky'. But once it is 'learned'... it makes sense.
What problems is the product solving and how is that benefiting you?
Draft quotes and Real Quotes.
Recommendations to others considering the product:
There are any number of apps which will work. How many will still support you in 2020? How many will support you after 'regular' hours?

Conga will.


    Information Technology and Services

Great Product

  • November 13, 2018
  • Review provided by G2

What do you like best about the product?
Conga is a great, robust tool for anyone looking for a document generator that connects with Salesforce. Being able to make Conga buttons in Salesforce dynamic and make the labels in your document dynamic based on the criteria that you specify is especially useful in making a customized document that feeds right back into Salesforce.
What do you dislike about the product?
There is not much I dislike about Conga, if anything I would just warn users that the more savvy the user is with Microsoft Word, the better your documents will look and function. Not necessarily a bad thing, but Salesforce-focused admins may not always have this knowledge right away.
What problems is the product solving and how is that benefiting you?
We would like to generate quotes based on the line of business and type of quote the user selects. The quotes will be sent out to customers and potential customers.


    Mallary K.

Close More Deals with Conga

  • November 13, 2018
  • Review verified by G2

What do you like best about the product?
It's SO easy. I love that no matter how they are accessing the contract, the prospect can very easily review the terms and accept. It's also incredibly easy to update/edit terms within the contract. I really like the analytics, specifically getting text messages when my champion is in the contract. It's also great to see how long they've been in the tool. It has a lot of great features, while still being very intuitive. From the admin side, our team has connected Salesforce to Conga, which streamlines our discounting and proposal creation process by automatically transferring over the fields within Salesforce. This is a great value to the team and to our Salesforce Admins. We've also had great support from the Conga team, whenever we have an issue they are very prompt on resolving it.
What do you dislike about the product?
Honestly, I can't think of anything. I've used a lot of other systems in past roles and this is by far the easiest method (both from the rep side and the prospect side).
What problems is the product solving and how is that benefiting you?
We wanted to streamline our end of deal cycle through giving a simple way to execute contracts and have visibility across the team in how those were developing.


    Christopher F.

The best solution for flexible automated document generation

  • November 13, 2018
  • Review provided by G2

What do you like best about the product?
Conga is the leader in this space for a reason. You can generate contracts and many other types of documents using merge fields from Salesforce and complex business logic
What do you dislike about the product?
There was poor communication around what was needed for Conga to work in Salesforce Lightning. Templates needed to be updated to be Lightning compatible and we didn't realize it until our project was underway.
What problems is the product solving and how is that benefiting you?
Generate contracts automatically. Create automatic summary reports for Account Reviews. Create complex documents using Salesforce data
Recommendations to others considering the product:
See if you also can use their E-signature product as well, they have a good suite overall


    Marketing and Advertising

Octiv > Conga

  • November 13, 2018
  • Review verified by G2

What do you like best about the product?
User friendly and clean UX. Fairly fast responsive time to support tickets (even if issue isn't resolved for a few days)
What do you dislike about the product?
Support experience has gone down hill since Conga acquired Octiv. The support we received when Octiv was initially implemented was phenomenal and the reps really seemed to have a strong grasp on the product. Now it seems like I have a better grasp on some of the featured offers than the actual reps do.
What problems is the product solving and how is that benefiting you?
We're able to allow our sales team to automatically generate agreements which saves both sales and our operations teams a lot of time.


    Computer & Network Security

Account Executive

  • November 13, 2018
  • Review provided by G2

What do you like best about the product?
Conga works seamlessly in the sales environments that I've used it in. It integrates with our other online tools as well as looking very professional to our clients
What do you dislike about the product?
At times formatting issues pop up and can be a hassle to deal with.
What problems is the product solving and how is that benefiting you?
Conga is our solution for all Client facing quotes/proposals as well as internal documents. It's so nice to have this as an online tool for group collaboration.
Recommendations to others considering the product:
You won't be disappointed. Any issues that I've ever had are solved by their amazing customer support.


    Will A.

Love using Conga Composer for all of my Salesforce Document Needs

  • November 13, 2018
  • Review provided by G2

What do you like best about the product?
Conga Composer is a great tool that pulls in Salesforce data into Microsoft office documents. It works well most of the time and can create multiple, complex Excel documents.
What do you dislike about the product?
There are some time issues with the server when pulling merge fields in. These resolve after a few minutes without a problem.
What problems is the product solving and how is that benefiting you?
Creating Quotes, Service Order, Proposals, Contracts, and detailed sales and marketing reports.


    Joey L.

Love My Conga

  • November 13, 2018
  • Review verified by G2

What do you like best about the product?
The product is awesome but I believe the people are even better. I try and think up things they can't do but they always make it work.
What do you dislike about the product?
Off the top of my head I don't think there is anything I don't like about Conga.
What problems is the product solving and how is that benefiting you?
We needed a platform to generate standardized quoting for customers.
Recommendations to others considering the product:
Do it. Do it now.


    Banking

Great Customer Service

  • November 13, 2018
  • Review provided by G2

What do you like best about the product?
I love the fact their customer service team is so willing to help and answer any questions I have. They respond very quickly to a case that I submit.
What do you dislike about the product?
The queries can be a pain to maintain, especially if we change something in Salesforce. Overall though, Conga has been great.
What problems is the product solving and how is that benefiting you?
Our document generation has gone from manual to automated. It is so much quicker and more efficient using Conga!


    Logistics and Supply Chain

Great Salesforce integration and easy document gathering

  • November 13, 2018
  • Review provided by G2

What do you like best about the product?
The Salesforce integration is pretty good and easy to understand
What do you dislike about the product?
The UI could use some work... it takes a lot of practice to get used to it
What problems is the product solving and how is that benefiting you?
Document generation - easy and compliant