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Easy to Use and Professional with Great Support
What do you like best about the product?
Conga Composer produces a professional-looking document with information pulled easily right from your Salesforce Org. They have an extensive training, so you can easily learn to use the product -- interactive courses along with step-by-step guides showing you exactly how to use the product. If you have a problem, and can't find the answer online - their support chat is AMAZING. They are friendly and helpful and (of course) knowledgeable. Even when it was realized the program couldn't do what I wanted it to, they had suggestions for workarounds (until they get the program to where it could do what I wanted!).
What do you dislike about the product?
If you're an end-user, there is a little bit of a learning curve-- but it's not too bad, all things considered. And if you have a certified administrator setting things up for you, you should have no problems at all learning how to use it!
What problems is the product solving and how is that benefiting you?
Automated emails, attaching quotes and other generated documents
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Good stuff for NPO
What do you like best about the product?
We’re an npo on sf and use conga all the time.
What do you dislike about the product?
It’s fine and I don’t have any complaints
What problems is the product solving and how is that benefiting you?
Sophisticated mail merge
Useful with great support
What do you like best about the product?
Their support has been excellent in finding out exactly what we want to do and leading us through how to get it done.
What do you dislike about the product?
Not quite as flexible as I'd like. I'd like some ability to add custom notes or personalization to a particular document.
What problems is the product solving and how is that benefiting you?
we've used Conga for generating invoices, automatic reminder/notice emails.
Great experience for internal requirements
What do you like best about the product?
We have had a Great experience for internal requirements gathering.
It’s a franchise organization that needs multiple logos localized contacts and content this is gonna be a great asset as we roll out CpQ in our business
It’s a franchise organization that needs multiple logos localized contacts and content this is gonna be a great asset as we roll out CpQ in our business
What do you dislike about the product?
None discovered yet we are still specking requirements
What problems is the product solving and how is that benefiting you?
Local franchise content
Review of Conga
What do you like best about the product?
Very helpful tool to forecast - goes beyond what Salesforce can provide
What do you dislike about the product?
Installation took a long time and was not an easy process
What problems is the product solving and how is that benefiting you?
We are running our forecast reporting
Recommendations to others considering the product:
They apear to be the leader in this space
Love it
What do you like best about the product?
we use conga for Univeristy events and we love it, our parents love it, our future students love it.
What do you dislike about the product?
it can be confusing at first to set it up and coding but afterwards its easy to use and clone
What problems is the product solving and how is that benefiting you?
we had an old version but now it updated and syncs with our salesforce CRM
Recommendations to others considering the product:
easy to use and connected to our CRM
Most effective document generation tool on Salesforce Platform
What do you like best about the product?
Ease of use
Ease of development and integration
Excellent support from the Support team
Ease of development and integration
Excellent support from the Support team
What do you dislike about the product?
Billing is sometimes based on different structures which can be pretty confusing. Also, there is little support for secure PDF
What problems is the product solving and how is that benefiting you?
PDF document generation for contract signing. We used to have a lot of issue managing contract documents manually and hence switched to Conga to attach the document generated to the Contract record.
Recommendations to others considering the product:
Please have a look at this software before making a selection, as they have excellent API support.
Conga Composer
What do you like best about the product?
Able to create reports and use in template builder. Saves time and like the flexibility.
What do you dislike about the product?
Process for creating a template is far from intuitive and feels a bit clunky. Support documentation is hard to find and hard to determine steps to create templates, etc.
What problems is the product solving and how is that benefiting you?
Using Conga to provide detailed reports across multiple objects to our constituents. Allowed us to move from Excel templates to a much more professional template.
Attorney reviewing contracts assembled by Conga.
What do you like best about the product?
Conga does well with complicated logic; our contract template had different T&Cs depending on the product(s) purchased and Conga was able to take our Franken-template and pump out accurate Work Orders every time.
What do you dislike about the product?
1. There are limits to the logic that made it necessary to have manual edits in every contract instance, which is understandable but wish it could have been more robust.
2. Support services were 6/10 (I often felt that the Conga engineers/sales reps had not prepared for our meetings at all)
3. The use of tables vs. static text made for mismatched margins which overall lead to many manual adjustments or just letting a sometimes visually sloppy document go through to customers.
2. Support services were 6/10 (I often felt that the Conga engineers/sales reps had not prepared for our meetings at all)
3. The use of tables vs. static text made for mismatched margins which overall lead to many manual adjustments or just letting a sometimes visually sloppy document go through to customers.
What problems is the product solving and how is that benefiting you?
Reducing time spent drawing up Work Orders and reduce human errors from manual drafting. Both improved but were not 100% eradicated (but met and in some cases exceeded expectations).
It just works
What do you like best about the product?
The title says it all: It just works. We became a Conga customer four years ago and the product has continued to scale with our business. The new interface, which I guess is at this point more than a few years old, further simplified the user experience.
What do you dislike about the product?
Embedding conditional logic in templates could be easier. In order to lessen the impact of this shortcoming, we put more of our business logic in the Salesforce integration as opposed to in the Conga templates themselves. This adds a adds a modest amount of maintenance overhead when we need to make a change to all template variants.
What problems is the product solving and how is that benefiting you?
We generate ordering documents using data in Salesforce opportunity records and automatically send the PDFs to DocuSign for digital signature. Our ordering documents used to be created manually, which resulted in them being littered with errors. By enforcing document creation and signature with a combination of Salesforce, Conga, and DocuSign, we've eliminated errors and reduced time to close.
Recommendations to others considering the product:
Get to know the advanced DocuSign for Salesforce integration options; choosing the right settings can drastically simplify the user experience for non-administrators.
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