Conga Composer API
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Great document generation tool
What do you like best about the product?
Create documents for customers to increase productivity
What do you dislike about the product?
the button creation feation should be a little more user friendly
What problems is the product solving and how is that benefiting you?
Copy and Paste the sam information over and avoid errors.
Much prep work but worthwhile
What do you like best about the product?
Clause management; reduces greatly the repetitive maintenance of flat contract temapltes
What do you dislike about the product?
USing rich text with Salesforce that does not get converted as desired with a Conga Word temaplte
What problems is the product solving and how is that benefiting you?
We are generating Professional Services Statement of Works (SOWs), which are service contracts. Prior to Conga, we would maintain 70+ flat work files. With clauses, we have greatly reduced this.
Recommendations to others considering the product:
Understand the details behind automating document generation to determine resource requires for ongoing maintenance.
I love Conga Composer and Sign!
What do you like best about the product?
Easy to setup and maintain. Consistency of documents
What do you dislike about the product?
There is nothing to dislike about Composer
What problems is the product solving and how is that benefiting you?
They make work life easier for Sales, Execs and legal. Easy for end users learn and use.
Recommendations to others considering the product:
They make life easier for Sales, Execs, legal and the whole team.
Newbie but so far extremely impressed
What do you like best about the product?
Because of someone leaving the company I work for I have inherited numerous Conga tools. I am still getting up to speed but to date am very impressed. Although I can't speak much to the tools themselves at this point I would very much like to call out Conga's customer service. They are responsive, knowledgeable, professional and personal. They have a way of making you feel like you are their favorite customer. I am very excited to be here at Conga Connect to learn all there is to know about the Conga tools and look forward to implementing new processes in my organization
What do you dislike about the product?
So far, from what I have learned so far I have no negatives.
What problems is the product solving and how is that benefiting you?
Automated certification certificates. Contracts, personalized powerpoint presentation, excel spreadsheets.
Recommendations to others considering the product:
I'm not sure if Conga Documention Generation is different from Conga Composer but as of now I am loving Conga Composer. Need to investigate the Conga Documentation Generation product.
it's a vital part of our business
What do you like best about the product?
The ease of creating documents within salesforce
What do you dislike about the product?
setup is a bit of a learning curve but once you get it there isn't much to dislike
What problems is the product solving and how is that benefiting you?
it's created a consistent look and feel for all of our documents that are created out of salesforce
Recommendations to others considering the product:
Just make sure to take your time and ask a lot of questions, Conga is very good at help guiding the process and connecting you to people that can assist along the way
Professional and Consistent Documents
What do you like best about the product?
The dynamic template ability of Conga and the ease of use make it a very powerful tool for so many use cases.
What do you dislike about the product?
The template builder could be a little more user friendly
What problems is the product solving and how is that benefiting you?
We needed to create dynamic templates using Salesforce data without having our users ever leave Salesforce. Conga Composer fit the bill. It's ability to let us create documents using MS Word, Powerpoint and Excel mean that the use cases are limitless.
Professional Proposal Tool
What do you like best about the product?
Ease of use within Salesforce. The professional presentation which sets us apart from our competition.
What do you dislike about the product?
Not always easy to make changes to templates
What problems is the product solving and how is that benefiting you?
Our sales staff can easily create proposals with pricing for multiple products very quickly
Conga Composer Rocks!
What do you like best about the product?
Ease of use. This greatly simplifies the process of generating documents with the accurate information for our customers. I don't have to worry about fat fingering data.
What do you dislike about the product?
if my screen size isn't just right, then the generate document button is off the screen.
What problems is the product solving and how is that benefiting you?
Our proposals are more accurate and addressed to the correct people! We used to have proposals accidentally sent to the wrong customer.
use for proposal system
What do you like best about the product?
the proposal system generates documents seamlessly
What do you dislike about the product?
We don't know want else the system can do
What problems is the product solving and how is that benefiting you?
We do not have to manually put proposals together. it's automated
Easy Document Generation
What do you like best about the product?
Conga is powerful and flexible, and the changes made over the last couple of years for building Solutions has made the product much easier...and even better changes are coming. Easily integrates with Conga Sign as well as other digital signing products. A huge timesaver!
What do you dislike about the product?
The support website and Conga U have been in transition. Would prefer to have recommended "paths" of courses by product and level so that new users know what order courses should be taken in.
What problems is the product solving and how is that benefiting you?
Proposals and Orders/Contracts, BAAs.
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