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using composer
What do you like best about the product?
Ease of set up and even more ease of use for my users
What do you dislike about the product?
Hate that you have to use queries to pull the data in lightning but know it is a SFDC thing and not conga thing
What problems is the product solving and how is that benefiting you?
Saves hours of manual work
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Document geeration
What do you like best about the product?
Ease of use and maintenance. As a salesforce admin I can control the parameters
What do you dislike about the product?
Testing is trial and error. And conga queries is a bit tricky to use sometimes
What problems is the product solving and how is that benefiting you?
Auto Gen of documents, also doing esignature with integrated partners
Recommendations to others considering the product:
Understand pricing, what is included in conga composer and what is additional cost
Endless Possibilities
What do you like best about the product?
The ease of use for the end user. Once a solution is built, the end user simply has to point and click.
What do you dislike about the product?
Our Salesforce instance is highly customized and wasn't set up properly, so I run into some object relation issues when using Conga.
What problems is the product solving and how is that benefiting you?
Document creation, automation, invoicing, emailing, data accuracy, efficiency.
Conga makes quoting easy
What do you like best about the product?
Intuitive CRM (Salesforce) integration allows sales reps to quickly and easily build quotes for clients. Merges fields in your CRM to the templates to ensure accurate information is contained within. Provides multiple output types for flexibility. Template repository allows reps to create and save their own templates for future use.
What do you dislike about the product?
User interface is slightly dated. Reliant on data within CRM. Changes to incorrect prices, license numbers, etc... cannot be made directly through tool unless you download a template and make manual changes in Word.
What problems is the product solving and how is that benefiting you?
Allows me to be responsive when clients are looking for quotes. Automate quoting process, cutting down significantly on time needed to build.
Free - non-profit version
What do you like best about the product?
The free version takes care of most of our document creation needs. I like that it saves as a doc rather than trying to send to printer
What do you dislike about the product?
merge field insert is clunky compared to the easy of merge fields in Marketing Cloud or Salesforce templates. It would be alot better if you did not have to use the insert function in word.
What problems is the product solving and how is that benefiting you?
Sending paper merges out of salesforce
Simple and easy to use tool to generate PDFs
What do you like best about the product?
Conga composer is so flexible that we easily setup a PDF file to be generated from the data available in our Salesforce records. Pretty straight forward once you get hands on experience on how to use the tool.
What do you dislike about the product?
There isn’t a manual which I could fine in their website to start learning how to use this tool. It has always been create a ticket with the support or make a phone call to know more the new features.
What problems is the product solving and how is that benefiting you?
Generate PDF files from our Salesforce objects. Export 1 more more reports at once into a excel sheet.
Recommendations to others considering the product:
Learning the tool before setting it up could be of great use.
Document and Contract Management amplified
What do you like best about the product?
Massive amounts of customization and automation scripting, Contracting features are excellent, support and dealing with company staff is excellent. Output to all popular formats, and complete integration into Salesforce. I consider Conga to be part of the SFDC perfect stack.
What do you dislike about the product?
The sheer capability and customizations, especially in later versions, makes it potentially difficult to wrap your head around and understand at first. A bit like learning a new language. understanding the interaction of the moving parts is key.
What problems is the product solving and how is that benefiting you?
Contract generation, proposals, marketing mnaterials can be generated quickly and are in a much better format that standard SF exports.
Recommendations to others considering the product:
Take the time to learn all the capabilities. Understand the architecture and how all the Conga pieces come together. use the training resources/support forum etc.
Salesforce developer
What do you like best about the product?
Our business users are liking this tool they use for Account Hierarchy
What do you dislike about the product?
We are planning to implement conga action grid
What problems is the product solving and how is that benefiting you?
Showing account hierarchy report
Export more than data from Salesforce, export the documents you need for your customers.
What do you like best about the product?
Many solutions for the private sector don’t always apply to state government processes, but Conga Composer is seamlessly integrating into our highly customized org. Conga Composer allows us to export finished documents and speeds up all of our internal processes.
Our team can overcome the tedious nature of relying solely on dated technologies like Word by outsourcing document generation to an automated tool. Composer merges data from standard and custom Salesforce objects so that manual document generation is a thing of the past. Most templates are easy to make and manage.
Our team can overcome the tedious nature of relying solely on dated technologies like Word by outsourcing document generation to an automated tool. Composer merges data from standard and custom Salesforce objects so that manual document generation is a thing of the past. Most templates are easy to make and manage.
What do you dislike about the product?
The product has a lot of moving parts that can be difficult to manage. Dated implementations of Composer that aren't documented well can make an Admin's job difficult.
What problems is the product solving and how is that benefiting you?
What is Conga Composer doing for us?
-Replaces frustrating manual document generation like Word file management with simple Salesforce record keeping.
-Template management is straightforward
-Dramatic increase in our team’s productivity
-Customer support you’d expect from an excellent company like Conga!
-Replaces frustrating manual document generation like Word file management with simple Salesforce record keeping.
-Template management is straightforward
-Dramatic increase in our team’s productivity
-Customer support you’d expect from an excellent company like Conga!
Recommendations to others considering the product:
Are you Salesforce user looking for document generation in order to leverage your data? Investigate this product.
Conga Composer - A good tool for sealing the deal!
What do you like best about the product?
The ability to quickly modify sales orders and sales quotes from Salesforce.
What do you dislike about the product?
Fields do not always map well in template documents.
What problems is the product solving and how is that benefiting you?
We solve the problem of being able to provide all the information a customer needs to seal the deal on one piece of paper. Benefits are increased sales, and more visibility to the customer.
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