Conga Composer API
CongaReviews from AWS customer
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Great tool for Salesforce
What do you like best about the product?
It saves time for salesforce users when creating documents, before they were forced to copy and paste values from salesforce to a text editor.
What do you dislike about the product?
You can not customize so much the email generated when working with conga composer and conga sign.
What problems is the product solving and how is that benefiting you?
Saving time, this allows users to spend time in other tasks.
Easy to configure and easy to use.
Easy to configure and easy to use.
Onboarding Document Creation
What do you like best about the product?
Easy to add a custom button in Salesforce for our employees to quickly send an onboarding overview document. This includes discussion points, goals, etc. from our kickoff calls.
What do you dislike about the product?
No major concerns. We have a unique setup and being able to send a document would be easier which Conga does but it won't work with our use case.
What problems is the product solving and how is that benefiting you?
Streamlines our onboarding process to quickly deliver an email with expectations for us and our clients.
Recommendations to others considering the product:
If you want easy document creation or email deliverability directly from Salesforce I would recommend. Especially since Salesforce emails are fairly simplistic. This product allows full document/email customization via html, etc.
Saves loads of time and effort with document generation
What do you like best about the product?
The flexibility of being able to design our own templates in MS Word, Powerpoint and Excel and extract the necessary fields of data where we want it and how we want it all at a click of a button is fantastic.
What do you dislike about the product?
There is a bit of a learning curve and for new hires in our team with no prior experience using conga, it requires a great deal of hands-on training. The documentation and resources available through the various conga support channels are great, but difficult to navigate for the inexperienced that don't necessarily know what to look for.
What problems is the product solving and how is that benefiting you?
We primarily are using it to auto-generate documents such as proposals, agreements and program summaries - all of which are completed with a click of a button on their appropriate object pages in Salesforce.
Recommendations to others considering the product:
Take the time to go through the documentation. It will help you identify new ideas and ways of using the tool.
Conga makes our processes more efficient
What do you like best about the product?
It gets proposals and invoices out the door faster
What do you dislike about the product?
Nothing yet - I haven't used the product directly but it seems to work fine
What problems is the product solving and how is that benefiting you?
Invoices, proposals and processes running more efficiently
Its always pleasure to get new things from conga
What do you like best about the product?
Mostly everything I like about conga specially the mapping of the fields.
What do you dislike about the product?
Recently we have a request for the PDF workaround that not done yet
What problems is the product solving and how is that benefiting you?
Easy pdf generator which our business team was impressed
Excellent Product and Customer Service
What do you like best about the product?
Once you've learned how to use Conga, it becomes a very helpful tool. Conga is incredibly flexible, so more than likely you'll be able to accomplish any document-creation goals with it. Also, customer support is excellent. There are some helpful resources online for some simpler issues, but the Conga support staff are incredibly helpful if you need more assistance with anything.
What do you dislike about the product?
At first, it can be somewhat intimidating to begin using the software. There is a learning curve there.
What problems is the product solving and how is that benefiting you?
Conga is allowing members of my organization to automatically create documents that they would have had to manually create in the past. They are also able to do things like including files that are attached to the record in Salesforce, which saves even more time.
Recommendations to others considering the product:
It is helpful to get a full tour of the software from Conga themselves. Before I did this, I was having some difficulty with figuring out some of the features, but the guided tour from Conga allowed me to figure it out.
Great Product
What do you like best about the product?
It is very helpful to have conga documentation
What do you dislike about the product?
The way of debugging, Also it will include only one sheet from excel in combined pdfs if we don't set a print area.
What problems is the product solving and how is that benefiting you?
Automatically PDF Generation
Recommendations to others considering the product:
Multiple sheets in excel
Perfect for everyday easy use
What do you like best about the product?
We use conga to help make our locational level sales process much simpler for our sales team. Being able to have branding agreements that pull fields from SF works very well for us.
What do you dislike about the product?
I believe we are only using a few of the features and I still have to dig in a learn to use the rest to get the most out of our program.
What problems is the product solving and how is that benefiting you?
SF to DocuSign bridge for agreements
Conga Composer Review
What do you like best about the product?
Conga Composer greatly increases our operational efficiency while moving our entire workflow to Salesforce.
What do you dislike about the product?
Time to generate documents could be slightly faster, and if the 'To:' filed on the composer email wizard could take an email address from a text field that would be great.
What problems is the product solving and how is that benefiting you?
We've moved our entire workflow from an old develop system onto salesforce which has greatly improved reporting capabilities, and many aspects of operational streamlining.
Good Software, Great Customer Service
What do you like best about the product?
We purchased Conga during a migration of 1 of our subcompanies from Sage CRM to SalesForce. I recreated a lot of documents they were processing either with Word & their own email or by paper. Conga has made almost everything fairly easy & intuitive so it didn't take long to catch on to how to make the document templates or create a button. What I like best, though, is their amazing customer service. Being new to both Conga & SalesForce, I had a lot of questions. Every representative that I talked to was very knowledgeable, friendly, happy to give me tips/help I didn't even ask for & treated me respectfully no matter how dumb my questions may have seemed to them (I'm a total novice with both their software & SalesForce).
What do you dislike about the product?
I wish the SOQL query builder were a little more robust & maybe had a place where you can choose functions to choose while making the query. Overall, not a huge complaint.
What problems is the product solving and how is that benefiting you?
Automate creation & standardize format of contracts & letters, modernize the method of obtaining signatures for several of those, easier method of tracking signed documents
Recommendations to others considering the product:
The high level of customer service & the ease of use of this product from a development standpoint make this product stand out.
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