Conga Composer API
CongaReviews from AWS customer
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Conga Collaborate
What do you like best about the product?
Love that Conga Collaborate is live, and integrates with salesforce.
What do you dislike about the product?
That you have to create a connection for each individual opportunity every time.
What problems is the product solving and how is that benefiting you?
Quote Creation and formality.
Conga Review
What do you like best about the product?
I love that Conga is simple to use and puts all the information I need into an easy to read format
What do you dislike about the product?
There is nothing that I dislike about using Conga, great product
What problems is the product solving and how is that benefiting you?
Data integrity is a big problem that a lot of my clients were running in to and that is no longer an issue with Conga
Recommendations to others considering the product:
I would recommend using Conga over any other product in the market because it is easy to use and easy to configure for any organization looking to put data in to a document format.
Amazing Support
What do you like best about the product?
I like the tool but I LOVE the support. Anytime I am stuck, I am able to reach out and get help from a real person fast!
What do you dislike about the product?
It is very touchy. If there is an extra space, you can drive yourself crazy trying to figure out what the problem is.
What problems is the product solving and how is that benefiting you?
Creating documents to send to clients. This is very helpful to present the information in a clean and organized fashion.
Recommendations to others considering the product:
This is the best tool out there for document generation from Salesforce.
Great Product, Great Service
What do you like best about the product?
I like the ability to pull data from any related standard or custom object into a single document.
What do you dislike about the product?
I am unable to track my cases on the website.
What problems is the product solving and how is that benefiting you?
We use conga to generated documents and send for signature. It eliminates the human error aspect by pulling a consistent set of data from Salesforce.
Simple to use and easy to create proposals
What do you like best about the product?
I like how easy it is to design proposal templates and to "grab and go" proposals for smaller opportunities.
What do you dislike about the product?
The constant name changes and rebranding has been frustrating internally. It really doesn't seem like this software is meant for professional services companies.
What problems is the product solving and how is that benefiting you?
We use Conga Document Generation to create and distribute proposals. It helps us create beautiful, easy to make proposals to provide to clients and prospects.
Recommendations to others considering the product:
Make sure you create a lot of preset templates when you first implement the system. This will make it easier to use all features of the system.
Great tool for Document Generation
What do you like best about the product?
Easy to connect to Salesforce and great tool for generating documents.
What do you dislike about the product?
Little training required for merge fields
What problems is the product solving and how is that benefiting you?
We use Conga to generate Quotes, Invoice, and Contracts. This tool makes it really easy for our Accounts Manager's to generate a custom looking document for the customer in a matter of minutes.
Makes Sales Rep Candidates and Competitors Jealous
What do you like best about the product?
We've been using this product since it was still called Tinderbox (later Octiv, then Conga) and it's hard to remember how our sales team operated without it. Our sales process relies heavily on an interactive proposal review, and moving away from unbranded Google Docs to the rich, multimedia proposals that Conga allows us to create was a game-changer. We love being able to reach out after we're alerted to a prospect viewing a proposal, and the interface is easy enough that individual reps can customize their proposals with no support needed from the Marketing team (no offense, sales reps!).
What do you dislike about the product?
We've had a few billing and customer service hiccups since Conga acquired Octiv I expect that once teams and systems get fully integrated, we won't run into any further issues.
What problems is the product solving and how is that benefiting you?
We were using Google Docs to create proposals; they looked like crap and were even harder to share with prospects. Friction in getting deals closed was all-but-eliminated thanks to digital signatures.
Conga in Two Separate Instances
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.
Conga will.
Great Product
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.
Close More Deals with Conga
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.
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