I use Conga Composer to generate invoice and code templates. It's useful for creating templates on Salesforce object records, but I haven't used it for contract management.
Conga Composer API
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Useful for creating templates on Salesforce object records
What is our primary use case?
What is most valuable?
What I like about Conga Composer is that it's much easier than Salesforce's native templating. It's simple to add merge fields, write queries to pull data and access up to four levels of related objects. This makes it very comfortable to get all the needed data into templates.
We can use Word templates with Word boxes and customize everything. Its conditions are very easy to write and hide content based on requirements. When used with DocuSign, Conga Composer can calculate currency fields that DocuSign can't.
We can default to PDF and hide content to reduce errors. We can generate invoices by clicking a button and hiding tables, which we can't do in DocuSign. We can download and attach documents to notes and attachments or any field we require.
The solution with Salesforce allows us to generate templates with a single click after some configuration steps.
What needs improvement?
The only improvement I'd like to see is the ability to hide a single column within a grouped table, which I couldn't figure out how to do.
For how long have I used the solution?
I have been working with the product for two years.
What do I think about the stability of the solution?
I haven't faced any stability issues in the two projects I've worked on.
What do I think about the scalability of the solution?
The tool seems scalable and easy to understand. The documentation from the community partner is very detailed and helpful.
How are customer service and support?
I haven't personally worked with their technical support.
How was the initial setup?
The initial setup is manual and takes about two to three hours. For my current project, I have Conga Composer installed in developer and QA orgs. In previous projects, we deployed it from dev to QA to UAT and then to production, which required manual steps. It's a cloud-based solution that works with Salesforce.
What about the implementation team?
The tool's deployment was done in-house.
What was our ROI?
When bundled with Salesforce, the tool costs a bit less. I find it provides good value for money and saves time.
What's my experience with pricing, setup cost, and licensing?
I think the tool costs around six dollars per user.
What other advice do I have?
I recommend Conga Composer to others because it's easy to use and understand. It supports downloading templates in multiple formats like Word and PDF, more than DocuSign. My advice to potential users is that it's really handy and supports many template formats. On a scale of one to ten, I would rate Conga Composer a nine overall.
Takes time to set up but worth the effort
What do you like best about the product?
Total flexibility in how produced documents are formatted.
What do you dislike about the product?
Some portions of setup require Salesforce Classic, which can be a pain
What problems is the product solving and how is that benefiting you?
Standardizing quoting without having to go to full Salesforce CPQ
Easy to setup and customize
What do you like best about the product?
It's a simple tool that does a simple task where Salesforce falls short. It is capable of doing many complex processes if necessary. It saves time creating and sending documents that are required by the business on a regular cadence.
What do you dislike about the product?
For more complex solutions, Conga Composer + Solution isn't very intuitive when editing templates, and the documentation has proven to be incomplete. I have had to work with support pretty closely to meet our business requitements. Luckily their support team is extremely knowledgable, responsive, and friendly.
What problems is the product solving and how is that benefiting you?
Conga Composer allows our business to generate printable guest books of event guests before events so that our team can study attendees, and match faces with names, bios, and area of interests. Conga Composer also generates a post-event report that is easy for our seniors to digest in a PDF format that is emailed following an event.
Design of support related to Salesforce CRM
What do you like best about the product?
The approach is not simple, but the automatisms work well and once you have understood the mechanisms between Conga Query / Conga Composer and Template, you can handle the documents including with the Conga Sign solution.
What do you dislike about the product?
We do not have documentation in French
What problems is the product solving and how is that benefiting you?
the retrieval of Salesforce data on accounts, contacts, opportunities, and all components in order to design materials that are easy for users to use on a daily basis
Feedback
What do you like best about the product?
Facilitate updating existing templates
What do you dislike about the product?
When a template uses a conga query, if the conga query field is not visible to the user, the document can be generated but with strange behavior.
What problems is the product solving and how is that benefiting you?
Facilitate for our users to generate PDFs from data present in Salesforce
Standardization of documents
Standardization of documents
Great product for congregating Salesforce data
What do you like best about the product?
It is a great product that does exactly what we need - combining data from Salesforce to display in an easy-to-read format for our clients. There is also a lot of flexibility in creating different document types.
What do you dislike about the product?
Some document types have more limitations, like PDFs.
What problems is the product solving and how is that benefiting you?
We no longer have to take lots of time manually filling in documents but can just a click of a button.
Conga Composer and our needs.
What do you like best about the product?
We like being able to generate data out of salesforce using Conga Composer exporting tools.
What do you dislike about the product?
Once you have a template setup for reporting it works great but it can be difficult to get it setup initially.
What problems is the product solving and how is that benefiting you?
Extracting data from at a click of a button into an Excel spreadsheet is where Conga Composer shines!
Conga is a great tool that solves document business challenges smoothly,effectively,and efficiently.
What do you like best about the product?
I love the query builder, and the ability to use a local template in Conga to test your queries - even though you can test the query directly, using sample record ids to populate the data. Additionally, of all the vendors that I deal with, Conga Support is one of, if not, the most responsive to needs, and quick to resolve any issues (usually my understanding of Conga!)
What do you dislike about the product?
It is a little awkward to get your test template data, but once you get used to it, it is at least consistent.
What problems is the product solving and how is that benefiting you?
Conga solves our Contract Generation issues by allowing us to template the various forms of our contracts, and merge them in the end. Conga also allows us to manage other ancillary documents and merge them with ease.
Making Proposals streamlined and easy
What do you like best about the product?
Reduction of errors and increase in time for business advisors
What do you dislike about the product?
Cost of the software is very high for smaller orgs
What problems is the product solving and how is that benefiting you?
It's helping us streamline our proposal process while keeping Salesforce records accurate
Feature-Rich and Solution Oriented
What do you like best about the product?
My team is able to use Composer to create complex contracts. Our org is in the real estate space so contracts, disclosures, etc. are numerous and lengthy. Composer has allowed us to trim contract signing sessions from 2 hours down to about 20 minutes. It integrates with Salesforce and we can generate contracts directly through the CRM.
What do you dislike about the product?
When the system is buggy or if a service goes down my team is unable to do work. Fortunately this does not happen frequently and when it does their customer support is quick to provide solutions and give updates.
What problems is the product solving and how is that benefiting you?
Provides our org the ability to generate complex contracts, addendums, etc. with the click of a button
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