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Great tool with even better support
What do you like best about the product?
I am constantly learning new things that we can do. Support has been awesome!
What do you dislike about the product?
I honestly can’t think of anything. Conga U has been very helpful when I have questions.
What problems is the product solving and how is that benefiting you?
We have streamlined our sales teams processes.
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Came for Composer, stayed for Conga Partnership
What do you like best about the product?
Conga’s commitment to supporting our business, via both excellent customer support and a product roadmap based on user feedback.
What do you dislike about the product?
I haven’t had much to dislike, but i would like to see more visibility into the roadmap
What problems is the product solving and how is that benefiting you?
We use composer for all document generation in our processes that touch Salesforce. We have saved thousands of hours and plugged the gaps in or document generation process.
Fascinating, enjoyable, entertaining user conference
What do you like best about the product?
The atmosphere and the friendliness of the conga team
What do you dislike about the product?
The venues air conditioning was a bit cold
What problems is the product solving and how is that benefiting you?
N/A
Instant quotes and sales order
What do you like best about the product?
Has made my sales process super simple when it comes to the finish line. Compose an accurate sales order without any hiccups.
What do you dislike about the product?
Not much to dislike - really enjoy the tool!
What problems is the product solving and how is that benefiting you?
The benefits of Conga are that I can seamlessly create my sales orders in salesforce and send through docusign. No need to worry if the file has errors!
Efficient and useful
What do you like best about the product?
I like how easy it is to upload a new receipt template.
What do you dislike about the product?
Sometimes when I try to load a picture, the formatting gets mixed up and it takes me longer to figure what to do.
What problems is the product solving and how is that benefiting you?
Sending email receipts and being able to change our message every few weeks! Less paper!
Recommendations to others considering the product:
I did not do the setup but if you are new to building software for a business, I would highly recommend having help building it so its geared towards your business.
Very powerful tool for creating our quotes, contracts and detailed reports
What do you like best about the product?
Composer is very flexible and lets us create documents in any format we need. Their support team is also extremely responsive and helps us with great new features and suggestions as we go.
What do you dislike about the product?
So far, I haven't found anything that detracts from our use of the tool. There are many features we aren't yet taking advantage of so I'm still learning...
What problems is the product solving and how is that benefiting you?
We've needed to ensure our teams create consistent quotes and contract documents and pull all the details from Salesforce easily. While staff in different areas always want to add their own "touch" to the documents, they've now found it saves them a great deal more time than creating their own
Recommendations to others considering the product:
Conga's support and documentation is excellent. The free training videos got me up to speed very quickly and let us deliver some powerful features to our team. It also helped with our goal of getting all the information into Salesforce as our sales reps can now see the benefit of having quality data in Salesforce
Conga has great Products and Staff
What do you like best about the product?
Conga solved several problems we were having with certain functions like; in-line editing, reporting, accessibility to information and work flow.
What do you dislike about the product?
They have been great all around. We even had Conga buildout a custom project for us and it turned out great.
What problems is the product solving and how is that benefiting you?
Speed to information, Reviewing content, Improved work flow/process and increased reporting capabilities.
Great way to send templates from Salesforce
What do you like best about the product?
Great resource once you have a large number of contacts you need to reach out to. Easy to set up templates that populate very quickly. Effective marketing and account management tool.
What do you dislike about the product?
If you need Conga for much more, it is not the best tool. I have only been able to reliably use the tool for template emails. The services do seem limited.
What problems is the product solving and how is that benefiting you?
Template emails for agreements and marketing purposes.
Recommendations to others considering the product:
If you need documentation and proposal emails, this is the tool. Also is great for templating your email outreach for other purposes, account management and marketing. It is a basic tool and works fine, has never broken on me.
Great Tool For Document Merging
What do you like best about the product?
The flexibility to work with any Salesforce object and field and to run based on queries or a report
What do you dislike about the product?
It can be tricky to determine the merge field names
What problems is the product solving and how is that benefiting you?
Contract Generation, Sale Closure, Receipt Generation. Ability to close out the business process within Salesforce.
Powerful document generation software
What do you like best about the product?
The native Salesforce functionality and easy user interface make Conga a natural fit for a variety of companies. We use it for contracts, SOWs, presentations, and Excel documents.
What do you dislike about the product?
The 10 license minimum makes it expensive for our company.
What problems is the product solving and how is that benefiting you?
We use it to automatically generate a variety of documents through the sales cycle. These include Excel based estimates, Powerpoint presentations, contracts and SOWs.
Recommendations to others considering the product:
I was fearful of the implementation of Conga, but it was actually very easy. They have a ton of documentation and step-by-step instructions for all of the features.
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