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A Great Doc-Gen Solution
What do you like best about the product?
-Support: The support agents set this product apart from their competitors. They're all super friendly, more than willing to help, and if they tell you that they'll do something, they will keep their commitments. I have implemented Conga at multiple companies both as a full-time employee and a consultant (recommending Conga) expressly because of the support.
-Flexibility of the product (seriously, these guys have thought of just about everything). I can create everything from Sales Decks to reports to roadmaps to narrative Word docs using Conga + SFDC data. I'd like to see more here.
-Ease of use of the product - the new updates that auto-create the buttons make it really simple to use
-Flexibility of the product (seriously, these guys have thought of just about everything). I can create everything from Sales Decks to reports to roadmaps to narrative Word docs using Conga + SFDC data. I'd like to see more here.
-Ease of use of the product - the new updates that auto-create the buttons make it really simple to use
What do you dislike about the product?
-Documentation, while thorough, could be organized better. The categories don't seem to be as fully baked and easy to navigate as they could be
-Sample templates that can be downloaded and reviewed based on standard SFDC objects
-I would like to see more ideas and how other customers have used Conga for "unconventional" solutions. I like that I can create invoices/quotes with the product, but would like to see the other uses people have come up with to generate from the tool.
-Sample templates that can be downloaded and reviewed based on standard SFDC objects
-I would like to see more ideas and how other customers have used Conga for "unconventional" solutions. I like that I can create invoices/quotes with the product, but would like to see the other uses people have come up with to generate from the tool.
What problems is the product solving and how is that benefiting you?
-Generating consistently formatted documents with the same questions answered by ever producer
-Generating visual roadmaps of projects based on SFDC data
-Generating reporting that isn't capable via native SFDC reporting
-Generating visual roadmaps of projects based on SFDC data
-Generating reporting that isn't capable via native SFDC reporting
Recommendations to others considering the product:
There are other solutions similar to Conga out there, but Conga's support sets them far apart from the others.
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User friendly, extremely dynamic, great support!!
What do you like best about the product?
The syntax is super easy to learn and the documentation for the end user is seamless to create. Highly recommend!
What do you dislike about the product?
After learning the basic limitations-which are very few-creating templates was a breeze!
What problems is the product solving and how is that benefiting you?
We are generating annual reports for partnering institutions, providing them with an easy to read document of data collected from Salesforce.
Conga is our go to tool for formatting data
What do you like best about the product?
Very user friendly and intuitive! It is really easy to build and deploy templates.
What do you dislike about the product?
Completing the merge can be a little slow at times.
What problems is the product solving and how is that benefiting you?
We use it to bring our data into letters, written reports, and building charts.
Recommendations to others considering the product:
This will make your life amazing.
Conga Composer for Mail Merges
What do you like best about the product?
Conga Composer works great for merging Salesforce data and presenting it beautifully within documents.
What do you dislike about the product?
There really isn't much to dislike about the product, its mature and reliable and flexible.
What problems is the product solving and how is that benefiting you?
Generating documents from Salesforce data
Recommendations to others considering the product:
Its a great product
Better Than Mail Merge
What do you like best about the product?
Conga allows us to do things we couldn't with mail merge. We are able to populate data for leases and other documents we couldn't with mail merge. We are even able to create reports that will generate the data we need to merge.
What do you dislike about the product?
It offers a lot and I don't feel we take full advantage of what it offers so there is more to learn. The ui could look more up to date.
What problems is the product solving and how is that benefiting you?
Conga Composer solved our issues with creating documents with the data prepopulated that mail merge couldn't. Users had to fill in data and ran the chance of errors. Query is a big help.
Recommendations to others considering the product:
Give it a try. There is an evaluation trial offer.
Leveraging Conga on a custom object -> self implementation
What do you like best about the product?
Looking at Conga during the evaluation period, there was plenty of material available online and helped strongly in the ability for us to self implement the solution. Conga provides templates for standard Salesforce objects but it was easy enough to look at their formats and leverage our own custom templates. Our custom object leverages the record data plus 5 related objects all that get pulled into a project report.
What do you dislike about the product?
There isn't great documentation with setup for what a "read only" user needs access too. Took a bit of back and forth with our Salesforce admin to get a non admin user access to run the Conga templates.
Only other item that is clunky is the related objects and having to do a report and the formatting necessary to do the loop within the document and to keep formatting the same. Have had to put the formatting in 5pt to not shift.
Only other item that is clunky is the related objects and having to do a report and the formatting necessary to do the loop within the document and to keep formatting the same. Have had to put the formatting in 5pt to not shift.
What problems is the product solving and how is that benefiting you?
We are leveraging Conga for our Weekly Status reports to send to our customers during our implementations - this allows for our Project Managers to keep one record of truth for the project (internal and customer facing notes) and simply create a customer facing document with only a few clicks. This also allowed us to move from an excel based project template to a much more customer friendly and professional template that is standard across all our project managers.
Recommendations to others considering the product:
Conga pricing model is per user not by template. It is a great way to get professional documents out of your Salesforce system on multiple objects. Looking forward internally to continuing to roll out additional templates.
The missing piece of Salesforce
What do you like best about the product?
The templates and customization is great.
What do you dislike about the product?
It can some times be tough when salesforce limits your api calls but this is really not a conga issue.
What problems is the product solving and how is that benefiting you?
Custom quotes, emailing price lists. We first got Conga for the quotes but we have realized there are many uses for the software.
Easy install and creation of new templates
What do you like best about the product?
Easy installation and maintenance of platform. New templates can be altered and created easily, making for quick response to business needs.
Support was very responsive and offered solutions such as in-process editing. Unfortunately, the enhancement has not been completed as far as I know, thus still waiting on this.
Support was very responsive and offered solutions such as in-process editing. Unfortunately, the enhancement has not been completed as far as I know, thus still waiting on this.
What do you dislike about the product?
Wizards tend to help, but can be cumbersome when using Conga components in custom solutions.
In-process editing was tested (in beta at the time), but has not been fully released. Thus, this feature would be a big benefit to our solution.
In-process editing was tested (in beta at the time), but has not been fully released. Thus, this feature would be a big benefit to our solution.
What problems is the product solving and how is that benefiting you?
Generation of Datasheets, Quotes and Invoices
Recommendations to others considering the product:
Reputable company for document generation
quote
What do you like best about the product?
how easy it is to get the quote out to the customers
What do you dislike about the product?
doesnt automatically save with an appropriate title
What problems is the product solving and how is that benefiting you?
quicker to send out estimates to customers
Great for proposals integrated with Salesforce
What do you like best about the product?
I like that integration with Salesforce is pretty straightforward and that helps cut down on time spent producing documents and duplicating fields for my company.
What do you dislike about the product?
My only dislike at the moment is that my company has to produce the Conga documents out into Word so that we're able to make certain changes if necessary (applicable to my industry), and Word is just tough to work with sometimes.
What problems is the product solving and how is that benefiting you?
We produce professional and templated proposals for our prospects in minutes, keeping our brand cohesive.
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