Conga Composer API
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Most effective document generation tool on Salesforce Platform
What do you like best about the product?
Ease of use
Ease of development and integration
Excellent support from the Support team
Ease of development and integration
Excellent support from the Support team
What do you dislike about the product?
Billing is sometimes based on different structures which can be pretty confusing. Also, there is little support for secure PDF
What problems is the product solving and how is that benefiting you?
PDF document generation for contract signing. We used to have a lot of issue managing contract documents manually and hence switched to Conga to attach the document generated to the Contract record.
Recommendations to others considering the product:
Please have a look at this software before making a selection, as they have excellent API support.
Conga Composer
What do you like best about the product?
Able to create reports and use in template builder. Saves time and like the flexibility.
What do you dislike about the product?
Process for creating a template is far from intuitive and feels a bit clunky. Support documentation is hard to find and hard to determine steps to create templates, etc.
What problems is the product solving and how is that benefiting you?
Using Conga to provide detailed reports across multiple objects to our constituents. Allowed us to move from Excel templates to a much more professional template.
Attorney reviewing contracts assembled by Conga.
What do you like best about the product?
Conga does well with complicated logic; our contract template had different T&Cs depending on the product(s) purchased and Conga was able to take our Franken-template and pump out accurate Work Orders every time.
What do you dislike about the product?
1. There are limits to the logic that made it necessary to have manual edits in every contract instance, which is understandable but wish it could have been more robust.
2. Support services were 6/10 (I often felt that the Conga engineers/sales reps had not prepared for our meetings at all)
3. The use of tables vs. static text made for mismatched margins which overall lead to many manual adjustments or just letting a sometimes visually sloppy document go through to customers.
2. Support services were 6/10 (I often felt that the Conga engineers/sales reps had not prepared for our meetings at all)
3. The use of tables vs. static text made for mismatched margins which overall lead to many manual adjustments or just letting a sometimes visually sloppy document go through to customers.
What problems is the product solving and how is that benefiting you?
Reducing time spent drawing up Work Orders and reduce human errors from manual drafting. Both improved but were not 100% eradicated (but met and in some cases exceeded expectations).
It just works
What do you like best about the product?
The title says it all: It just works. We became a Conga customer four years ago and the product has continued to scale with our business. The new interface, which I guess is at this point more than a few years old, further simplified the user experience.
What do you dislike about the product?
Embedding conditional logic in templates could be easier. In order to lessen the impact of this shortcoming, we put more of our business logic in the Salesforce integration as opposed to in the Conga templates themselves. This adds a adds a modest amount of maintenance overhead when we need to make a change to all template variants.
What problems is the product solving and how is that benefiting you?
We generate ordering documents using data in Salesforce opportunity records and automatically send the PDFs to DocuSign for digital signature. Our ordering documents used to be created manually, which resulted in them being littered with errors. By enforcing document creation and signature with a combination of Salesforce, Conga, and DocuSign, we've eliminated errors and reduced time to close.
Recommendations to others considering the product:
Get to know the advanced DocuSign for Salesforce integration options; choosing the right settings can drastically simplify the user experience for non-administrators.
Customer-focused Company
What do you like best about the product?
Conga seems really focused on listening to what their customers want and then doing there best to deliver it!
What do you dislike about the product?
Limits on how many merges you can complete at once.
What problems is the product solving and how is that benefiting you?
Quick way to generate lots of letters with mail merge!
Love Conga
What do you like best about the product?
Conga's customer service is awesome. I wish Salesforce would model theirs after this
What do you dislike about the product?
Have not used it so do not really have any negatives
What problems is the product solving and how is that benefiting you?
we are nto really using it at this time
Conga Composer - Once you try, you'll want to buy!
What do you like best about the product?
With the newest wizard, we are able to automate contracts from templates to streamline business operations and contract cycle times. Conga also offers the best support teams to ensure customers are successful. Conga also has an extremely robust road map full of future releases and capabilities.
What do you dislike about the product?
I dislike not being able to able to use all of the features enabled by Conga. I worry I may be building a solution that would work so much better if I also leveraged other Conga features that I probably did not consider.
What problems is the product solving and how is that benefiting you?
We focused on decreasing the contract signing cycle and have now been able to bill customers just as quickly as the contracts are executed.
Recommendations to others considering the product:
Look at all of the features to ensure you have a full solution.
Top notch customer service & platforms!
What do you like best about the product?
Sales The support team at Conga is forward thinking which allows us to dream big! Composer frees our employees to experience better time management while making our customer experience the best it’s been.
What do you dislike about the product?
There is a learning curve that is challenging but staying motivated pays off.
What problems is the product solving and how is that benefiting you?
Customer emails are streamlined and professional in appearance.
Best on the Market
What do you like best about the product?
How many cool features can you pack into one product . conga composer has been instrumental in our document management both internal and externally and what I like best is the user interface and the ease of use.
What do you dislike about the product?
It’s a very robust and fluid system i like everything about it now
What problems is the product solving and how is that benefiting you?
Document management and merge capabilities COnga has cut down a lot of issues with the many forms we have to manage, this tool allows me to do that seamlessly.
Easy to standardize
What do you like best about the product?
From an operations perspective we can create templates with proper language and messaging if our brand for our field sales reps to quickly access and have customized. Win win for both sides!
What do you dislike about the product?
Setting up templates was a bit clunky but looking forward to using new wizard.
What problems is the product solving and how is that benefiting you?
Standardizion of terms and conditions in confirmation letters to customers.
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