We utilize it for contracts, account statements, and summary reports.
Conga Composer API
CongaExternal reviews
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A stable solution for contracts, account statements, and summary reports
What is our primary use case?
How has it helped my organization?
The solution has helped us with contract consistency. Before this, sales reps would save a template to their desktop and update it as needed. Over time, people's templates and terms and conditions were outdated. This forced our reps to start using the most current approved contracts.
What is most valuable?
Once you understand how to build the templates, it's a pretty straightforward process. It allows you to create both Word and Excel documents.
What needs improvement?
The query builder could probably use some updates. When Salesforce switched from Classic to Lightning, there were many gaps. For the most part, those have been resolved, but it still operates a bit clunkily. It works great once you have your queries built and are trying to build out the template.
For how long have I used the solution?
I have been using Conga Composer for seven years.
What do I think about the stability of the solution?
The product is stable.
I rate the solution’s stability a nine out of ten.
What do I think about the scalability of the solution?
The solution is 100% scalable. We've seen our act adopted by a global enterprise. It's remarkable to see a business of our size using the same tool as a global entity.
We currently have 65 licenses.
How are customer service and support?
We've used them once for an issue, and they were able to help. Then, there was another time when we had a general question, and they couldn't assist us. However, with the help of the community, we got it answered.
Which solution did I use previously and why did I switch?
We were utilizing a free version of S-Docs at the time, but it wasn't scalable.
How was the initial setup?
The initial setup is easy, but we still have some issues with the coding for writing data back.
What's my experience with pricing, setup cost, and licensing?
The product is priced fairly. We're actually in the process of trying to renegotiate our contracts across all the different business groups into a single enterprise-wide contract. Looking at all the existing contracts, they're mostly pretty consistent. It's definitely worth the investment.
What other advice do I have?
Creating a single report summarizing multiple areas of an account has been invaluable for us. You can pull in sales information, contact data, and usage information from our subscription service into one Conga report, which an account executive can quickly review instead of hunting for all the pieces. Additionally, from a contracting standpoint, creating consistent, formal contracts that display all the necessary information in the required format is crucial.
I recommend the solution and advise you to go through the training to learn how to configure and set up templates or get someone with experience in it. It would help if you knew how to structure it and the end-to-end process.
It would speed things up for us if we had a dedicated resource to manage it, but it's doable if you're on a smaller scale. It's just going to take a little bit of relearning each time.
Overall, I rate the solution a nine out of ten.
The way things are presented in Conga is better, and the implementation is easy
What is our primary use case?
I primarily use Conga Composer to generate documents for customers and partners.
While we have the capability to generate complex documents, our main focus is on generating simple documents. Sometimes, these documents are associated with the signature feature, allowing recipients to sign them if necessary. Primarily, however, we use Conga Composer to generate documents without signatures.
What is most valuable?
Conga Composer is very easy to use. It's easy to debug if you have an issue. The UI is intuitive, the way things are presented in Conga is good, and the implementation is more or less easy. It is accessible for admins to use.
What needs improvement?
Conga is getting more and more expensive. At the end of my contract at the consultancy company, I was in contact with the product manager because of the cost. I love Conga, but I couldn't properly use it because it was getting increasingly expensive. That's my main issue with Conga.
For how long have I used the solution?
I have been using Conga Composer for approximately seven years, both in my previous consulting role and at my current company.
What do I think about the stability of the solution?
For me, Conga Composer is a stable product.
What do I think about the scalability of the solution?
We have a whole department using Conga Composer, and we have automated a lot of things. I think we have more than ten users, but less than a hundred.
How are customer service and support?
I have either spoken to someone on the phone or created a case for different issues I've had, and it usually goes pretty smoothly.
Which solution did I use previously and why did I switch?
I have used different products like DocuSign. I would still prefer Conga.
How was the initial setup?
You need to determine your requirements before deployment in Salesforce. Conga Composer is not easy to deploy because of the records (queries records) you need.
When you create queries, or basically some records, and have to call those IDs in the buttons, you have to go in and change them one by one, which is a bit annoying.
To set up and use Conga Composer effectively, you need to have some technical knowledge, particularly from Salesforce. You should be comfortable with technical concepts. This is because you may need to create queries and understand technical aspects at times. While customers could potentially use it, technical sensitivity is recommended for ease of implementation.
Integration with CRM System:
We use Salesforce, and the integration with Conga Composer is seamless. Upgrades are easy, and we can easily capture information from different objects to use in document generation.
What was our ROI?
Despite being expensive, Conga Composer is worth the investment and provides a good return on investment. It significantly simplifies the process of generating documents.
What other advice do I have?
I would recommend Conga Composer to someone using it for the first time.
Overall, I would rate it an eight out of ten. It is intuitive and easy to use for me.
An Easy-to-Use and Reliable Document Generation Tool
What do you like best about the product?
As a Salesforce Developer working on implementing document generation, I find this tool simple and intuitive to use. Once the initial setup is complete, it’s easy to experiment with queries and templates to build useful solutions. The option to upload local templates is especially helpful for creating high-quality templates and speeding up testing. From an end-user perspective, the ability to use customized templates adds a lot of flexibility and value.
What do you dislike about the product?
Multi-level nesting within tables is not supported, and dynamically adding or removing table columns is not possible. Additionally, the error messages are not always descriptive, which can make debugging difficult at times.
What problems is the product solving and how is that benefiting you?
In our organization, we use this tool for document generation across Quotes, Invoices, and other important customer-facing documents. While the initial setup requires some effort, the solution is easy to maintain once implemented.
Very Customizable, Very Complex
What do you like best about the product?
It's integration with Salesforce. The ability to manipulate files the exact way you want based on certain outcomes.
What do you dislike about the product?
Very complex and hard to pick up as a casual user. Very time consuming to learn and understand fully.
What problems is the product solving and how is that benefiting you?
The ability for salespeople to generate proposals on their own based on opportunity information. Extremely helpful and time saving for administrators.
Platform adapted to complex offerings, however also complex to deploy and maintain
What do you like best about the product?
Very Customizable
Ability to customize both the visual and the content
Ability to use custom fields in the layout
Ability to use formulas in the configuration
Ability to have multiple templates based on different use cases (conditional templates based on selected criteria)
Multi-Language
Powerful SFDC Integration
Ability to customize both the visual and the content
Ability to use custom fields in the layout
Ability to use formulas in the configuration
Ability to have multiple templates based on different use cases (conditional templates based on selected criteria)
Multi-Language
Powerful SFDC Integration
What do you dislike about the product?
Difficult and time consumming to deploy from scratch
Requires technical know-how
Requires dedicated administration for upkeep and maintenance
Can be difficult to de-bug
UI can be more user-friendly
Requires technical know-how
Requires dedicated administration for upkeep and maintenance
Can be difficult to de-bug
UI can be more user-friendly
What problems is the product solving and how is that benefiting you?
Quoting process seamelessly integrated within the CRM. Ability to produce quotes in minutes once the tool is properly configured.
Very powerful tool
What do you like best about the product?
Very powerful, the ability to edit and make custom documents on the fly was exactly what we needed. The support and implementation teams were extremely helpful!
What do you dislike about the product?
The setup/maintanence area is not very user friendly.
What problems is the product solving and how is that benefiting you?
We needed a way to join our internal agreement with pages added by the counter-signer. This made it easy!
Great Solution
What do you like best about the product?
It's easy to use. Very powerful. Gives our team immense flexibility to create various documents from within salesforce.
What do you dislike about the product?
There's been two occasions recently, where the service has gone down for hours at a time. It be great if Congo could improve it's up time and reliability.
What problems is the product solving and how is that benefiting you?
It allows us to create PDF exports to send information about our patients to doctors facilities, and other providers
Salesforce + Conga Composer an excellent pairing.
What do you like best about the product?
Conga composer has been a great tool with its easy and direct intergration into Salesforce has helped solve a business problem of building PDFs from the data we we generate in Salesforce to create multiply types of documents i.e Quotes, Tender documents
What do you dislike about the product?
The support is a bit slow and cumbersom when you just use the standard and not pay for extra permiumium version
What problems is the product solving and how is that benefiting you?
Generate documents from workflows in Salesforce, We use this to create qoutes out of Salesforce, using Conga allows us to have templates and have Conga insert the data into document and turn it into a PDF
Great Tool with Some Quirks
What do you like best about the product?
Conga is a great tool that has met my needs over the past 10 years at various organization. I really like the flexibility Conga provides within the templates. Truly allows users to create documents that meet the needs of Sales, RevOps and Marketing. I
What do you dislike about the product?
While conga is really flexible it has a super high learning curve. The UX is still in classic and is quite clunky, however, the good news is I haven't had to learn how to reuse it over the years. With that being said, the customer support is fantastic and they are allows willing to lean in and support you with challenging use cases!
What problems is the product solving and how is that benefiting you?
Conga solved our issue of Sales Order and Quote generation from complex CPQ Quotes.
Good experience, ready to try more
What do you like best about the product?
Ease of use
Great service from sales team/representatives
Options for potential expansion
Great service from sales team/representatives
Options for potential expansion
What do you dislike about the product?
We have run into some issues where the IT support has been less than ideal. We hope to continue working towards a solution for a few of our problems where workarounds are currently in place.
What problems is the product solving and how is that benefiting you?
Allows our users to easily create templates for their needs which pushes them to use our system even more, further benefitting our business.
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