Conga Composer API
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Get data from multiple objects all onto one document.
What do you like best about the product?
We use Conga for Customer Setup, Profiles, Customer Contracts, etc. We love that we can get data from across multiple objects within Salesforce.com.
What do you dislike about the product?
Sometimes it can be difficult to make changes to the Data and/or Templates.
What problems is the product solving and how is that benefiting you?
We no longer have to manually add data to documents. It is a time saver for sure. With a click of a button, you can pull data from multiple objects within Salesforce.com and bring them together onto one document. This allows our users to generate multiple page documents within seconds. When we have a new new customer we need to have the ability to pull all of the customer addresses, payment terms, pricing information, etc. onto one form to distribute to everyone that needs to make sure the customer is setup correctly within all of our systems. It also makes it easy for our sales team to see a customer's "whole picture" all in one document. They can click a button, and pull in Account details, open Opportunities, Contacts, Sales Notes, ect. We need to be able to pull customer information quickly and Conga Composer allows us to do that. Without Conga Composer, these tasks would take hours by multiple users to complete which would not be beneficially to the company. We are also looking into other ways we can streamline our process with Conga Composer.
Recommendations to others considering the product:
Very nice product. The account team at Conga makes sure you have everything to succeed.
Conga brings it together
What do you like best about the product?
Ability to seamlessly stick content from multiple sources
What do you dislike about the product?
The performance could be improved further.
What problems is the product solving and how is that benefiting you?
It has helped to standardize the content and format of proposal documents .
Recommendations to others considering the product:
Conga is a good tool to streamline document generation process.
Great Product
What do you like best about the product?
Easy confirguration. Fast Results. Life Saver
What do you dislike about the product?
It can require a developer for advance set-up.
What problems is the product solving and how is that benefiting you?
We use it for our HR forms.
Good, useful and functional!
What do you like best about the product?
Very customizable and well supported by people at Conga!
What do you dislike about the product?
Almost an overwhelming amount of stuff to learn!
What problems is the product solving and how is that benefiting you?
Mass mailings done way faster!
Recommendations to others considering the product:
Talk with a Conga support person right away! They know their stuff!!
Conga Composer - Great Tool
What do you like best about the product?
Composer is quick to set up allowing us to easily export the documents in the formats we need.
What do you dislike about the product?
Using Composer with the Salesforce1 app could use some very minor fixes, but this does not detract from its strengths.
What problems is the product solving and how is that benefiting you?
Composer allows us to ensure consistency when sending out our documents. Most importantly, automating what was once a manual process has been very beneficial for our company.
Amazing Company Support
What do you like best about the product?
I love that every time I call or interact with my Account Manager they take the time to understand my the difficulties I may be having. Then they dedicate the time to help fix the issue. As a consultant they partner to not sell to the customer but make the customer and our projects successful.
What do you dislike about the product?
I would like the composer template selection to be in Salesforce Lightning.
What problems is the product solving and how is that benefiting you?
HR forms- Big Time savings for the team. Allowing them to focus on the employees issue not rebuilding the same document.
Account Briefs- This years main event briefs were generated via conga and save the team weeks of time building them manually.
Contracts
Account Briefs- This years main event briefs were generated via conga and save the team weeks of time building them manually.
Contracts
Recommendations to others considering the product:
You may want to build that custom UI or onboard the large group. ROI on conga has shown time and again the cost vs time savings in big.
Conga Composer
What do you like best about the product?
Easy of use, dynamic, efficient, best support of any vendor ever
What do you dislike about the product?
time it takes to actually create a template
What problems is the product solving and how is that benefiting you?
Document generation and consistency. FAST turn times.
Recommendations to others considering the product:
Not very often have i had the level of support that i get with Conga. Always answers the phone and best attempts at solving problems
Best document creation
What do you like best about the product?
Flexible customization options and simple workflow.
What do you dislike about the product?
Initial learning curve isn't great and can be easier.
What problems is the product solving and how is that benefiting you?
We are using Salesforce as our primary database. Conga Composer allows to generating essential downstream materials without manual exports.
Quirky but Useful
What do you like best about the product?
I use conga most for mail merging. I create visa documents for student and this is by far the easiest way to do it
What do you dislike about the product?
Nothing other than actually having to sit down and learn the ins and outs of it
What problems is the product solving and how is that benefiting you?
Mail merging - it is way easier than with Microsoft word
Recommendations to others considering the product:
Very helpful but difficult to get started - need lots of practice to get used to it. Also, very expensive (but worth it)
Very powerful tool for document and report generation
What do you like best about the product?
I really like the fact that we can have Sales and Marketing generate the output document and then we can just plug in the Salesforce fields without needing to recreate the document in another engine.
What do you dislike about the product?
The solution manager is a bit clunky, but I understand that there should be improvements on the way.
What problems is the product solving and how is that benefiting you?
Generating a complex proposal document with configured lines; we are switching from a PDF order form to Salesforce CPQ and are using Conga to generate the customer facing proposal document.
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