Conga Composer API
CongaExternal reviews
852 reviews
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Powerful Document Solution, with a learning curve
What do you like best about the product?
This tool can handle the majority of use cases that your business could come up with. Between batching and automations, this can streamline your org's busy work by magnitudes.
What do you dislike about the product?
The free training resources available on Conga's learning portal are severely limited, with most of the linked guides and documentation leading to broken URLs, and the paid training is quite pricey. There is a good amount of documentation available online, but many tutorials and guides are very outdated (i.e. Salesforce Classic). Without a proper Conga Composer SME to guide the process, it can be daunting even for an experienced system admin. The configuration of Conga Composer is not immediately straightforward, especially when you get into more complex configurations while trying to scale the solution according to best practices, not just brute force.
What problems is the product solving and how is that benefiting you?
We have several document reports which have been generated through all sorts of means, from copy-pasting excel data to printing and filling by hand. Composer is helping to streamline this while also ensuring more accurate data and less human error.
Having a good experience till date
What do you like best about the product?
Ease of Use,Customer Support,Number of Features,Ease of Integration
What do you dislike about the product?
Everything is good, but it's hard to troubleshoot if something is configured incorrectly
What problems is the product solving and how is that benefiting you?
We are using conga composer for document creation and sending it out for signature
Conga Composer as a solution
What do you like best about the product?
The ease of use and configuration of the product
What do you dislike about the product?
Nothing specific which i can comment as dislike
What problems is the product solving and how is that benefiting you?
Customized and clean document generation for our CRM
Hands-on experience with conga composer
What do you like best about the product?
Configuration is quick, simple, and easy to use, enthusiastic and effective support team.
What do you dislike about the product?
We have a text field with quite long content, with conga, there is no way to check if that field contains some characters or a certain value or not.
What problems is the product solving and how is that benefiting you?
Create documents with our organization's data
Easy integration for a reasonable price point
What do you like best about the product?
Ease of Salesforce integration all in one UI
What do you dislike about the product?
Support access, hoops to jump through logins in order to log a case
What problems is the product solving and how is that benefiting you?
Generating compliant terms & conditions while maintaining system source of truth for proposals and contracts
The most feature rich and well supported document creation tool for Salesforce
What do you like best about the product?
The depth of capability. Very often you don't appreciate how sophisticated and useful Conga Composer is until you use al alternative product.
What do you dislike about the product?
Many of my projects require low volumes of user licenses, the minimum user level for Conga is a problem for me in these instances
What problems is the product solving and how is that benefiting you?
Conga Composer creates client facing documents using predefined templates merged with CRM data
Very user friendly tool
What do you like best about the product?
The usability from End user and the easyness in the integration with crm and other tools.
What do you dislike about the product?
There is a few possibility to introduce customization.
What problems is the product solving and how is that benefiting you?
The composer reduce the number of custom integration and allows real time document generation ( already integrated with conga sign)
Good Experience With Conga Composer
What do you like best about the product?
It's ability to generate pie charts is something I like the most.
What do you dislike about the product?
Watermarks are applied to a certain extent only in excel templates. However there are workarounds.
What problems is the product solving and how is that benefiting you?
It generates documents containing detailed information gathered from quote, quote lines and products. There are scenarios where we pulled our install base into the templete.
Good, but the interface is a bit antiquated
What do you like best about the product?
Being able to create a conditional template for order forms
What do you dislike about the product?
Salesforce-based interface, while convenient, is difficult to work with
What problems is the product solving and how is that benefiting you?
Creating Order Forms with conditional logic so they can address various scenarios with one template
I've used it before and it is a great tool that interacts with SalesForce
What do you like best about the product?
Once it is set up and working correctly you can speed through your daily activities quickly.
What do you dislike about the product?
Setting up Composer within SalesForce and then utilizing it within the platform is not very intuitive. In addition, there is little to no training specific to SalesForce use unless you want to pay a lot of money. I wish they had recordings.
What problems is the product solving and how is that benefiting you?
Creating reports from SalesForce data that our members need in order to accomplish our daily activities.
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