Customized document workflows have saved time and now support consistent branding and automation
What is our primary use case?
I use Conga Composer to generate email and invoices. Then we download it and send it to customers. That is the main part.
Right now the main benefits I have seen from using Conga Composer is that it is easy to customize. However, we wish we could have some AI features in Conga. That would help us to create Conga templates or anything a little faster. It would help a lot.
Currently, we just use it for sending invoices.
What is most valuable?
What I appreciate about Conga Composer is that it lets you customize it. You can customize and add colors. There are a lot of features. I can download to my OneDrive, Google Drive, or anywhere I can save it. If I want to change any fields on my Conga template, I can go and change it in the query. It helps me quickly update it. That is an easy part of using Conga Composer.
We utilize Conga Composer's dynamic data feature.
Conga Composer helps to create documents faster and saves time.
I think Conga Composer is good for ensuring brand consistency in our documents. There have been no issues until now. We are using it easily.
What needs improvement?
Apart from the AI functionality, there is one thing I would like to see improved in Conga. When you write a Conga query, it is too old and looks too classic with its UI. That can be improved.
I have worked with the automation capabilities in Conga Composer. We use flows and Conga parameters. It helps you to automate everything. There are no issues with that. However, it should be more user-friendly.
I would assess the automation benefits that Conga Composer provides in reducing manual document tasks as good right now. However, it is not user-friendly. The UI is a little confusing. We should have more Conga videos on YouTube or elsewhere that help us to learn and use it on our PC or system and the Salesforce system.
Regarding my experience with the setup process, initially it was difficult. I had to go through YouTube or documents from Conga and then do it by myself. It is a little difficult. If we had a step-by-step guide on how to use Conga Composer and how to create templates, that would be easier. Whatever videos are available on YouTube for Conga are too old, from five, six, or four years ago. Those should be updated. If they were updated, it would be useful for customers or a Salesforce admin.
For how long have I used the solution?
I have been using Conga Composer for almost four years.
What do I think about the stability of the solution?
Overall, I have not had any crashes, stability issues, or performance issues with it. It is going on well.
What do I think about the scalability of the solution?
I do not have any scalability issues right now.
How are customer service and support?
We often escalate questions to technical support and we get a solution quickly. There are no issues from there.
I would rate the technical support on a scale of one to ten as eight or nine.
Which solution did I use previously and why did I switch?
Prior to adopting Conga Composer, I did not use any different product for document management.
How was the initial setup?
Regarding my experience with the setup process, initially it was difficult. I had to go through YouTube or documents from Conga and then do it by myself. It is a little difficult. If we had a step-by-step guide on how to use Conga Composer and how to create templates, that would be easier. Whatever videos are available on YouTube for Conga are too old, from five, six, or four years ago. Those should be updated. If they were updated, it would be useful for customers or a Salesforce admin.
My setup was done in-house. I did that by myself.
We just set up Conga Composer. It was already downloaded and installed on our PC. We just had to set it up and assign permissions, then create the solution.
What about the implementation team?
My setup was done in-house. I did that by myself.
What was our ROI?
Since we bought Certinia, we got Conga Composer for free. Right now, we do not have issues with that.
What's my experience with pricing, setup cost, and licensing?
Since we bought Certinia, we got Conga Composer for free.
Which other solutions did I evaluate?
Prior to adopting Conga Composer, I did not use any different product for document management.
What other advice do I have?
I have Conga Composer experience. Basically, we are a consulting firm, so we work on client's organizations. I have experience with that.
I would rate the technical support on a scale of one to ten as eight or nine.
Given my experience with Conga Composer, I would say go with YouTube first and learn the basics. Then use Conga Composer documentation website to understand more in depth. After that, anyone can set it up. There are no issues.
I purchased Conga Composer directly from Certinia.
I would assess the automation benefits that Conga Composer provides in reducing manual document tasks as good right now. However, it is not user-friendly. The UI is a little confusing. We should have more Conga videos on YouTube or elsewhere that help us to learn and use it on our PC or system and the Salesforce system.
I would rate this review an eight overall.
Complex conditional quote summaries have been created and document workflows run smoothly
What is our primary use case?
One of our clients is looking to build case summaries or quote summaries where we list all the products they have purchased. They have a complex quote summary requirement. We use Conga Composer to build the entire quote summary, displaying all quote details, products purchased, and related information. The implementation varies according to countries, so we apply many conditions on the same templates. We use Conga Composer for document generation purposes.
We remain consistent with Conga Composer because it satisfies many business use cases. We have used it several times across multiple projects to build similar document solutions.
What is most valuable?
The best features in Conga Composer are how we navigate the merge fields and merge objects. We can retrieve data and display it on the templates, which is a strong aspect of Conga Composer and why we chose it to build documents.
Dynamic data is a feature of Conga Composer that allows us to bring data from different objects and display it on the templates. This capability is particularly valuable.
The main benefits I have seen from using Conga Composer are that while Salesforce provides features to build documents or cases that function as quote summaries, they have limitations. We cannot modify much or build complex templates using the standard features. After choosing Conga, we discovered that it already has many features that enable us to easily build complex templates. It works perfectly with our business use cases, which is why we selected it.
What needs improvement?
Conga Composer is somewhat slow. If the performance and speed could be improved, that would be helpful.
Apart from speed, Conga Composer is already enhancing on a daily basis. It is already in a good zone for improvement.
For how long have I used the solution?
I have used Conga Composer for around two years.
What do I think about the stability of the solution?
Regarding stability, I find Conga Composer stable and have not experienced any crashes or downtimes with it.
What do I think about the scalability of the solution?
Regarding scalability, I find Conga Composer scalable. That is why we use it across many companies, and many of our clients continue to use it.
How are customer service and support?
I have not encountered many challenges with Conga Composer, so I have not had the opportunity to contact the technical support team.
How was the initial setup?
The setup process for Conga Composer is straightforward.
What other advice do I have?
I have experience with Conga Composer and have built document generation solutions for one of my clients using it.
I have not integrated Conga Composer with other Conga products such as Collaborate or Conga Contracts.
I have not utilized the automation aspect of Conga Composer.
I decided to choose Conga Composer because using the standard option, we can only build basic and simple quote templates. Our use case required a complex business template where sections display based on specific conditions and visibility rules. We needed to show data based on user input and selections, displaying information accordingly by bringing data from different objects under different conditions. Conga Composer allowed us to make queries and display data with the necessary filtration, which is why we selected it.
We have also used OmniStudio for document generation, which is a good option.
I would suggest to other organizations considering Conga Composer that if they are looking for a tool to build complex quote templates, they can definitely go with Conga Composer. It is a good option that is easy to manage and use. My overall rating for this product is 9 out of 10.
Efficient Salesforce Document Generation with Consistent, High-ROI Reporting
What do you like best about the product?
We have integrated Conga Composer with Salesforce. What I like best about Conga Composer is how it simplifies document generation and its performance, making it efficient for our team. In our project management setup, we use it for project sizing and estimating different parameters, and it helps us quickly generate structured Word documents like PSR reports. This saves a lot of manual effort and ensures consistency in reporting, giving us the best ROI. It also makes it easier for the team to track expenses and key project metrics in one place, which improves overall visibility and decision-making.
What do you dislike about the product?
One thing I feel could be improved in Conga Composer is the time it takes to generate reports at times, especially for something like PSR reports, which can feel a bit slower than expected. Also, while customization is possible, I think there’s room to make it more flexible and user-friendly. It would be great if end users had more control to easily enhance the look and feel of the generated reports, so teams can customize them better according to their specific needs without too much effort.
What problems is the product solving and how is that benefiting you?
Conga Composer is solving the problem of manually creating complex project sizing reports. These reports pull data from multiple Salesforce objects, so doing it manually would mean going through different datasets and compiling everything, which can easily take hours.
With Conga Composer, this entire process becomes much simpler and faster. Instead of manual effort, we can generate the complete report with just a click of a button. This saves a lot of time for the team and ensures the reports are consistent and accurate.
Efficient Quoting with Room for Setup Improvement
What do you like best about the product?
I really like Conga Composer for its ability to make our quoting process efficient. The feature that stands out the most for me is the automation of contract generation. I can set criteria, and it will generate a contract and send it directly for signature.
What do you dislike about the product?
Setup is not beginner friendly, it requires understanding of SOQL queries and deep understanding of relationships. Needed consultants for the initial setup.
What problems is the product solving and how is that benefiting you?
I find Conga Composer makes our quoting process efficient and automates contract generation based on criteria, which makes sending them for signatures incredibly easy.
Highly Customizable, Efficient Document Creation
What do you like best about the product?
I use Conga Composer for creating proposals, invoices, and other sales documents from Salesforce. It saves me a ton of time by taking Salesforce info and composing it onto a customizable template to create a presentable document we can send to a customer. I really like the customizability of templates, ease of use, and the ability to send invoices with a signature through Conga Sign. It works quickly without errors and can pull in a ton of specific data depending on what is needed in the template. The document presentation is very nice, and it's great that I can save duplicates in Salesforce and update to show tasks for tracking. The templates let me standardize our sales documents based on specific needs and use cases. We can have different proposals with small changes for certain customer setups without slowing me down because of editing each time. We can build templates that already match our branding and pricing, and it's mostly plug and play after that.
What do you dislike about the product?
The overall template setup could be more streamlined and easier to use from an end-user perspective. It could implement some sort of AI helper that takes clear language and edits the template with the correct code so it pulls certain data from Salesforce. One difficulty we've had is trying to find the correct coding to use that will pull very specific customer data into the template or how to simply change the output file name so it's standardized the way we want.
What problems is the product solving and how is that benefiting you?
Conga Composer saves time by creating sales documents from Salesforce info on customizable templates. It's easy to use, allows template customization, and presents documents nicely. It also pulls in specific data and updates Salesforce for tracking efficiently.
Automation has simplified daily document generation and signature workflows for our teams
What is our primary use case?
I don't use Conga Composer anymore daily; we have our setup, and it's working fine, so I don't have to touch it. We have something external for contract management. I think we use DiliTrust for the contract management, but mostly our French colleague uses that. In the past, my clients would generate documents using a template through a button or automation, and they could send them afterward using Conga or DocuSign because we can plug them together.
Today, we're basically doing the same thing. We use a Conga Composer template, and through a button, because some of my colleagues prefer verifying the data and changing a few things before sending the document, while others don't care. We have a button or we have automated the generation and sending of the document using mostly DocuSign. We want our partners to sign the document we are sending them. So we use Conga Composer to generate the document and we use DocuSign combined with Conga Composer to send it and to capture the signature back. That's the use case we have today.
What is most valuable?
As an implementer, what stands out for me is that I've been on it for more than ten years now, so I kind of saw some change in the UI, and it's very nice. It's user-friendly, I will say that in IT, it's user-friendly. The documentation is pretty good actually, so you can find easily what you are looking for. I also like the fact there is Conga University where you can do things and get certified, which reminds me that maybe I should go update my certification.
In terms as an implementer, it's user-friendly, documentation is good, and help is also good. I have good contact with Conga people throughout the years, and it's good. It helps a lot because when you use a template, you don't have to do manual work. You have merge fields, and when you use a template, you can use merge fields, and that's great because that's why you're using a template. If you use a button for the user, again, it helps. If you use automation too, you have a trigger point that helps you send everything, generate the document, and do other things.
Conga Composer is not especially something new; back then, Conga Composer was very something new for me, and I really liked the Conga Composer product. Today, I don't know if they are still ahead compared to some competitors, but at some point I feel like automation is basically made to make the work faster and easier for everyone, and that is not specific to Conga Composer.
What needs improvement?
I know that back then we wanted to use Conga Composer for other things than just generating the document, but Conga Composer was getting too expensive, so we didn't. I cannot say if there are improvements because I don't know anything about that and I didn't use that feature yet.
What I can say is back then and today, what we do in our template is we integrate some images and some logos; so the brand consistency is made outside and then we use it in the template. Maybe now there is a feature where you can set the color directly or other things, but I'm curious how they do that. I haven't seen that feature yet.
Back then we couldn't use Conga Composer offline, but I think they did some improvements on that side. I didn't work on that lately, and it's been a while since I did a new implementation on that, so I didn't hear anything negative lately.
For how long have I used the solution?
My personal experience with the product is that I think since the beginning I started working on Salesforce in two thousand fourteen.
What do I think about the stability of the solution?
Conga Composer is pretty stable; I would rate it an eight.
What do I think about the scalability of the solution?
For scalability, I would rate it an eight.
How are customer service and support?
When it comes to technical support from Conga, I would rate it an eight.
Which solution did I use previously and why did I switch?
I work for a company and in the company, we use Conga Composer and I'm implementing Conga Composer for my colleagues to use.
How was the initial setup?
It is pretty easy to install; you just need to make sure that you choose the right option, so I would rate it an eight.
What about the implementation team?
Here at Basic-Fit, I think they already had it when I was hired; I started working in two thousand twenty-one, so it's a few years, even more now.
What's my experience with pricing, setup cost, and licensing?
I haven't evaluated the setup cost because back then as a consultant in a consultancy company, when we tried to check on the prices of the product, it was too expensive for our customers, so we didn't.
Honestly, when I was a consultant, Conga Composer was okay, but then when you went a bit outside and wanted to take Conga Sign, which was called Conga Sign back then, but maybe they changed the name now, all those things were getting very expensive. I think even Conga Composer went high at some point. Right now, I don't know what the cost of a Conga Composer license is. I haven't checked lately. I would say I don't know. I think Conga Composer was affordable to some point, and then everything was getting more expensive, but I can't say how much it is now.
What other advice do I have?
As I said, I haven't checked lately what is in Conga Composer. I think I haven't checked since last year probably, so maybe there's something that I don't know, and I need to check.
DiliTrust is spelled D I L I T R U S T.
It's not that we stopped dealing with Conga Composer extensively; we are still using it. We just don't have a new implementation because we have an implementation that is working fine. The users are using it almost daily. I didn't have a new implementation since the last time I made the review. That's what I meant.
I would rate my overall experience with Conga Composer as an eight.
Automated proposal workflows have saved hours daily and improve accuracy for every sales quote
What is our primary use case?
I primarily use Conga Composer for sales proposals and quotes. Whenever I need to auto-generate proposals using opportunity data and determine whether to include pricing discounts and product details, I use Conga Composer.
The process begins when the opportunity is ready and a sales rep is working on an opportunity in Salesforce that contains the account information, products, total value (ACV), and a stage designation of proposal, price, or quote. All this data is already stored in Salesforce. The sales rep then clicks a custom button labeled generate proposal, which is configured to trigger Conga Composer and passes the opportunity ID and related data.
Conga Composer fetches data automatically, pulling account details, opportunity details, and product line items. The system then performs template merging using a pre-built template in MS Word that includes company branding, dynamic fields, static fields, and tables for product line items. Finally, the document generation process produces a PDF or Word proposal instantly, followed by auto delivery and the e-signature process.
What is most valuable?
Conga Composer offers plenty of features, including one-click document generation, template-driven automation, and dynamic data merging.
If I had to pick one feature that makes the biggest difference day to day, it would be dynamic data merging in combination with Salesforce. This feature actually drives everything else and matters the most because it eliminates manual work completely, ensures accuracy, and enables true personalization at scale. When you have fifty proposals a day, each one should be customized.
Conga Composer has impacted our organization in a quite positive manner. We have saved a significant amount of time, closed deals faster, and improved accuracy. We can now maintain all the proposals we currently have in the system using standardized templates.
What needs improvement?
Conga Composer can be improved because it has a steep learning curve, especially for new users. Setting up templates can sometimes be complex and requires a good understanding of Salesforce data structures. As an improvement, the product should have a more beginner-friendly user interface and better guided setup or wizards. Template management can get complex, making it difficult to maintain versions and updates.
There are some other improvements that can be made, such as reducing the dependency on technical knowledge and addressing integration complexity. Integrating with tools beyond the Salesforce ecosystem can require effort. The product should have plug-and-play integration methods to make it much easier.
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?
In my experience, Conga Composer is stable as I have worked closely within the system. While the user interface could be more user-friendly, overall it has been a good experience.
What do I think about the scalability of the solution?
Conga Composer is built for high-volume enterprise use and is designed to handle large-scale document generation. It can be used by enterprises generating proposals, invoices, and contracts.
How are customer service and support?
We reached out to the support team a couple of times, and the issues were fixed quickly. It has been a great experience with the support team.
How was the initial setup?
Before Conga Composer, the proposal creation time was ten to fifteen minutes per document, with manual steps including copying data from Salesforce, pasting it into Word, then formatting tables and pricing. After Conga Composer, proposal generation takes only about ten to twenty seconds. The overall time saved for a proposal is ten to forty minutes.
What about the implementation team?
In our organization, Conga Composer is deployed as a public cloud because it runs on top of Salesforce, which itself is a cloud-based platform. Conga Composer is installed as a managed package inside Salesforce.
What was our ROI?
It is clear that we have seen a return on investment from using Conga Composer. It has reduced document generation time from around ten to fifteen minutes to under twenty seconds, translating to about three to four hours saved per sales rep per day. At a team level, that is equivalent to the workload of one to two full-time employees. Using Conga Composer helps us send proposals much faster—within minutes instead of hours—thus improving our sales cycle by roughly twenty to thirty percent. Overall, it allows us to scale operations without increasing headcount.
What's my experience with pricing, setup cost, and licensing?
Pricing is based on a subscription model, which I consider moderate to slightly premium compared to basic tools. Overall, it is not the cheapest but is good value for automation at scale.
Which other solutions did I evaluate?
Before choosing Conga Composer, we evaluated a few other document generation and e-signature solutions, including DocuSign, which was strong in e-signatures but lacks the document generation capabilities or flexibility that Conga Composer offers for our use case. We also evaluated PandaDoc.
What other advice do I have?
The best advice I could give to those looking to use Conga Composer is that it is effective, saves time, and is efficient. I recommend starting simple and then scaling gradually. It is not required to automate everything at once. You can begin with one use case and one clean template, then gradually expand to contracts and invoices while investing time in template design and understanding the Salesforce data model.
Overall, Conga Composer is a good tool to use and enhances the Salesforce ecosystem. I gave this product a rating of eight out of ten.
Automates Proposals Seamlessly, But Be Ready for Initial Complexity
What do you like best about the product?
I really like how Conga Composer automates the entire process of generating and distributing sales proposals directly within our CRM. It completely removes the manual burden from the sales team, allowing them to focus on closing deals. The software solves the issue of manual document errors and sales friction, eliminating any 'copy-paste' mistakes in proposals and ensuring 100% branding consistency. The feature that stands out to me the most is the conditional logic, which is a lifesaver. Templates can automatically include specific legal clauses or case studies based on the industry and region of the prospect. This means the sales team doesn’t have to remember to add them, saving time and reducing errors. It also streamlines repetitive tasks, cutting the time to generate a complex contract from over half an hour to just a single click.
What do you dislike about the product?
As an administrator, the initial setup can be quite a deep dive. To get the proposals 'pixel-perfect,' you have to become very comfortable with composer parameters. The documentation is extensive, but there is definitely a learning curve to mastering the syntax for advanced behaviors.
What problems is the product solving and how is that benefiting you?
I use Conga Composer to automate document generation, eliminating manual errors and ensuring branding consistency. It speeds up complex contract creation from over half an hour to one click, allowing the sales team to focus on closing deals.
Easy PDF Generation Made Simple
What do you like best about the product?
It gives us the change to easily generate pdf
What do you dislike about the product?
Sometime it's a long process for the generation
What problems is the product solving and how is that benefiting you?
By creating pdf file with our information, it's faster to send information
Helpful Document Generation with Great Formatting and Merge Fields
What do you like best about the product?
It is good tool helpful in document generation with formatting as well as merge fields
What do you dislike about the product?
It is sometimes getting stuck in generation
What problems is the product solving and how is that benefiting you?
Document Generation