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Very user friendly and effective
What do you like best about the product?
This is very easy to use and saves so much time
What do you dislike about the product?
The cost is higher than I wish it was but it is essential
What problems is the product solving and how is that benefiting you?
We are able to track our client policies, quickly make our own custom proposals and have consistent workflow
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Fast ++ Efficient
What do you like best about the product?
Integrated withen saleforce and quick + effienct
What do you dislike about the product?
sometimes its slows or glitches but conga suport is available
What problems is the product solving and how is that benefiting you?
Help with document creation in saleforce and save our team time
A key solution for efficient document automation
What do you like best about the product?
What I like most about Conga Composer is the ease with which it creates the documents and the reports. It fits well with Salesforce as is a big plus as we can fetch data from there straight and fill in templates that are tailored to our needs with no effort. It has been helpful for us as it takes a lot of time for preparing contracts, invoices and providing proposals. The ability to produce custom document outputs is great and there is less chance of mistakes which has been a huge productivity gain.
What do you dislike about the product?
The biggest issue users face while working with Conga Composer is quite often setting up the package and customizing templates. In situations where the documents use numerous dynamic fields, It may be very time consuming to fine tune everything to ones’ liking. There is also some problem with Salesforce integration, sometimes it does not refresh data to update current changes you may find yourself dealing with a delay or manually correct the whole thing.
What problems is the product solving and how is that benefiting you?
Conga Composer has been very useful in addressing the issue of slow and sometime wrong document creation. It takes data from Salesforce and downloads it to templates we create, which eliminates the need to input data for contracts, proposals and reports. This has cut down greatly on mistakes made by personnel and has earned the company several hours’ gain on a weekly basis. The real value is that our team can spend time on higher level tasks, and the consistency of our documents can be achieved without routine manual effort.
Automating document creation from Salesforce data helped us overcome many difficulties
What do you like best about the product?
In my case, there are a few things I like about Conga Composer especially because of the fact that they can merge documents directly from Salesforce. I use it to type contracts and proposals which has minimized mistakes and the time taken to do the work since the program formats the documents to look professional. It is especially easy to use when dealing with a lot of data and being able to compile presentable and professional documents has been a significant added advantage.
What do you dislike about the product?
The only thing that I find uncomfortable in Conga Composer is how somehow challenging the process of customizing templates could be especially when one is initializing the program. The steps taken to set up the device do not include any clear instructions, which may be frustrating for some users. However, when dealing with big data, the software may slow down, and this slows down document generation. Some of these have sometimes interfered with my productivity and caused me some frustration.
What problems is the product solving and how is that benefiting you?
The largest benefit Conga Composer provides is an enhanced and efficient automation of generation of sophisticated documents, which gather data from Salesforce. This has alleviated the problem of time consuming document preparation whereby we are now able to produce proposals and contracts within a relatively shorter duration than before. Consequently, the efficiency of the team has risen, and the resources were freed up to be better invested in various business endeavors rather than in paperwork.
Zero complaints! Conga composer is great
What do you like best about the product?
We use this system to help us generate proposals and contracts from our salesforce quote flow. Its easy to setup, and we have created several differnt templates to generate based on customer type or ordered unit. its customizable and adaptable which is amazing.
What do you dislike about the product?
I think there may need some work or adjustments to allow users to change page order s if needed, or more printer setting controls.
What problems is the product solving and how is that benefiting you?
We have a repeating process, this system help to speed up and streamline our sales funnel processes to help get our sales team faster to close-won opportunities.
Generate Complex Quote Documents
What do you like best about the product?
Seamless integration with Salesforce, multiple output formats and customizable Document generation
What do you dislike about the product?
Delays in document generation on some occasions
What problems is the product solving and how is that benefiting you?
Document generation for Quotes and other custom business needs
Takes time to set up but worth the effort
What do you like best about the product?
Total flexibility in how produced documents are formatted.
What do you dislike about the product?
Some portions of setup require Salesforce Classic, which can be a pain
What problems is the product solving and how is that benefiting you?
Standardizing quoting without having to go to full Salesforce CPQ
Easy to setup and customize
What do you like best about the product?
It's a simple tool that does a simple task where Salesforce falls short. It is capable of doing many complex processes if necessary. It saves time creating and sending documents that are required by the business on a regular cadence.
What do you dislike about the product?
For more complex solutions, Conga Composer + Solution isn't very intuitive when editing templates, and the documentation has proven to be incomplete. I have had to work with support pretty closely to meet our business requitements. Luckily their support team is extremely knowledgable, responsive, and friendly.
What problems is the product solving and how is that benefiting you?
Conga Composer allows our business to generate printable guest books of event guests before events so that our team can study attendees, and match faces with names, bios, and area of interests. Conga Composer also generates a post-event report that is easy for our seniors to digest in a PDF format that is emailed following an event.
Very helpful tool
What do you like best about the product?
Easy to manage, and templates for e-signatures are very consistent, a great tool for admins.
What do you dislike about the product?
I wish there could be a wizard to make it more end user friendly
What problems is the product solving and how is that benefiting you?
streamline quotes and contracts out of Salesforce.
Having information in real team and triggering actions on base of those documents.
Having information in real team and triggering actions on base of those documents.
Design of support related to Salesforce CRM
What do you like best about the product?
The approach is not simple, but the automatisms work well and once the mechanisms between Conga Query / Conga Composer and Template are well understood, one can handle the documents including with the Conga Sign solution.
What do you dislike about the product?
We do not have documentation in French.
What problems is the product solving and how is that benefiting you?
the retrieval of Salesforce data on accounts, contacts, opportunities, and all components in order to design materials that are easy for users to use on a daily basis
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