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Streamlining correspondence
What do you like best about the product?
Conga has helped us save hours of time, both in generating printable tax letters to donors and personalized emails to our constituents.
What do you dislike about the product?
Building a customized email template can take some time and be a bit tempermental, but support has been really helpful in walking us through any issues.
What problems is the product solving and how is that benefiting you?
Conga has helped us save hours of time, both in generating printable tax letters to donors and personalized emails to our constituents.
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It can fry your eggs in the AM but it's a lot of effort to set up
What do you like best about the product?
With the power this tool has it takes a lot to set it up. Granted, Composer 8's UI in Lightning is as easy as it can get but a very seasoned System Admin had better be at the wheel because data architecture and query building are essential. Conga support is TOP NOTCH and will hold your hand along the way, if needed. Expect to invest many hours to set up a single, complex doc.
What do you dislike about the product?
Takes time to set up and test. I cannot imagine a novice user trying to set this up by themselves. I am only proficient because I've implemented it across 15 different clients. That said, due to document and data architecture complexity I have been known to invest over 20 hours building one document. Do not think this is a simple setup.You'd be mistaken.
What problems is the product solving and how is that benefiting you?
Once users enter data they should not have to retype a single thing for SOWs, contracts, project plans, invoices, etc. They should be able to click a button and know their document is formatted, branded and merging in all details no matter where the data lives in the system.
Recommendations to others considering the product:
This product is incredible. What i can make a single button do is powerful. I found DocuSign integration very confusing, however, from the DocuSign side of things.
Great software for perfect looking documents
What do you like best about the product?
Easy integration with existing Word templates and Salesforce.
What do you dislike about the product?
Complex interface to setup buttons. Quit a steep learning curve to get up and running
What problems is the product solving and how is that benefiting you?
Workflow management and personalised comminunication to customers
Recommendations to others considering the product:
Make the pricing more attractive to small businesses. Once templates are setup its is impossible to move somewhere else
Good solution but high learning curve
What do you like best about the product?
Automations are a great to have and are great for customers need. The Docs are predictable and repeatable.
What do you dislike about the product?
More code than expected making training of the product kinda diffcult. Everytime I build a solution I require minimum of 50 tabs to go back and forth to make sure I'm not missing any data. I believe their newer product Collaborate solves some of this though.
What problems is the product solving and how is that benefiting you?
Generating documents that look and feel professional without salespeople messing it up.
Recommendations to others considering the product:
There's a ton to learn but walk throug a solution that was already built and reason your way through it to discovery what everything does.
Cool tool and helpful for our sales team!
What do you like best about the product?
Tracking in conga collaborate - really nice to see when a customer opens a document and how long they spend in there
What do you dislike about the product?
Most of my complaints with the tool revolve around the way we’re selling and how our business is evolving.
What problems is the product solving and how is that benefiting you?
Quick generation for standard agreements results in an equally quick execution and lifecycle as well
Best Document Automation Product
What do you like best about the product?
Conga has helped to streamline our renewal invoicing processes and improve our efficiency. It’s very user friendly and our Salesforce users find it really easy to use with only a click of a button! Since implementing invoices, we have started to expand how we use Conga by generating course usage reports in Excel and sending surveys. Making it easier to engage with our Members at all stages in their Membership.
What do you dislike about the product?
Not necessarily a downside, but queries can be difficult to write and it was so much easier when we could use reports.
What problems is the product solving and how is that benefiting you?
Conga helped us to centralize where our documents are generated and saved. Also allowed us to automate renewal invoicing and send out monthly course usage information to our Members. This allows our sales to concentrate on the selling aspects of the business and build customer relationships.
Recommendations to others considering the product:
Go for it!
We could not live without Conga
What do you like best about the product?
Conga allows our users to save time and effort producing docs and as an admin I love the options to control templates to ensure consistent messaging to clients
What do you dislike about the product?
There are some limitations with Salesforce Lightning
What problems is the product solving and how is that benefiting you?
We use Conga for almost every document our company sends out. This has allowed our support department to handle more business and sales to concentrate on sales rather than office documents
It’s a gamechanger
What do you like best about the product?
My team uses Conga to generate acknowledgement letters for our donors and we love that we can mass generate them in batches within seconds. We have cut down average turnaround time between receipt of gift and delivery of acknowledgement from 2 weeks to 2 days!
What do you dislike about the product?
There is a limit on how many letters we can mass generate at a time, would love if we could generate all the letters in one go.
What problems is the product solving and how is that benefiting you?
It has been a huge time saver internally for staff. Given that we’re a nonprofit with a small team, Conga has transformed our day to day and has made it possible for us to do more with less.
Recommendations to others considering the product:
Would love if the LiveEdit feature can include the header and footer of a template
Powerful tool to transform your business.
What do you like best about the product?
Cong composer allows us to simplify our sales agreement and enrollment process by keeping the new data in Salesforce and not in and out of systems through paper documents
What do you dislike about the product?
I wish the updates to the apps were pushed to our org automatically
What problems is the product solving and how is that benefiting you?
Data management and streamlining of our sales process
Recommendations to others considering the product:
Conga composer can be a great tool to reduce duplication of effort and bring your paper doc into the digital world.
Great template generation
What do you like best about the product?
Clean and precise documents that help us meet our customers needs
What do you dislike about the product?
A bit complex to configure and takes some time to get on the learning curve
What problems is the product solving and how is that benefiting you?
File storage and consistent documentation
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