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A trustee easy to use SF.com addon
What do you like best about the product?
How easy it is to use, I've used it for performance packs in the past that have taken days and this has managed them in minutes.
What do you dislike about the product?
Some of the UI's are not the easiest to navigate, but you get over this with time.
What problems is the product solving and how is that benefiting you?
The quick turnaround of performance packs, extracting info from various objects into a PDF.
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Versatile tooling
What do you like best about the product?
Tooling matches standard business cases, Quick customer service, and connecting with the customer
What do you dislike about the product?
More attention for the new releases would be nice
What problems is the product solving and how is that benefiting you?
Automating making quotes from Salesforce opportunities
Comprehensive & flexible for non technical super users
What do you like best about the product?
Flexibility to both enhance our process & the output documents as we go along but also flexible to cater for multiple scenarios that need different communications.
What do you dislike about the product?
We rely heavily on a combination of workflow & scheduled Conductors to automate our processes, including out of hours. When the Conductor scheduling server has not worked this creates a lot of manual work & looses credibility with our users
What problems is the product solving and how is that benefiting you?
Immediate communication with our donors, bookers etc. which is scalable as numbers increase
Recommendations to others considering the product:
Allow enough time to plan & implement in bite sized pieces then enhance
Letter generation from Conga
What do you like best about the product?
The Conga suite gave our client the power and flexibility they need to generate their business letters at the appropriate points in their workflows
What do you dislike about the product?
nothing ...............................................
What problems is the product solving and how is that benefiting you?
Generating business letters at different points in case management workflows for a client.
saved time with reduced manual letter generation within the operations team
saved time with reduced manual letter generation within the operations team
Docs out of Salesforce made simple - a very versatile app
What do you like best about the product?
Easy to set up, works with multiple document templates and formats. People used to MailMerge pick it up really quickly.
What do you dislike about the product?
As Conga grows there are multiple products, tiers, and pricing to navigate around but once you've got the version that meets your requirements, getting going is very straight forward.
What problems is the product solving and how is that benefiting you?
Professional looking templates, straight out of Salesforce
Trialing Conga Sign for electronic signature
Trialing Conga Sign for electronic signature
Conga Benefits
What do you like best about the product?
It automates workflows to produce more efficient results.
What do you dislike about the product?
Pricing is more and its expensive other than that entirely good tool for Document Generation
What problems is the product solving and how is that benefiting you?
Document Generation become so easy with the help of Conga i.e., with only point and click
Good document created but occasional system glitch
What do you like best about the product?
easy to design and create beautiful outcome
nice support team and quite responsive
good documentation for new user
nice support team and quite responsive
good documentation for new user
What do you dislike about the product?
occasional system glitch, sometimes user will not able to generate any document for a few hours
normally will be self rectified by itself
it is a bit slow to generate the document, but tolerable
normally will be self rectified by itself
it is a bit slow to generate the document, but tolerable
What problems is the product solving and how is that benefiting you?
generate sales order confirmation, invoice etc
very professional and neat document generated
very professional and neat document generated
Recommendations to others considering the product:
conga composer is a reasonable priced product if your business requires generating a lot of professional looking paperwork such as sales order and invoice etc.
It is easy to learn and design. No particular IT skills required. Support is also responsive and helpful.
However, sometimes, a user will not be able to generate any document for a few hours for no reason. Contacted support regarding this issue, but no avail. Normally, restart the browser/PC might resolve the issue. If the issue persists after restarting, it will normally go away in a few hours.
It is easy to learn and design. No particular IT skills required. Support is also responsive and helpful.
However, sometimes, a user will not be able to generate any document for a few hours for no reason. Contacted support regarding this issue, but no avail. Normally, restart the browser/PC might resolve the issue. If the issue persists after restarting, it will normally go away in a few hours.
conga review
What do you like best about the product?
that we can customise as per our need and multiple people can manage templates
What do you dislike about the product?
it is quite difficult to learn it in the first place as admin. as end user it is quite user friendly
What problems is the product solving and how is that benefiting you?
it is standardised and faster than other softwares
An essentil tool ... not so easy to use
What do you like best about the product?
It is a time aving for end users and can be easily customized.
What do you dislike about the product?
It is not so easy to build. Documentations available are not enough.
What problems is the product solving and how is that benefiting you?
Creating invoices, proposals and agreements to different entities. Or even, creating customized excel reports.
Easy Document Generation
What do you like best about the product?
Templating existing documents is a fantastic function of this software.
What do you dislike about the product?
template import is a bit of a faff. once you've got used to the import locations it does get easier.
What problems is the product solving and how is that benefiting you?
the software helps to create documents that relate to your SF instance quickly, not only that different users can create documents that all look similar.
Recommendations to others considering the product:
think about the Templates right for you in the early stages.
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