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Conga is bad for Salesforce
What do you like best about the product?
I don't like anything. It is hard to use, hard to integrate, only thing it does what it says it does, but there is better products and cheaper and we will asap switch on them.
What do you dislike about the product?
Whole platform, that it is not fully integrated, it is slow, it doesn't support DX, support is bad, when you create sandbox you need to ask for licence.....
What problems is the product solving and how is that benefiting you?
Creating contracts
Recommendations to others considering the product:
Avoid it if you can
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Great Functionality
What do you like best about the product?
Very simple to use, and easy to send customised templates with. We can now adapt anything we need to in-house
What do you dislike about the product?
Sometimes hard to draw elements from different sections of Salesforce. Not as good for complicated documents.
What problems is the product solving and how is that benefiting you?
Booking confirmation emails, visa support letters
Conga Document Generation is a Huge Time Saver
What do you like best about the product?
I like how easy it is to run on an everyday basis. With one click the document pulls the information altogether from SalesForce and puts it in the required format.
What do you dislike about the product?
It was a little tricky figuring out all of the codes/symbols/etc. when building in SalesForce. Building the template was also a little time consuming, but definitely worth it in the end.
What problems is the product solving and how is that benefiting you?
Our sales team uses this to pull information from Salesforce and it puts it into the template format. This alleviates questions as to what information we need in the document and how we want it displayed. They simply plug in the information and out comes a document set up the way we wanted it to be.
Great Customer Service
What do you like best about the product?
I love the fact if I have a question, they are willing to help with a smile on their face!
What do you dislike about the product?
Sometimes it isn't easy trying to find an answer on your own through their support pages because there's so much information.
What problems is the product solving and how is that benefiting you?
We have saved a lot of time by having documents automatically generate vs. users having to manually generate documents.
Gets the job done but could be better
What do you like best about the product?
Conga is relatively simple to use and it does the main task that it was created for - create documents. It is relatively fast (less than 20 seconds) and generally does not produce errors in merging the documents.
What do you dislike about the product?
However, it has a relatively hard time of producing documents with any kind of complexity. It can not handle a business with a complex product offering without huge manual template manipulation from the administrator (which then requires end user manipulation and QA).
What problems is the product solving and how is that benefiting you?
Conga has helped expedite the contract creation process by providing some of kind of automation. It helps solve the business problem of making sure to minimize the time between contract request from the client to producing a document that the client can receive.
Recommendations to others considering the product:
This tool can be helpful for some, but make sure that they can handle the complexity of the business documents you require. Other document management tools may be more beneficial.
I have been working on Conga in many implementation and I feel it is one of the best Doc gen tool
What do you like best about the product?
Ease of learning and configuring. The Conga support site is also very helpful and Support team is also very helpful.
What do you dislike about the product?
Conga Trigger as it does not have any component to reload a page.
What problems is the product solving and how is that benefiting you?
We hit a roadblock when we got View state error and document generation tool helped a lot and maintenance of templates is also very easy.
Recommendations to others considering the product:
The pricing aspect for Conga Licenses and also ensure that Communities aspect is also considered.
Great
What do you like best about the product?
Easy access to updated documents. Also organized templates. Automated prefilled templates were a major help in implementing communication to consumers quickly and efficiently.
What do you dislike about the product?
Some documents took way longer to load vs other documents.
What problems is the product solving and how is that benefiting you?
It helps show progress and metrics for each week helping keep the pace going.
It keeps me organized and up to date.
It keeps me organized and up to date.
JTF Wireless
What do you like best about the product?
It gives you the flexibility to send emails from the platform, and write your own text
What do you dislike about the product?
It can sometimes take some time to donwnload
What problems is the product solving and how is that benefiting you?
It has enabled us to streamline our processes and have traceability of documents sent.
Recommendations to others considering the product:
This can be configured to how you want it, and is very flexible. Really think about how you want it to work, before making the decision.
A Proposal Solution for a Virtual Company
What do you like best about the product?
The custom created templates have given us the ability to quickly create several types of documents to send to prospective clients/affiliates. Also the integration with our form submission software allows us to easily have people send us important information. The fact that your document will auto-save as you make changes is a big relief, knowing you won't lose any work.
What do you dislike about the product?
I dislike that to edit any published proposals they must be duplicated and the title must be changed to keep the link from looking odd. As we have custom created and detailed proposals, it would be nice to be able to go in and tweak an original document. We often have several revisions and the titles become creative (Revised, updated, final, etc.)
What problems is the product solving and how is that benefiting you?
As an entirely virtual company we needed a way to send our proposals to our prospects to prove that everything can be done effectively in a virtual space. Also, the notifications of opening documents and the reporting information gives our representatives insights to prospects' thoughts such as what option they are leaning towards, and these insights aid in their post-proposal discussions.
Excellent Product for Doing mail merges and also send reporting to customer and stakeholders
What do you like best about the product?
I love this product as it offer much more than standard salesforce document generation and makes it easier to share this with stakeholders. For example standard quotes in sales force are really poor this means to offer the best options to customer we use conga to do this. We also use the product to take reports created in sales force and convert them to templates spreadsheets. This is then sent out to management so they can review the data we have on sales and opportunities in our company. This means that we do not have to but extra sales force license for users that only need to see the reports. Also we like the ability to create the word documents from the tool, these are used for creating certificates for training along with distribution contracts. All this offers many features that we would not have without using the conga tool.
All in all I really like conga and use it day in day one as both a user and an admin of our CRM System.
The pricing is very good based on the amount of features that you get and I can see us using more of the products such as signature in the next 12 months.
All in all I really like conga and use it day in day one as both a user and an admin of our CRM System.
The pricing is very good based on the amount of features that you get and I can see us using more of the products such as signature in the next 12 months.
What do you dislike about the product?
Nothing apart from having to create SOQL queries because the reporting and lighting does not work well.
What problems is the product solving and how is that benefiting you?
Contracts, Quoting, sending reports as excel files to stake holders
Recommendations to others considering the product:
Worth the investment in terms of what if offers
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