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Advanced solution for document merge
What do you like best about the product?
The ability to bring in data from multiple custom objects through OAuth buttons.
What do you dislike about the product?
Limited parameters to log detailed activities across the custom objects in reference.
What problems is the product solving and how is that benefiting you?
Mail Merge, EMail Generation
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Great features and support
What do you like best about the product?
Flexibility of the creation of templates
What do you dislike about the product?
Error messages are not always clear to the user
What problems is the product solving and how is that benefiting you?
Creation of Sales closing docs for our retail business units
Conga is awesome, it makes it easy to create standard emails with merge fields
What do you like best about the product?
Conga allows you to create email templates and customize them for each client with the click of a button. You only have to create the template once and add merge fields, for example Client Name, address, etc. and you have a standard template being sent with specific information to each client.
What do you dislike about the product?
It can get tedious when trying to create the merge fields. Also, the button creation can be cumbersome because you have to create queries and follow all kinds of specification to get the document to where you need it to be. It can be overwhelming.
What problems is the product solving and how is that benefiting you?
Saving sales reps time as it relates to contacting clients. We have even found ways to give the option to send custom messages to clients if they so chose, on a standard template. There is a lot that can be done if you take the time to learn the software.
Recommendations to others considering the product:
Make it simpler to set up the buttons and it would be nice to have better support.
Conga is a well-supported platform for personalized content
What do you like best about the product?
Merges data well with Salesforce in a very flexible environment.
What do you dislike about the product?
That it can not do even more to fill other related needs.
What problems is the product solving and how is that benefiting you?
Leveraging Salesforce data to create great personalized documents
My favorite AppX tool!
What do you like best about the product?
We have been a conga customer since 2010. They have always gone above and beyond to meet even our mist complex needs. There is no better way to get data out if SF and distribute to SF and non-SF users.
What do you dislike about the product?
If I had to pick something I would say I wish the merge was a little faster.
What problems is the product solving and how is that benefiting you?
Visualizing data in a better and more distributable format including quotes, win/ loss forms, triage forms, trip reports, account plans and executive summaries.
Recommendations to others considering the product:
Best tool out there for document generation and distribution.
Network Engineer
What do you like best about the product?
I use conga to build templates and push out my forms with . User friendly software
What do you dislike about the product?
Easy to create templates using this app, no dislikes
What problems is the product solving and how is that benefiting you?
Streamline process of getting forms to customers
Great template builder
What do you like best about the product?
I use Conga to build templates for my Account Execs to prepopulate their proposal letters. Very easy to learn and use. You can bring in a word document and set your merge fields as needed. Great program for an everyday task.
What do you dislike about the product?
Nothing so far. I can create templates and upload them with ease.
What problems is the product solving and how is that benefiting you?
Streamlined AEs making proposals.
Recommendations to others considering the product:
None so far.
Scale CRM success with data mashups
What do you like best about the product?
Ability to choose methods of delivery and formats across the enterprise
What do you dislike about the product?
Conga composer is a valuable tool, easy to use, perhaps some additional material for business teams to understand when to use CC vs OOTB SFDC would help
What problems is the product solving and how is that benefiting you?
Generating PDF with external users and advanced DL support. Useful and simple tie-ins to embed data within larger mashups, marrying CRM and other system data.
Pretty awesome product
What do you like best about the product?
How simple it is to merge data into form for correspondence has been amazing
What do you dislike about the product?
Infrequent inconsistency issues when creating new forms
What problems is the product solving and how is that benefiting you?
Correspondence and merging data
Great Tool
What do you like best about the product?
This tool works great to merge data into forms for our customers.
What do you dislike about the product?
I have not run across anything that I disllike at this point
What problems is the product solving and how is that benefiting you?
Manual processes
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