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Conga Elevates Performance
What do you like best about the product?
The ability to customise it to do what needs to be done in a range of different document generating formats.
What do you dislike about the product?
Button conversion for Lightning could take a bit of time to deal with but that's not Conga's fault. Theres nothing really I dislike.
What problems is the product solving and how is that benefiting you?
Conga Composer has revolutionised the way we prepare documents and fill out forms. The ability to set merge fields has saved us countless hours,
Recommendations to others considering the product:
Definitely consider it.
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Conga Composer, with one click our admit letters are ready to print
What do you like best about the product?
We have complex letters that are sent to students, with approximately 30 variable fields, with Conga we have saved hours of time creating individual letters with a click of a button. We have been able to set these up as emails and printed letters. Instead of taking 20 minutes per student to prepare their letter and email, it now takes us 5 min.
What do you dislike about the product?
It took a bit of time to set up, but once set up, I have no complaints!
What problems is the product solving and how is that benefiting you?
We are able to create individual letters with one button for each contact. I have also found conga very helpful in pulling documents together, I can pull a contact's answers to questions into a word document with ease and send this to our reviews in half the time as before.
Conga, What A Game Changer!
What do you like best about the product?
It brought our company into the 21st century.
What do you dislike about the product?
The mapping of the fields onto our documents. I understand it is necessary but it is time consuming.
What problems is the product solving and how is that benefiting you?
We are no longer hand writing our sales contracts as Conga works is't magic and inserts the informations.
Recommendations to others considering the product:
Any company using SalesForce and producing contracts then Conga is a must have.
Great for teams without developers or users who change things often
What do you like best about the product?
Great to have power business users doing maintenance on documents. Does not require a developer to make changes to a Visualforce document. Integration to adobe sign works well. Has some nice advanced features like background processing if you figure out the parameters for them.
What do you dislike about the product?
Interface and integration is clunky, documentation is really hard to find information. Salesforce integration involves creating a button that has all of the data you would need from reports and queries, so maintaining that in large deployments with many templates can be a nightmare. Adding the correct tag formatting to Word documents was not obvious, and there was no documentation to help. The copy and paste tag editor helped for the name, but not the formatting. Once I contacted support, they were able to help, but this is a basic feature for which there was no documentation.
What problems is the product solving and how is that benefiting you?
Creating agreement documents, pre-filling forms, sending complex emails with data from various object sources
Great experience all around
What do you like best about the product?
The knowledgeable support staff and sales
What do you dislike about the product?
That I wasn't given an actual install guide. I'm anal about getting those. lol
What problems is the product solving and how is that benefiting you?
WE can have our sales folks spend less time working in SFDC and more time out in the field.
Conga Customer service shines like their product.
What do you like best about the product?
The template builder makes is very easy to build templates, excel, work and pdf. Their customer service is extremely helpful and attentive anytime I have contacted them.
What do you dislike about the product?
We use this to generate quotes and have had the need to use formulas within tables that are located in a Word doc. Conga composer does not like formulas in Word.
What problems is the product solving and how is that benefiting you?
We have users outside of salesforce that are looking for very detailed reports in a specific format. With the help of Conga Customer service I have been able to create an excel template that includes formulas and automatic formatting. HUGE TIME SAVER
Great tool for customizing reports
What do you like best about the product?
Love that you can customize the output of your reports from Salesforce into a clean, professional template to match your business letterhead.
What do you dislike about the product?
It does take some learning to understand the parameters.
What problems is the product solving and how is that benefiting you?
Creating professional templates for sales management and purchasing. They like the clean and easy to read template created outside of Salesforce's printable view.
Creates flexible and professional outputs
What do you like best about the product?
Flexibility of the tools to mimic outputs fairly well from other programs. The overall look of the resulting documents we of a high quality.
What do you dislike about the product?
The older tools only let you use the fields from SFDC from the exact object you relate the tool. It was sometimes a challenge to get what you needed on the resulting form.
What problems is the product solving and how is that benefiting you?
Quick contract outputs and internal forms driven from SFDC objects and processes.
Love me some Conga Composer!
What do you like best about the product?
I am pretty new to Conga Composer, but I love that it saves me time! Because of it's integration with Salesforce, I just simply upload my templates with Conga template and it pulls the fields I need out of my Salesforce instance to create documents that are ready to use.
What do you dislike about the product?
hmmmm.... I guess if I had to come up with something it would be the pop-up window to create the template has a button that says I can go return to the opportunity, but it doesn't take me back to the original window...it just keeps a new window opened.
What problems is the product solving and how is that benefiting you?
As a non-profit we send thank you letters out to our donors and Conga Composer makes that effortless. In addition, I have realized that there is an array of options when creating documents for different needs.
Great document generator
What do you like best about the product?
We use Conga in combination with our Salesforce database and it is a great tool to get pretty formatted documents out of the system. We use it with donors, our board of directors, and staff.
What do you dislike about the product?
Takes a bit of work to get the buttons setup, but easy steps to follow.
What problems is the product solving and how is that benefiting you?
Making factsheets for distribution to staff with easy to read layout. Super time savings since people don't have to look through all the fields in our database, just the key items. Also being able to add logos and other customization is great.
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