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Conga Composer
What do you like best about the product?
Customization of templates is easy using the template builder. I also like that composer pulls in the salesforce fields we decide we want on the documents.
What do you dislike about the product?
When I do need to speak with a support person, sometimes it takes a day to get a callback.
What problems is the product solving and how is that benefiting you?
We use composer to standardize our draft and final contacts so all have a professional look. All users now present the same look, which allows us to look polished.
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We love Conga!
What do you like best about the product?
Conga is very user friendly for me as an admin as well as for the sales reps and contract team.
What do you dislike about the product?
Can't think of anything at this time! Conga has been a great tool and we are looking at adding Conga Contracts, which is something that will truly improve productivity.
What problems is the product solving and how is that benefiting you?
Conga Composer allows the reps to create a client/prospect-facing quote/proposal in minutes with very little, if any, formatting. The contract team can do the same when creating the contracts. We just create our templates and that makes it seamless for the team. Makes me a happy admin!
Conga is GREAT for automating our forms and reports!
What do you like best about the product?
Conga is a flexible solution for pulling together data scattered throughout Salesforce.com and putting it a form format that our users are used to using.
What do you dislike about the product?
Nothing at this point. It meets our business requirements.
What problems is the product solving and how is that benefiting you?
We use Conga Composer to automate our internal business forms and create email templates that we send out to our customers. This saves us the manual keying of duplicative data that already resides in Salesforce.com.
Streamlining of Quotes and Contracts with Conga Composer
What do you like best about the product?
Easy Document generation, robust automation capabilities. Integration with both Salesforce & DocuSign for delivery of contract documents to customers. Easy administration of the system.
What do you dislike about the product?
There is not really an aspect of Conga that I do not like.
What problems is the product solving and how is that benefiting you?
Conga enables our business to quickly and easily create and send customer quotations as well as contract documents through Salesforce. We've also integrated it seamlessly with DocuSign which has resulted in a much faster process for closing business and processing sales orders.
Recommendations to others considering the product:
Easy Robust solution
Transformational Product that has exponentially increased our efficiency...
What do you like best about the product?
What I like best about Conga Composer 8 is its seamless integration with Salesforce. Conga queries make it easy to pull & render data from our standard & custom objects such as contracts and meeting minutes that bring it right into Powerpoint, PDF or Word. Create a custom link or button and canned reports are easily generated from live data. Before Conga, we used visualforce then exported to Excel or Word, which was particularly inefficient. Conga Composer produces beautiful, rich, branded reports we use on a daily basis.
What do you dislike about the product?
Template builder could be sightly more user friendly, but that is nit-picking. There are features we are not yet taking using. So I'm still learning...
What problems is the product solving and how is that benefiting you?
Sales and Admin efficiency gains and click of a button rendering of documents. FTE reduction resulted within 3 months of implementing Conga
Recommendations to others considering the product:
Conga pricing model is user based - perhaps pricing could be reduced by number of templates or events perhaps.
Top notch customer service
What do you like best about the product?
Whenever we run across any issues with Conga's integration with our Salesforce org, we know we can contact Conga and they will unfailingly be available for however long is needed. They always solve the issues - they're pleasant to work with and know they're stuff. Very transparent and humble, too. If they don't know the answer, they tell you and work with you to solve it anyway.
What do you dislike about the product?
Obviously it would be nice not to have any issues in the first place, but honestly with the level of customer service Conga provides, this is barely a dislike.
What problems is the product solving and how is that benefiting you?
We use Conga to consolidate our Agreement / Contact templates to get them ready to e-sign for our customers. This saves us so much time and confusion as we're keeping everything all in the same place. Security and permissions are a breeze too as everything can be customized to different profiles.
Easy to use
What do you like best about the product?
Conga Composer can easily generate customized Word and Excel files through Salesforce. No need many settings. We also use conga workflow. With workflow, all sales can get the paper without any extra setup just one click on the button.
What do you dislike about the product?
Supporting documents don't have enough examples to explain how to use some specific function.
What problems is the product solving and how is that benefiting you?
Generate quote paper for internal sales and external agents. Save a lot of time for sales to get quotes. Sales don't need to wait for quote team manually create quotes.
Recommendations to others considering the product:
Improve the speed to generate paper.
Conga is Great !
What do you like best about the product?
Easy to create conga templates. No complex formulas or coding is required. Admins can easily replicate, modify and add new updates to existing templates.
What do you dislike about the product?
Not many options to expand or resize the columns but otherwise everything is in excel which helps in modifications and export in excel format.
What problems is the product solving and how is that benefiting you?
We use conga for generating quote templates and for generating order packet in Salesforce. There are different output options excel or pdf which can be controlled based on users and profile in salesforce.
Recommendations to others considering the product:
Good and easy way to generate the documents
Helping Amins to work around the SFDC limitations
What do you like best about the product?
We can now schedule reports delivery without limits restricted by the SFDC.
What do you dislike about the product?
There is a file size limitation. it can only send max of 25mb
What problems is the product solving and how is that benefiting you?
We can now schedule reports delivery without limits restricted by the SFDC.
Using Salesforce? Conga is a MUST
What do you like best about the product?
Conga Composer tool is great if you are in need of custom quoting and proposal templates. This tool has ability to bring reporting and presentation to another level with your ORGs SFDC data.
What do you dislike about the product?
Can't think of much now other than limitations on the word doc merge of 2 docx files into one but I doubt others are editing their documentation like my ORG does.
What problems is the product solving and how is that benefiting you?
Ability to generate quote, proposal, report into excel and or PP and most of all adding the documentation to the SF Opportunity object
Recommendations to others considering the product:
This tool is great and Conga has ActionGrid which are complementary
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