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Conga Composer API

Conga | 1

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External reviews

693 reviews
from G2

External reviews are not included in the AWS star rating for the product.

    Non-Profit Organization Management

Can be challenging to work with

  • October 26, 2017
  • Review verified by G2

What do you like best about the product?
I like that you are able to easily merge fields to make templates more personalized.
What do you dislike about the product?
Getting people access to Conga Composer within Salesforce can be a challenge especially if you've never done it before.
What problems is the product solving and how is that benefiting you?
Conga composer has been utilized to send customized emails to our customers.

    Ashley R.

Conga Composer Review

  • October 26, 2017
  • Review provided by G2

What do you like best about the product?
Easy to use and configure, easy to add new functionality or documents that we need
What do you dislike about the product?
The in-line editing new feature changes my document and looks funny after edit so not able to use it in our instance
What problems is the product solving and how is that benefiting you?
We use it to send our invoices, our past due notifications, check printing, and account statements.

    Ron S.

Conga Composer

  • October 26, 2017
  • Review verified by G2

What do you like best about the product?
I like that with any pdf, we can create a template that looks awesome.
What do you dislike about the product?
It does take a little bit of education to figure out how to use some aspects of it.
What problems is the product solving and how is that benefiting you?
I've used Conga a lot in the past as a SFDC consultant. Now we are going to replace a very complicated CPQ quote in html with Conga.

    Joshua S.

Best app on the AppExchange

  • October 26, 2017
  • Review verified by G2

What do you like best about the product?
Automation of document creation
Easily attach documents directly to the record
Templates are easy to build and provide powerful results
Integration with DocuSign
Conga Support
What do you dislike about the product?
Can get pricey with large amounts of users.
What problems is the product solving and how is that benefiting you?
Streamlined quote generations
Provide powerful reports which are not possible with Salesforce out of the box report builder
Automated the Document generation process

    Gina R.

Conga Composer takes mail merge to a whole new level

  • October 26, 2017
  • Review verified by G2

What do you like best about the product?
With Conga Composer I have been able to harness all of the data within Salesforce to create complex document packages for my customers. I have worked with many different document assembly tools in the past and this is the first one that effortlessly combines data from different areas without complex code. It is an essential tool to leverage data within Salesforce and provides a compelling reason for my users to put everything in the system when they know I can take it all out in useful documents.
What do you dislike about the product?
I have so far not found a way to create multiple documents off of a table in Salesforce using only Conga Composer so that I can also incorporate data from related tables.
What problems is the product solving and how is that benefiting you?
I have been able to automate multiple document packages for different use cases, including creation of loan documents, credit memos and account briefs. It is improving the quality and efficiency for document production across multiple business units.

    Banking

App and Support are Second to None!!

  • October 26, 2017
  • Review verified by G2

What do you like best about the product?
Conga is so easy to use and maintain. My teams and myself keep finding uses for the product.
What do you dislike about the product?
There is a lot of information out there for conga users but it can sometimes seem daunting will all the information that's available.
What problems is the product solving and how is that benefiting you?
Providing documents to internal and external customers on a daily basis.

    Higher Education

Great tool for customizing your own templates

  • October 26, 2017
  • Review provided by G2

What do you like best about the product?
Conga has saved us so much time. I thought product was fairly easy to learn. Not only does it provide standard templates, it is quite easy to create your own.
What do you dislike about the product?
Sometimes the rights can be a little tricky. I wish there was more documentation on this.
What problems is the product solving and how is that benefiting you?
We use Conga for reporting. You can easily gather data from just about anywhere to create a nice and neat report.

    Mary B.

I absolutely LOVE the Conga integration with Sage Live!

  • October 26, 2017
  • Review verified by G2

What do you like best about the product?
It's so easy to create templates! We have many clients that need to customize their Sales Invoice templates in Sage Live, and once Conga is installed into their org, we've found many of our clients can do the invoice customization themselves - it's that easy!
What do you dislike about the product?
The installation of Conga takes a bit of time and could be streamlined. There are many steps to it, and if you miss one little detail it won't work.
What problems is the product solving and how is that benefiting you?
We are able to easily customize Sales Invoice templates in Sage Live, and we can create as many different templates as we need for the different operations within one business. And it's easy to select which template you want to use when invoicing a selected customer.
Recommendations to others considering the product:
Everyone should use Conga Composer to customize their Sales Invoices in Sage Live!

    Megan H.

Professional looking documents-quick and easy

  • October 26, 2017
  • Review verified by G2

What do you like best about the product?
Easy to use for both admins and end users
What do you dislike about the product?
No complaints yet! Support levels have seemed to change where it's more difficult to get answers at times, but the product itself is still great.
What problems is the product solving and how is that benefiting you?
Great solution for putting out documents in PDF to present to our customers. Makes our Salesforce data neat and presentable, while also securing it.

    Information Technology and Services

Great to bridge reporting limits in Salesforce

  • October 26, 2017
  • Review verified by G2

What do you like best about the product?
The fact that I can pull in information for various objects in Salesforce beyond the 3 object limit.
What do you dislike about the product?
Some things are not easily changed and there are still limitations around reports. Also dislike some of the inconsistencies in field labels, although the template builder helps to bridge them most of the time
What problems is the product solving and how is that benefiting you?
Tying together records from multiple objects, merge with DocuSign and pre-populate information in PowerPoints

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