A Reliable Tool for Automating Document Generation in Salesforce
What do you like best about the product?
Conga Composer has saved me a lot of drudgery work in terms of producing documents directly out of Salesforce. Quotes, invoices, contracts, or even special reports, you name it, I can generate beautiful-looking documents in a couple of clicks. Integration is seamless, and I appreciate how you can make nearly any field out of Salesforce get mapped into your templates.
What do you dislike about the product?
The learning curve is certainly there, particularly if you're attempting to do sophisticated logic or draw in information from multiple related records. The UI looks old-fashioned, and occasionally you'll have to use trial and error in order to get things working just so.
What problems is the product solving and how is that benefiting you?
Previously, creating and editing documents was prone to so many errors. Doing those tasks manually is a lot of work and very time-consuming. Now, with the collaboration of Conga, I am able to generate any form including memos automatically with one click on Salesforce which reduces errors and improves turnaround time. This Conga feature is beneficial for accuracy and therefore enhances productivity.
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