I have a project where I generate a document and send it via client email when an opportunity arises in Salesforce. When the opportunity is won, an invoice is automatically sent to the recipient. I also use it to generate documents and send them for signatures using Conga eSign.
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Seamless invoice automation with autosend and eSign integration
What is our primary use case?
What is most valuable?
The most valuable feature is the automatic generation of invoices and the ability to merge fields from Salesforce into the document, creating a clean and professional invoice. After generating the document, it can be sent for a signature using Conga eSign, and the signed document is then updated in Salesforce with a completed status.
What needs improvement?
It would be better to have a custom button that automatically sends a document to the client's email and sends it for a signature with a single click.
For how long have I used the solution?
I have been using Conga Composer for one and a half years.
What do I think about the stability of the solution?
I have had some issues with the stability of Conga Composer, mainly related to the configuration, such as assigning permission sets to the Composer user profile in Salesforce. There are more steps to follow, but I have shared all the related documentation.
What do I think about the scalability of the solution?
Scalability-wise, this product is very helpful. It is easy to scale because many clients use it and DocuSign. It is a really helpful product.
How are customer service and support?
I have no experience with their support. I do not have an account to connect with the Conga Composer team.
How would you rate customer service and support?
Positive
How was the initial setup?
The initial setup involves going to AppExchange, searching for Conga Composer, and installing it in your Salesforce organization. The setup requires assigning permission sets and following several configuration steps.
What's my experience with pricing, setup cost, and licensing?
It is a free tool for thirty to thirty-one days, after which you need to connect with the Conga team to purchase Conga Composer. The pricing is neither cheap nor high; it is limited.
What other advice do I have?
I would recommend this product to others as it is very helpful for invoice generation.
I'd rate the solution nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Zero complaints! Conga composer is great
What do you like best about the product?
We use this system to help us generate proposals and contracts from our salesforce quote flow. Its easy to setup, and we have created several differnt templates to generate based on customer type or ordered unit. its customizable and adaptable which is amazing.
What do you dislike about the product?
I think there may need some work or adjustments to allow users to change page order s if needed, or more printer setting controls.
What problems is the product solving and how is that benefiting you?
We have a repeating process, this system help to speed up and streamline our sales funnel processes to help get our sales team faster to close-won opportunities.
Generate Complex Quote Documents
What do you like best about the product?
Seamless integration with Salesforce, multiple output formats and customizable Document generation
What do you dislike about the product?
Delays in document generation on some occasions
What problems is the product solving and how is that benefiting you?
Document generation for Quotes and other custom business needs
Effective for email and document template creation with helpful support
What is our primary use case?
We used Conga to create invoice documents and PDFs of invoices. Additionally, we utilized it for institute-related documents like attendance certificates, conduct certificates, and various other certificate creation tasks.
What is most valuable?
I find the Conga email template creation and the document template creation features very useful. It is also valuable that the source of HTML is provided, which allows for the creation of custom documents.
What needs improvement?
For newcomers to the platform, the removal of certain suggestions in recent releases can be a pain area. Previously, we had default flags like SC0 and SC1 displayed on the customization page, which made it easier for beginners. Reintroducing these suggestions in future releases could improve the user experience.
For how long have I used the solution?
I've been using Conga for a while.
What do I think about the stability of the solution?
There are no major breakdowns, and everything works fine. If there are issues with Conga queries, they get resolved quickly. The APIs and custom button PDF generation also work within the expected timeframes, making the solution reliable.
What do I think about the scalability of the solution?
Conga is efficient at creating PDFs dynamically. Once you understand the logic, it becomes very comfortable to scale up or down.
How are customer service and support?
The support team is responsive and quick compared to other products. They connect with us promptly, go through the issue, and provide solutions effectively.
How would you rate customer service and support?
Positive
How was the initial setup?
The setup process involved reproducing the same configurations in different environments like development, QA, UAT, and production manually. We manually copied and pasted components without going through any deployment process.
What other advice do I have?
Overall, the package is very good for automated documentation. I recommend it to others looking for similar solutions. There is room for new enhancements that can further improve the platform.
I'd rate the solution eight out of ten.
Which deployment model are you using for this solution?
Private Cloud
The suction that enables Salesforce customers to customize, streamline and scale document generation and reporting for Salesforce
What is our primary use case?
I’ve worked on two projects with Conga Composer. In one, I automated a company’s quoting process to quickly generate customized quotes for clients, replacing a manual system and reducing human errors. In another, I integrated Conga Composer with DocuSign to automatically generate documents and send them for customer signatures. While I haven’t used Conga Composer for contract management, I’ve used it extensively for quoting processes.
What is most valuable?
I like Conga Composer because it's simple and flexible. I can manage complex formatting and queries easily and integrate it with other tools like DocuSign for the signing process. I’ve used it in Salesforce by installing the Conga Composer package, creating Conga solutions, queries, templates, and using different parameters. Integration with DocuSign allows me to send documents for signatures with just one click, which has greatly improved workflows. By automating processes, such as generating quotes, it has reduced human errors significantly. I also find the ability to generate documents in various formats like PowerPoint, Excel, and Word very useful. However, I haven't worked with its AI capabilities yet.
What needs improvement?
One downside of Conga Composer is that it requires integration with other tools for the signing process. Apart from that, I find nothing major to be improved.
For how long have I used the solution?
I’ve been working with Salesforce for 2.5 years, and during this time, I’ve also worked with third-party tools like Conga Composer, CPQ, and DocuSign.
What do I think about the stability of the solution?
I haven’t encountered any performance or stability issues with Conga Composer.
What do I think about the scalability of the solution?
I find it scalable; for example, I suggested using Conga Composer in a project involving CPQ to generate quotations.
How are customer service and support?
I work with the cloud version, specifically Sales Cloud.
Which solution did I use previously and why did I switch?
In comparison to DocuSign and CPQ, Conga Composer has some advantages. It supports various formats like Excel, PowerPoint, and Word, which DocuSign does not. Conga Composer also offers advanced automations and dynamic template selections, which are not available in DocuSign. Additionally, it allows table formatting on templates, whereas DocuSign does not.
How was the initial setup?
I haven’t needed to escalate any questions to tech support for Conga Composer. Before using Conga Composer, I worked with DocuSign and CPQ.
What about the implementation team?
We had about fifty users in that project, and it was used across multiple departments. Maintenance is minimal—just keep the subscription active, and it works smoothly. Onboarding is straightforward; I didn’t face any complexities starting with it.
What's my experience with pricing, setup cost, and licensing?
Regarding pricing, I believe it’s around fifty dollars, but I’m not entirely sure. Overall, I find the pricing reasonable and am quite satisfied with the product. The value we get from it justifies the cost, as it requires minimal maintenance and is straightforward to use. The functionality it provides aligns well with the investment.
What other advice do I have?
I would recommend Conga Composer to others. I would explain its functionalities and the implementation process if they are not familiar with it. On a scale of one to ten, I would rate Conga Composer at nine.
Useful for creating templates on Salesforce object records
What is our primary use case?
I use Conga Composer to generate invoice and code templates. It's useful for creating templates on Salesforce object records, but I haven't used it for contract management.
What is most valuable?
What I like about Conga Composer is that it's much easier than Salesforce's native templating. It's simple to add merge fields, write queries to pull data and access up to four levels of related objects. This makes it very comfortable to get all the needed data into templates.
We can use Word templates with Word boxes and customize everything. Its conditions are very easy to write and hide content based on requirements. When used with DocuSign, Conga Composer can calculate currency fields that DocuSign can't.
We can default to PDF and hide content to reduce errors. We can generate invoices by clicking a button and hiding tables, which we can't do in DocuSign. We can download and attach documents to notes and attachments or any field we require.
The solution with Salesforce allows us to generate templates with a single click after some configuration steps.
What needs improvement?
The only improvement I'd like to see is the ability to hide a single column within a grouped table, which I couldn't figure out how to do.
For how long have I used the solution?
I have been working with the product for two years.
What do I think about the stability of the solution?
I haven't faced any stability issues in the two projects I've worked on.
What do I think about the scalability of the solution?
The tool seems scalable and easy to understand. The documentation from the community partner is very detailed and helpful.
How are customer service and support?
I haven't personally worked with their technical support.
How was the initial setup?
The initial setup is manual and takes about two to three hours. For my current project, I have Conga Composer installed in developer and QA orgs. In previous projects, we deployed it from dev to QA to UAT and then to production, which required manual steps. It's a cloud-based solution that works with Salesforce.
What about the implementation team?
The tool's deployment was done in-house.
What was our ROI?
When bundled with Salesforce, the tool costs a bit less. I find it provides good value for money and saves time.
What's my experience with pricing, setup cost, and licensing?
I think the tool costs around six dollars per user.
What other advice do I have?
I recommend Conga Composer to others because it's easy to use and understand. It supports downloading templates in multiple formats like Word and PDF, more than DocuSign. My advice to potential users is that it's really handy and supports many template formats. On a scale of one to ten, I would rate Conga Composer a nine overall.
Takes time to set up but worth the effort
What do you like best about the product?
Total flexibility in how produced documents are formatted.
What do you dislike about the product?
Some portions of setup require Salesforce Classic, which can be a pain
What problems is the product solving and how is that benefiting you?
Standardizing quoting without having to go to full Salesforce CPQ
Easy to setup and customize
What do you like best about the product?
It's a simple tool that does a simple task where Salesforce falls short. It is capable of doing many complex processes if necessary. It saves time creating and sending documents that are required by the business on a regular cadence.
What do you dislike about the product?
For more complex solutions, Conga Composer + Solution isn't very intuitive when editing templates, and the documentation has proven to be incomplete. I have had to work with support pretty closely to meet our business requitements. Luckily their support team is extremely knowledgable, responsive, and friendly.
What problems is the product solving and how is that benefiting you?
Conga Composer allows our business to generate printable guest books of event guests before events so that our team can study attendees, and match faces with names, bios, and area of interests. Conga Composer also generates a post-event report that is easy for our seniors to digest in a PDF format that is emailed following an event.
Very helpful tool
What do you like best about the product?
Easy to manage, and templates for e-signatures are very consistent, a great tool for admins.
What do you dislike about the product?
I wish there could be a wizard to make it more end user friendly
What problems is the product solving and how is that benefiting you?
streamline quotes and contracts out of Salesforce.
Having information in real team and triggering actions on base of those documents.
Having information in real team and triggering actions on base of those documents.
Design of support related to Salesforce CRM
What do you like best about the product?
The approach is not simple, but the automatisms work well and once the mechanisms between Conga Query / Conga Composer and Template are well understood, one can handle the documents including with the Conga Sign solution.
What do you dislike about the product?
We do not have documentation in French.
What problems is the product solving and how is that benefiting you?
the retrieval of Salesforce data on accounts, contacts, opportunities, and all components in order to design materials that are easy for users to use on a daily basis
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