We utilize it for contracts, account statements, and summary reports.
Conga Composer API
CongaReviews from AWS customer
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Feedback
Standardization of documents
Great product for congregating Salesforce data
Conga is more essential that Salesforce
Conga - a solution that works!
Conga Composer and our needs.
Conga is a great tool that solves document business challenges smoothly,effectively,and efficiently.
Making Proposals streamlined and easy
Feature-Rich and Solution Oriented
A stable solution for contracts, account statements, and summary reports
What is our primary use case?
How has it helped my organization?
The solution has helped us with contract consistency. Before this, sales reps would save a template to their desktop and update it as needed. Over time, people's templates and terms and conditions were outdated. This forced our reps to start using the most current approved contracts.
What is most valuable?
Once you understand how to build the templates, it's a pretty straightforward process. It allows you to create both Word and Excel documents.
What needs improvement?
The query builder could probably use some updates. When Salesforce switched from Classic to Lightning, there were many gaps. For the most part, those have been resolved, but it still operates a bit clunkily. It works great once you have your queries built and are trying to build out the template.
For how long have I used the solution?
I have been using Conga Composer for seven years.
What do I think about the stability of the solution?
The product is stable.
I rate the solution’s stability a nine out of ten.
What do I think about the scalability of the solution?
The solution is 100% scalable. We've seen our act adopted by a global enterprise. It's remarkable to see a business of our size using the same tool as a global entity.
We currently have 65 licenses.
How are customer service and support?
We've used them once for an issue, and they were able to help. Then, there was another time when we had a general question, and they couldn't assist us. However, with the help of the community, we got it answered.
Which solution did I use previously and why did I switch?
We were utilizing a free version of S-Docs at the time, but it wasn't scalable.
How was the initial setup?
The initial setup is easy, but we still have some issues with the coding for writing data back.
What's my experience with pricing, setup cost, and licensing?
The product is priced fairly. We're actually in the process of trying to renegotiate our contracts across all the different business groups into a single enterprise-wide contract. Looking at all the existing contracts, they're mostly pretty consistent. It's definitely worth the investment.
What other advice do I have?
Creating a single report summarizing multiple areas of an account has been invaluable for us. You can pull in sales information, contact data, and usage information from our subscription service into one Conga report, which an account executive can quickly review instead of hunting for all the pieces. Additionally, from a contracting standpoint, creating consistent, formal contracts that display all the necessary information in the required format is crucial.
I recommend the solution and advise you to go through the training to learn how to configure and set up templates or get someone with experience in it. It would help if you knew how to structure it and the end-to-end process.
It would speed things up for us if we had a dedicated resource to manage it, but it's doable if you're on a smaller scale. It's just going to take a little bit of relearning each time.
Overall, I rate the solution a nine out of ten.
Time-saving capabilities, customization, flexibility, seamless integration with Salesforce but documentation is not up to the mark
What is our primary use case?
We use Conga Composer for document generation. For instance, our clients need reports showcasing opportunities they've secured recently, categorized by employee ownership.
Additionally, in the healthcare sector, we generate reports detailing the number of patients treated and their conditions.
So, most use cases are around document generation, as I work in the health sector.
What is most valuable?
The best aspects of Conga Composer are its ease of use, efficiency, time-saving capabilities, customization, flexibility, seamless integration with Salesforce, and the excellent support and resources provided by Conga. These are essential factors that every user should be aware of before adopting this solution.
What needs improvement?
The biggest area where Conga needs improvement is its documentation. The documentation is good but not up to par with other platforms like Salesforce, which has extensive documentation and a helpful community.
In Conga, there aren't many people with in-depth knowledge, and while the documentation can provide some guidance, it's not comprehensive enough. It is not up to the mark. Conga should focus on improving its documentation.
For how long have I used the solution?
I have been working with Conga Composer for the past two and a half years. Prior to that, I worked on the Salesforce platform, handling development and admin tasks. Currently, I work on Conga within the Azure environment.
What do I think about the stability of the solution?
There are occasional bugs that cause the system to crash, but these are manageable and usually resolved within a day or two.
While working on a PowerPoint template, I encountered issues with pie chart applications that took some time to resolve. Overall, the stability is good, and any issues are resolvable.
What do I think about the scalability of the solution?
Currently, there are three other people on my team who use Conga Composer.
Which solution did I use previously and why did I switch?
Conga Composer offers extensive customization and flexibility, that allows us to create documents that perfectly align with our branding and specific business requirements.
We have successfully used Conga to generate complex reports, dynamic data, and visually appealing invoices. The level of customization available is very impressive, which is why we prefer Conga over other document-generation tools.
How was the initial setup?
The deployment and setup process for Conga is very easy. It doesn't require a lot of time or effort, and it's not something to stress over.
This ease of use is one of Conga's biggest advantages compared to other platforms like DocuSign or Nintex. The flexibility that Conga offers is the best in the market at the moment.
What's my experience with pricing, setup cost, and licensing?
It's not cheap, but it's not overly expensive either. It's manageable. If you're looking for a developer in India, it would cost you very little.
What other advice do I have?
Not many people are familiar with Conga Composer. There aren't many developers in the community. So, starting without any knowledge would be difficult. Having proper guidance or training would be a great advantage. If you have someone who knows how to work with Conga Composer, it's very easy to learn.
The organization I work with allows you to directly coordinate with us, so you can receive tutoring or mentoring. You'll have someone to guide you through the process.
It is easy for a beginner to learn to use Conga Compose. A weekly crash course session would be enough to get you started. The rest you can manage through development.
Overall rating:
I would rate Conga Composer around seven out of ten because there are challenges with every tool. The learning curve is associated with fully understanding the capabilities of the tool, and time and practice are required. For complex document generation tasks, some advanced knowledge of Salesforce data structures and Conga features is necessary.