The way things are presented in Conga is better, and the implementation is easy
What is our primary use case?
I primarily use Conga Composer to generate documents for customers and partners.
While we have the capability to generate complex documents, our main focus is on generating simple documents. Sometimes, these documents are associated with the signature feature, allowing recipients to sign them if necessary. Primarily, however, we use Conga Composer to generate documents without signatures.
What is most valuable?
Conga Composer is very easy to use. It's easy to debug if you have an issue. The UI is intuitive, the way things are presented in Conga is good, and the implementation is more or less easy. It is accessible for admins to use.
What needs improvement?
Conga is getting more and more expensive. At the end of my contract at the consultancy company, I was in contact with the product manager because of the cost. I love Conga, but I couldn't properly use it because it was getting increasingly expensive. That's my main issue with Conga.
For how long have I used the solution?
I have been using Conga Composer for approximately seven years, both in my previous consulting role and at my current company.
What do I think about the stability of the solution?
For me, Conga Composer is a stable product.
What do I think about the scalability of the solution?
We have a whole department using Conga Composer, and we have automated a lot of things. I think we have more than ten users, but less than a hundred.
How are customer service and support?
I have either spoken to someone on the phone or created a case for different issues I've had, and it usually goes pretty smoothly.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I have used different products like DocuSign. I would still prefer Conga.
How was the initial setup?
You need to determine your requirements before deployment in Salesforce. Conga Composer is not easy to deploy because of the records (queries records) you need.
When you create queries, or basically some records, and have to call those IDs in the buttons, you have to go in and change them one by one, which is a bit annoying.
To set up and use Conga Composer effectively, you need to have some technical knowledge, particularly from Salesforce. You should be comfortable with technical concepts. This is because you may need to create queries and understand technical aspects at times. While customers could potentially use it, technical sensitivity is recommended for ease of implementation.
Integration with CRM System:
We use Salesforce, and the integration with Conga Composer is seamless. Upgrades are easy, and we can easily capture information from different objects to use in document generation.
What was our ROI?
Despite being expensive, Conga Composer is worth the investment and provides a good return on investment. It significantly simplifies the process of generating documents.
What other advice do I have?
I would recommend Conga Composer to someone using it for the first time.
Overall, I would rate it an eight out of ten. It is intuitive and easy to use for me.
Good Document Generation Tool
What do you like best about the product?
As a Salesforce Developer who work on this tool to implement the document generation functionality, I think this tool is simple to use. After initial setup, you can just play around queries & template to build the useful things. Also, upload the local template option helps to create quality templates & testing faster. At user end, they can use their own customized templates.
What do you dislike about the product?
There are some limitations such as we cannot do multi level nesting in table. Also, in table, Adding/Removing column dynamically is not possible.
What problems is the product solving and how is that benefiting you?
In our organization, we use it for document generation for Quotes, Invoices & other areas. It takes few efforts to setup & easy to maintain.
Very good experience with the application
What do you like best about the product?
Pricing & Customer Support, frequency of use.
What do you dislike about the product?
I haven't seen any issues so far. With little issues we've encountered we manage to reach out to support team and fix the issues.
What problems is the product solving and how is that benefiting you?
It helps us document agreements and make modification accordingly when necessary.
Does the job but could be more native
What do you like best about the product?
Lot's of flexibility in what can be produced from Composer. Formatting and access to fields and related records etc.
What do you dislike about the product?
Som elegacy technology needs to be updated. Would like to see Conga invest more in upkeep instead of branching in new directions.
What problems is the product solving and how is that benefiting you?
Generating quote documents using our Salesforce data.
Conga is a Game Changer
What do you like best about the product?
It's a game changer when it comes to quickly organizing customer-ready reports and decks in SFDC. Between our Sales and CSM team it saves us hours each month.
What do you dislike about the product?
It takes some techinical expertise to set up and use it. But once it's configured its great!
What problems is the product solving and how is that benefiting you?
We use conga to run customer-ready utilization reports (Excel) and monthly client review decks (PPT). We offer clients a ton of data on their accounts and Conga allows us to quickly aggregate that data in a ready template.
Very Customizable, Very Complex
What do you like best about the product?
It's integration with Salesforce. The ability to manipulate files the exact way you want based on certain outcomes.
What do you dislike about the product?
Very complex and hard to pick up as a casual user. Very time consuming to learn and understand fully.
What problems is the product solving and how is that benefiting you?
The ability for salespeople to generate proposals on their own based on opportunity information. Extremely helpful and time saving for administrators.
Platform adapted to complex offerings, however also complex to deploy and maintain
What do you like best about the product?
Very Customizable
Ability to customize both the visual and the content
Ability to use custom fields in the layout
Ability to use formulas in the configuration
Ability to have multiple templates based on different use cases (conditional templates based on selected criteria)
Multi-Language
Powerful SFDC Integration
What do you dislike about the product?
Difficult and time consumming to deploy from scratch
Requires technical know-how
Requires dedicated administration for upkeep and maintenance
Can be difficult to de-bug
UI can be more user-friendly
What problems is the product solving and how is that benefiting you?
Quoting process seamelessly integrated within the CRM. Ability to produce quotes in minutes once the tool is properly configured.
Very powerful tool
What do you like best about the product?
Very powerful, the ability to edit and make custom documents on the fly was exactly what we needed. The support and implementation teams were extremely helpful!
What do you dislike about the product?
The setup/maintanence area is not very user friendly.
What problems is the product solving and how is that benefiting you?
We needed a way to join our internal agreement with pages added by the counter-signer. This made it easy!
Conga composer
What do you like best about the product?
Generation of documents can be performed with ease in conga composer.
What do you dislike about the product?
It would be great if more dynamic logics can be developed using conga composer.
What problems is the product solving and how is that benefiting you?
It integrates with salesforce and helps us to generate documents.
Great Solution
What do you like best about the product?
It's easy to use. Very powerful. Gives our team immense flexibility to create various documents from within salesforce.
What do you dislike about the product?
There's been two occasions recently, where the service has gone down for hours at a time. It be great if Congo could improve it's up time and reliability.
What problems is the product solving and how is that benefiting you?
It allows us to create PDF exports to send information about our patients to doctors facilities, and other providers
