Conga Composer API
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Conga Document Generation
What do you like best about the product?
Conga allows me to execute contracts with clients efficiently. I particularly like the ability to export documents to word so I can easily edit and then sync them back with our CRM system to send for signature.
What do you dislike about the product?
Sometimes the syncing with our CRM system experiences glitches. It can be frustrating when there is an urgency to get a contract signed, and the software is not working as expected.
What problems is the product solving and how is that benefiting you?
Conga allows me to execute contracts with partners digitially.
Quick but clunky
What do you like best about the product?
I can very easily and quickly get something over to my clients in a way that looks professional
What do you dislike about the product?
It seems a bit clunky sometimes and I have trouble with it loading quickly and sending to clients in a timely manner.
What problems is the product solving and how is that benefiting you?
Creating signable documents and sending it to clients to make an effortless signing process.
Somewhat easy to use but can be glitchy at times
What do you like best about the product?
I like the alerts when people open the agreements and being able to set automated reminders if they haven’t signed.
What do you dislike about the product?
Too many steps/clicks to send an agreement. It needs to be more simple and streamlined especially for high volume smb businesses.
What problems is the product solving and how is that benefiting you?
We often experience glitchiness. Sometimes there are missing fields on the agreement. We have to do this weird thing: save> edit lines> save again to make the discounts show up. I don't know if this is a salesforce issue or a conga issue.
Recommendations to others considering the product:
Make sure you have someone on the Conga Team train your staff and go through some sample quotes before implementing it to get all of the glitches/kinks sorted out.
Conga reaches donors
What do you like best about the product?
Efficiency when I have to merge a lot of data
What do you dislike about the product?
sometimes confusing to start new templates
What problems is the product solving and how is that benefiting you?
merging lists of award balances for our donors, saves time, creates summary lists
Conga Review
What do you like best about the product?
after a few generated documents it makes you log out and reboot
What do you dislike about the product?
i still like it it just takes away from the time i need to send a document
What problems is the product solving and how is that benefiting you?
Conga is generating documents such as contracts and sales proposals for potential clients from accounting firms to CPA's
Recommendations to others considering the product:
none at this time
Easy to Use
What do you like best about the product?
Easy implementation, using the software is easy and requires minimum training, good product adoption
What do you dislike about the product?
A little expensive compared to other tools
What problems is the product solving and how is that benefiting you?
Contracting is easy, review time has reduced, reduced burden for manual creation
Can't Live Without It!
What do you like best about the product?
Conga Document Generation (Composer) is INCREDIBLY flexible, which makes it so powerful. It does a fantastic job creating picture-perfect, error-free documents right out of Salesforce.
What do you dislike about the product?
There's a little bit of a learning curve initially, but once you grasp it, the benefits are tremendous.
What problems is the product solving and how is that benefiting you?
Conga Document Generation has helped me solve Contracts, Quotes, Proposals, Order Forms, etc. Suppose there's a document that you're manually, painfully populating with Salesforce Data, STOP. Start using Conga Document Generation to reduce errors and automate your docs.
Matured product, meets 90% of the needs in the space in terms of features:
What do you like best about the product?
The document generation is always had to account for the meticulous details of working with various formats, environments, and platforms along with third-party software like Office. Conga/ Apttus had worked through the nuances and kinks that will only be discovered through the customer struggles while establishing a perfect cadence to mitigate risks and keep the product running all the time.
What do you dislike about the product?
The product documentation is limited. Solving the nuances is possible but not obvious. These nuances let the development teams spend a lot of time on discovery and need dev support to solve in time.
What problems is the product solving and how is that benefiting you?
Document generation has many applications when the application data needs to be sent externally in a document format. May it be health care, sales, marketing, or CPQ, this is a widespread use case for many enterprises. I used it to solve quoting in my previous job. Now, I use it to solve patient, HCP communications.
Conga Docs at its best
What do you like best about the product?
Conga Docs gets its advantage with its best integration with Salesforce and many of its Salesforce product like conga clm, cpq, sign.. Etc
What do you dislike about the product?
I don't have much for now, I'm totally enjoying it's well integrated nature with contracts
What problems is the product solving and how is that benefiting you?
Contracts generation, proposals,
Quote s.. Etc
Quote s.. Etc
Recommendations to others considering the product:
If you are using other conga products, it's a blind go
Succinct, fast, with robust automation capabilities.
What do you like best about the product?
I like that the templates generated can be so robust and in-depth. I would say that the best features of CongaSign are the level of automation that I have for customization, as well as for creating actionable events such as "self-destructing documents."
What do you dislike about the product?
Sometimes configuration can require some fine-tuning. The UI can be a bit clunky to understand at first, but once you understand the UI, it is no longer confusing and transferrable between different parts of Conga. Conga could be more friendly for an average user but is comfortable for more advanced computer users.
What problems is the product solving and how is that benefiting you?
The problems that we are handling are digital signatures, contract templates, and workflow automation. Basically, anything to get a contract to a prospect.
Recommendations to others considering the product:
If you are looking for a document creation tool that is more robust than DocuSign, and allows for automation of tedious business practices such as making contracts that will be similar frequently, consider using Conga. I would say that Conga would be more appropriate for medium-large businesses because of the amount of setup that it requires. You would want to have a dedicated administrator for this piece of software, or at least for the junction of Salesforce and Conga.
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