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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
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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.
Conception de support en lien avec CRM Salesforce
What do you like best about the product?
L'approche n'est pas simple, mais les automatismes fonctionnent bien et une fois que l'on a bien compris les mécanismes entre Conga Query / Conga Composer et Template, on peut traiter les supports y compris avec la solution Conga Sign.
What do you dislike about the product?
Nous ne disposons pas de documentation en français
What problems is the product solving and how is that benefiting you?
la récupération des données de Salesforce sur les comptes, les contacts, les opportunités et l'ensemble des composants afin de concevoir des supports facile à utiliser par les utilisateurs au quotidien
Retour d'expérience
What do you like best about the product?
Faciliter de mettre à jour des templates existants
What do you dislike about the product?
Quand un template utilise un conga query, si le champ du conga query n'est pas visible de l'utilisateur le document peut se générer mais avec un comportement étrange
What problems is the product solving and how is that benefiting you?
Faciliter pour nos utilisateurs de générer des pdf à partir de données présentes dans Salesforce
Standardisation des documents
Standardisation des documents
Great product for congregating Salesforce data
What do you like best about the product?
It is a great product that does exactly what we need - combining data from Salesforce to display in an easy-to-read format for our clients. There is also a lot of flexibility in creating different document types.
What do you dislike about the product?
Some document types have more limitations, like PDFs.
What problems is the product solving and how is that benefiting you?
We no longer have to take lots of time manually filling in documents but can just a click of a button.
Conga is more essential that Salesforce
What do you like best about the product?
We have a Salesforce Subscription just for Conga Composer. We can throw anything at it and get what we need. Our contracts can be quite complex. We have over 80 word and pdf documents that are combined into a single pdf, merged with hundreds of fields. We have if/then statements within Word to show or hide just the right text for different state laws. We have custom links and automatic field updates. Our Conga Composer merges all these fields together into a single zip, then passes this document straight into Conga Sign where our clients can sign in-person.
What do you dislike about the product?
There's really nothing we don't like. The document builder hasn't seen an update in a while but it works very well as is.
What problems is the product solving and how is that benefiting you?
Our contracts are very complex. We operate over 9 different states. It pulls together all the templates we need, using formula fields, and generates a single pdf with all the signature tags we need for Conga Sign and OneSpan.
Conga - a solution that works!
What do you like best about the product?
Conga Composer helped us take our reporting that took 30 days to do and decreased it to 4 days. You set it and it works! Troubleshooting is easy and you can make it what you want it to be.
What do you dislike about the product?
I do wish Composer would pull SF Lightening graphs like it pulls the classic graphs
What problems is the product solving and how is that benefiting you?
pulling our client reports into PDF to send. This used to be a whole person doing this each month and now we can get it done in a few days
Conga Composer and our needs.
What do you like best about the product?
We like being able to generate data out of salesforce using Conga Composer exporting tools.
What do you dislike about the product?
Once you have a template setup for reporting it works great but it can be difficult to get it setup initially.
What problems is the product solving and how is that benefiting you?
Extracting data from at a click of a button into an Excel spreadsheet is where Conga Composer shines!
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