Conga Composer API
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Conga Composer a Salesforce NO 1 Document Generation And Automation Tool
What do you like best about the product?
I like Conga Document Generation because it supports
-Multiple document formats like word, Pdf , ppt , excel etc.
- Automations like activity creation, output with desired file name, org wide email addresses, email cc and Bcc,.
- multiple delivery methods like emails, downloads etc.
- Integrations with Google Drive, and Box to store documents online.
- Multiple e-Sign tools like Conga sign, Docu Sign and Adobe sign etc.
- Multiple email users as recepients, Baxckground modes.
- Bulk automation to send documents in Batches through an add-on as Conga Batch.
-It can automate using salesforce flows by through Conga Trigger Add-on.
-integrate with Conga contracts for salesforce for document merge and automations.
-Multiple document formats like word, Pdf , ppt , excel etc.
- Automations like activity creation, output with desired file name, org wide email addresses, email cc and Bcc,.
- multiple delivery methods like emails, downloads etc.
- Integrations with Google Drive, and Box to store documents online.
- Multiple e-Sign tools like Conga sign, Docu Sign and Adobe sign etc.
- Multiple email users as recepients, Baxckground modes.
- Bulk automation to send documents in Batches through an add-on as Conga Batch.
-It can automate using salesforce flows by through Conga Trigger Add-on.
-integrate with Conga contracts for salesforce for document merge and automations.
What do you dislike about the product?
No such functionality or drawback to dislike Conga Composer.
What problems is the product solving and how is that benefiting you?
Conga Document Generation solving the following issues which benefit from reducing manual corrections and time as
-it supports automatic field date merging from salesforce in the document.
-it creates activity, file attachments to related records when the document is sent.
-It can operate in Batches and reduce the number of clicks.
-It Can operate on salesforce flow to trigger document generation and reduce the clicks.
-It can interate with multiple tools like Google drive, Box to store data outside salesforce system.
-It can Integrate with E-sign tools to send for E-signature and maintain Signed documents in salesforce.
-it supports automatic field date merging from salesforce in the document.
-it creates activity, file attachments to related records when the document is sent.
-It can operate in Batches and reduce the number of clicks.
-It Can operate on salesforce flow to trigger document generation and reduce the clicks.
-It can interate with multiple tools like Google drive, Box to store data outside salesforce system.
-It can Integrate with E-sign tools to send for E-signature and maintain Signed documents in salesforce.
Conga Composer & Conga Sign
What do you like best about the product?
Conga composer can installed in Salesforce easly,
we have the possibility to generate document automatically from salesforce date by using word merge fields
Manage template conga documents, conga queries, conga solution
Conga sign is easy to use, and easy to configure
we have the possibility to generate document automatically from salesforce date by using word merge fields
Manage template conga documents, conga queries, conga solution
Conga sign is easy to use, and easy to configure
What do you dislike about the product?
Documentation is good but it is incomplete, we need more technical cases, and all functionalities
What problems is the product solving and how is that benefiting you?
Document generate automatically from salesforce
Best Tool for easy document generation at any stage
What do you like best about the product?
Easy and convenient for generating document for any vertical in the industry
What do you dislike about the product?
Tool is not very accurate and consistent so it gives error lots of times
What problems is the product solving and how is that benefiting you?
Generation of Pdf for any department of the industry at a single click
Conga Document Generation
What do you like best about the product?
Easy to manage and update if we know how to do them
What do you dislike about the product?
Documentation needs to be improved as there are many areas where no much examples or videos are updated and some limitations are not even explained properly and all youtube videos are outdated
What problems is the product solving and how is that benefiting you?
Easy integration with Salesforce
Great Software
What do you like best about the product?
The ease of the software and the ability to customize
What do you dislike about the product?
not much to dislike. Takes some time to get used to but once you figure out how to use the software it works great
What problems is the product solving and how is that benefiting you?
Being able to create documents saves so much time and allows for custom forms to be created
Helpful team
What do you like best about the product?
Very helpful support team in resolving all the issues
What do you dislike about the product?
time taken by the support team to resolve the issue
What problems is the product solving and how is that benefiting you?
quickly generating the document based on SF data is the best feature Conga has
Good but needs work
What do you like best about the product?
It is a live document that allows multiple team members to work on it at once. It cuts our work in half by pulling in information from Salesforce. There is nothing else like this on the market.
What do you dislike about the product?
There has been little improvement made to the actual program. The support service is not well-versed in the issues and the bugs that pop up
What problems is the product solving and how is that benefiting you?
It allows us to get proposal decks out the door fast. We can track who is looking at the documents and how much time they are spending on each page.
Conga does exactly what it's supposed to do, but configuration was a hassle initially
What do you like best about the product?
User Experience, Ease of Use, Open for salesforce automation
What do you dislike about the product?
There are some limitations with parameters and once again setting up conga with salesforce was difficult because of the lack of error messages
What problems is the product solving and how is that benefiting you?
Sending documents to our B2B partners
Great tool to quickly build dynamic documents
What do you like best about the product?
Develop template quickly in word and let conga generate documents with merge fields.
What do you dislike about the product?
There are some issues with spacing on page. Even if we hide the field using some conditions it takes some space on the document. Conga does provide all currency formatting OOTB but some currencies might not work for you.
What problems is the product solving and how is that benefiting you?
Traditionally we have been creating custom pages with a lot of backend code. but with conga, we don't have to write code; that's a big plus. With no code, future maintenance will be straightforward.
Super Flexible
What do you like best about the product?
It all accessed and built via Salesforce and you do not need to leave the platform. The level of control is also a massive plus
What do you dislike about the product?
At times it can be slow to load and generate a document.
What problems is the product solving and how is that benefiting you?
It allows us a low code option of producing documents that are created from Data in Salesforce and then the outputs can be saved, emailed or downloaded
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