Conga Composer API
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Best tool for dynamic document generation
What do you like best about the product?
The best part of conga composer is it's simplicity and ease of use to generate documents.
What do you dislike about the product?
There is room for improvement on how merge fields can handle complex logic
What problems is the product solving and how is that benefiting you?
With one click our end users are able to generate documents based on a set template instead of copy pasting the data. This has saved a lot of time does the end users.
Solution for merge field spacing issues
What do you like best about the product?
Ease of build - almost 300 available parameters to customize a Salesforce button.
What do you dislike about the product?
Need more hands on training..not a dislike just more of a suggestion.
What problems is the product solving and how is that benefiting you?
DocuSign uses PDF’s which prevents merge fields from auto adjusting based on the character size of the record. To solution for this issue, I leveraged Conga Composer to build templates in a MS Word Doc which allows merge fields to auto adjust. Thanks to this solution, our documents look professional. My end users couldn’t be happier!
Recommendations to others considering the product:
Anyone building templates that require merge fields from Salesforce, this product is an absolute must have!
Great Software
What do you like best about the product?
The company for which I work, One World Direct, uses Conga Composer for all of our contracts. I love how this seamlessly integrated with Salesforce. I would highly recommend this to any any all companies.
What do you dislike about the product?
At this time I can not think of anything that I don't like.
What problems is the product solving and how is that benefiting you?
Every time we create a proposal or a contract for a prospect or client, we use Conga Composer. It is very easy to use and easy to update.
Easy to use, big impact tool
What do you like best about the product?
I love the ease of use when setting up templates or editing existing ones.
What do you dislike about the product?
This is a great product with an expansive help and training library.
What problems is the product solving and how is that benefiting you?
We use composer for contract data merging, account information sheets, and reporting
My Number 1 App for Salesforce
What do you like best about the product?
Composer makes documents easy and inuitive to generate out of Salesforce.
What do you dislike about the product?
Composer is an integral part of our organization. My only request is that they continue to innovate on the Composer platform and continue to look for ways to make it easier to set up.
What problems is the product solving and how is that benefiting you?
We utilize Composer to generate Invoices, weekly Project Status reports, NDA’s and Sales proposals. It simplifies and speeds generation and makes our users more efficient and focused on the client engagement rather than being focused on the processes.
Recommendations to others considering the product:
Be patient. There is a learning curve for Admins, but it is worth it.
Great tool with even better support
What do you like best about the product?
I am constantly learning new things that we can do. Support has been awesome!
What do you dislike about the product?
I honestly can’t think of anything. Conga U has been very helpful when I have questions.
What problems is the product solving and how is that benefiting you?
We have streamlined our sales teams processes.
Came for Composer, stayed for Conga Partnership
What do you like best about the product?
Conga’s commitment to supporting our business, via both excellent customer support and a product roadmap based on user feedback.
What do you dislike about the product?
I haven’t had much to dislike, but i would like to see more visibility into the roadmap
What problems is the product solving and how is that benefiting you?
We use composer for all document generation in our processes that touch Salesforce. We have saved thousands of hours and plugged the gaps in or document generation process.
Fascinating, enjoyable, entertaining user conference
What do you like best about the product?
The atmosphere and the friendliness of the conga team
What do you dislike about the product?
The venues air conditioning was a bit cold
What problems is the product solving and how is that benefiting you?
N/A
Instant quotes and sales order
What do you like best about the product?
Has made my sales process super simple when it comes to the finish line. Compose an accurate sales order without any hiccups.
What do you dislike about the product?
Not much to dislike - really enjoy the tool!
What problems is the product solving and how is that benefiting you?
The benefits of Conga are that I can seamlessly create my sales orders in salesforce and send through docusign. No need to worry if the file has errors!
Efficient and useful
What do you like best about the product?
I like how easy it is to upload a new receipt template.
What do you dislike about the product?
Sometimes when I try to load a picture, the formatting gets mixed up and it takes me longer to figure what to do.
What problems is the product solving and how is that benefiting you?
Sending email receipts and being able to change our message every few weeks! Less paper!
Recommendations to others considering the product:
I did not do the setup but if you are new to building software for a business, I would highly recommend having help building it so its geared towards your business.
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