Conga Composer API
CongaReviews from AWS customer
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Essential tool for custom PDFs
What do you like best about the product?
Allows pdfs to be created with form fill out without worrying of length of information.
What do you dislike about the product?
A little tricky to first figure out but once you get the hang of it, it makes sense and they have great support.
What problems is the product solving and how is that benefiting you?
Able to create agreements that are pdfed but don't look awkward with form fill-out.
Great automated document generator!
What do you like best about the product?
The professional look and automation of document creation is amazing. It has significantly reduced the amount of work my staff do manually creating documents. It is very easy to implement and use. We are looking forward to extending the use of this product to other parts of the organization.
What do you dislike about the product?
The only item I would like to see changed is after customizing a document creation, to have the ability to upload the customized document directly into Sales Cloud without having to manually save it and attach it to the record.
What problems is the product solving and how is that benefiting you?
Creating consistent documents and reports has been challenging and tedious. Conga Composer has made quick work of several common, but complex documents. I really like that it can save a copy of the created document to the associated Sales Cloud record for historical review.
Recommendations to others considering the product:
I suggest you share samples of the documents you wish to create to Conga so they can help you better understand what their product will do, will not do, and if this is something you can do on your own or if they would suggest a 3rd party partner to assist.
Conga for Quotes
What do you like best about the product?
While the premise is simple, Conga can do a lot of things. Almost everything I've asked help with to do, Conga has been able to.
What do you dislike about the product?
It would be nice if it was just a bit faster when it's generating a doc, but it's a nit-picky things.
What problems is the product solving and how is that benefiting you?
We built our own CPQ solution using Conga as the quote generator. It's affordable, simple, flexible, and scalable.
Where have you been all my life Conga!
What do you like best about the product?
This program is wonderful and they have excellent customer service! It intergrates well with Sales force. It is user friendly and allows our clients to access their data. It creates and generates nicely formed documents and also can become pdfs
What do you dislike about the product?
I i did not find this program sooner. I wish I would have! This program has been a saver for me. I wish I would have found this product sooner.
What problems is the product solving and how is that benefiting you?
This helped us with created nicer viewing reports for our customers. Makes the documents PDF so they do not get word or excel documents,
Recommendations to others considering the product:
Adding this to your company would benefit you
product easy to build template and deploy.
What do you like best about the product?
simply to use and cost model plus easy deploy the solution
What do you dislike about the product?
product roadmap need to bring better functional for future growth
What problems is the product solving and how is that benefiting you?
access to experts
Recommendations to others considering the product:
yes
Great support
What do you like best about the product?
We use Conga to automatically generate tax receipts for our donors. They provide great customer service and worked with us one on one and provided over 4 hours worth of training to make sure our system was automated.
What do you dislike about the product?
We have different types of letters on Conga is unable to distinguish the difference between letters so we have to run multiple reports in order to make sure all the tax letters are correct.
What problems is the product solving and how is that benefiting you?
Using Conga has allowed us to streamline our tax letter documentation.
A market leading document generation on Salesforce
What do you like best about the product?
Conga is a market leading document generation product on the Salesforce. It is one of the most popular apps on AppExchange. It is easy to use and allows non-developers to generate documents based on information stored in Salesforce.
What do you dislike about the product?
Conga has recently increased its pricing. So cost is an issue for some of the small businesses that we work with.
What problems is the product solving and how is that benefiting you?
The business problem is generating custom documents like quote, invoice etc from data present in Salesforce. The documents generated needs to have a professional look-and-feel and should show dynamic data from Salesforce objects.
Recommendations to others considering the product:
It is a market leading product for document generation on the Salesforce platform. If you have the budget, then go for it.
Document Prep in seconds
What do you like best about the product?
Once you've set up the templates, your documents are so easy to compose for signature and the integration with DocuSign (as well as other e-signing platforms) is top notch. It's pretty much rock-solid.
What do you dislike about the product?
The search feature takes a little long to find an account or contact to attach to the doc if you're launching from the other record type. Other than that, I really have no other complaints about the product.
What problems is the product solving and how is that benefiting you?
We've cut down on our document processing by 65% and when partnered with an e-sig platform, we've realized a total processing time of nearly 72%.
Recommendations to others considering the product:
Use the trial, make sure you throw everything you can at it, fully input all of your requirements.
Conga
What do you like best about the product?
Makes creating merged forms simple. It made creating contracts much easier for us.
What do you dislike about the product?
There were some serious issues with date switches a few months ago, and it took over a month and a half to resolve the issue. We had to change several forms, and then change them again.
What problems is the product solving and how is that benefiting you?
We create contracts using Conga
Recommendations to others considering the product:
none
Great product and the greatest support team
What do you like best about the product?
Conga has become a vital part of our business, but what I like best has to be the support team. When I moved into my current role and was tasked with fixing an issue with a merge I had no idea where to even start! I called their support and they were incredibly patient and helpful. When I explained I knew nothing about the set up or implementation of the product, the person helping me walked me through step by step, answered all my questions thoroughly and patiently, and even sent me direct contact info for further questions. Anytime I have had to call in to their support I am amazed that every rep has such a great attitude. They want to help and they are willing to teach, not just fix your problem and send you on your way. With their help and guidance I have not had to call them as frequently as the months have gone by,
What do you dislike about the product?
Figuring out the language for contract merges was a nightmare. I have no prior experience in this field and I have had to spend a lot of time googling how to format the contracts. I could have called in to their support and I am sure they would have happily helped me but I was stubborn and determined to figure it out on my own. Also the latest update has been a little hectic because we still have merges that live on the old version and some in the new version.
What problems is the product solving and how is that benefiting you?
We are able to create contracts quickly from Salesforce with custom fields populated. We have over 100 different types of contracts and being able to quickly pull a contract and print and send over signing has saved us many a deal. We have started to use the merges for other aspects of our business, and have been successful with implementations.
Recommendations to others considering the product:
Take the time to read through their blog and learn. Also don't ever hesitate to call their support, they will help with any issues no matter how tiny they may be.
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