Conga Composer Reviews & Product Details

It is very compatibale with CRM systems. I am using Conga with Salesforce and it is integrated very well. Also they provide end to end support which is really helpful. Conga templates are easy to modify as per the requirement and easy to generate. Our employees are using conga frequently and we are happy with it. Review collected by and hosted on G2.com.

To raise a support ticket with conga is quite a long process. The Customer support services should be fast and should be easy to reach out. Review collected by and hosted on G2.com.

As a Salesforce Developer who work on this tool to implement the document generation functionality, I think this tool is simple to use. After initial setup, you can just play around queries & template to build the useful things. Also, upload the local template option helps to create quality templates & testing faster. At user end, they can use their own customized templates. Review collected by and hosted on G2.com.

There are some limitations such as we cannot do multi level nesting in table. Also, in table, Adding/Removing column dynamically is not possible. Review collected by and hosted on G2.com.

Conga composer allows quick document generation with or without user input into their interface. It is a great tool that is easy to install, configure, and deploy to users. It integrates seamlessly within Salesforce.

Whenever you have an issue there is a great community page to get answers from and our account rep has always been great at responses. Review collected by and hosted on G2.com.

The interface is a little dated, but is still functional. Cost can be prohibative, but there are creative solutions around this by allowing the documents be created using a service account. Review collected by and hosted on G2.com.

Conga composer has been a great tool with its easy and direct intergration into Salesforce has helped solve a business problem of building PDFs from the data we we generate in Salesforce to create multiply types of documents i.e Quotes, Tender documents Review collected by and hosted on G2.com.

The support is a bit slow and cumbersom when you just use the standard and not pay for extra permiumium version Review collected by and hosted on G2.com.

Composer has truly simplified a way for us to create different contract templates and order forms. I like the ease of use and how quickly I can put together a template when in a time crunch. Review collected by and hosted on G2.com.

If your not familiar with at least basic HTML, then it could be hard to wrap your head around creating field tags. Fortunately, Conga provides amazing learning resources. Review collected by and hosted on G2.com.

The tool does a great job generating documents. I feel like it's rather custom, which I don't love. We use it all the time to generate documents for our sales and get digital signatures. Review collected by and hosted on G2.com.

It seems like training on how to use it is all about going to the community pages. Which is fine, but sometimes that's not enought. As far as integration goes, we used a partner which was fine, but you're at the mercy of the partner'c competency. Review collected by and hosted on G2.com.

With a growing business you need software that will keep up. We, at Paran Capital, love the ease of understanding and using this program. If we ever have a problem customer support is only an email away. Problems usually are resolved within the hour. Conga Composer is used every single day in our office. From the amount of features that are provided to the ease of integration from our old system to new this sofware makes our job a lot easier. Review collected by and hosted on G2.com.

The only downfall of Conga Composer is if the system is "Down" we can not send any contracts and the time frame always varies. The system is not down much but when it is it can really back up our work. Review collected by and hosted on G2.com.

It's a game changer when it comes to quickly organizing customer-ready reports and decks in SFDC. Between our Sales and CSM team it saves us hours each month. Review collected by and hosted on G2.com.

It takes some techinical expertise to set up and use it. But once it's configured its great! Review collected by and hosted on G2.com.

Conga Composer is a game-changer for anyone deep in the Salesforce game. It's fantastic for automating all kinds of docs like contracts and reports straight from Salesforce—talk about a time-saver and way fewer errors! You can tweak templates in Word or PowerPoint to get them just right, matching your company's vibe. It really speeds up workflows, letting teams focus on bigger things instead of drowning in paperwork. Integrates super smoothly with Salesforce, and the reporting features? Top-notch. You can pull up fresh data-driven reports that help make smart business moves. Definitely worth checking out if you want to streamline your document processes! Review collected by and hosted on G2.com.

The learning curve is a bit steep and the documentation could be better. Review collected by and hosted on G2.com.

The most helpful thing when using Conga Composer is the simplicity when being able to generate a quote. Since Conga is native to Salesforce, I pull my quotes on a daily basis, in which is a pixel perfect document I'm able to share with the customer in a matter of minutes. Review collected by and hosted on G2.com.

The only downside to Conga Composer is the integration with docusign isn't my favorite. I believe Conga Sign is their own version of an esignature tool. Review collected by and hosted on G2.com.

Conga Composer is a document generation and automation solution designed to streamline and simplify the process of creating, managing, and distributing documents within various business processes.

Conga Composer help to generate document in PDF,word and Excel. Review collected by and hosted on G2.com.

I don't have personal opinions or dislikes, but I can share some potential drawbacks or challenges that users have reported with Conga Composer.

We can't combine many rows in one rows of excel sheet. Review collected by and hosted on G2.com.

I like that Conga is so versatile and easy to use. I've used it to build many in depth reports and the ability to filter and create unique queries is user friendly. Review collected by and hosted on G2.com.

Sometimes it is hard to track the solution as to where a specific query is being used. Or, if I'm looking to delete a field, it doesn't ultimately update in my query once I do make a change. Review collected by and hosted on G2.com.

Very Customizable

Ability to customize both the visual and the content

Ability to use custom fields in the layout

Ability to use formulas in the configuration

Ability to have multiple templates based on different use cases (conditional templates based on selected criteria)

Multi-Language

Powerful SFDC Integration Review collected by and hosted on G2.com.

Difficult and time consumming to deploy from scratch

Requires technical know-how

Requires dedicated administration for upkeep and maintenance

Can be difficult to de-bug

UI can be more user-friendly Review collected by and hosted on G2.com.

This tool can handle the majority of use cases that your business could come up with. Between batching and automations, this can streamline your org's busy work by magnitudes. Review collected by and hosted on G2.com.

The free training resources available on Conga's learning portal are severely limited, with most of the linked guides and documentation leading to broken URLs, and the paid training is quite pricey. There is a good amount of documentation available online, but many tutorials and guides are very outdated (i.e. Salesforce Classic). Without a proper Conga Composer SME to guide the process, it can be daunting even for an experienced system admin. The configuration of Conga Composer is not immediately straightforward, especially when you get into more complex configurations while trying to scale the solution according to best practices, not just brute force. Review collected by and hosted on G2.com.

We specially use the composer as a background service to deliver custom document in order to provide a complete automated solution.

Integration has been quite easy and also the documentation is detailed.

Some corner cases and particular scenario needed tobe addressed with the help of professional service or support team, they were helpful even though sometime the resolution time hasn't been so fast. Review collected by and hosted on G2.com.

When something goes wrong the service response doesn't provide any detail on the root cause so it's difficult to troubleshoot.

You will need to get help from the support team in such cases and that might increase the resolution time. Review collected by and hosted on G2.com.

Conga composer streamlined our complex contracting process and enabled us to transition us away from Microsoft Word templates. Our contract process is easier for multiple teams in our workflow and makes on-boarding a breeze. Review collected by and hosted on G2.com.

The queries and initial setup can be daunting to implement without a well-versed implementation partner. Review collected by and hosted on G2.com.

Integration and it being native to Salesforce. Review collected by and hosted on G2.com.

This product is extremely difficult to use. We were sold on this product under the assumption it could do everything that Adobe can do, which it cannot. Users of this product described it as being clunky, disorganized, confusing and "spammy" looking. The obnoxious amount of emails it sends when a document is out for signature is overwhelming. In addition, configuring ANY custom write back tag is NOT easy. There are hardly any setup guides to help with a Salesforce specific organization. Conga Support cannot help if there is a need to create a custom merge field. There are limitations to optional or required write back tags and there is no in between. The amount of time to get up and running from date of purchase was almost a year - inexcusable and unacceptable. Sales team is difficult to get ahold of and goes days, up to weeks to get a response. Review collected by and hosted on G2.com.

Having used Conga Composer internally and for many many of our clients it has become clear that it's top 3 attributes are...

1. Salesforce Integration is Outstanding - this makes it possible to create documents from anywhere in salesforce

2. Product maturity and flexibility shows - the depth of capabilities, configurability make the results excellent

3. Speed of use - whether as a developer or user, the speed at which you can generate Composer solutions is FAST Review collected by and hosted on G2.com.

Truthfully, there really is not anything that I don't like.

It could handle custom sort orders better (where the displayed order is not the order in the source data) Review collected by and hosted on G2.com.

Generation of documents can be performed with ease in conga composer. Review collected by and hosted on G2.com.

It would be great if more dynamic logics can be developed using conga composer. Review collected by and hosted on G2.com.

Ease of Use,Customer Support,Number of Features,Ease of Integration Review collected by and hosted on G2.com.

Everything is good, but it's hard to troubleshoot if something is configured incorrectly Review collected by and hosted on G2.com.

Ease of use

Great service from sales team/representatives

Options for potential expansion Review collected by and hosted on G2.com.

We have run into some issues where the IT support has been less than ideal. We hope to continue working towards a solution for a few of our problems where workarounds are currently in place. Review collected by and hosted on G2.com.

The most helpful about Conga compser is that is easy to use and configure. and that you have all you need to learn in the conga university. The implementation is very straiht forward. And you have a very helpful customer support for any kind of questions. Integration with salesfoce is out of the box just a click and is all installed and integrated Review collected by and hosted on G2.com.

is not mearly a dislike, but is one of the issues we had in our organization was that, wee need to have a minumun of 10 licencase and that was a deal breaker. Review collected by and hosted on G2.com.

It helps my organization streamline the sales processes and keep track of our revenue growth. Review collected by and hosted on G2.com.

The lack of accessibility to a guided process when trying to create new content to used in composer. Review collected by and hosted on G2.com.

Conga allows us to create quotes from Salesforce without the need to purchase additional expensive add-on software. Review collected by and hosted on G2.com.

There is a large learning curve, but the Conga Community offers a lot of helpful learning resources to help navigate. Also, support is fantastic! Review collected by and hosted on G2.com.

It's easy to use. Very powerful. Gives our team immense flexibility to create various documents from within salesforce. Review collected by and hosted on G2.com.

There's been two occasions recently, where the service has gone down for hours at a time. It be great if Congo could improve it's up time and reliability. Review collected by and hosted on G2.com.