Conga Composer Reviews

We use Conga Contracts, Conga Composer, Conga Grid, and Conga Orchestrate. We have a business all over the world, and due to currency symbols, alphabetical changes, logos, and entity names, we need to build a formula where the template remains the same but the contract terms are different for various countries. 

Another use case is loss tracking, where we track transactions and collections through Salesforce with Conga Composer and Conga Contracts. We also handle the contract signing in Adobe, which integrates with Conga, storing signed contracts in Salesforce, Check Point, and Amazon S3.

Conga Composer has made the contract signing easy and streamlined. Previously, we had a team of five people reviewing contracts, which is now reduced to two, thus optimizing resources.

I use Conga Composer to generate invoice and code templates. It's useful for creating templates on Salesforce object records, but I haven't used it for contract management.

What I like about Conga Composer is that it's much easier than Salesforce's native templating. It's simple to add merge fields, write queries to pull data and access up to four levels of related objects. This makes it very comfortable to get all the needed data into templates.

We can use Word templates with Word boxes and customize everything. Its conditions are very easy to write and hide content based on requirements. When used with DocuSign, Conga Composer can calculate currency fields that DocuSign can't.

We can default to PDF and hide content to reduce errors. We can generate invoices by clicking a button and hiding tables, which we can't do in DocuSign. We can download and attach documents to notes and attachments or any field we require.

The solution with Salesforce allows us to generate templates with a single click after some configuration steps.

We utilize it for contracts, account statements, and summary reports.

The solution has helped us with contract consistency. Before this, sales reps would save a template to their desktop and update it as needed. Over time, people's templates and terms and conditions were outdated. This forced our reps to start using the most current approved contracts.

I have a project where I generate a document and send it via client email when an opportunity arises in Salesforce. When the opportunity is won, an invoice is automatically sent to the recipient. I also use it to generate documents and send them for signatures using Conga eSign.

The most valuable feature is the automatic generation of invoices and the ability to merge fields from Salesforce into the document, creating a clean and professional invoice. After generating the document, it can be sent for a signature using Conga eSign, and the signed document is then updated in Salesforce with a completed status.

I work for a Salesforce consulting composer, and I'm mostly a developer, sometimes an admin. Sometimes the clients require us to set up things in Conga, either Conga Composer, Conga Sign, or any other similar application. So most of the times, the request is just to update existing templates or create new templates for them to use on Conga.

There's nothing in particular. It's just what the client decides to use. I just use it. It's quite simple. Most of the clients do have it. It's better than having to go in and do it manually, creating a Visualforce page to use as a template, which is another thing that we do here. If the client only has one template to use, then we recommend that they go that route. However, if they do have many templates or they need to be changing them constantly, and it's more expensive for them to hire us to change them every time, then we usually recommend that they use something like Conga.

We are using Conga Composer in our Salesforce environment to dynamically generate documents. For example, if we have a customer and need to finalize a business deal, we capture deal data. 

Suppose you're selling a car; you need to prepare a quote. Conga Composer helps in preparing that quote by mapping fields such as customer information and car details onto a template.

Conga Composer has enhanced customer experience by enabling us to dynamically get and manage data in Salesforce. This ease of data handling improves both business operations and customer relations, making processes more efficient.

We used Conga to create invoice documents and PDFs of invoices. Additionally, we utilized it for institute-related documents like attendance certificates, conduct certificates, and various other certificate creation tasks.

I find the Conga email template creation and the document template creation features very useful. It is also valuable that the source of HTML is provided, which allows for the creation of custom documents.

I’ve worked on two projects with Conga Composer. In one, I automated a company’s quoting process to quickly generate customized quotes for clients, replacing a manual system and reducing human errors. In another, I integrated Conga Composer with DocuSign to automatically generate documents and send them for customer signatures. While I haven’t used Conga Composer for contract management, I’ve used it extensively for quoting processes.

I like Conga Composer because it's simple and flexible. I can manage complex formatting and queries easily and integrate it with other tools like DocuSign for the signing process. I’ve used it in Salesforce by installing the Conga Composer package, creating Conga solutions, queries, templates, and using different parameters. Integration with DocuSign allows me to send documents for signatures with just one click, which has greatly improved workflows. By automating processes, such as generating quotes, it has reduced human errors significantly. I also find the ability to generate documents in various formats like PowerPoint, Excel, and Word very useful. However, I haven't worked with its AI capabilities yet.