Conga Composer Reviews

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.

Conga Composer allows dynamic integration with Word and Excel templates, and conversion to PDF is seamless. 

Mapping fields from Salesforce to templates is straightforward, providing flexibility to include elements like images and headers. 

The ease of querying and mapping data using Conga queries, solutions, and templates stands out the most.

I have been working with Conga Composer for over two years.

I have never faced any issues with stability. The application is very stable and easy to use for both customers and businesses.

The support team for Conga Composer is very responsive and effective. I had only one minor issue, which was resolved quickly due to their prompt assistance.

In my new firm, the client is not using Conga Composer and is instead relying on Visualforce pages for dynamic document generation, which is much more complex.

The initial setup for Conga Composer is an administrative process and does not require development or coding. It is very easy to handle and configure.

Conga Composer is reasonably priced. There is a free initial package that lasts for thirty days, which allows potential users to evaluate its fit for their needs without immediate financial commitment.

I recommend Conga Composer for those whose business needs align with its capabilities. It's a powerful tool within the Salesforce ecosystem.

I'd rate the solution eight out of ten.

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.

For newcomers to the platform, the removal of certain suggestions in recent releases can be a pain area. Previously, we had default flags like SC0 and SC1 displayed on the customization page, which made it easier for beginners. Reintroducing these suggestions in future releases could improve the user experience.

I've been using Conga for a while. 

There are no major breakdowns, and everything works fine. If there are issues with Conga queries, they get resolved quickly. The APIs and custom button PDF generation also work within the expected timeframes, making the solution reliable.

Conga is efficient at creating PDFs dynamically. Once you understand the logic, it becomes very comfortable to scale up or down.

The support team is responsive and quick compared to other products. They connect with us promptly, go through the issue, and provide solutions effectively.

Positive

The setup process involved reproducing the same configurations in different environments like development, QA, UAT, and production manually. We manually copied and pasted components without going through any deployment process.

Overall, the package is very good for automated documentation. I recommend it to others looking for similar solutions. There is room for new enhancements that can further improve the platform.

I'd rate the solution eight out of ten.

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.   

One downside of Conga Composer is that it requires integration with other tools for the signing process. Apart from that, I find nothing major to be improved.

I’ve been working with Salesforce for 2.5 years, and during this time, I’ve also worked with third-party tools like Conga Composer, CPQ, and DocuSign.

I haven’t encountered any performance or stability issues with Conga Composer. 

I work with the cloud version, specifically Sales Cloud. 

In comparison to DocuSign and CPQ, Conga Composer has some advantages. It supports various formats like Excel, PowerPoint, and Word, which DocuSign does not. Conga Composer also offers advanced automations and dynamic template selections, which are not available in DocuSign. Additionally, it allows table formatting on templates, whereas DocuSign does not.

I haven’t needed to escalate any questions to tech support for Conga Composer. Before using Conga Composer, I worked with DocuSign and CPQ. 

Regarding pricing, I believe it’s around fifty dollars, but I’m not entirely sure. Overall, I find the pricing reasonable and am quite satisfied with the product. The value we get from it justifies the cost, as it requires minimal maintenance and is straightforward to use. The functionality it provides aligns well with the investment.

We used Conga Composer for bill generating. They were having transactions on a click of a button, and we had to collect those fields automatically based on the criteria, and we had to map them dynamically.

The declarative features and automatic API selections are great as they help with pre-built documentation, query generation, template generation, and articulation. These features make the tool easy to use, even for new developers. It allows for good customization from both the declarative and programmatic perspectives.

There are some areas that need improvement. For example, when using the Conga Sign, there is only one checkbox option by default. Additionally, if there could be a preview option available directly in the application for testing templates instead of having to download and test them manually, it would save time.

I have been using Conga Composer for about three to six months for one of our clients on Salesforce. After using it for two to three months, I have not been in touch with it much since the project is now closed.

We never faced much buffering or any issues with the tool getting stuck. The problem usually lies with how we build or set up the concept on the Word side, not with Conga Composer itself. It is very dynamic and super fast.

We can easily scale up or down data with Conga Composer. It handles bulk data well and we were able to map a lot of fields without any lag.

Before using Conga Composer, I was only comparing it with DocuSign but did not use DocuSign much. Conga Composer is my first.

The setup was very easy because Conga Composer is an AppExchange product. We just installed it and got the complete suite we needed. It was not complicated to move it to production.

I do not know much about the pricing or setup cost because it was taken care of by my company. I was only a developer and did not handle those aspects.

Conga Composer is easy to maintain and configure. It is a highly recommended product as it does a lot of work efficiently. It allows for good customization from both the declarative and programmatic perspectives. However, it would be beneficial to have a preview option for templates to make testing faster.

I'd rate the solution eight out of ten.

In the project, we were generating a PDF based on the insurance, creating the contract form and agreements, and sending that PDF to the customer by merging all the information from Salesforce. 

We installed all the packages of Conga Composer into Salesforce and integrated them to pull all the information from Salesforce to the PDF and then sent those PDFs to the customers.

Generating PDF documents from Salesforce and sending them to customers has been very handy to use using Conga Composer.

I like that Conga Composer allows for the generation of PDFs according to specific requirements by creating templates and pulling all the information added into those fields. The guidelines are already defined in Composer, and there are tool tips to help identify templates and strategy implementations.

I did not try multiple features; I just generated PDFs by merging fields and creating templates. If any improvement is needed, I would raise a case with Conga Composer for those features.

I have been using Conga Composer for about the past three years.

The solution is stable.

Scalability is very good because we have recommended it to more than five to ten clients. Customers ask for PDF generation or document automation, and we recommend Conga Composer because it is a good tool, easy to use, and generates PDFs well.

I have not raised any cases with Conga Composer directly because we always raise cases with Salesforce.

Positive

We were using Zoho CRM prior, which already had the PDF generation feature built-in.

The initial setup is at an intermediate level of difficulty since understanding Conga Composer for the first time can be confusing. However, once you read all the guidelines and features, it becomes very easy to use.

We have recommended Conga Composer to more than five to ten clients, and they are still using it. I would also recommend it to others for generating policy information, vehicle information, or loan agreements and banking documents.

I'd rate the solution eight out of ten.

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.

The only improvement I'd like to see is the ability to hide a single column within a grouped table, which I couldn't figure out how to do.

I have been working with the product for two years. 

I haven't faced any stability issues in the two projects I've worked on. 

The tool seems scalable and easy to understand. The documentation from the community partner is very detailed and helpful.

I haven't personally worked with their technical support.

The initial setup is manual and takes about two to three hours. For my current project, I have Conga Composer installed in developer and QA orgs. In previous projects, we deployed it from dev to QA to UAT and then to production, which required manual steps. It's a cloud-based solution that works with Salesforce.

The tool's deployment was done in-house. 

When bundled with Salesforce, the tool costs a bit less. I find it provides good value for money and saves time.

I think the tool costs around six dollars per user. 

I recommend Conga Composer to others because it's easy to use and understand. It supports downloading templates in multiple formats like Word and PDF, more than DocuSign. My advice to potential users is that it's really handy and supports many template formats. On a scale of one to ten, I would rate Conga Composer a nine overall.

I primarily use Conga Composer to generate documents for customers and partners. 

While we have the capability to generate complex documents, our main focus is on generating simple documents. Sometimes, these documents are associated with the signature feature, allowing recipients to sign them if necessary. Primarily, however, we use Conga Composer to generate documents without signatures.

Conga Composer is very easy to use. It's easy to debug if you have an issue.  The UI is intuitive, the way things are presented in Conga is good, and the implementation is more or less easy. It is accessible for admins to use.

Conga is getting more and more expensive. At the end of my contract at the consultancy company, I was in contact with the product manager because of the cost. I love Conga, but I couldn't properly use it because it was getting increasingly expensive. That's my main issue with Conga.

I have been using Conga Composer for approximately seven years, both in my previous consulting role and at my current company.

For me, Conga Composer is a stable product. 

We have a whole department using Conga Composer, and we have automated a lot of things. I think we have more than ten users, but less than a hundred.

I have either spoken to someone on the phone or created a case for different issues I've had, and it usually goes pretty smoothly.

Positive

I have used different products like DocuSign. I would still prefer Conga. 

You need to determine your requirements before deployment in Salesforce. Conga Composer is not easy to deploy because of the records (queries records) you need.  

When you create queries, or basically some records, and have to call those IDs in the buttons, you have to go in and change them one by one, which is a bit annoying.

To set up and use Conga Composer effectively, you need to have some technical knowledge, particularly from Salesforce. You should be comfortable with technical concepts. This is because you may need to create queries and understand technical aspects at times. While customers could potentially use it, technical sensitivity is recommended for ease of implementation.

Integration with CRM System:

We use Salesforce, and the integration with Conga Composer is seamless. Upgrades are easy, and we can easily capture information from different objects to use in document generation.

Despite being expensive, Conga Composer is worth the investment and provides a good return on investment. It significantly simplifies the process of generating documents.

I would recommend Conga Composer to someone using it for the first time.

Overall, I would rate it an eight out of ten. It is intuitive and easy to use for me. 

We use Conga Composer primarily for document generation purposes and for an approval process. We have used it in various projects for generating Composer documents.

Conga Composer is very user-friendly for composing new templates and integrating data from Salesforce. Its integration and user interface are very friendly, and the product supports multilingual and e-signature features.

We have not been using Conga Composer extensively or deeply to look for improvements. That said, for our use case of proposal document generation, it was okay.

I have been in touch with Conga Composer for almost three years.

The stability of Conga Composer is good. There are no issues with bugs or breakdowns.

Conga Composer is scalable, and there are no issues with this.

The support team at Conga was good. We approached them for various reasons and issues, and they were very helpful.

Positive

The initial setup of Conga Composer is easy.

During discussions about managed packages for document generation or e-signature features, companies consider either DocuSign or Conga Sign.

I would recommend Conga Composer to others, especially those using Salesforce, as it integrates well with Salesforce for document and e-sign features. The decision between DocuSign and Conga Sign ultimately lies with management.

I'd rate the solution eight out of ten.