Salesforce Specialist at a financial services firm with 5,001-10,000 employees
Real User
Top 5
Apr 1, 2026
I know that back then we wanted to use Conga Composer for other things than just generating the document, but Conga Composer was getting too expensive, so we didn't. I cannot say if there are improvements because I don't know anything about that and I didn't use that feature yet. What I can say is back then and today, what we do in our template is we integrate some images and some logos; so the brand consistency is made outside and then we use it in the template. Maybe now there is a feature where you can set the color directly or other things, but I'm curious how they do that. I haven't seen that feature yet. Back then we couldn't use Conga Composer offline, but I think they did some improvements on that side. I didn't work on that lately, and it's been a while since I did a new implementation on that, so I didn't hear anything negative lately.
Conga Composer can be improved because it has a steep learning curve, especially for new users. Setting up templates can sometimes be complex and requires a good understanding of Salesforce data structures. As an improvement, the product should have a more beginner-friendly user interface and better guided setup or wizards. Template management can get complex, making it difficult to maintain versions and updates. There are some other improvements that can be made, such as reducing the dependency on technical knowledge and addressing integration complexity. Integrating with tools beyond the Salesforce ecosystem can require effort. The product should have plug-and-play integration methods to make it much easier.
Salesforce QA at .360 Degree Cloud Technologies Pvt. Ltd
Real User
Top 10
Sep 30, 2024
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.
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.
Associate Software Engineer at a tech services company with 51-200 employees
Real User
Top 20
Sep 27, 2024
There are some drawbacks with Conga Composer. When setting conditions, it doesn't work as expected, requiring us to rework the code. Additionally, sometimes buttons do not function correctly, and merge fields in templates do not get populated as expected. Improvements in drag-and-drop features would make it easier for professionals.
Senior Technology Consultant & Developer at Parquet Development
Real User
Top 5
Sep 25, 2024
The documentation could be improved. The one time that I learned a bit more on how to use it was when I got into Conga University to get my certification. There are a lot of small steps that you don't see in the standard documentation or you cannot find it. A couple of years ago, they changed stuff from what I learned five years ago when I started, which is great. However, they need to update documentation to match that. Sometimes, you find the documentation for the old version, and you try to do it, and it just doesn't work.
The query builder could probably use some updates. When Salesforce switched from Classic to Lightning, there were many gaps. For the most part, those have been resolved, but it still operates a bit clunkily. It works great once you have your queries built and are trying to build out the template.
The biggest area where Conga needs improvement is its documentation. The documentation is good but not up to par with other platforms like Salesforce, which has extensive documentation and a helpful community. In Conga, there aren't many people with in-depth knowledge, and while the documentation can provide some guidance, it's not comprehensive enough. It is not up to the mark. Conga should focus on improving its documentation.
Salesforce Specialist at a financial services firm with 5,001-10,000 employees
Real User
Top 5
Jun 24, 2024
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.
Conga Composer offers a powerful document generation tool with seamless Salesforce integration and dynamic data merging, allowing users to create customized templates for efficient workflows.Featuring an intuitive interface, Conga Composer streamlines document creation through automation, reducing manual tasks and enhancing accuracy. Integrating with Salesforce, it supports dynamic data merging and customizable templates for Word and Excel. E-signature incorporation and multilingual support...
I know that back then we wanted to use Conga Composer for other things than just generating the document, but Conga Composer was getting too expensive, so we didn't. I cannot say if there are improvements because I don't know anything about that and I didn't use that feature yet. What I can say is back then and today, what we do in our template is we integrate some images and some logos; so the brand consistency is made outside and then we use it in the template. Maybe now there is a feature where you can set the color directly or other things, but I'm curious how they do that. I haven't seen that feature yet. Back then we couldn't use Conga Composer offline, but I think they did some improvements on that side. I didn't work on that lately, and it's been a while since I did a new implementation on that, so I didn't hear anything negative lately.
Conga Composer can be improved because it has a steep learning curve, especially for new users. Setting up templates can sometimes be complex and requires a good understanding of Salesforce data structures. As an improvement, the product should have a more beginner-friendly user interface and better guided setup or wizards. Template management can get complex, making it difficult to maintain versions and updates. There are some other improvements that can be made, such as reducing the dependency on technical knowledge and addressing integration complexity. Integrating with tools beyond the Salesforce ecosystem can require effort. The product should have plug-and-play integration methods to make it much easier.
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.
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.
There are some drawbacks with Conga Composer. When setting conditions, it doesn't work as expected, requiring us to rework the code. Additionally, sometimes buttons do not function correctly, and merge fields in templates do not get populated as expected. Improvements in drag-and-drop features would make it easier for professionals.
The documentation could be improved. The one time that I learned a bit more on how to use it was when I got into Conga University to get my certification. There are a lot of small steps that you don't see in the standard documentation or you cannot find it. A couple of years ago, they changed stuff from what I learned five years ago when I started, which is great. However, they need to update documentation to match that. Sometimes, you find the documentation for the old version, and you try to do it, and it just doesn't work.
It would be better to have a custom button that automatically sends a document to the client's email and sends it for a signature with a single click.
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.
The query builder could probably use some updates. When Salesforce switched from Classic to Lightning, there were many gaps. For the most part, those have been resolved, but it still operates a bit clunkily. It works great once you have your queries built and are trying to build out the template.
The biggest area where Conga needs improvement is its documentation. The documentation is good but not up to par with other platforms like Salesforce, which has extensive documentation and a helpful community. In Conga, there aren't many people with in-depth knowledge, and while the documentation can provide some guidance, it's not comprehensive enough. It is not up to the mark. Conga should focus on improving its documentation.
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.