Consultant at a tech services company with 51-200 employees
Jun 25, 2024
Conga Composer offers extensive customization and flexibility, that allows us to create documents that perfectly align with our branding and specific business requirements.
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.
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.
The declarative features and automatic API selections are great as they help with pre-built documentation, query generation, template generation, and articulation.
Salesforce QA at .360 Degree Cloud Technologies Pvt. Ltd
Sep 30, 2024
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 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.
Consultant at a tech services company with 51-200 employees
Jun 25, 2024
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.
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.
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.
