Conga Composer Reviews

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 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 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.

We use Conga Composer for document generation. For instance, our clients need reports showcasing opportunities they've secured recently, categorized by employee ownership. 

Additionally, in the healthcare sector, we generate reports detailing the number of patients treated and their conditions.

So, most use cases are around document generation, as I work in the health sector. 

The best aspects of Conga Composer are its ease of use, efficiency, time-saving capabilities, customization, flexibility, seamless integration with Salesforce, and the excellent support and resources provided by Conga. These are essential factors that every user should be aware of before adopting this solution.

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.

I have been working with Conga Composer for the past two and a half years. Prior to that, I worked on the Salesforce platform, handling development and admin tasks. Currently, I work on Conga within the Azure environment.

There are occasional bugs that cause the system to crash, but these are manageable and usually resolved within a day or two. 

While working on a PowerPoint template, I encountered issues with pie chart applications that took some time to resolve. Overall, the stability is good, and any issues are resolvable.

Currently, there are three other people on my team who use Conga Composer.

Conga Composer offers extensive customization and flexibility, that allows us to create documents that perfectly align with our branding and specific business requirements. 

We have successfully used Conga to generate complex reports, dynamic data, and visually appealing invoices. The level of customization available is very impressive, which is why we prefer Conga over other document-generation tools.

The deployment and setup process for Conga is very easy. It doesn't require a lot of time or effort, and it's not something to stress over. 

This ease of use is one of Conga's biggest advantages compared to other platforms like DocuSign or Nintex. The flexibility that Conga offers is the best in the market at the moment.

It's not cheap, but it's not overly expensive either. It's manageable. If you're looking for a developer in India, it would cost you very little.

Not many people are familiar with Conga Composer. There aren't many developers in the community. So, starting without any knowledge would be difficult. Having proper guidance or training would be a great advantage. If you have someone who knows how to work with Conga Composer, it's very easy to learn.

The organization I work with allows you to directly coordinate with us, so you can receive tutoring or mentoring. You'll have someone to guide you through the process.

It is easy for a beginner to learn to use Conga Compose. A weekly crash course session would be enough to get you started. The rest you can manage through development.

Overall rating:

I would rate Conga Composer around seven out of ten because there are challenges with every tool. The learning curve is associated with fully understanding the capabilities of the tool, and time and practice are required. For complex document generation tasks, some advanced knowledge of Salesforce data structures and Conga features is necessary.

I use Conga Composer to build different templates, mainly for proposals. I create the templates and incorporate conditions to make it user-friendly for professionals to handle.

The Conga Composer allows us to build templates for various purposes, making our workflow more efficient and structured.

The most valuable feature of Conga Composer is its user-friendly interface, which allows professionals to handle the product easily. Utilizing conditions within the templates also enhances its functionality.

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.

I have been using it for the past three years.

I have not faced any stability issues like bugs or breakdowns with Conga Composer.

The scalability of the product needs improvement. Making the enhancements I mentioned would greatly improve its scalability. On a scale from one to ten, I would rate the scalability as five.

The support team from Conga is good. They provide quick replies and are knowledgeable.

Neutral

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.