Salesforce QA at .360 Degree Cloud Technologies Pvt. Ltd
Real User
Top 20
2024-09-30T17:53:00Z
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
2024-09-27T17:44:00Z
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.
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.
Consultant at a tech services company with 51-200 employees
Consultant
Top 10
2024-06-25T10:46:39Z
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. 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.
Conga Composer® optimizes your Salesforce investment by removing the roadblocks associated with document creation. Create and deliver robust, sophisticated documents with ease, including presentations, sales documentation and reports by merging data from any standard or custom object into richly-formatted templates
Conga Workflow® Trigger the execution of individual Composer solutions via Salesforce workflow rules without user interaction.
Conga Mail Merge® Simplify mass...
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.