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Instant quotes and sales order
What do you like best about the product?
Has made my sales process super simple when it comes to the finish line. Compose an accurate sales order without any hiccups.
What do you dislike about the product?
Not much to dislike - really enjoy the tool!
What problems is the product solving and how is that benefiting you?
The benefits of Conga are that I can seamlessly create my sales orders in salesforce and send through docusign. No need to worry if the file has errors!
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Efficient and useful
What do you like best about the product?
I like how easy it is to upload a new receipt template.
What do you dislike about the product?
Sometimes when I try to load a picture, the formatting gets mixed up and it takes me longer to figure what to do.
What problems is the product solving and how is that benefiting you?
Sending email receipts and being able to change our message every few weeks! Less paper!
Recommendations to others considering the product:
I did not do the setup but if you are new to building software for a business, I would highly recommend having help building it so its geared towards your business.
Very powerful tool for creating our quotes, contracts and detailed reports
What do you like best about the product?
Composer is very flexible and lets us create documents in any format we need. Their support team is also extremely responsive and helps us with great new features and suggestions as we go.
What do you dislike about the product?
So far, I haven't found anything that detracts from our use of the tool. There are many features we aren't yet taking advantage of so I'm still learning...
What problems is the product solving and how is that benefiting you?
We've needed to ensure our teams create consistent quotes and contract documents and pull all the details from Salesforce easily. While staff in different areas always want to add their own "touch" to the documents, they've now found it saves them a great deal more time than creating their own
Recommendations to others considering the product:
Conga's support and documentation is excellent. The free training videos got me up to speed very quickly and let us deliver some powerful features to our team. It also helped with our goal of getting all the information into Salesforce as our sales reps can now see the benefit of having quality data in Salesforce
Conga has great Products and Staff
What do you like best about the product?
Conga solved several problems we were having with certain functions like; in-line editing, reporting, accessibility to information and work flow.
What do you dislike about the product?
They have been great all around. We even had Conga buildout a custom project for us and it turned out great.
What problems is the product solving and how is that benefiting you?
Speed to information, Reviewing content, Improved work flow/process and increased reporting capabilities.
Great way to send templates from Salesforce
What do you like best about the product?
Great resource once you have a large number of contacts you need to reach out to. Easy to set up templates that populate very quickly. Effective marketing and account management tool.
What do you dislike about the product?
If you need Conga for much more, it is not the best tool. I have only been able to reliably use the tool for template emails. The services do seem limited.
What problems is the product solving and how is that benefiting you?
Template emails for agreements and marketing purposes.
Recommendations to others considering the product:
If you need documentation and proposal emails, this is the tool. Also is great for templating your email outreach for other purposes, account management and marketing. It is a basic tool and works fine, has never broken on me.
Great Tool For Document Merging
What do you like best about the product?
The flexibility to work with any Salesforce object and field and to run based on queries or a report
What do you dislike about the product?
It can be tricky to determine the merge field names
What problems is the product solving and how is that benefiting you?
Contract Generation, Sale Closure, Receipt Generation. Ability to close out the business process within Salesforce.
Powerful document generation software
What do you like best about the product?
The native Salesforce functionality and easy user interface make Conga a natural fit for a variety of companies. We use it for contracts, SOWs, presentations, and Excel documents.
What do you dislike about the product?
The 10 license minimum makes it expensive for our company.
What problems is the product solving and how is that benefiting you?
We use it to automatically generate a variety of documents through the sales cycle. These include Excel based estimates, Powerpoint presentations, contracts and SOWs.
Recommendations to others considering the product:
I was fearful of the implementation of Conga, but it was actually very easy. They have a ton of documentation and step-by-step instructions for all of the features.
A Great Doc-Gen Solution
What do you like best about the product?
-Support: The support agents set this product apart from their competitors. They're all super friendly, more than willing to help, and if they tell you that they'll do something, they will keep their commitments. I have implemented Conga at multiple companies both as a full-time employee and a consultant (recommending Conga) expressly because of the support.
-Flexibility of the product (seriously, these guys have thought of just about everything). I can create everything from Sales Decks to reports to roadmaps to narrative Word docs using Conga + SFDC data. I'd like to see more here.
-Ease of use of the product - the new updates that auto-create the buttons make it really simple to use
-Flexibility of the product (seriously, these guys have thought of just about everything). I can create everything from Sales Decks to reports to roadmaps to narrative Word docs using Conga + SFDC data. I'd like to see more here.
-Ease of use of the product - the new updates that auto-create the buttons make it really simple to use
What do you dislike about the product?
-Documentation, while thorough, could be organized better. The categories don't seem to be as fully baked and easy to navigate as they could be
-Sample templates that can be downloaded and reviewed based on standard SFDC objects
-I would like to see more ideas and how other customers have used Conga for "unconventional" solutions. I like that I can create invoices/quotes with the product, but would like to see the other uses people have come up with to generate from the tool.
-Sample templates that can be downloaded and reviewed based on standard SFDC objects
-I would like to see more ideas and how other customers have used Conga for "unconventional" solutions. I like that I can create invoices/quotes with the product, but would like to see the other uses people have come up with to generate from the tool.
What problems is the product solving and how is that benefiting you?
-Generating consistently formatted documents with the same questions answered by ever producer
-Generating visual roadmaps of projects based on SFDC data
-Generating reporting that isn't capable via native SFDC reporting
-Generating visual roadmaps of projects based on SFDC data
-Generating reporting that isn't capable via native SFDC reporting
Recommendations to others considering the product:
There are other solutions similar to Conga out there, but Conga's support sets them far apart from the others.
User friendly, extremely dynamic, great support!!
What do you like best about the product?
The syntax is super easy to learn and the documentation for the end user is seamless to create. Highly recommend!
What do you dislike about the product?
After learning the basic limitations-which are very few-creating templates was a breeze!
What problems is the product solving and how is that benefiting you?
We are generating annual reports for partnering institutions, providing them with an easy to read document of data collected from Salesforce.
Conga is our go to tool for formatting data
What do you like best about the product?
Very user friendly and intuitive! It is really easy to build and deploy templates.
What do you dislike about the product?
Completing the merge can be a little slow at times.
What problems is the product solving and how is that benefiting you?
We use it to bring our data into letters, written reports, and building charts.
Recommendations to others considering the product:
This will make your life amazing.
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