Likelihood to Recommend I will suggest this tool to all those companies who have to deal mostly with documentation. Because it is very good in handling all types of documents and it will add to your ease in managing the content. I will also like to recommend it to medical and insurance-based companies because it will help to make their workflow easy. PrizmDoc customer’s support is always ready to help this is why we never got stuck in any particular issue, thus you will be supported by them anytime.
Read full review We used to manually process information which are available in
Salesforce to another system, right now we just click a button and these information is available in another system. This process eliminate human error and provide accurate information in our financial reporting. This process helps our accounting department provide efficiency and accuracy on providing data.
Read full review Pros PrizmDoc has helped me a lot in processing my PDF documents now I can easily extract information through these files and also it is very easy for me to edit the files because previously I have to convert them in word mode and then I was editing it. It has provided us one platform where we can process our documents and get work approvals easily and this is through its automaton feature. Through PrizmDoc I am no more worried about changing the nature of my documents I can easily convert them into various versions and formats. Read full review It is positive that Conga integrates with and is operated within SFDC Conga allows users to tag any document with dynamic fields that map to SFDC and send it out for signature Conga allows us to consistently produce quotes with the correct SKUs, Terms, & conditions at scale Read full review Cons It is quite expensive. It is found to be complicated but after getting familiar with it, I just love to use this. Another thing that frustrates me is that it is quite difficult to install and configure. It is very difficult to proceed, but when you get along with it, you discover its amazing features. Read full review It is challenging to go from solutions to templates and then to each account record to generate - is there a way to generate for all? the search for reports is unwieldy - can there be a "recents" to cut down on what reports we are searching through? or a way to view folders. i have tried saving time by having conga composer up on several records and you can't generate records. again, if there is a way to generate for all? Read full review Likelihood to Renew Though I love how easily Conga Composer ties into Salesforce and its given analytics, it takes a lot of data entry to get up and running. I don't love that sometimes queries can take a long time to pull. I like keeping our marketing templates consistent via templates in the system. Pulling multiple objects into one report is fantastic too.
Read full review Usability It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues
Read full review Performance This product appears to work well. It was not a fit for us this time, but we would consider in future
Read full review Support Rating It's been hit and miss depending on the issue. We use javascript to generate the urls which has confused many techs even though it generates a clean url - they are overwhelmed by the concept of code and can't understand that the url is all that matters.
Read full review Implementation Rating It was painful internally to build out all of the templates, but the actual implementation of the product was okay.
Read full review Alternatives Considered I think
Nintex is the primary competitor for Conga Composer, but I have not personally used it. I was not present for the decision to purchase Conga but I would recommend it in future document automation vendor selection processes because I have seen how well it works! We are especially fond of complementary features in Conga Composer, including Conga Email Templates and Conga Global Merge.
Read full review Return on Investment I feel confident in handling the numerous type of invoices and better collaborate with my team through its mobile application, which is very user-friendly. barcode handling is and to detect signatures, is no more difficult. PrizmDoc is very good at handling documents in managing the content, I will like to mention its capability of handling the images through “document image clean up” and also it is good in compressing the images too. Read full review Without Conga Composer we wouldn't be able to auto generate documents in Salesforce, the extra customisation is needed. The ROI is obvious when it comes to having customised documents As long as the data is available in Salesforce, it's available in Conga, and so we have no issues with it's efficiency Read full review ScreenShots Conga Composer Screenshots