Likelihood to Recommend Coda is great to build a place for your users to go to and see information. It is easy to navigate through and the variety of content creation is great. However, it is not always easy to create what you want and there is a lot of playing around and learning. Coda also sometimes misses some functionality which is expected. For example, downloading a list of users that have access to the platform. Being able to send push notifications when a new page has been created etc. Overall it is a good tool to use just be prepared to invest time!
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 Flexibility. It's easy to get started on a small scale, but add more complex organization strategies as needed. Integrations. It's simple to ingest data from sources like Zapier for time-saving automations. Useful components. View table data across different formats like cards or custom detail views. 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 takes getting used to in terms of how the formulas per column is implemented, in contrast to how we build tables in Excel. For organization/team purchase, it would be worth considering having a training for the core team of users. Right now, we do a lot of self-learning. Inability to email charts or image without these objects being hosted on a third party. The community has been great in providing workarounds but it would be much more convenient to be able to have such ability natively. APAC Support. I'm based in Malaysia, due to timezone differences, even with a livechat implemented, the support for each step and conversation takes up to 24 hours per response. Having some hours covered in our timezone would greatly improve customer support experience. 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 Coda is definitely something that has been proven to drive positive impact in our organization. We have many divisions that can benefit from this that we have yet to explore. It would definitely be worth renewing.
Read full review 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 Coda can seem either really useful or really useless. The extremes of both ends is driven by what our own understanding of what we want to implement. If we lack this understanding, it will be easy to misunderstand Coda's usability especially in the wrong context.
Read full review 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 Reliability and Availability So far in the past year, we haven't had situations that Coda has gone down for us which is great.
Read full review Performance We haven't done any integrations - the initial part of our experience we found that for docs with complex formulas, the page tends to load slowly but in recent months, Coda has improved and optimized the loading times in general and we generally don't find any problems in terms of speed anymore.
Read full review 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 Mainly due to timezone differences. I think Coda's support in general is well implemented and executed. They know their stuff and are helpful. But since I'm not in the same timezone, solution rates are slower for me, and that's not something I prefer. I work in customer service, too, and more often than not, time is important. Shortening the solution time would be a much greater experience.
Read full review 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 I'm relatively inexperienced but this experience is meaningful. It would have been nice to have some guidance from Coda so that we understood more on Coda's purpose and potential.
Read full review 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 While all of the products listed have great features and platforms, there was always one thing missing from them that I would need to get from another application. Coda was the first one we used that really combined some of the best parts of those products and allowed us to use it in one place. I also appreciate the flexibility of creating your own framework and workflow, unlike in other tools where you have to follow how they capture data and organize projects.
Read full review 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 Scalability I think scalability is definitely good here since it's based on number of doc makers. Implementation into each dept becomes simpler. That being said, due to the nature of our work, we find it easier that we have a "super user" and then a team of other doc makers. This would make the doc creation and management more efficient.
Read full review Return on Investment Increased insight for all stakeholders involved--both in terms of overview and details Better grip on issues and escalations--reduced friction, confusion, and higher clarity on status, next actions, and ownership. Reduced time required by those who need to maintain all information. Record (a detail) once and use multiple times. 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