Likelihood to Recommend 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 Kofax PaperPort is great for any office that has paper documents - seriously! We have set up multiple businesses to use Kofax PaperPort to cut down their storage of paper receipts, invoices, documents, etc by nearly 90%! Their office is much better organized and they have the ability to edit PDF Documents for a lot cheaper than buying Adobe
Acrobat .
Read full review Pros 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 With Kofax PaperPort, documents can be merged, pages can be extracted from multiple documents and combined to make a new PDF document. It is an important feature as one needs to do it very often and more ubiquitous pdf readers like Adobe Acrobat Reader DC lacks functionalities like these. Kofax PaperPort scans the documents and using it's OCR, converts these scans to searchable PDF documents so that these documents can be searched based on the text content in them. Functionality to convert other formats to PDF and PDF to other formats. This is important as many times , we need to upload certain documents only in a specific format and conversion is required to and from PDF format. Read full review Cons 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 It should have a back button, so if you go from one folder to the next, it would be simple to get back to the first folder. When you combine two PDFs, it should retain the title of the one that's on top. The send to bar should be easier to change. 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 PaperPort has a few quirks, but it is the only program of its kind that actually does what it claims to do. The power of it is so much more than they claim especially when it comes to trying to achieve a truly paperless office. With PDF editing built-in, it also saves considerable investment in other PDF editing programs.
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 I was ecstatic to see someone moving PaperPort away from Nuance (Those in my circle of friends refer to them as Nuisance). The lack of customer involvement by Nuance made finding answers to things that sometimes irritate a user to being downright frustrating. Maybe the purchase of Nuance by Microsoft will allow the company to focus more on the customer.
Read full review Return on Investment 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 Less amount of money is spent for filing purpose as less number of people and space are required for filing purpose now. Information retrieval has become way faster as documents can be searched based on labels or on the basis of their content. Lot of options to improve the quality of the scanned image. Read full review ScreenShots Conga Composer Screenshots