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 Do you need consistency of messaging across multiple countries/products/divisions/languages? Do you want to be able to tailor content access per team/division/country? Do you want to be able to report on/track use by user, document, searches, compliance, etc.? If so, PMAPS is the most versatile proposal management tool I've come across so far.
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 Searching for boilerplate material--PMAPS allows you to search by keywords, as well as filter by categories (e.g., implementation, training, company information, etc.) I set up all the categories, subcategories, audience types, etc. We used to spend a significant amount of time searching for previously written information, but now we can find it within seconds. I only use it to search for information stored within PMAPS, but you can also set it up to point at other places to search for information as well. Manage proposals--PMAPS has a dashboard that lists all of the proposals I'm working on as well as key information that I want to have available for each of them. You can decide what information you want to show on your dashboard (I use mine to show due date, production date, review date, salesperson for proposal, etc.) It is very convenient to have all of that information available at a glance. PMAPS also has a built-in calendar that will show you key dates for all of your proposals. Generate custom documents--PMAPS allows you to set up templates that you can use to generate documents. You can set up forms that allow yourself or other users to specify what information should be included in that document, and then PMAPS will generate the document based on how users respond to the questions (e.g., what references to include, what products to list, etc.). Word Replacement--PMAPS allows you to set up codes that will automatically be replaced with the correct term when you generate the proposal. For example, in our boilerplate information, any place where I would want the final proposal to say the prospect's name, I use the code <>. Those codes are automatically replaced with the prospect's name for that proposal when either I generate a document or when I simply select the icon that searches for and replaces codes. Easily edit boilerplate documents--PMAPS allows you to easily edit boilerplate information. You can select a document one at a time, or you can select a whole bunch of documents at once (simply by doing a search and/or filter to limit the results to the documents you want to edit) and download them onto your computer, edit, and then re-upload. Store material--PMAPS allows you to store Word, Excel, PowerPoint, and PDF documents. 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 There are times when I'm having a problem and I call the general line and have to leave a message and then wait for someone to call me back. I'd like to be able to speak with a live person every time. I'd like to see the program handle Excel documents with the ease that it handles a Word document. 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 I have been a PMAPS user for over 5 years. I started on their client/server version and renewed/upgraded this past year to their cloud version, WebPro. When you have a good product that delivers all the bells and whistles you need, there is no need to go searching anywhere else. We have a great partnership with the PMAPS staff and find them very resourceful and appreciative of our business
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 did the vendor analysis and narrowed my selection to Qvidian (which I had used before) and PMAPS (which I had not). I've never regretted my choice. In ease of use alone, PMAPS wins hands down. We're able to use PMAPS when collecting intelligence from our Subject Matter Experts in ways that weren't possible with other tools.
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 I don't have any actual ROI numbers readily available but I will say that compared to our last solution (a home-grown document repository), PMAPS has made every aspect of our business more efficient. One of our primary goals in procuring a vendor to provide a better solution was our increased need to become more consistent in our messaging, more relevant as things change, and more efficient in getting our user's the answers they need quicker. We accomplished all three. Read full review ScreenShots Conga Composer Screenshots