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 It is well-suited for most of the clients which have trust in digital signatures and want to reduce the turnaround, but there are still some clients which do not prefer digital signatures and prefer printed agreements with wet signatures. Conga uses the latest digital signing legal regulations so this is a customer-to-customer issue.
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 Salesforce Integration E-signatures Document Tracking 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 Some businesses still don't consider digital signing of critical documents a legit way. Conga sign still doesn't allow sending of multiple files for signing. There is a slight rendering time we have noticed while the customer opens the document which can be reduced. 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 Conga's success team was excellent and very responsive.
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 Conga Sign is much more affordable than
DocuSign for our organization and we are using Conga Composer already to create documents. We found that the integration between Conga Composer and Conga Sign was easier to use and we have a nice discount from Conga due to us adopting several of their products.
DocuSign for the price point didn't make sense to us and it has less write-back functionality with
Salesforce .
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 Minimized or eliminated legal issues due to unsigned contracts. Customer know exactly what they are getting. Read full review ScreenShots Conga Composer Screenshots