Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports.
$30
per month per user
Evernote
Score8.5 out of 10
N/A
Evernote is a suite of software and services designed for notetaking and archiving. A "note" can be a piece of formatted text, a full webpage or webpage excerpt, a photograph, a voice memo, or a handwritten "ink" note. Notes can also have file attachments. Notes can be sorted into folders, then tagged, annotated, edited, given comments, searched and exported as part of a notebook. Evernote supports a number of operating system platforms (including OS X, iOS, Chrome OS, Android, Microsoft…
From my experience, Conga Composer is particularly well-suited for generating documents, such as quotes and contracts, directly from Salesforce. It saves us a great deal of time, which is remarkably beneficial for companies with sales teams. Not suitable for companies lacking significant Salesforce expertise or administrative support.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Evernote is an excellent tool for keeping track of client relationships and taking notes. The indexing is excellent, with text in images and text. However, a Wiki might be better for large-scale collaboration. It is a perfect use case for it, and it is hard to beat. To-do lists that need to be tracked or have due dates assigned do not work well in Evernote. It's almost like a library that anyone can add to, edit, tag, and reference. Evernote has a limited checklist function in terms of tasks meant to be kept in one place rather than reviewed and organized over time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I can't really imagine how much they'd have to charge me to make me quit Evernote. I can't really think of any technology that has changed my life as much without going back to email in the 90s, or the introduction of the iPhone. I know I sound ridiculous, but it would be really tough for me to live without it. If I were forced to choose between my smart phone (and keep in mind that I get lost in my driveway) and my Evernote, I'd probably choose my Evernote.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Basic visual organization - ability to create a notebook and store user notes inside of it.
Basic easy navigation - You can quickly move in and out of files and notes.
User intuitive addition - whatever you need to add to your document, it's relatively easy to understand and use.
We find overall that we still want some functionality in creating better task lists, boards, and other things that we find in Notion - which is the tool that we use as a team notebook/storage space.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Generally issues are by connectivity and not Evernote availability but I have had issues in the past with cross-client consistency of data which Evernote Support has ID'd as bugs that are still unresolved as far as I know
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I bet you won’t even need to call their support. Their product has never failed me. Simply put. But if you were to email them to gather some details or help, I bet they won’t disappoint you. Don’t worry about the support, it’s the last thing you should worry about this product.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Make sure you think about your tags. If you end up with multiple similar tags then things aren't grouped together as you might prefer. For instance if you have a tag called Disney and Walt Disney, this will split up your articles. Evernote makes it simple to correct, but I suggest you make sure your users look closely at the existing tags before creating new ones.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The most similar program I have used is OneNote by Microsoft, and other note taking programs exist like Notepad and Microsoft Word but those programs do not offer syncing like Evernote does. There are newer programs in the space like Dropbox Paper and Google Docs which would be on a list of ones to consider.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Could really use better error handling on the product when the document doesn't generate. Zero notifications are provided right now and have no idea where in a 20 page template the error is. Need to keep cutting the template into pieces to find the error.
The report generates 90% of the time so far.
Getting easier to generate templates when knowing how the JSON will be structured to add to merged fields.
Use Work Plan Template Entries and Work Steps to dynamically generate many deliverables.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Evernote has allowed our school's over 3000 students and staff members to work more efficiently instead of spending time on making physical notes, clicking pictures, and uploading them to the cloud in order to share them
The investment in Evernote Premium has also allowed for heavier files to be attached in each note such as student work that allows teachers to be certain that students have followed deadlines and finished assigned tasks
Evernote has allowed our school to smoothly transition in and out of online learning as the local COVID-19 protocols change and student work requires one platform to be based on throughout
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
