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.
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FileInvite
Score 1.1 out of 10
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FileInvite automates the process of collecting information and documents from your clients. The vendor says the process is simple, and the interface is secure. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. FileInvite also allows you to set up reminders, templates and sync with your cloud storage like Google…
Firstly, we used Conga Composer to generate documents and DocuSign as the e-signature tool. However, Conga Sign proved to be much more cost-effective for our user base, as users didn’t need to switch to another system like DocuSign to send contracts to customers. With both …
Yeah, Conga is something that the client has selected. We asked them the same question — they believe they’re a long-time user of Conga and they have trust in that product. So that’s the reason.
Only reason was its integration with salesforce. In those apps, we had to manually copy paste the data to generate document and get signed but with conga composer’s salesforce integration, it fetches all the data from salesforce and generate the document for us and once …
We have used PandaDoc and with our personal experience, we can say that Composer is way better as it lets us pull data from multiple Salesforce objects, apply conditional logic, and generate highly customized documents.
Conga Composer helps us in document generation part and once the document has been generated from Conga Composer it can be sent out to the customers. Here we can also use Conga Email Template to send out the message and the attachments. Docusign here works so well and we can …
S-Docs is also great with Salesforce; however, it offers broader integration, scalable automation, and a deeper support ecosystem. Conga Composer delivers more powerful and flexible document generation.
I've used PandaDoc before; it is nowhere near as good as Conga Composer in terms of usability and end-user experience. Conga is much more valuable and business-oriented.
We used the out of the box salesforce functionality but realized when our order forms used multiple currencies and had some customization we realized we needed a tool like Conga Composer
We used Microsoft Excel to manipulate all the data from different objects, now we can click a button and the report is generated, Excel provides a powerful tool, but Conga Composer is better than Excel to generate the data in the format that the customer wants, you don't need …
FileInvite has a lot of nice features, but the overall cost is the company's downfall. We were able to get a lot of the same features that we need for a lot less with other companies and providers.
There were at least two other solutions that I looked into. Of my list of needs, however, file invite had the majority of them covered, and I know that at least one other solution that I reviewed was significantly more expensive.
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.
Our forms for summer camper parents vary depending on the needs of the camper (i.e. allergies, nutrition requirements, & program desirability such as horseback riding or preferred cabin mates). This situational form allowance is a breeze with fileinvite, and the setup process is intuitive and very easy to manage as a collaboration across our entire team
It allows us to generate multiple documents at once using batch generation. This simple automation saves a lot of time for our team.
Its very user friendly. Even a newbie can simply generate document by clicking a button once this is setup by the admin.
Integrate Conga Sign with Conga Composer and it will automatically sent for e- signature once generated saving lot of time. we previously had to wait a lot for the signature.
We most likely will renew conga because of it's strong salesforce integration and we're so engrained into it with all of our different brands and products/services. It would take a lot of time, money and resources to switch to something else.
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
Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.
It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.
As a conga parter we have created more than 50+ cases with conga support and many times we have got the answers on the chat support itself. A very effective knowledge base and conga university give you all the study material to enhance your product knowledge. Conga support has been very effective and has always responded quickly to questions and issues
We have not been able to find an offering that allowed for the level of customization or could handle the complexity of the solutions we've built using Conga's products. We selected Conga originally as it was recommended at the time (2012) and there weren't any better alternatives - but we have looked recently and still can't find anything better.
There were at least two other solutions that I looked into. Of my list of needs, however, file invite had the majority of them covered, and I know that at least one other solution that I reviewed was significantly more expensive.