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 CARET (Abacus Data Systems, Inc. )
It is well suited in the organisations which deals with lots of paper work like legal, teaching, research, etc as they need similar kind of documents again and again. In a typical office set up it is of great use by human resource, marketing and legal department. Hot docs is not suitable if you have a proprietary or solo business as it do not caters to them.
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 CARET (Abacus Data Systems, Inc. )
Personalized training. We were able to get an expert on a video call who walked us through solutions to each of our unique problems (i.e. all fifty states have different notary blocks, how can we auto-populate it when the state of the deal is selected?). Team access. Multiple people can work with the templates at once, thus allowing the members of our team who deal with financials to work on their documents while others focus on the organizational and legal documents. Once you have successfully drafted your templates, it runs incredibly smooth (barring any minor hiccups that happen with software updates) and efficiently. 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 CARET (Abacus Data Systems, Inc. )
Most HotDocs templates demand high-level code. This includes complicated Word codes Using HotDocs is incredibly user-friendly. Creating and maintaining templates is a programming task 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 CARET (Abacus Data Systems, Inc. )
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 CARET (Abacus Data Systems, Inc. )
Could be more intuitive - could even "suggest" fill-ins with the option to take or not take the suggestion.
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 CARET (Abacus Data Systems, Inc. )
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 CARET (Abacus Data Systems, Inc. )
I haven't had to contact HotDocs very often for support. I suppose I rated them mid-level simply because I would like to see more online training options or white papers to view to assist with learning. I want to understand how to do something versus having it done for me.
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 CARET (Abacus Data Systems, Inc. )
If you use WordPerfect X9 - choose"no word-processing software."
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 CARET (Abacus Data Systems, Inc. )
I haven't evaluated other products. We are so used to HotDocs that it would be difficult for us to switch to something else. We continue to use HotDocs because switching cost is high once you have already started. Be careful before beginning to use this program, as it is hard to breakaway.
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 CARET (Abacus Data Systems, Inc. )
Time savings by employees when generating documents mean better ROI efficiency for labor. Faster, more accurate turnaround for documents needing to be generated from templates. Large capital expenditure depending on the number of users and developers. Read full review ScreenShots Conga Composer Screenshots