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 HighQ Collaborate is well suited to situations where a law firm maintains numerous documents for a client and the client needs access to them on a regular basis. For example, we may store the client's minute book (which is relatively common for a large corporate law firm to do), but the client may need access to documents in that minute book on a regular basis. Likewise, we have an internal system at the firm for hosting digital versions of closing books, however, many clients would not have a similar system because they would only receive closing books irregularly. USBs get lost and the client might not want to put the closing book on the main server where anyone can access it. By putting the closing book on the extranet site, the individuals in the client's organization who should be able to access the closing book can do so.
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 Document sharing. This product makes it easy to upload, review and organize documents related to a particular project or matter. Permissions. Collaborate allows very granular permissions to be assigned for shared documents and administrative activities such as workflows. Reliability. The product is cloud-based and rarely, if ever, unavailable. 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 It is just not that exciting. We host documents on there for clients but the extranet sites have ultimately turned out to not be a product that our clients are clamoring for or that we are regularly pushing. 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 The interface is easy to use and overall the software seems pretty robust (I haven't had any crashes yet), so I haven't had to use the support very often. Likewise, I don't think I've ever had a client e-mail me with questions or issues - the software is pretty idiot-proof.
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 feel that HighQ does not really have any real competition in this space because it simply accomplishes its goals far better than the competition at lower cost, while requiring less training and administration.
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 Permits fairly simple administration by a single person for hundreds of Extranets One shop stopping for reliable, secure document sharing and signing with external parties Simple enough to use that internal and external users do not need training to take advantage of the product. Read full review ScreenShots Conga Composer Screenshots