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
Tungsten Capture
Score 8.0 out of 10
N/A
Tungsten Capture (formerly Kofax Capture) is a suite of multichannel document capture applications.
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.
Kofax [Capture] meets our needs and for the most part is easy to use and setup. Configuration could be a little bit easier. The scripting language is a double edge sword if you will. It gives you nearly unlimited possibilities to script what you need, but the downside is you have to script it. Does a good job at batching and scanning documents. The tool integrates well into our workflow which makes our business partners happy and in turn provides for happy customers.
The VRS application included with Kofax Capture is the best image pre-processing platform available on the market today. It can handle a wide array of common document problems such as skew, flipping, wrinkles, lines, and dots.
The platform is incredibly scriptable and can be customized to handle all sorts of unusual document contents to allow information to be extracted that many other platforms just struggle on. Table extraction, line item matching, and smart extraction are all strong points with this platform.
Through the use of SBL and .NET the platform can be expanded and scaled quite easily to allow for the software to be integrated into existing business processes and platforms with ease.
We struggled with configuring Kofax with AP Automation. We used to receive vouchers in different formats by different companies, by different departments. The people from different departments used to scan those vouchers through regular scanners to a central location, which ended up as image pdfs. We fed these image pdfs through Kofax Capture for character recognition, which was painful as the accuracy of recognition was 50 to 60%.
Having a connectors with a workflow tool would be helpful where people can validate and approve the output.
More samples and documentation related to use of API in .NET applications would be a good improvement, that would help users to adapt the product easily into their organization.
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.
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
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.
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.
Quality of data capture. Automatic data integration with Oracle and SAP ERP. Automatic image integration with Oracle and SAP ERP. Automatic invoice booking in Oracle and SAP ERP.
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.
We were able to decrease personnel expenditures as there was not a need for individuals to index documents prior to incorporating them into the record.
