TrustRadius: an HG Insights company

Conga Composer

Score7.9 out of 10

257 Reviews and Ratings

Learn More

Contact about Conga Composer

Please fill out the form below to get in touch.

Conga

Connect with Conga

What are you interested in?

Already have an account?

You hereby consent to have TrustRadius share the information supplied on this form with Conga so that Conga and TrustRadius may contact you in regard to the information requested.

What is Conga Composer?

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.

Read more details.

Categories & Use Cases

Media

Screenshot of how documents are created automatically, directly from Salesforce
Screenshot of documents generated with any data, from any object - standard or custom
Screenshot of Conga Document Generation
Screenshot of popular document formats available, like Word, Excel, PowerPoint, HTML, and PDF
Screenshot of how large documents are sent via a link - and they provide visibility into customer document engagement
Screenshot of how multiple documents can be sent with one or no clicks

1 / 6

Screenshot of how documents are created automatically, directly from Salesforce

Who Buys & Uses Conga Composer

Conga Composer Reviews

What users are saying about Conga Composer.
View all Conga Composer reviews

Pros

  • Automated document generation from Salesforce data
  • High accuracy due to live data integration
  • Streamlined document workflows

Cons

  • Outdated user interface (UI)
  • Limited documentation and support resources
  • Unclear and unhelpful error messages

Congo Composer - Saves a lot of time when compared to its competitors.

Incentivized
Anoop Singh
Senior Engineer in Customer Service at Bounteous Accolite (5001-10,000 employees)

Use Cases and Deployment Scope

We used Conga Composer about 2 years ago to automate contract and quote generation out of salesforce. We were copying data manually before that into templates , so Conga Composer saved a lot of time and big advantage to the users which increase in production time. Although it took a lot of time to get to that stage.

Pros

  • Saves time which leads to increase in production time
  • Pulls data directly from salesforce into templates
  • once template is set, it takes few seconds instead of 30 minutes around if done manually
  • It also integrates well with e-signature tools

Cons

  • Setup takes a lot of time and effort as it is very tricky
  • Building beyond basic template takes a lot of time and effort
  • Performance lags a lot in between which needs to be looked into at root level

Return on Investment

  • Reduced errors
  • Increased production
  • intergrates well with e-signature tools
  • whole flow of process gets smoother with usage of this

Alternatives Considered

PandaDoc, S-Docs and DocuSign CLM

Other Software Used

PandaDoc, DocuSign CLM, S-Docs

A highly accurate application for automating document creation from Salesforce and other data sources

Incentivized
Verified User
Manager in Information Technology (10,001+ employees)

Use Cases and Deployment Scope

My organization utilized Composer mainly for writing RFIs and other revenue-related docs due to its ability to synthesize several different data sources and generate standardized copy with no (or nearly no) errors.

Pros

  • Uses different data sources to create unified, holistic documents
  • Strong integration with Salesforce, which is critical for docs relating to the revenue lifecycle
  • Scalable to be able to generate docs beyond just those relating to contracts/revenue (when we wanted to use it for this).

Cons

  • UI user experience and usability definitely need improvement as it can feel clunky and hard to navigate at times.
  • There needs to be more documentation on product usage and more support tutorials. The product has a steep learning curve so anything that can help the facilitate usage would be good.
  • The application runs very slowly during heavy usage

Return on Investment

  • It reduced the amount of time it took to create documents
  • It streamlined document creation so that redundant content could be reused
  • It helped regulate document creation so that we ensured the content always adhered to company guidelines.

Branding and contract creation made simple with Conga Composer.

Incentivized
Susang RameshView profile
Lead - Product Marketing in Marketing at OJCommerce (201-500 employees)

Use Cases and Deployment Scope

Our primary use case with Conga Composer is to create brand documents and after-sales agreement documents. This was a manual process earlier, consuming a lot of time for us. Still, after implementing Conga Composer, we have been able to automate the process, and our workflow has become quicker and much more efficient.

Pros

  • One great feature of Conga Composer is the ability to create various document types, including Word files, PDFs, and even PowerPoint presentations.
  • The ability to encrypt and share data is quite impressive with Conga Composer.
  • The integration, especially with different email providers, is quite good with Conga Composer.

Cons

  • The API deployment method during the initial implementation could have been more flexible.
  • Lack of high-quality learning materials and knowledge base documents can be addressed.
  • The overall user interface is not very modern.

Return on Investment

  • We have been able to standardize our branding in documents to give them a more professional appearance.
  • The number of manual errors is significantly reduced, thereby improving our turnaround time by 30%.
  • Our overall working efficiency has improved by over 70% with the introduction of Conga Composer.

Other Software Used

Conga CPQ, Zoho Cliq, DocuSign

Automates our personalized document creation and send -- easy for our users

Incentivized
Maureen CaballeroView profile
Salesforce Administrator in Information Technology at Rise Up Together (11-50 employees)

Use Cases and Deployment Scope

We provide training and grants for gender equity advocacy. Therefore we have a need to provide acceptance emails/letters to participants that have personalized data from our Salesforce system. We use Conga Composer to create and send these acceptance letters, and also grant agreements with personalized details. We also use Conga Composer to generate word documents for our Communications team to develop leader biographies from data collected in onboarding forms. Finally, our development team uses Conga Composer to create and send custom donation acknowledgement emails and letters.

Pros

  • Makes generating personalized documents easy for the user
  • Easy to send emails and letters that are generated
  • Customization of solutions is robust

Cons

  • Developing solutions is not entirely intuitive but there is strong documentation on how to do it
  • Automatic spacing in emails is not always ideal

Return on Investment

  • Conga Composer saves our users time on document creation
  • Conga Composer automated document creation provides greater accuracy than manual creation
  • Our program managers and development professionals are more efficient at their job when using Conga Composer with Salesforce

Other Software Used

Salesforce CMS, FormAssembly

Leveraging Tech in the Public Sector

Incentivized
Rickie Lopez
Assistant Finance Director Behavioral Health Dept in Finance and Accounting at Alameda County (1001-5000 employees)

Use Cases and Deployment Scope

In our organization, Conga Composer helps us complete contract clauses terms and conditions consistently with high quality and speed.

Pros

  • Clause library
  • Connects to grid
  • Generate tables

Cons

  • Graphical user interface for rate tables can be improved with additional white space.

Return on Investment

  • Time saved in document creation.
  • Consistency of terms reduces contract amendments.

Alternatives Considered

Conga Grid

Other Software Used

Conga CLM, Conga Grid

Conga Composer Alternatives

Products similar to Conga Composer that may also meet your needs.
View all Conga Composer alternatives
DocuSign
CompareLearn more
PandaDoc
CompareLearn more
S-Docs
CompareLearn more
PDF Butler
CompareLearn more