Conga Composer

Formerly Conga Document Generation

We enjoy using Conga Composer to help aid our company in optimizing and perfecting our daily operations. Our company has found Conga Composer to be a useful tool that simplifies daily processes such as creating quotes, creating POs, and creating detailed reports that then allow us to export from Salesforce. There is a learning curve with it and its capabilities. I still don't feel as though I am using Conga Composer to the best of its abilities. So far, the Conga composer has gotten us to where we need, though. Grateful for the tool and its abilities.
Our business problems we were having at our organization were using excel to create the quotes, creating the POs, and creating detailed reports. Now using Conga, we are able to pull the data straight out of Salesforce and into an excel for further changes to be made. Or straight into a PDF so that no further changes can be made to the document. Once we create, either the excel or the PDF, it autosaves into that file and pulls open the file into the associated choice. Having a tool that is multi-functional to our business is key to its success and allows us to continue with an eased workflow.

We use Conga Composer to facilitate document creation and automation with our Customer Relationship Management. It is an integrated application with our CRM that handles generation of proposals, contracts and other form of document that pulls data from the CRM.

Currently, we use Conga to provide our client's reports like improvement plans and transcripts that pulls information from a variety of objects within Salesforce. We have created buttons for our internal users to be able to pull the information quickly. We use it for queries that then pull into reports. The format of the reports can be created with branding and a nicer feel than Salesforce provides.

The generation of documents in Salesforce requires code. Conga Composer enabled us to configure the look and feel of the document through a Word template. We used it to generate customer-facing documents like quotes, offers and business proposals. We might use to generate letters as well

We use Conga Composer for our insurance documents such as Policies, Claims, Renewals, etc. Conga Composer allows us to create these documents quickly based off of templates and data stored in our Salesforce Instance. We use Conga regularly both for our annual renewals of existing clients and generating new policy documents for our new clients.

We use Conga Composer to manage our quoting, estimating, and procurement documentation. It enables us to create standardized processes in these areas and improve branding, continuity, and information retention. In addition to all that, it also creates efficiencies within our Salesforce platform reducing data entry for users and creating a seamless experience for our sales and operations teams.

We use Conga Composer to build complex reports that meet very specific parameters. It is easy to navigate and set up but there are lots of details that go into actually building the queries and solutions, many of which I think could be more user-friendly. So far it has been very helpful in regards to the reports that we build to see a very specific subset of data.

We use Conga Composer for dynamic generation of invoice documents / payment remittance details / Account Statements / and complex report requirements. It is useful to generate output in both excel and word formats for users. The emailing functionality is heavily utilized as well along with Conga Trigger and Conga Batch. This allows for the automated communication and sending of documents to end customers.

We use Conga Composer to generate our Quotes, Contracts and RMAs and it is integrated into our SalesForce.

We are a consulting firm and partner with Conga and use all conga products like conga composer, conga contracts, conga sign, and conga batch. We implemented conga solutions for various clients. One of the companies uses composer to send the contracts generated by conga contracts using composer and conga sign. Also, to generate the royalty statement using conga composer with conga batch. We further used conga parameters to integrate to download the statements on the shared drive. Very helpful as conga provide integration with lot of different tools like docu sign, adobe sign, box, one drive etc.

We use Conga Composer for a myriad of our services that we provide to clients. We use Conga Composer for documents to generate different information across different objects (departments) in Salesforce. We invested in this product due to the capabilities to further streamline our internal processes and client file engagement.

We use Conga Composer for all of our invoice formats and Sales Credit notes. We are an international company and at this juncture have 80+ invoices templates that we manage in a variety of currencies. We find Conga Composer very easy to use once you learn the system. Making edits to the templates for changes in addresses or bank accounts is easy. Our users find generating the invoices to be very intuitive and they like that they can send to Excel to make specific client requested updates.

Conga Composer allows us to generate documents at the press of a button. It's a great tool which allows users to generate documents that pull information directly from Salesforce. We also use Conga Sign to which eliminates the use of paper documents and allows us to send documents which require a signature directly to a customer. We then get notifications and are able to report on what's been signed or not.

So, far we have used this integration with a new SF platform we are building and it is pretty good. We have to generate documents for customers. Such as invoices, proposals, savings details, etc. Conga is going to be our generation service to have these documents sent over to customers.

We use Conga to create documents, create agreements, create labels, capture signatures, and capture payment information. We also use Conga to generate inventory reports. I believe we have a very complex use scenario for Conga and happily, it meets all our needs.

We use Congar Composer to produce proposals, when quote products, installation or both. We work in two currencies, NZD and AUD, Conga Composer allows us to use different templates depending on what is being quoted, and where.

We use Conga Composer for simple document production. Our Conga instance is imbedded in our Salseforce platform, and is very useful for generating specific documents we need to produce for our donors. For example, we generate invoices and acknowledgments to our donors on an individual ad-hoc basis, and we are able to send them via email to our constituents. This saves time and also allows us to operate with a smaller printing budget.

Conga Composer enables the Australian office correspondence team to generate letters, financial giving statements, and receipts that are either printed for physical dispatch or to be emailed.

We currently use Composer to develop word document reports that pull information from various salesforce reports that are either meant to only be utilized internally or that are to be shared with our stakeholders. This amounts to about ~300 documents generated in a year. It is more flexible than a mail merge. It so far meets our needs well and we hope to deploy it for additional solutions this year.

We have multiple Salesforce orgs, and most of them are implemented with Conga Composer for document generation purposes. Instances and respective Conga Composer implementations have different use cases and different distribution implementations to support the business operations and processes. It automates and enables business users to just have to click a button to generate the required documents for the customers. Documents range from agreements, claims, audits, plans, and a whole lot more document types, where templates range from simple to complex contents, logic, and layout. Some use cases revolve around finishing up a business process with the ultimate result of having a link to the form directed to the generated document. There are some use cases where Conga Composer is integrated with DocuSign for electronic signatures from multiple parties. For automated document generation, Conga Composer is the default solution go to in the organization - maximizing the usage and investment in this amazing tool.

We use Conga Composer and Conga sign to send all of our business proposals as well as other documents such as engagement letters. This involves converting PowerPoint and Word files into a writeable document within Conga. From there we are able to use the template builder and merge tags to automate writing client information to the document. This document is sent to our client lists to request a signature or other confirmation. The signed document is then saved back to our Salesforce on the appropriate record. The entire process as I've described it is very simple and intuitive, even for a first time user.

For background, I am an Accidental Admin in Salesforce, which is to say I inherited this role after a personnel change so I have had to learn all of this on the fly. In addition to being easy to use, Conga provides great support and every problem that I have run into has been fixed quickly and I have been able to keep my users happy.

Conga Composer specifically helps you auto-populate your contracts via numerous amounts of IF Clauses that you can set up. This allows you to customize the contract for each client without having to manually edit a Word document.

Conga Composer allows our small team to efficiently draft contracts based on our complicated CPQ model. Conga Composer has drastically reduced the amount of time spent on re-drafting our contract form to meet the custom use cases presented by product selection. Conga Composer has also reduced the number of errors that occur during this redrafting process.

Our sales team and Project Managers use Conga for providing our customer quotes and invoices. It also has the functionality to allow us to break out specific items onto different quotes and we are able to do custom templates for each customer.

We use it within our team to streamline document creation and management. As a displaced team (across 4 countries), it's important to have these processes in place. Features make processes simple and allow us to save time, reuse content and generate first class documents.