Conga Composer Reviews and Ratings

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.

Likelihood to Recommend

Conga Composer works very well for creating personalized emails, letters, and documents using data that has been collected in Salesforce. The Conga Composer/Salesforce integration is robust and allows for using data from many different Salesforce objects. It is very easy for the user to generate emails, letters, and documents -- the user can also select different templates when generating an email, letter or document.

Use Cases and Deployment Scope

Conga has been used for certain scenarios, like there are specific AI use cases where they want to convert space to text and text to space. That’s where we’ve used Conga Composer — to compose that entire conversation and store it into Salesforce objects.

Likelihood to Recommend

I think it is suited whenever you’re using it for certain use cases. For example, when you have a use case where you are traveling — mostly MRs or sales reps who are on the field — they would want to use this product because they don’t want to type a lot. Rather, they can just press the voice button and record their voice. The agent should be able to do the authoring, and the Composer should be able to convert that into text and store it. So those use cases are pretty cool for Conga Composer. But for certain cases where you may not want to use voice a lot and instead rely more on typing or writing, those may not be good use cases.

Use Cases and Deployment Scope

We use Conga to generate automated documents directly from salesforce. It saves a lot of time because previously, we used to create manual documents by copying data from salesforce to word or pdf which was never perfect. Furthermore, they were not formatted properly because every team use their own format and slowed our responses. by using Conga, we can easily generate documents from salesforce directly using the data available and send them to clients. There are so many pre-made templates available to choose from and the growth of our company increased by using this simple automation.

Likelihood to Recommend

If you have to create a lot of documents and your work involves sharing documents for the clients, this app is a must. Our team uses it for sales pricing and quotes. Legal team will also find it helpful while generating NDAs or contracts from the templates of their choice. <div>

</div><div>When you pair it with salesforce flow, it will automatically send the email once the document is generated</div>

Use Cases and Deployment Scope

As a Solutions Integrator on the Salesforce platform, I recommend Conga Composer for any and all document generation requirements. We use it internally to create and send quotes, SOWs, and Invoices.

I have used all the major document merge solutions on the Salesforce Platform and continue to come back to Conga Composer because of the flexibility and easy of use. It can be applied to nearly every work stream in the Quote to Cash process.

Likelihood to Recommend

Project Status Reports - excel based or pdf based reports that can pull together many sources of project data such as timecards, milestones, expenses etc.

Invoice Generation - dynamic rendering of Invoice content based on customer preference or source of the invoice (product vs services)

SOW Generation - dynamic terms and conditions can be managed in a single template

Use Cases and Deployment Scope

We use Conga Composer primarily to automate the creation of shipping documents, service agreements, and client onboarding packets. There are several other use cases, and Conga Composer is one of the best document generation and automation solution out there. Used by our accounting team as well.

Likelihood to Recommend

Conga composer streamlines everything from shipment reports and client contracts to onboarding packets and invoices. It's reliable, fast, and has helped us elevate both our internal workflows and client-facing processes.

Use Cases and Deployment Scope

Conga is very helpful in our organization. It is very useful in merging documents with templates; using the Conga query solves many problems of static templates, paving the way to dynamicity. it helps in generating agreements, creating forms, and more

Using manual merging and uploading documents is very troublesome and a headache, but using Conga is very effective, considering once established rightly, Conga will take care of the rest. This is very useful in generating invoices, agreements, and much more. Overall, it's the best product for this. Thank you!

Likelihood to Recommend

The same as was mentioned earlier, this is best suited for merging documents. Best suited for Agreement generations Best suited for generating invoice documents and so on Very well reliable for sending documents across integrated systems and offers good dynamicity in updating the content of any documetns based on specified Conga queries.

Use Cases and Deployment Scope

We utilize Conga Composer to create contract documents, incorporating them in various standard and custom objects such as legal agreements, orders, invoices, and the credit notes in Salesforce. This tool assists in tailoring documents to align with specific account records. We can also send it to end users and get back the signed document.

Likelihood to Recommend

Conga Composer is a powerful Salesforce app that enables users to create complex documents (like quotes, proposals, invoices, contracts, etc.) by merging Salesforce data into Word, Excel, PowerPoint, HTML emails, and PDFs. It can be used in Approval Workflows and we can send attachments as add on to the customers.

Use Cases and Deployment Scope

We have been using Conga Composer to automate the creation of the business's critical documents directly from Salesforce. It has become an optimal tool for generating contracts, quotes, service agreements, and customer communications with speed and accuracy. Helps with the slow turnaround times and data accuracy issues. Especially useful for our sales team as it allows them to generate quotes, proposals, and contracts directly from Salesforce with just a few clicks.

Likelihood to Recommend

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.

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.

Likelihood to Recommend

One great advantage of Conga Composer is that it handles large file types with ease. Whether it's a PDF document, a Word file, or a PowerPoint file, it handles them very well. The overall document generation process occurs within seconds, thereby saving us a significant amount of time. Zero to very minimal errors occur when using Conga Composer.

Use Cases and Deployment Scope

Our agency uses Conga Composer to put together an Employee Benefit Booklet for every client. We also use Conga Composer for our Quoting and Renewal process. We are a Benefits Brokerage and Conga Composer has allowed us to provide very professional reports to even our smallest clients. We have templates in place which makes this very user friendly. Every once in a while there is a formatting issue that arises but that's an easy fix once identified.

Likelihood to Recommend

Conga Composer was the perfect solution for creating Employee Benefit Booklets. Pulling the data from our CMS and making it professional and user friendly. We build several of these per week for our clients and they are always so pleased with how great they look. We update the template yearly so they follow a similar structure but have a slightly updated appearance each year.