Conga Composer

Formerly Conga Document Generation

Conga Document Generation can be a bit glitchy. We use it in salesforce for our quotes. It honestly seems like a better tool for the enterprise. We are very transactional. Hundreds of sales per month which isn't the best for Conga because of the time it takes to build out each quote.

We use Conga in Salesforce to merge paperwork and also integrate DocuSign/Adobe Sign to the Conga button, so one button would create and send the paperwork.

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.

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 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 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.

We use Conga Composer regularly to support companies with specific essential needs as part of their CRM journeys.
It's regularly implemented as a key part of an initial organisation and then we offer ongoing support to enable end users to get the most out of the system.
The use cases are primarily around contracts or sales generation, however it's essential for any customer facing department engaging within the CRM tech stack.

We use Conga Composer across nearly all functional groups in three main ways: Email generation, as it provides more flexibility than Salesforce Report generation, as it allows us to format and combine data from various objects via queries Document generation, as it is more efficient and saves our end users time creating documents

We use Conga Composer to design and print applications, contracts, budget materials, proposals, and board review materials. Our Conga Composer implementation includes template[s] in Microsoft Word and Excel as well as custom Conga Email templates to supplement out of the box Salesforce template functionality. Finally, we also use Conga Batch and Conga Sign to further leverage Conga functionality.

We use both Composer and Sign to send out Permissions and documentation to our clients.

We use Conga Composer to generate templated responses from Salesforce. The product allows us to store our data in SF and export it in a usable format for sharing with our clients (who are not SF users within our org). We use this tool for both sales and operations to share documents with our clients.

Auto-generate letters based upon pre-defined templates using Salesforce cases.

Building forms with images for installers

We use Conga to generate PDFs of insertions orders as well as to get clients and vendors to sign off on those orders. This helps us generate orders in a way that is user friendly (i.e. readable) as well as allows us to keep a paper trail of order versions via signatures.

we use conga for License agreement documents and revision documents generations that is a legal document used for customers to sign of the leasing contracts

Conga Composer lets us create quotes, contracts and other documents for our accounts with templates that automatically input information from Salesforce into the documents. It is a huge time saver for our sales and office team.

I implemented Conga Composer for one of my customer. I integrated it with Salesforce and Salesforce CPQ. It was used as contract management tool for customising quotes and sending it to customers.

We used the Conga Doc Generation to help us within our sales organization for contract customization and creation. Before Conga, we were just using the generic Salesforce contract composer and our documents were very bland and not very appealing to the customer. After implementing Conga, we were able to customize our contracts dynamically and it was a lot better experience for our sales reps and our customers.

At the company where I used [Conga] Composer, our implementation allowed us to generate forms based on any number of custom objects and fields. In financial services, these forms can be immensely complex and require information from every corner of a Salesforce org. However disappointed my team would get with other integrations that struggled with what felt like should be inherent functionality and uptime, Composer and the Conga team in general were always on point. In 3 years, we experienced a total of less than 30 minutes of downtime, and upgrades to the integration were seamless and well-documented. I stand by Conga as a company and Composer as a product. The best Salesforce integration I have ever used.

We use Conga Composer to generate order forms and other documents from Salesforce to streamline our sales process. Generally, it will pull applicable data straight from our opportunity object and generate a downloadable document that can be shared with prospects and customers either via email or sent via DocuSign. Primarily used by sales and customer success teams.

Our team utilizes Conga Collaborate as a hub for all sales collateral and documents. We have it integrated with Salesforce.com Opportunity stages so that our Opportunity info populates in the templates in Conga. We also utilize the e-signature piece for contracts. We are able to see when someone views a document and when it's been signed.

We were intending to use this software to create composite documents in tandem with Salesforce. As it turns out we found an alternative solution to our needs utilizing some features that are already built info Salesforce. Conga was recommended to us by a technology partner and we signed up for a year's use. Unfortunately, we did not fully engage with the realization that we were not using this product until it was renewed for another year, at which point it was noticed in an accounting review and we began a conversation with Conga about correcting this and reversing the renewal. Conga agreed that they could see that we were not using the product and initially stuck to their contract terms that offer no refunds. After reaching out to their management we were able to get a partial refund that has removed most of our frustration with this error and left us feeling somewhat heard by Conga.