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.

I like how seamlessly the tool interacts with Salesforce and how the automatic renewal takes place with no chance of missed opportunities because of 1-year funnel visibility, specifically in a sales vertical like us. It has also helped to streamline the quoting process for complex products because it allows a large volume of products and pricing rules. It definitely has saved a lot of time and streamlined the sales process.

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 use Conga in merging documents and it is perfectly working good and helps our business be more efficient and precise. This eliminate human error and save a lot of money for the company. In 10 years of experience using this product I see the benefit of it in our business and I will definitely recommend it to my colleague.

Conga composer is very user friendly and easy to use. The templates are in word or excel which are the most frequent documents we use conga composer for. The templates are easy to modify as well. Within the composer, there are built in code for each field that we simply just need to copy and paste to our template, and then the template will be ready to use. We reply on conga composer to generate invoices and documents on a daily basis and so far the experience is great.<br>

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 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.

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.

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.

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.

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.

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.

Conga Composer helped in delivering my documents requirement, which reports various values from salesforce and preset to customers. This is nice to design the data in terms of tables.

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 are using Conga Composer to build labels for different events. On that case, Conga is helping us to design and print the labels on an easy way. It's easy to build different templates with that . For the whole users we have in the university, is used for almost all of them.

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.

We collect most of our Client data in Salesforce, including Estate Documentation, Insurance Policies, and other data areas; then, we use Conga Composer to pull that data out of Salesforce into a handout to our clients for educational purposes.