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 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 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 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.

We use it in conjunction with Salesforce CPQ so users can create quotes associated with opportunities and then press create quote, and it pulls in all legal documents as well as quote information into one succinct PDF that the user can then send off to their potential customer and get approved. It's made our selling process much more efficient.

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.

Create documents (Proposals, Management Packs, Invoices, Credit Notes, Purchased Orders, project Status Reports) based on Data from Salesforce. This helps us to keep data in Salesforce and allows us a quick and easy solution to create the documents that we need to manage the processes.

We use Conga Collaborate to create proposals for our form. It helps the marketing team respond to RFPs and other proposals very quickly and efficiently, with transparency among team members. We store our standard industry and service proposal templates in the software and also generate new ones with it. We can regularly update our templates and add new ones when we have a new service or industry.

For a home loan application in a bank, to generate various documents like an offer letter, advice Letter, and pilot loan application. A document generation tool that helps us not only generate the document but also allow as to build and automate the documents. If you want to generate pixel-perfect rich documents in Salesforce like quotes, invoices, contracts, etc., then using Conga Composer in Salesforce is the way to go.

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.

Conga is used to create complex docs within Salesforce that can't be done natively. Creating multiple work orders for a shipping team as well as mass updating orders once docs are created.

We use it to generate statements of work (SOWs) during the final stage of our sales process. It offers a consistent look at our contracts. It is used by our entire organization. It allows us to track revisions and client questions. It integrates with Salesforce and when a SOW is signed, the opp is closed, or "won", which saves us time during our process. It also allows us to track when people are in the SOW and monitor what they spend time on which is helpful.

We are using Conga Composer to populate a variety of forms that are respectively used regularly in their department. These forms range from supporting our claims process with customers to bid submittals on the sales side. It is allowing us to reduce time in the claims management process. For bid submittals it creates consistency, reduces time creating the bid and allows us to track multiple iterations of the bid.

Our entire organization uses Conga Composer to generate estimates, proposal templates, scope of work documents (SOWs) and more. Their native availability on the Salesforce platform was key to our decision to use Conga.

We use Conga Composer as our mail merge product in conjunction with Salesforce. Printed correspondence is still of value to us when communicating with parents and prospective college students. Our mailing vary from single letters to multi page/document packets that are mailed with binding admission decisions. Conga Composer allows us to create this correspondence and also to log the activity in the student's individual Salesforce record. We are primarily using it with the Office of Admission; however, we communicate to over 10.000 applicants each year.

We integrate Octive with Salesforce to create, send and accept proposals. It has been very helpful in the past for keeping track of clients and contracts, etc. though the latest update has been very buggy and difficult to use.

It's currently in beta mode at our company. We've tried rolling it out to everyone but there's a lot of confusion/backend fixes that are need to be made.

It's currently used in sales and marketing departments. It helps streamline the process of template creation and product and service consistency.

Clark Construction uses Conga Composer to generate reports based on Salesforce data spread across multiple objects. The reports generated are used in our business development teams and executives to keep track of our pipeline. The main area that Conga addresses is the limited functionality of standard Salesforce reports both in terms of the data they can aggregate, and the output format. We are able to create templates which our end users are familiar and comfortable with and output the data to a PDF.

Being a boutique agency with a large social following, we get dozens of requests for proposals each month. The time it was taking us to create, edit and review these proposals was so time-consuming that it was impacting our ability to fulfill the engagements we already had. TinderBox has evolved into an incredible platform for us - we're now able to template our proposals with substitution strings for the client information. We're able to send and track the proposals. And we're able to redline them with customer feedback when necessary. Where it used to take hours, it now takes minutes to assemble and deliver a proposal that looks fantastic online. It provides a professional and sophisticated impression of our company - an absolute differentiator in our industry.

We used TinderBox to create client proposals which are elegant and beautiful. TinderBox had provided a great platform. The users around me were able to send and track the proposals. It saved us lots of time and, of course, resulted in significant monetary value.