#1 most frequent
United States of America
80.5%231 installations of 287
What is Conga Composer?
Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports.
Categories & Use Cases
Media
1 / 6
Screenshot of how documents are created automatically, directly from Salesforce
Who Buys & Uses Conga Composer
#1 most frequent
Professional, Scientific, and Technical Services
22.0%63 installations of 287
“The number of manual errors is significantly reduced, thereby improving our turnaround time by 30%.”
#2 most frequent
Information
17.1%49 installations of 287
#3 most frequent
Finance and Insurance
15.0%43 installations of 287
“One outdated process we had involved users having to create data from a client into an Excel workbook, and then send this workbook on to a back of the house team to input into a specific system.”
#2 most frequent
Canada
3.8%11 installations of 287
#3 most frequent
India
3.5%10 installations of 287
Pros
- Automating document generation directly from Salesforce
- Seamless Salesforce integration for pulling live data
- Significant reduction in document creation time (hours to minutes)
Cons
- Outdated or cluttered User Interface (UI)
- Inadequate documentation and learning materials
- Unclear or obtuse error messages
Automates our personalized document creation and send -- easy for our users
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.
Pros
- Makes generating personalized documents easy for the user
- Easy to send emails and letters that are generated
- Customization of solutions is robust
Cons
- Developing solutions is not entirely intuitive but there is strong documentation on how to do it
- Automatic spacing in emails is not always ideal
Return on Investment
- Conga Composer saves our users time on document creation
- Conga Composer automated document creation provides greater accuracy than manual creation
- Our program managers and development professionals are more efficient at their job when using Conga Composer with Salesforce
Other Software Used
Salesforce CMS, FormAssembly
Leveraging Tech in the Public Sector
Use Cases and Deployment Scope
In our organization, Conga Composer helps us complete contract clauses terms and conditions consistently with high quality and speed.
Pros
- Clause library
- Connects to grid
- Generate tables
Cons
- Graphical user interface for rate tables can be improved with additional white space.
Return on Investment
- Time saved in document creation.
- Consistency of terms reduces contract amendments.
Alternatives Considered
Conga Grid
Other Software Used
Conga CLM, Conga Grid
Conga Composer rules
Use Cases and Deployment Scope
We use Conga Composer very lightly. We use it to generate contracts and proposals and one off invoices. Creating the proper word template has been a struggle. User interface can be a little more friendly, and finding the correct parameters to use. Also, creating a powerpoint that displays specific account info for all clients in a specific area with a specific asset or data processor would be useful, however Conga Composer does not give us what we are looking for.
Pros
- user groups
- solution help
- end user ease of use
Cons
- user interface
- background mode
- easier way to find parameters
- AI
Return on Investment
- faster proposals
- easier contract creation
- less data errors
Technology Director.
Use Cases and Deployment Scope
We use Conga Composer to generate Policy Declarations, Plan Administration Agreements, and custom mass emails. We are looking to start using JSON to take advantage of toggle preview.
Pros
- Pulls in values from Salesforce.
- Template management.
- Customizing emails with our customer data.
Cons
- User interface.
- Previewing
- Clarity of support documentation.
Return on Investment
- better Policy documents.
- Quicker delivery.
- Accurate customer data pulled directly from Salesforce.
Other Software Used
Conga Grid, Conga Sign, Batch
A highly accurate application for automating document creation from Salesforce and other data sources
Use Cases and Deployment Scope
My organization utilized Composer mainly for writing RFIs and other revenue-related docs due to its ability to synthesize several different data sources and generate standardized copy with no (or nearly no) errors.
Pros
- Uses different data sources to create unified, holistic documents
- Strong integration with Salesforce, which is critical for docs relating to the revenue lifecycle
- Scalable to be able to generate docs beyond just those relating to contracts/revenue (when we wanted to use it for this).
Cons
- UI user experience and usability definitely need improvement as it can feel clunky and hard to navigate at times.
- There needs to be more documentation on product usage and more support tutorials. The product has a steep learning curve so anything that can help the facilitate usage would be good.
- The application runs very slowly during heavy usage
Return on Investment
- It reduced the amount of time it took to create documents
- It streamlined document creation so that redundant content could be reused
- It helped regulate document creation so that we ensured the content always adhered to company guidelines.
