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 needed a tool that would easily create a document with the data already stored in Salesforce CRM, Conga Composer solves the purpose as it has provided automation in the document generation process in our organization streamlining our business process. The documents are stored in our Salesforce environment which makes it great for overall data security.

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 manage our quoting, estimating, and procurement documentation. It enables us to create standardized processes in these areas and improve branding, continuity, and information retention. In addition to all that, it also creates efficiencies within our Salesforce platform reducing data entry for users and creating a seamless experience for our sales and operations teams.

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.

We use Conga Composer to generate our Quotes, Contracts and RMAs and it is integrated into our SalesForce.

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.

We use Conga Composer for all of our invoice formats and Sales Credit notes. We are an international company and at this juncture have 80+ invoices templates that we manage in a variety of currencies. We find Conga Composer very easy to use once you learn the system. Making edits to the templates for changes in addresses or bank accounts is easy. Our users find generating the invoices to be very intuitive and they like that they can send to Excel to make specific client requested updates.

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 Congar Composer to produce proposals, when quote products, installation or both. We work in two currencies, NZD and AUD, Conga Composer allows us to use different templates depending on what is being quoted, and where.

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.

Conga Composer enables the Australian office correspondence team to generate letters, financial giving statements, and receipts that are either printed for physical dispatch or to be emailed.

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.