Conga Document Generation
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Conga Document Generation (Composer + Collaborate)
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Product Details
What is Conga Document Generation?
Critical information and essential data can be communicated through documents. They knit together teams and influence every customer interaction. Conga’s document solutions allow users to streamline every document and to tailor them to be just what business, and customers, need.
Conga's document generation is a solution for creating accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Users can send consistent and personalized documents to elevate the brand and delight customers.
No matter the industry, the user's role, or the use case, Conga helps generate error-free documents and automate processes.
Conga provides additional insights with document notifications and history that increase visibility, speeding up team velocity and business cycles. Add automation to create and send documents en masse or without any clicks based on Salesforce workflow rules. Standardize what is sent to ensure brand consistency.
Document generation software helps transform revenue operations process, providing automation, templated document creation, sharing,and analytics.
Conga helps users to adapt and to keep up with customer needs by helping to manage key business documents like quotes, proposals, contracts, invoices, work orders, shipping documents, and account plans.
____________________________________________________________________________________________________________Create: Generate documents to address almost any use case in Word, Excel, PowerPoint, .PDFs, or HTML emails, all within the Salesforce UI.
Merge: Merge data from standard or custom Salesforce objects or from external data sources.
Conditional generation: Conditionally display sections of a document, group data, and calculate formulas according to business rules.
Brand: Incorporate professional, complex content such as tables, images, rich text, charts, dashboards, custom fonts, watermarks, and global currencies.
Deliver: Deploy flexible delivery options with output files that can be downloaded locally and stored with file storage providers (Salesforce, Box, Google Drive, Amazon S3, etc.), distributed via email, or integrated with eSignature.
Workflow: Automatically log activities, create follow-up tasks, and update fields.
Automate: Trigger Conga Composer solutions with a Salesforce workflow rule; Batch and schedule Conga Composer solutions.
Conga Document Generation Features
- Supported: Templates
- Supported: Graphics
- Supported: Themes
- Supported: Multi-User Collaboration
- Supported: File Export
- Supported: Revision History
- Supported: Suggestion Mode
- Supported: Workflow
- Supported: Schedule
- Supported: Batch
- Supported: Custom Branding
- Supported: Customizable Values and Fields
- Supported: PDF Creation
- Supported: Engagement Tracking
- Supported: Dashboards and Reporting
- Supported: Proposal Effectiveness Reporting
- Supported: Alerts and Notifications
- Supported: Access Management
- Supported: API/Integrations
Conga Document Generation Screenshots
Conga Document Generation Videos
Conga Document Generation Competitors
- Formstack Documents
- S-Docs
- Ninetex Drawloop
Conga Document Generation Technical Details
Deployment Types | On-premise, SaaS |
---|---|
Operating Systems | Windows, Mac |
Mobile Application | No |
Supported Countries | Global |
Supported Languages | English, German, French, Dutch, Polish, Spanish |
Comparisons
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Frequently Asked Questions
What is Conga Document Generation?
Conga Document Generation solutions (including Conga Composer and Conga Collaborate) is a solution that helps organization is designed to help organizations streamline the creation and distribution of Salesforce reports. The solution can be used to generate invoices & receipts, proposals and quotes.
What are Conga Document Generation's top competitors?
Formstack Documents and S-Docs are common alternatives for Conga Document Generation.
What is Conga Document Generation's best feature?
Reviewers rate Support Rating highest, with a score of 9.4.
Who uses Conga Document Generation?
The most common users of Conga Document Generation are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.
Reviews and Ratings
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Conga Composer and Collaborate were used to automate rather fickle documents that needed a lot of fields modified on the fly. Conga allowed us to use templates that had pre-configured fields that would be pulled directly from Salesforce in order to save time with the actual creation process of the document. For templating purposes, CongaSign and Collaborate worked exceedingly well.
- Templates
- Automation
- Multiple Configurations
- Supporting Multiple Users
- Salesforce Integration
- Speed - can be slow to load.
- UI can be clunky
- Sometimes things break.
March 31, 2022
Good Tool that Could be Improved for UX
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.
- Storage of templates for proposals.
- Electronic signatures.
- Transparency of edits among team members.
- The UX is not always easy to make edits.
- Sometimes the system seems slow.
- Our account rep isn't very responsive.
March 29, 2022
Make your life easier with Conga!!
Conga Document Generation is highly used by the Clients in Health and Life Sciences Space, where they need to constantly send the document for Service Agreement, Change of Services, Confirmation of the Services, etc. Because Conga is a versatile tool that can be customised to pull data from related/unrelated objects this makes this tool a choice for me for my clients.
- Compose Documents.
- Ease of configuration.
- Clean and Neat information.
- Different options to get the output as - Word, Excel, pfd, etc.
- A level of training is required to hands-on an Admin level of a person to configure this on its own.
- Certification Maintenance is relatively tough.
March 27, 2022
Powerful Tool With Lots of Learning curve
We solved the problems of grouping functionality and easy singing on documents. Conga Collaborate Boost team efficiency with engaging online sales proposals. Close deals faster with streamlined document management. Conga Composer Automatically generates error-free, on-brand documents for all use cases built with accurate data.
- Store and manage content with an unlimited repository.
- With Collaborate, you can automate the tedious, manual tasks that eat up time that could be better spent on revenue-driving activities.
- Generate, share, and edit documents in real-time while freeing up time to focus on customers.
- Collaborate offers secure, real-time document collaboration that allows you to collect legally binding signatures.
- Whenever I need to work on a proposal, I try to do so cautiously out of fear of losing something important. I struggle to trust this tool.
- The lack of support with implementation, the length of time to correct new errors caused by system updates, the amount of time required to customize templates and workflows.
- It is difficult to reproduce contracts using the parent feature; the search feature is not robust enough.
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.
- Calculates accurate quotes.
- Customers can somewhat easily sign the agreements.
- It integrates with Salesforce pretty well.
- It could be much faster for SMB teams.
- It would be nice if there was more customization for organizations that have SMB, enterprise, mid-market instead of having it all used the same.
- Their support team could be a little stronger/quicker to help.
February 25, 2022
Seamless Software for Quote Generation!
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.
- Great PDF generator
- Pulls in all quote info easily
- Very user friendly
- Easier to adjust documents when necessary on back-end
- More user friendly for admins
- Have improvements
December 02, 2021
Conga apps are the best! Conga composer, Conga sign, Conga batch all together do magic!
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.
- To generate the contracts documents if you use conga contracts.
- To generate any document like credit memo, royalty statements.
- Conga batch converts the button URL to formulate, send, or download statements in bulk.
- Increase the batch size of conga batch from 200.
- Make composer debug log more clear to make the issue resolve quickly.
- Some composer parameters are not available to add directly from the solution builder.
Conga [Document Generation] is being used by our Document and Funding team. Conga is the main way that we generate and send our documents to customers in an efficient manner.
- Templates for documents
- Efficient to access (built into SalesForce)
- Completely customizable
- Organization of documents (could add some folders for example)
- Template manipulation before generating (check to make sure proper formatting, etc.)
November 05, 2021
Do the Conga!!
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.
- Dynamic Contract content creation
- Customized look and feel for documents
- Integration into E-sign was a huge plus.
- Pricing was complicated and didn't scale.
Conga Composer is one of the best document
management systems available in the market for businesses. It is best in terms
of document-driven approaches and commercial operations. I have been using this
platform in my organization for a very long time and it has been very helpful
in document management and document operations. It has the best feature of
analyzing the document and maintaining the quality of the document.
- It manages the standard format of the document along with the creation of good quality doc.
- Conga Composer helps to create a document that has professional look which helps me to sustain the quality of documents.
- The great feature that is helping me a lot and I am using in the organization is their template builder is very effective, it can create a template based on the needs and generate a report on that template.
- The biggest drawback that I am facing for a long time that the formula editor feature is slow.
- If I upload the new version of the document but the formula editor still shows the same old document instead of a new one, to solve this I have to delete all the previous versions of the file to make it work fine again. [I believe] this error needs a lot of attention to solve as soon as possible.
May 29, 2021
To compose or to conduct.
We use Conga Composer in our development Dept to merge custom letters to the donors recent gift. It automates the process and produces the letter needed for the acknowledgment.
- Merge of documents
- Merge of donor profile
- Less steps to merge letter with custom buttons
- Work automatically with various letters without add ons.
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
- Allow for highly customized logic by allowing you to pull data into Excel and then manipulate it from there
- Singe-click experience for end-users that can be designed by admins
- Highest level of flexibilty among all similar products
- Reliability, in particular with their API offering which doesn't seem to be in development anymore
- Cost, this has dramatically increased during the lifetime of our contract
- Error reporting, it can be very challenging to find the source of issues within complex solutions
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.
- Complex data queries
- Flexible templates, automated or locally downloaded
- Configurable parameters for special requirements
- Support has deteriorated significantly since the product was acquired
- Significant learning onramp
- Some product features are not compatible with Salesforce Lightning
March 01, 2021
We Love Conga!
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.
- Customer service
- Integration with Salesforce
- Education and training
- More user end training
- More live classes
- More cost friendly
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.
- Field mapping
- Document generation
- Uptime
- User interface
February 16, 2021
Conga Composer, great for Sales teams.
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.
- Pulls data directly from Salesforce
- Generates documents quickly and easily.
- Able to pull from a large pool of templates for applicable business processes.
- Sometimes can time out with unresponsive pages (rare)
March 16, 2020
Conga Collaborate for sales team using SFDC
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.
- Integrate with Salesforce
- Open tracking
- Building templated documents
- It could have more intuitive design
- Better visuals for tracking
- Easier sorting of documents
December 16, 2019
Conga Composer Works Great with Salesforce!
We use Conga Composer for our Sales Order form process Org wide. The main component being used is Conga Templates with Composer and DocuSign to form our fully digital SF integrated ordering process. We currently have about 20 actively used Conga Templates.
- SF template integration.
- Digital signature integration.
- Would be nice to have an Active/Inactive Flag on Templates.
- Version Control please!
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.
- In this instance, this software was not a fit for our needs
- This company initially refused to refund anything but reviewed this case and decided that they would refund partially
- I am reassured that they are listening to their customers. You may have to take a stand to be heard, but in the end they listened
- Listen to your customer
- They could have done more but at this stage, we are satisfied that they did something.
December 13, 2018
Conga Composer Review
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.
- Complex Pages pulling multiple objects
- Multistep processes that save time
- Can be complex to set up
- It can be pricey
November 26, 2018
Good for what it does
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.
- Looks good, our SOW has a clean look and feel and is very easy to read on all devices
- Offers to track. You can view all the pages someone looks at. This helpful when determining when the project will close.
- Multiple revisions. Really easy to make multiple updates to the SOW and keep track of those revisions.
- Formatting is weak. Sometimes the UX for bold, underline, etc. do not work well. Copy and paste functionality can be buggy at times.
- Takes a while to get it looking good in terms of a final SOW. It can be time consuming and not very easy to learn as a beginner.
November 20, 2018
Quick and easy with Salesforce
We are using Conga Composer for various point solutions within Salesforce. It is a way for us to create customer-facing PDFs from our Salesforce records.
- Easy to set up
- Template based for reusability
- PDFs are completely customizable to meet branding
- Would be great to have an auto template builder to mimic Saleforce
- Merge fields can be tricky at times for images or signatures
November 13, 2018
Streamlining your (slightly) customized sales proposals
We use Octiv to create customized, branded digital proposals across the entire outbound and internal sales teams. It streamlines the creation of proposals while also allowing each to be personalized to prospects.
- I appreciate the flexible options for adding branded art, content, and pages to proposals, which helps to customize without spending hours doing so.
- Managing the sales proposal through the cloud eliminates the need for re-sending proposal files each time it needs updating.
- Electronic acceptance of sales proposal cuts down on administrative time.
- The editing tool which runs the platform is not very user-friendly, so sometimes it's frustrating to make custom wording or formatting changes to a proposal.
March 14, 2018
A unique and meaty product on the SF ecosystem
Conga Composer actually came bundled as part of a FinancialForce implementation. It was used as a solution to create sales invoices, sales credit notes, and remittances.
It solves the issue you can have with Salesforce when you wish to pull information into documents that can be conditional or tabled information that is held in related lists. This is without the need to move into Visualforce and Apex coding.
It solves the issue you can have with Salesforce when you wish to pull information into documents that can be conditional or tabled information that is held in related lists. This is without the need to move into Visualforce and Apex coding.
- Deals with complex merges of data into a document.
- Integrates into Salesforce, rather than sitting as a separate program.
- Works well with other pieces of software like Adobe Sign and Financial Force.
- While it is a much easier experience than using code to arrive at a document solution, it can still get VERY technical. Beyond the click and drag style of document that you see in the demonstrations.
- When it goes wrong, finding out WHERE it has gone wrong can be maddening. There is a lot of support out there but that sometimes translates to a vast amount of options to investigate when troubleshooting.
February 02, 2018
Simplify form creation
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.
- Design flexibility
- Ease of use
- Excellent customer support
- We needed to use an implementation partner to set these up, but I think that is symptomatic of Salesforce and not this program