Conga Document Generation

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.

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.

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.

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.

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 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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 for various point solutions within Salesforce. It is a way for us to create customer-facing PDFs from our Salesforce records.

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.

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.

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.