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Conga Composer

Conga Composer
Formerly Conga Document Generation

Overview

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. Conga Composer integrates with any data source, including CRM systems like Salesforce, and allows users to…

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Recent Reviews

conga saves the day!

10 out of 10
October 26, 2023
Incentivized
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 …
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Simplifies process

5 out of 10
June 29, 2023
Incentivized
We enjoy using Conga Composer to help aid our company in optimizing and perfecting our daily operations. Our company has found Conga …
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We Love Conga!

8 out of 10
April 07, 2023
Incentivized
Currently, we use Conga to provide our client's reports like improvement plans and transcripts that pulls information from a variety of …
Continue reading

Conga Review

7 out of 10
March 30, 2023
Incentivized
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 …
Continue reading
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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Entry-level set up fee?

  • Setup fee optional

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $20 per month per user
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Product Details

What is Conga Composer?

Critical information and essential data can be communicated through documents. They knit together teams and influence every customer interaction. Conga Composer helps users to streamline every document and to tailor them to be just what business, and customers, need.

Conga Composer 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 Composer provides additional insights with document notifications and history that increase visibility, speeding up team velocity and business cycles. Automation can be added to create and send documents en masse or without any clicks based on Salesforce workflow rules. Standardizing what is sent helps 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.

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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: 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 logs activities, creates follow-up tasks, and updates fields.

Automate: Conga Composer solutions can be triggered with a Salesforce workflow rule; Batch and schedule Conga Composer solutions.

API: Document generation solutions can be embedded into any website, application, and/or platform, and populated documents with data from any system of record while sending and saving those documents as needed.

Conga Composer Screenshots

Screenshot of how documents are created automatically, directly from SalesforceScreenshot of documents generated with any data, from any object - standard or customScreenshot of Conga Document GenerationScreenshot of popular document formats available, like Word, Excel, PowerPoint, HTML, and PDFScreenshot of how large documents are sent via a link - and they provide visibility into customer document engagementScreenshot of how multiple documents can be sent with one or no clicks

Conga Composer Videos

Conga Composer Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish, Spanish, French, German, Polish, Dutch

Frequently Asked Questions

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. Conga Composer integrates with any data source, including CRM systems like Salesforce, and allows users to dynamically merge data from these sources into templates to generate personalized documents.

Conga Composer starts at $20.

DocuSign, PandaDoc, and Nintex DocGen for Salesforce are common alternatives for Conga Composer.

Reviewers rate Usability highest, with a score of 9.

The most common users of Conga Composer are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(147)

Attribute Ratings

Reviews

(1-25 of 84)
Companies can't remove reviews or game the system. Here's why
Kyle Broderick | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
I think it's definitely better suited for enterprise teams that are doing bigger more complex deals. With SMB we need the signup process to be extremely quick and simple since we do so many sales per month. It is pretty easy to use, but just not that quick.
Neha Pant | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • End to End sales process.
  • Saving a lot of time to quote and draft contracts.
  • Streamlining the entire quote process and help to deliver the contracts accurately and faster to the clients.
  • Automatic renewal.
  • No missed opportunities.
  • Streamlining the entire quote process and helping to deliver the contracts accurately and faster to the clients.
  • End to End sales process.
  • Saving a lot of time to quote and draft contracts.
Any organization with a problem streamlining the quote or sales process should go for it. I believe it works well for all organizations.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Documents get generated at the click of a button in real-time.
  • It has automated processes for document generation through templates.
  • Object relationships are preserved in the final document which contains details from various objects.
  • The initial setup of templates can be made easier.
  • Support is not that great, phone support can be included.
  • Takes a lot of time to document generation in certain scenarios.
It is well suited in that the client requires a constant type of final generated document with the most updated information from Salesforce CRM and contains details about related objects right onto the template. On the other hand, it lacks formatting options in templates, and support can be made better for end users.
February 12, 2024

Great Product

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Conga Support has always been very helpful.
  • Conga Community has plenty of articles for users to explore.
  • The merge function works very well for us.
  • The speed can probably go up a bit more.
  • Templates are always gone in the Sandbox thus we had to spend time creating new ones and then modify the buttons.
  • Same for queries.
Document merge and integration with Salesforce and E-Sign solutions have been great.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Merging documents
  • We used to manually process the information to another system
  • Customer Service
  • System slow down
We used to manually process information which are available in Salesforce to another system, right now we just click a button and these information is available in another system. This process eliminate human error and provide accurate information in our financial reporting. This process helps our accounting department provide efficiency and accuracy on providing data.
October 26, 2023

conga saves the day!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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>
  • user interface
  • templates are easy to use
  • tech support is on time
  • loading time
  • updates
Conga Composer can generate documents and invoices fairly quickly and easy. Also it is easy for a new user to learn the process quickly. The templates are easy to set up and modify as well. It can be used on different objects in our system. When the loading time get a little bit longer, it might delay the process but that doesn't happen very often.
June 29, 2023

Simplifies process

Score 5 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Simple
  • Consistent
  • Easy
  • straightforward
  • More direction
  • Video tutorials
  • New-user friendly
Conga Composer is able to aid my company in creating simplified and concise quotes to send to our customers. We are also using Conga Composer to create our Purchase Orders. We can then download into and excel or a PDF. This multi-functional tool has aided our business in creating these quotes and Purchase orders in a duplicatable format.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Proposal generation
  • Contract generation and sending
  • Invoice generation and sending
  • Customer Support
  • Easy to find answers
I don't have scenario where I can say that Conga can't be utilized. In fact, I am really a fan of Conga that even I experienced difficulty in finding answers to my questions, it is still part of my application list. Conga is very versatile when it comes to document generation. If you have the data in your CRM, you can be sure that you can automate documents that will definitely save you a lot of time.
April 07, 2023

We Love Conga!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
Between the customer service and educating the admin to be more effective, we love Conga and all that it stands for. They are a fun exciting organization and treat their customers very highly. I know when I call, even though they have many clients, they make me feel heard and are very responsive. They are wonderful troubleshooters that really help guide your needs.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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
  • Different document types like pdf, doc etc.
  • Option to edit template in MS Word
  • It is slow to generate document
  • It is very complex to prepare data
  • Administration is not straightforward, there are a lot of places where something needs to be configured
  • Limited options for processing of data once it is retrieved from Salesforce
  • Cumbersome formatting of tables and nested tables
  • Limitations around table generation
  • A lot of features are paid add-ons
It is suited for simple documents that are not big. For anything more complex, it's not ideal. It is a step forward compared to the document generation using VF page.
Use it if you buy it together with Conga CLM (which has a different document generation tool). Otherwise, look elsewhere, there are better and faster alternatives
Score 5 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Merging data
  • Merge speed
  • Template management
Right now there is a tech issue where the templates we have been editing and uploading are periodically being reverted to their original template by Conga, which causes our documents to be pulled incorrectly. We have been working with their tech team for several months to try to get this resolved but there has not been a solution.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Compatibility with various document types
  • Ease of integration within Salesforce
  • Tools to develop templates within the system
  • User interface within the Salesforce platform
  • More variety in button and interface options for generating templates on objects
  • A more guided process for developing templates
I think Conga is suited to any company within Salesforce that is looking to easily generate documents out of the platform in a streamlined experience for the end user.
March 30, 2023

Conga Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Build a solution.
  • Assign queries to the related solution and set up pass-through filters.
  • Edit queries to your specific needs.
  • Provide one central spot where I can see what solutions are using specific queries.
  • Provide one central spot that shows me what queries are using certain fields.
  • Make the act of creating queries more of a step-by-step process.
I am unsure of other scenarios where Conga Composer would be more appropriate as I have only ever used it for one particular use case. I will say that it has been very helpful in the times I have used it to set up specific reports where Salesforce is simply not efficient. Some of the processes could certainly be more user-friendly but all in all, it is a very solid program.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Dynamic Table Rendering in Word
  • Complex Queries for Data to be displayed
  • Write Back Updates to Salesforce Records
  • Seamless email integration with Salesforce
  • Automation through batch / trigger
  • Solution Builder helps speed development
  • Deployment of Solutions between Salesforce Environments
  • Deployment of Templates between Salesforce Environments
  • Merging and combining of multiple attachments (more control over the combined output)
Conga is a great tool for generating complex documents from many different salesforce data sources. This works well for things such as project status reports and invoice documents, where many different tables of data need to be pulled and displayed. For very large documents (such as organizational level reporting) Conga is not the best as it will run into governor limits on the number of rows allowed
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Conga Composer to generate our Quotes, Contracts and RMAs and it is integrated into our SalesForce.
  • Fast support response
  • Generates professional and easy to read documents
  • Easy integration into CRM
  • not user inuitive
  • learning curve
Once the program is set up, it is relatively easy to use. However, setup can be tedious and difficult without support. As with most technical support, if you need help, it can be hit or miss. I've had support with Conga who went above and beyond and was able to solve my issues immediately but I've also had support who were difficult to work with and made an existing issue more frustrating. They do respond in a very timely manner which is always appreciated.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
  • Could work very well with Docu sign and Adobe sign and one drive
  • 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.
We think Conga suite solutions are best to use if you want to generate multiple documents and send these documents to multiple users or contacts. Conga composer with Conga Sign and Conga batch makes work a lot easy and helps to save a lot of time. Document generation is now really easy and effective.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Combines information
  • Streamlines processes
  • User friendly for regular consumers
  • Tutorial videos on set up or creative work flows
I have not used the program frequently, mostly due to the program not being entirely user-friendly for regular consumers/users.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Ability to send invoices to Excel or directly to PDF
  • Pulls data from a variety of objects - accounts, SIN, project, etc.
  • Easy to update templates
  • Bit of a learning curve to understand how to update invoices - does take programmer or database admin type knowledge
  • It would be nice if bank account or our office locations could pull from the database so we could update these instead of every template
We find the Conga invoices very intutitive to use once they are created. It does take a dba or someone familiar with database objects to create the invoice templates initially and to maintain them on an ongoing basis.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Easy document generation from Salesforce
  • Great support
  • The ability to report on transactions
  • The set up needs someone who is technically minded
  • Resolving error messages can sometimes need support
We are able to send documents directly to customers via email using Conga Sign, previously these documents were been printed and needed a wet signature. The document would then be uploaded manually. Using Conga Sign takes a lot of the effort out and also risk. It keeps an audit in Salesforce so we can see what has happened.
March 26, 2023

New User.

Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Free edit.
  • Populates quickly.
  • Flexibility with templates.
  • Carrying over complex template fields.
  • Not have to bypass the screen to choose PDF or another file type.
  • Mimic document text formats better.
I like the flexibility of it and how quickly it loads the documents. I also like that you can free edit on it, being in an office setting, our documents are ever-changing, and having the ability to edit text on a document right in our system and then export it is going to be a game changer and time-saving. We are still in the dev stages of our system so I have not fully got to experience Conga but I am sure it will be a great fit for us.
March 26, 2023

Conga can help.

Joseph Pryor | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Customer onboarding agreements.
  • Payment method capture.
  • Complex tables.
  • Set up difficulty.
  • Custom link difficulty
  • Query difficulty.
It's more suited if your processes are well established and you don't change a lot. Once you get a document up and going it's good to go but it can take a long time to get there. Be careful if you have multiple record types.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • templates
  • video and picture intergration
  • adaptable
  • easy to use
  • Two templates on the go at once - for different currencies, currently we swap out the NZ proposal with the AU proposal as we need to
Well suited to creating lightning proposals - as this is the only feature we use, I'm not sure I can comment further
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Integrates with our Database
  • Allows for specific customization options
  • Provides training and support with integration and use
  • Easier to understand template building process
Conga Composer is well suited for individual one off creation of certain documents. It doesn't seem to be as well suited for bulk data needs, at least not with the version that my organization is subscribed for.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Enables us to create fully customizable letter templates
  • Integrates well with Salesforce
  • Simple to use
  • Takes a long while to load the templates.
  • Template merge fields can be a little temperamental at times.
  • Adding merge fields to templates could be made more user friendly.
Conga Composer was a good solution to our requirement for producing letter/statements/receipt templates within Salesforce. Although the app takes a while to load the templates, it's been fast enough for our team to generate them while on a call and get them sent via email or printed for postal dispatch. It works well and is relatively simple to use.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Pulls in data from various sources
  • Allows for customized reports
  • Functionality to export reports as well as save to records
  • It is challenging to go from solutions to templates and then to each account record to generate - is there a way to generate for all?
  • the search for reports is unwieldy - can there be a "recents" to cut down on what reports we are searching through? or a way to view folders.
  • i have tried saving time by having conga composer up on several records and you can't generate records. again, if there is a way to generate for all?
It so far has been well-suited for individualized reports via microsoft word. We are looking to see what possibilities there are with excel reports and are excited about that. It might be less appropriate for less complex reports because the set up can be more complex than a simple mail merge. however, ability to generate and then save/email directly in salesforce is fantastic.
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