Conga: The Top Document Generation Product for Salesforce with World Class Support Provided
June 03, 2016
Conga: The Top Document Generation Product for Salesforce with World Class Support Provided
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- Conga Composer
Overall Satisfaction with Conga Composer
Conga is a critical tool for document and email generation for multiple departments across the organization. Its use ranges from contract/proposal generation, invoicing/billing to other operations. It pre-populates information from Salesforce onto these documents so that reps don't have to re-enter information and can focus their time elsewhere. It also integrates with E-sign products seamlessly to allow minimal need for printing hard copies and physical document management.
Pros
- Merge fields for the documents can be cross-object. As long as you can create a report that links between the object where the cConga action is being called and the object housing the fields you need, you can pull in those fields onto the document. Breaks all limitations that standard Salesforce email templates have.
- Seamless integration with E-Sign apps such as DocuSign and Adobe Sign. This makes the document generation and signing processes a lot easier and 100% virtual.
- Conga Workflow was a game changer for us. Originally we had to manually click custom buttons in order to generate the Conga documents, however with Conga Workflow we were able to automate these processes completely. Essentially you can set up the documents to be generated and/or emailed when certain actions are triggered in Salesforce.
- Supports many different output formats; PDF, DOCX, PPTX, XLSX, etc.
Cons
- Template error reporting could be a little better. Sometimes a generic error message is displayed and it's difficult to pinpoint where the error is in the template.
- I had a difficult time setting up hands on signing to allow customers to hand draw their signatures on documents on their iPads via Adobe Sign. It's possible that these bugs have been fixed since then as it was an extremely new feature at the time.
- Conga reduced the need to hire additional FTEs in departments with the highest amount of document generation.
- Conga decreases the time spent generating and sending invoices to customers so the payments are received faster.
- Conga allows more advanced functionality than standard Salesforce email templates. This allowed the business to automate emails that could not have been done previously.
- X-Author for Contracts
In my mind, Conga blows away all the competition. The templates are extremely versatile and don't require any additional software (other than MS Office) in order to design. The support that Conga provides is world class and I never had a negative experience with them; all cases were resolved within a day or two of being opened. There is also an incredible amount of e-learning information available to help you get up and running.
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