Quick and easy with Salesforce
November 20, 2018

Quick and easy with Salesforce

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • Conga Composer

Overall Satisfaction with Conga Composer

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
  • Eliminated handfilled forms
  • Have easier distribution to Salesforce data
I was not aware of any alternatives with the same features. Once we found Conga Composer has no reason to look elsewhere.
Great to create documents from your Saleforce records. If you need to create presentations for customers, makes it simple and easy.