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Conga Composer Review
December 13, 2018

Conga Composer Review

Christopher Rodriguez | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Modules Used

  • Conga Composer

Overall Satisfaction with Conga Composer

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
  • It has allowed us to streamline many processes
  • It has saved many hours of time
Conga was always the standard when first evaluating, it has the track record over others and was most used and felt it would handle our needs.
It is well suited for times when someone needs to add in multiple data points across different objects into a single sheet, for example: when you want to mass create multiple pages for many records at once (like a mailing list).

Using Conga Composer

3 - They represent order managment and order processing. Also shipping department uses Conga, runs the report for all orders going out that day and once they finish they print all shipping slips and update all the opps to shipped
1 - Technical knowledge of Salesforce and setup is needed. Can be complex setting up and getting used to, account for that when first implementing.
  • Mass Updating Order
  • Mass printing packing slips
  • Pulling data from mutliple objects into a slip or order form
It's a big part of what we do internally, so would renew as it saves us time and is part of our process. In order to switch we'd need a good price break with same functions available.

Evaluating Conga Composer and Competitors

  • Price
  • Product Features
  • Product Reputation
  • Vendor Reputation
  • Third-party Reviews
At the end of the day it comes down to cost, all other features come back to ROI so if cost is too high then other features don't matter.
Would do the same

Conga Composer Implementation

Took a while to do but overall fine, did it myself
  • Implemented in-house
Change management was minimal
  • Getting all the processes in place and docs ready to implement
  • Setting up of the objects as needed.

Conga Composer Support

Haven't used support much, but good documentation so solid rating here
ProsCons
Knowledgeable team
Problems get solved
None
Not Sure

Using Conga Composer

Takes a lot to set up initally but once it is then it's solid so need to get over that hump first
ProsCons
Like to use
Well integrated
Consistent
Feel confident using
Requires technical support
Lots to learn
  • Once we set it up then the buttons work as expected
  • Setting up new processes take a good amount of effort.