Great tool for non coders.
March 07, 2023

Great tool for non coders.

Dwayne Schnepel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Other

Modules Used

  • Conga Composer
  • Conga Sign

Overall Satisfaction with Conga Composer

Create documents (Proposals, Management Packs, Invoices, Credit Notes, Purchased Orders, project Status Reports) based on Data from Salesforce. This helps us to keep data in Salesforce and allows us a quick and easy solution to create the documents that we need to manage the processes.
  • Merge data into templates.
  • Merge data into the email.
  • Electronic signatures.
  • At times can be slow in processing requests.
  • User interface could be updated.
  • Ensures the team is all working with the templates.
  • Ensures that data is correct in Salesforce and in the documents.
Users take the time to ensure Salesforce data is correct and if that is correct then the output documents would also be correct.
New automate as much of the data created as we can and use Conga to extract and process the data into the document template.

Do you think Conga Composer delivers good value for the price?

No

Are you happy with Conga Composer's feature set?

Yes

Did Conga Composer live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Conga Composer go as expected?

Yes

Would you buy Conga Composer again?

Yes

It is very easy to setup and manage a large number of templates across business teams and processes.