Item: Conga Composer
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

We use Conga Composer regularly to support companies with specific essential needs as part of their CRM journeys.
It's regularly implemented as a key part of an initial organisation and then we offer ongoing support to enable end users to get the most out of the system.
The use cases are primarily around contracts or sales generation, however it's essential for any customer facing department engaging within the CRM tech stack.

Pros and Cons

Clearly defined templates
Quick Generation
Implementation and sync with e-signature provide
Clear sync field generation

Manipulation of existing templates
Confused/ unclear error messaging
Visibility over send documents

Return on Investment

Time saved
Upskilling staff in other areas
Clarity and standardisation of contracts

Ease of Use

In terms of the market place it's easily the system out there which has the best ease of use.
I tried to give an objective rating, as generating the merger fields does require a bit of database knowledge and the manipulation of templates seems simple at first however formatting can get tricky.

Automated Workflow

Speed to market has seen a massive improvement. it has allowed us to be so much more agile, both with internal processes and establishing contracts with customers, which in turn increases their trust on us as an organisation.
In addition it has also taken the strain from the senior team members an allowed juniors to be more involved in critical processes.

Key Insights

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

Yes

Are you happy with Conga Composer's feature set?

Yes

Did Conga Composer live up to sales and marketing promises?

Yes

Did implementation of Conga Composer go as expected?

Yes

Would you buy Conga Composer again?

Yes

Other Software Used

DocuSign, Salesforce Experience Cloud, Adobe Acrobat Sign, S-Docs

Likelihood to Recommend

Every customer facing department within the CRM tech stack.
Primary focuses should be any regularly generated document which causes huge time saving benefits for generation and sending.
The primary use case is always sales and contract generation.
The less appropriate are documents with a large amount of legal focus as they require constant updating and ensuring that the correct version is always being sent out by end users.

Implemented Conga t multiple organisation, usual first recommendation

Software Version

Modules Used

Overall Satisfaction with Conga Composer