Conga Composer is great at automated document generation and signing
March 20, 2023

Conga Composer is great at automated document generation and signing

Chris Dorn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Other

Modules Used

  • Conga Composer
  • Sign

Overall Satisfaction with Conga Composer

We use Conga Composer and Conga sign to send all of our business proposals as well as other documents such as engagement letters. This involves converting PowerPoint and Word files into a writeable document within Conga. From there we are able to use the template builder and merge tags to automate writing client information to the document. This document is sent to our client lists to request a signature or other confirmation. The signed document is then saved back to our Salesforce on the appropriate record. The entire process as I've described it is very simple and intuitive, even for a first time user.

For background, I am an Accidental Admin in Salesforce, which is to say I inherited this role after a personnel change so I have had to learn all of this on the fly. In addition to being easy to use, Conga provides great support and every problem that I have run into has been fixed quickly and I have been able to keep my users happy.
  • Automated document creation
  • Proposal sending
  • Document Signing (with Conga Sign)
  • So many features it is hard to know where to start
  • Sometimes difficult to use
  • Time saved on document creation
  • Increased efficiency
I have been able to figure out everything that I needed to know about Conga either through using it, googling it/searching support resources, and contacting support. I especially love the quick response I get from support even when my question is obvious or simple and I could have figured it out on my own.
Conga Composer has allowed us to dramatically reduce our use of paper and most of our processes are essentially paperless. It has also allowed our business to keep up with. modern technology and the ability to send documents and get them signed electronically. This is something our clients expect and Conga allows us to do it in a professional and trustworthy way.

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?

I wasn't involved with the selection/purchase process

Did implementation of Conga Composer go as expected?

I wasn't involved with the implementation phase

Would you buy Conga Composer again?

Yes

I have found that Conga Composer is very well suited for automated document generation, sending and signing. I have not yet encountered an area where it does not work well, though this could be because our use cases are built around Conga Composer capabilities as we understand them or they were explained to us.

Using Conga Composer

6 - Marketing, sales, account management and administrative functions.