Invoices wtih Conga Composer
March 28, 2023

Invoices wtih Conga Composer

Catherine Lobash | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Octiv /TinderBox (legacy product)

Modules Used

  • Conga Composer

Overall Satisfaction with Conga Composer

We use Conga Composer for all of our invoice formats and Sales Credit notes. We are an international company and at this juncture have 80+ invoices templates that we manage in a variety of currencies. We find Conga Composer very easy to use once you learn the system. Making edits to the templates for changes in addresses or bank accounts is easy. Our users find generating the invoices to be very intuitive and they like that they can send to Excel to make specific client requested updates.

Pros

  • Ability to send invoices to Excel or directly to PDF
  • Pulls data from a variety of objects - accounts, SIN, project, etc.
  • Easy to update templates

Cons

  • Bit of a learning curve to understand how to update invoices - does take programmer or database admin type knowledge
  • It would be nice if bank account or our office locations could pull from the database so we could update these instead of every template
  • I believe we are producing all of our invoices today with Conga Composer instead of manually creating them in Excel or Word.
Once the templates are setup the generation process is intuitive for the end users and generally goes smoothly.
For the most part, we can create all of our invoices with Conga Composer unless there is a one off request. This saves our AR team quite a bit of time each month.

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

We find the Conga invoices very intutitive to use once they are created. It does take a dba or someone familiar with database objects to create the invoice templates initially and to maintain them on an ongoing basis.

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