Simplifies process
June 29, 2023
Simplifies process
Score 5 out of 10
Vetted Review
Verified User
Software Version
Octiv /TinderBox (legacy product)
Modules Used
- Conga Composer
Overall Satisfaction with Conga Composer
We enjoy using Conga Composer to help aid our company in optimizing and perfecting our daily operations. Our company has found Conga Composer to be a useful tool that simplifies daily processes such as creating quotes, creating POs, and creating detailed reports that then allow us to export from Salesforce. There is a learning curve with it and its capabilities. I still don't feel as though I am using Conga Composer to the best of its abilities. So far, the Conga composer has gotten us to where we need, though. Grateful for the tool and its abilities.
Our business problems we were having at our organization were using excel to create the quotes, creating the POs, and creating detailed reports. Now using Conga, we are able to pull the data straight out of Salesforce and into an excel for further changes to be made. Or straight into a PDF so that no further changes can be made to the document. Once we create, either the excel or the PDF, it autosaves into that file and pulls open the file into the associated choice. Having a tool that is multi-functional to our business is key to its success and allows us to continue with an eased workflow.
Our business problems we were having at our organization were using excel to create the quotes, creating the POs, and creating detailed reports. Now using Conga, we are able to pull the data straight out of Salesforce and into an excel for further changes to be made. Or straight into a PDF so that no further changes can be made to the document. Once we create, either the excel or the PDF, it autosaves into that file and pulls open the file into the associated choice. Having a tool that is multi-functional to our business is key to its success and allows us to continue with an eased workflow.
- Simple
- Consistent
- Easy
- straightforward
- More direction
- Video tutorials
- New-user friendly
- Time saved
- simplicity
- Consistent output across multiple users
The Conga Composer App minimizes the amount of output your employees put in time and time again. Once created and complete, the process of pulling said document is duplicatable and increases efficiency. Manuel processes increase the chance for error. It can allow mistakes to slip through the cracks. By creating a duplicatable process through Conga Composer, this allows my business to be more efficient and create less errors with human mistakes that are bound to happen.
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?
No
Would you buy Conga Composer again?
Yes