Simplifies process
June 29, 2023

Simplifies process

Anonymous | TrustRadius Reviewer
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.
  • Simple
  • Consistent
  • Easy
  • straightforward
  • More direction
  • Video tutorials
  • New-user friendly
  • Time saved
  • simplicity
  • Consistent output across multiple users
Consistency is our goal and Conga Composer has helped aid in our company ambitions to achieve that. Once the format is created, which does take a lot of trial and error. This consists of creating that format, then running the conga composer, selecting excel or pdf version, and downloading over and over until you receive the correct format you are searching for. This process is the tedious part and the one additional feature I would add is a "preview" button. To preview and example of the format you set.
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

Conga Composer is able to aid my company in creating simplified and concise quotes to send to our customers. We are also using Conga Composer to create our Purchase Orders. We can then download into and excel or a PDF. This multi-functional tool has aided our business in creating these quotes and Purchase orders in a duplicatable format.