Item: Conga Composer
Rating: 8
Author: Verified User

Overall Satisfaction with Conga Composer

Use Cases and Deployment Scope

Generating a client list with logos and printing a PDF format using Salesforce as our single source of truth. Creating Quotes that are pulling from multiple related objects which cannot be done using Salesforce alone.

Pros and Cons

Pros

Queries multiple objects for one document
Their support is amazing
Creating beautiful final documents for presentations

Cons

Parameters guidance needs to be improved
Documentation is plentiful but it's a challenge to find what I need
Error messages when something's not working

Return on Investment

Saves so much time in document creation.
Pulling in data from Salesforce as a single source of truth

Ease of Use

It's very intuitive and once you know what you're doing is really very easy

Automated Workflow

Oh my gosh, our client list was a major pain every time there was contact change. It saves innumerable hours everytime we need to update it. Quotes are great and attach to the email and to Salesforce Files for reference all on one click

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

Salesforce Sales Cloud, Microsoft 365

Likelihood to Recommend

Document creation where you query across multiple related objects is veryy eas

Comments

Please log in to join the conversation

I love Conga Composer and so grateful we found this solution

Software Version

Modules Used