Grabs data from Salesforce easy.
May 08, 2025

Grabs data from Salesforce easy.

Shawn Parsin | 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 the API approach and process about 2,000 to 3,000 documents per day. Have some issues with special characters, richtext field in Salesforce has formatting such as bullets with number and letters with indenting but when Conga generates the document, it left justifies the bullets which is frustrating when trying to dynamically generate the report. Have issue with pictures added to richtext fields and then Conga shows a picture icon instead of the actual picture. Another ask is for attachments in general to add text to each picture and would be printed on the deliverable.

Pros

  • Grabs data from Salesforce easy.
  • Report generates 90% of the time so far
  • Can built a word template pretty quickly when we already know the JSON setup.

Cons

  • Preserve richtext formatting from Salesforce to Document. Lose the indent formatting.
  • Way to deal with special characters on final document.
  • Adding text to each individual picture and have it printed on document too.
  • Could really use better error handling on the product when the document doesn't generate. Zero notifications are provided right now and have no idea where in a 20 page template the error is. Need to keep cutting the template into pieces to find the error.
  • The report generates 90% of the time so far.
  • Getting easier to generate templates when knowing how the JSON will be structured to add to merged fields.
  • Use Work Plan Template Entries and Work Steps to dynamically generate many deliverables.
Need error handling to capture where the error is happening. At least give a general idea saying it's on line 111 or it's on the Service Profile Section or something.
Preservers all data as actual data now and not just on word or excel files anymore.
Can have more control with Aspose by using more code to dynamically generate the document to your exact needs.

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

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