Conga Composer Creator has allowed our small agency to compete with the Big Dogs
July 07, 2025

Conga Composer Creator has allowed our small agency to compete with the Big Dogs

Stephanie Hartruft | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Octiv /TinderBox (legacy product)

Modules Used

  • Conga Composer

Overall Satisfaction with Conga Composer

Our agency uses Conga Composer to put together an Employee Benefit Booklet for every client. We also use Conga Composer for our Quoting and Renewal process. We are a Benefits Brokerage and Conga Composer has allowed us to provide very professional reports to even our smallest clients. We have templates in place which makes this very user friendly. Every once in a while there is a formatting issue that arises but that's an easy fix once identified.

Pros

  • Creating Templates
  • Populating formatted data
  • Professional Presentation
  • Easy to use

Cons

  • Not very intuitive. Once you know the system it's fine but there is a learning curve
  • I would like to see training opportunities on features that I am not using or aware of
  • I am sure I am only using about 3% of it's full potential
  • Time Saved on Document Creating was a game changer
  • This has increased efficiency and allows us to provide the same level of quality to even our smallest clients
  • Occasionally we find an error or need to adjust for a formatting issue but that's not very common
Once the template is created it's VERY simple to use. I used to have to make manual template changes for every booklet I created. Now the information is populated for each specific client with accurate current information. This is especially helpful for calculating payroll deduction costs for employees. This was previously a very tedious task for age-banded benefits. Now I have confidence that the amounts are correct with the click of one button.
Before we were using Conga Composer, I was the only person in our office that was creating Employee Benefit Booklets and it was only for our larger clients. It was a long process so it wasn't cost effective to offer this to everyone. Now, there are several people in our office who know how to use our system and we are able to quickly create these Benefit Booklets for ALL of our clients in a matter or minutes. It makes us look much more professional and the smaller clients are so excited to be able to provide such a professional benefit package to their employees.

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

Conga Composer was the perfect solution for creating Employee Benefit Booklets. Pulling the data from our CMS and making it professional and user friendly. We build several of these per week for our clients and they are always so pleased with how great they look. We update the template yearly so they follow a similar structure but have a slightly updated appearance each year.

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