Item: Conga Composer
Rating: 10
Author: Verified User

Overall Satisfaction with Conga Composer

Use Cases and Deployment Scope

Conga is very helpful in our organization. It is very useful in merging documents with templates; using the Conga query solves many problems of static templates, paving the way to dynamicity. it helps in generating agreements, creating forms, and more

Using manual merging and uploading documents is very troublesome and a headache, but using Conga is very effective, considering once established rightly, Conga will take care of the rest. This is very useful in generating invoices, agreements, and much more. Overall, it's the best product for this. Thank you!

Pros and Cons

Pros

Performs greater at merging custom information in to docs using Conga Query
Very useful when sending documents to different parties using integrated tools
Easier to use and reliable

Cons

Conga needs to upgrade their UI when using from CRM tools, the UI seems a little old fashioned when we compare with the lightning experience UI offered by CRM
Accessing settings within Conga is little difficult during merging templates and so on. It needs to be addressed
People using Redirect blockers cannot use Conga properly as it might block this. Hence, a way to address this issue is needed

Return on Investment

First is this saves a lot of time. Manual document update is no joke. It is very time consuming and an headache. Conga is very helpful on this.
Offers dynamicity, which is a great way to create documents based on particular record custom information.
Obviously Reduces errors as all docs are predefined. Any change can be easily made by adding a new version of template and using Conga query to fetch the updated docs

Ease of Use

While, Conga might not always be error free, as the doc generation depends on the templates created by users, can have data problems that are used from the fields. But these errors are very minimal compared to the very effective merging and creation of docs, reduction of human intervention. Hence overall, rated 7 as it can still be improved at certain points

Automated Workflow

Using Conga reduces manual human intervention. It offers dynamicity which is very helpful in updating documents based on a specific record that has unique information. Using Conga query for fetching these said information is very effective. updating the version of docs is much easier as well.

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, ZoomInfo Sales

Likelihood to Recommend

The same as was mentioned earlier, this is best suited for merging documents. Best suited for Agreement generations Best suited for generating invoice documents and so on Very well reliable for sending documents across integrated systems and offers good dynamicity in updating the content of any documetns based on specified Conga queries.

Comments

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The Musical Composer of Docs - Conga

Software Version

Modules Used