Conga Composer - The Automation King
August 05, 2025

Conga Composer - The Automation King

Max Evans | 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 Conga Composer primarily to automate the creation of shipping documents, service agreements, and client onboarding packets. There are several other use cases, and Conga Composer is one of the best document generation and automation solution out there. Used by our accounting team as well.

Pros

  • Composer automates document generation and creates polished documents like PDF, word, excel, etc, instantly that too no manual copy paste needed.
  • Conga has a great interface and generates hundreds of documents at once, it's perfect for mass invoicing.
  • Proceed real-time data and has flexible output options.

Cons

  • There are tons of parameters to customize behavior, but they’re not always well-documented but does the job.
  • A more responsive mobile experience would be appreciated.
  • The most immediate impact was time saving. The document generation that used to take hours now takes minutes. Automates workflow and is more reliable.
  • Great returns on the initial investment and positive client response.
  • Reduced operational costs and improved employee productivity.
After the initial setup, it’s been smooth and intuitive experience. Our teams, from sales to HR can generate complex documents with just a few clicks. We all find it easy to use.
Documents like shipment summaries, invoices, contracts, and onboarding packets are generated automatically from Salesforce with just a click, this is something that has been possible with the help of conga composer.
We have used PandaDoc and with our personal experience, we can say that Composer is way better as it lets us pull data from multiple Salesforce objects, apply conditional logic, and generate highly customized documents.

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 streamlines everything from shipment reports and client contracts to onboarding packets and invoices. It's reliable, fast, and has helped us elevate both our internal workflows and client-facing processes.

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