Item: Conga Composer
Rating: 9
Author: Brian Krynitsky

Overall Satisfaction with Conga Composer

Use Cases and Deployment Scope

As a Solutions Integrator on the Salesforce platform, I recommend Conga Composer for any and all document generation requirements. We use it internally to create and send quotes, SOWs, and Invoices.

I have used all the major document merge solutions on the Salesforce Platform and continue to come back to Conga Composer because of the flexibility and easy of use. It can be applied to nearly every work stream in the Quote to Cash process.

Pros and Cons

Pros

Powerful query logic to pull related and dynamic datasets
Merged output to PDF, Excel, or Word
Perform document merges on a schedule or triggered based
Email capability to automatically send documents and notices to the appropriate contacts
Performance - Ability to merge very complex documents with large datasets

Cons

The "template builder" UI could use a refresh with a more modern UI
Conga Solutions - would love to see a built in migrator of solutions from one org to the next
Increase limits of rows retrieved above 25,000

Return on Investment

Reduced Time to generate documents (from 30 min per doc to < 1 min)
Reduced complexity of template management (ability to have a single invoice template that is stored centrally and meets all requirements)

Ease of Use

Overall, it's relatively easy to use. A couple things that would make it even better are: 1) Imbedded help for parameters when building Conga solutions (this seems to have been broken in the later releases) 2) Refreshed "template builder" - I often find it difficult to fit everything I need to review in the defined space of the template builder pop out window.

Automated Workflow

Documents are generated now based on the stage or a button click of a record. For example, when an invoice is posted, the invoice document is automatically merged and attached to the invoice record. Similarly, Project status reports are generated with a single click from the user.

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

Certinia PS Cloud, Certinia ERP Cloud, Accounting Seed

Likelihood to Recommend

Project Status Reports - excel based or pdf based reports that can pull together many sources of project data such as timecards, milestones, expenses etc.

Invoice Generation - dynamic rendering of Invoice content based on customer preference or source of the invoice (product vs services)

SOW Generation - dynamic terms and conditions can be managed in a single template

Comments

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Conga Composer - Still the gold standard for doc gen on the salesforce platform

Software Version

Modules Used