Very helpful in creating documents within minutes
September 08, 2025
Very helpful in creating documents within minutes
Score 9 out of 10
Vetted Review
Verified User
Software Version
Octiv /TinderBox (legacy product)
Modules Used
- Conga Collaborate
Overall Satisfaction with Conga Composer
We use Conga to generate automated documents directly from salesforce. It saves a lot of time because previously, we used to create manual documents by copying data from salesforce to word or pdf which was never perfect. Furthermore, they were not formatted properly because every team use their own format and slowed our responses. by using Conga, we can easily generate documents from salesforce directly using the data available and send them to clients. There are so many pre-made templates available to choose from and the growth of our company increased by using this simple automation.
Pros
- It allows us to generate multiple documents at once using batch generation. This simple automation saves a lot of time for our team.
- Its very user friendly. Even a newbie can simply generate document by clicking a button once this is setup by the admin.
- Integrate Conga Sign with Conga Composer and it will automatically sent for e- signature once generated saving lot of time. we previously had to wait a lot for the signature.
Cons
- No realtime review of what your document is gonna look like. Team has to generate a document first just to check how it looks which slows down template testing.
- Pricing can be a issue for new business as your tier will increase if you need more users or generate a lot documents. I think flexible pricing options should be there.
- If this app missed any field from salesforce while generating the document, errors are too confusing for a normal user and cannot be resolved without developers support.
- For sales leads, Proposal time reduced to 85% for our team.
- They can now close the deals very fast as this improves our efficiency and lot of errors which we faced in manual document creation.
- One click generated a document in couple minutes which previously used to take hours.
It improved our accuracy, and consistency by fetching all the data directly from salesforce leaving no chance for errors or missing fields. What used to take hours now only takes couple minutes which is the dealbreaker for us. Our sales team generate customized proposals and quotes very fast now. Also its integration with salesforce automation tools and Conga Sign works very well.
- PandaDoc
- DocuSign Gen
- Adobe Acrobat
Only reason was its integration with salesforce. In those apps, we had to manually copy paste the data to generate document and get signed but with conga composer’s salesforce integration, it fetches all the data from salesforce and generate the document for us and once combined with conga sign and docusign, its very easy to get them esigned.
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?
I wasn't involved with the selection/purchase process
Did implementation of Conga Composer go as expected?
I wasn't involved with the implementation phase
Would you buy Conga Composer again?
Yes
Comments
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