Conga - Great for teams looking to generate documents straight from their CRM
November 10, 2021

Conga - Great for teams looking to generate documents straight from their CRM

Todd Sheets | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Conga Collaborate
  • Conga Composer

Overall Satisfaction with Conga Document Generation (Composer + Collaborate)

Conga [Document Generation] is being used by our Document and Funding team. Conga is the main way that we generate and send our documents to customers in an efficient manner.
  • Templates for documents
  • Efficient to access (built into SalesForce)
  • Completely customizable
  • Organization of documents (could add some folders for example)
  • Template manipulation before generating (check to make sure proper formatting, etc.)
  • Template Generation
  • Pulling data from CRM
  • Setup time (we are a small business, so that takes a lot of time from our team)
Conga is more malleable to the documents that you are generating but does not offer the functionality of sending the document directly to the client (such as DocuSign does). Another product we looked into is called Mamba Merge (not found in the list of products above), where we saw a more comparable product. The biggest difference was the price (Conga being more expensive) and support from the company (Conga being more available for supporting us).

Do you think Conga Composer delivers good value for the price?


Are you happy with Conga Composer's feature set?


Did Conga Composer live up to sales and marketing promises?


Did implementation of Conga Composer go as expected?


Would you buy Conga Composer again?


Zapier, HubSpot CRM, Google Workspace (formerly G Suite)
Conga [Document Generation] is great if you have a team that needs to generate the same document many times, but with different information, all pulled from your CRM. This takes the time out of changing documents to fit the need you are using it for, and rather automates the entire process. If you are not using this program often (multiple times per day) then it may not be worth your money to get [it].