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
Score 8 out of 10
Vetted Review
Verified User
Software Version
Other
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.
Pros
- Templates for documents
- Efficient to access (built into SalesForce)
- Completely customizable
Cons
- 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?
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
Comments
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