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Seamless Software for Quote Generation!
Updated March 16, 2023

Seamless Software for Quote Generation!

Harrison Pershing | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Octiv /TinderBox (legacy product)

Modules Used

  • Conga Collaborate
  • Conga Composer

Overall Satisfaction with Conga Composer

We use it in conjunction with Salesforce CPQ so users can create quotes associated with opportunities and then press create quote, and it pulls in all legal documents as well as quote information into one succinct PDF that the user can then send off to their potential customer and get approved. It's made our selling process much more efficient.
  • Great PDF generator
  • Pulls in all quote info easily
  • Very user friendly
  • Easier to adjust documents when necessary on back-end
  • More user friendly for admins
  • Have improvements
  • Definitely time saved on document creation
  • Increased efficiency
  • Definitely a positive ROI for our organization
I think it has been very easy to use for all of our users, and of all our complex systems and integrations, I hear the least amount of noise for Conga. In simple terms, it does what it is expected to do, and we love when things do what they're supposed to do.
Again, it has had a very positive impact on us. I joined the org when they were implementing CPQ, so I don't really know much about how they did things prior to CPQ and Conga Document Generation, but I can't imagine they were easier than what is occurring now. Our users can generate quotes very quickly.

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?

Yes

Would you buy Conga Composer again?

Yes

Conga CPQ (formerly Apttus CPQ), Salesforce CPQ (formerly SteelBrick), Salesforce Commerce Cloud
It's well suited for CPQ users and makes it easy for us to have everything in one place. It's great for when users need to constantly make minute adjustments to quotes, and then they can produce the quote easily and have it presented to the client. We have to be able to get quotes out quickly for us to win jobs.

Using Conga Composer

115 - They represent the sales side of our organization. They can be sales reps, sales operations, sales managers, or our QA team. They will be whoever is involved with our clients and needs to product quotes for our customers. Right now, only one of our business units currently uses it, but that might change in the future.
2 - Our Salesforce support team is small and there are only two of us. We have to know where everything related to Conga is housed and how to update the necessary components. There is some coding ability associated with Conga that is useful to have. Also, just basic understanding of Salesforce and how to customize the overall instance.
  • Quote Creating
  • Document Integrating
  • Customizability for Our Growing Org
  • Ability to Constantly Iterate Quickly on the Product
  • Its Expanding Customizability
  • New Features Associated
  • Support Team is Easy to Reach
  • Include Our Credit App
  • Use for Our Other Business Unit
  • Integrate Other Documents
  • Update Existing Templates
It's so essential to our current business state and functionality that it is absolutely required. We'd have to re-structure our entire business unit to not use it. We have licenses associated with it and CPQ that are combined so if we ever got rid of CPQ, which I don't see happening, we'd have to change it out. Regardless of that, it's a fantastic product that has great usability and is pretty easy to understand!

Evaluating Conga Composer and Competitors

Not Sure
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
I wasn't very involved in the purchase of Conga, but my former boss was directly involved with the decision to buy the product. She loves all things Salesforce and didn't really consider another product for our business unit. I think it made total sense for her. The new features are very helpful.
I wasn't involved in the selection, but I'd maybe consider other products that are out on the market, but it might be the best product available currently.
I haven't used or evaluated other products before.

Conga Composer Implementation

I think the implementation went well. Again, I wasn't directly involved with that. We just had Users that were having issues related to CPQ that were overwhelming and hard to answer.
  • Third-party professional services
We used a company called A-Mind. They were very strong and helpful with the implementation.
Change management was a big part of the implementation and was well-handled - We need more in-house users to help ha. We implemented it with CPQ and were completely overwhelmed with the requests. It was a very complicated system for all the users to understand, but eventually they were able to understand the functionality and how the system worked. However, in the beginning, it was a very slow process.
  • Overall CPQ Issues, nothing related to Conga
  • Our users aren't tech savvy so there were issues related to that.

Conga Composer Support

It's been pretty easy to get in contact with Salesforce and the Conga team when necessary, but thankfully we haven't had to do this that frequently. There are also several support websites that track when certain functionality is down, which I think is very useful for any software service to have.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
Support understands my problem
Support cares about my success
Quick Initial Response
None
I did not purchase the premium support. Again, I wasn't involved in the purchasing process, but I assume we would have if we thought it was useful for our org.
I cannot. We have had very limited issues with the product, which is a great thing! We usually just track our issues with the various website and will reach out to a team member when necessary.

Using Conga Composer

It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues.
ProsCons
Like to use
Relatively simple
Easy to use
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
None
  • Document Integration
  • Updating Current Format
  • Adding Quote Lines
  • Can't think of any
Yes - I think it does, but our CPQ functionality has been completely broken recently and therefore Conga wouldn't work. We've reached out to Salesforce about CPQ bot working with Multi Factor Authenticator, but they haven't gotten back to us with a resolution at all recently. Hopefully, something can be changed soon.