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Pretty reliable, but possibly not the best for SMB teams due to speed
March 25, 2022

Pretty reliable, but possibly not the best for SMB teams due to speed

Kyle Broderick | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Octiv /TinderBox (legacy product)

Modules Used

  • Conga Collaborate
  • Conga Composer

Overall Satisfaction with Conga Document Generation (Composer + Collaborate)

Conga Document Generation can be a bit glitchy. We use it in salesforce for our quotes. It honestly seems like a better tool for the enterprise. We are very transactional. Hundreds of sales per month which isn't the best for Conga because of the time it takes to build out each quote.
  • Calculates accurate quotes.
  • Customers can somewhat easily sign the agreements.
  • It integrates with Salesforce pretty well.
  • It could be much faster for SMB teams.
  • It would be nice if there was more customization for organizations that have SMB, enterprise, mid-market instead of having it all used the same.
  • Their support team could be a little stronger/quicker to help.
  • It has made our data in Salesforce more accurate.
  • It has helped our customers truly understand their pricing and all of their discounts.
It's usually error-free, but sometimes can be a little glitchy. There's something weird that ends up happening when you go to submit a quote to send to a customer it oftentimes doesn't show the pricing unless you press edit lines> calculate> save (after pressing save the first time). I'm not sure if this is a Conga Document Generation issue or just an issue with how we set it up. It can be a bit of a pain in the butt.
Yes, we don't have to use spreadsheets anymore to track bookings and quotas. Having Conga Document Generation integrate with Salesforce is very nice. I just wish it was faster for each signup. It can take a while to load sometimes.

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

I think it's definitely better suited for enterprise teams that are doing bigger more complex deals. With SMB we need the signup process to be extremely quick and simple since we do so many sales per month. It is pretty easy to use, but just not that quick.