Overall Satisfaction with Conga Document Generation (Composer + Collaborate)
For a home loan application in a bank, to generate various documents like an offer letter, advice Letter, and pilot loan application. A document generation tool that helps us not only generate the document but also allow as to build and automate the documents. If you want to generate pixel-perfect rich documents in Salesforce like quotes, invoices, contracts, etc., then using Conga Composer in Salesforce is the way to go.
- Local template use
- Gives merged field values
- Template builder flow
- UI can be more interactive
- It still used VF pages which are legacy
- Template builder flow can be improved
- One reference dynamic document for all is good
- Sometimes it gets buggy
We used it for loan applications where one dynamic template was used for all customers. Conga Composer features include templates that can be personalized with the facility to include business branding. It enables Data merge and auto-population of data from Salesforce or other business software directly into the document eliminating chances for errors in copy-pasting.
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