Conga Composer review
May 30, 2022

Conga Composer review

Akshay Shete | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Other

Modules Used

  • Conga Composer
  • Na

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
Need significant improvement as there is not much training material available. 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.
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

For quick dynamic document generation, Conga Composer is good..they can improve their UI flow significantly. Generate, track, and manage on-brand documents with ease. Conga Composer automates tedious business processes and provides actionable insights so that you can focus on driving revenue. It creates customized, personalized, and on-time reports and documents with ease of delivery for every scenario.