Conga Document Generation review
July 26, 2024

Conga Document Generation review

Angelique Goins | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Octiv /TinderBox (legacy product)

Modules Used

  • Conga Composer

Overall Satisfaction with Conga Composer

Here at my current company, we use Conga Document Generation to generate our quotes and proposals for our clients, with an outlined descriptions of the products they are or will be purchasing.

Pros

  • Brings in the information inputted from Salesforce into the document
  • Generates the company information and contact numbers
  • Generates a PDF format
  • Has a break down of payment plan

Cons

  • Once quote is generated conga should go back to the proposal page
  • It should go straight to DocuSign page
  • Time saved on generating and getting the quote
  • Sending the information to customer with the correct generated information
I can get through the document faster.
Creates a seamless process with ease of use and faster generation of documents with the latest and most updated information.
I just wish that DocuSign and Conga Document Generation could work together after the quote is generated to send out for signature.

Do you think Conga Composer delivers good value for the price?

Not sure

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

I don't have anywhere it is not suited this is a great product for the type of work that we do. If a company has clients they need to send proposals for signature and payment plans, I would recommend it.

Comments

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