Conga Grid keeps users working in Salesforce instead of their desktop
May 08, 2025

Conga Grid keeps users working in Salesforce instead of their desktop

Joe Davis | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Conga Grid

We recently purchased Conga Grid and have begun exploring the possibilities of increasing workflow efficiencies. For example, when we receive payments from Claims Co Op Billing, we can easily mark multiple payments as received in the Grid view instead of clicking around from layout to layout. Huge time saver.

Pros

  • If you like Excel, and you likely do, then you will appreciate what Grid gives users access to in terms of editing
  • Bulk exports and imports with IDs for easy mass updates
  • Formatting options that users are already used to from using Excel are available and can personalize workflows

Cons

  • I worry that Conga Grid my become deprecated due to Salesforce
  • The response can be slow sometimes (still quicker than switching layouts, though)
  • You have to invest the time to set up the grids for your users to really get in and use Grid and see the benefits
  • we expect to get a 6x return on investment with time savings and efficiencies
  • we are looking into using Grid to help us execute tailored mass emais (follow ups for payment needed, payment received, etc)
  • We need our users to stop working and tracking data outside of Salesforce- Grid will help us greatly
I would rate it higher but we just started using it recently. I expect we will find it a very valuable add on that we use daily. So much more effective than list views and promotes working and tracking work in Salesforce instead of outside sheets.

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

Yes

Are you happy with Conga Grid's feature set?

Yes

Did Conga Grid live up to sales and marketing promises?

Yes

Did implementation of Conga Grid go as expected?

Yes

Would you buy Conga Grid again?

Yes

If a user has to perform a specific update over many records, don't use a List view... use Grid. It allows users to quickly track their work, set additional formatting preferences and avoid constantly tracking work outside of Salesforce which leads data discrepencies and errors.

Conga Grid Feature Ratings

7.0
Predictive Analytics
7
BI Standard Reporting ()
Not Rated
9.0
Report sharing and collaboration
9
Report Output and Scheduling ()
Not Rated

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