TrustRadius Insights for Conga Composer are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Accurate Quote Calculations: Users have consistently praised the software for providing precise and reliable calculations for quotes, helping them ensure accuracy in their pricing strategies. Highlights include improved efficiency in the quoting process and time saved on manual calculations.
Efficient Document Generation: Many customers value the real-time generation of documents at the click of a button, finding it not only convenient but also a significant time-saver in their daily tasks. This streamlined document creation process allows users to quickly generate necessary files without delays, enhancing their workflow productivity.
Effective Integration with Salesforce: Reviewers appreciate how the platform seamlessly integrates with Salesforce, allowing for smooth data flow and efficient processes within their sales operations. This integration has proven useful for optimizing customer relationship management tasks and improving overall business performance.
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Reviews
5 Reviews
Public AdministrationGovernment Administration3Government Relations2
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We use the API approach and process about 2,000 to 3,000 documents per day. Have some issues with special characters, richtext field in Salesforce has formatting such as bullets with number and letters with indenting but when Conga generates the document, it left justifies the bullets which is frustrating when trying to dynamically generate the report. Have issue with pictures added to richtext fields and then Conga shows a picture icon instead of the actual picture. Another ask is for attachments in general to add text to each picture and would be printed on the deliverable.
Pros
Grabs data from Salesforce easy.
Report generates 90% of the time so far
Can built a word template pretty quickly when we already know the JSON setup.
Cons
Preserve richtext formatting from Salesforce to Document. Lose the indent formatting.
Way to deal with special characters on final document.
Adding text to each individual picture and have it printed on document too.
We implement Conga Composer for numerous clients who need document generation capabilities. From contract management to licensing/credentialing systems, we use Conga Composer to generate documentation for government agencies.
Pros
Merge fields/template configuration
automated document generation and template filtering
flexibility of template mediums
Cons
Time to generate documents
Ability to generate a contract package
Likelihood to Recommend
Conga Composer is well-suited to generate documents. In terms of contract management, CLM may be better suited as composer operates best as a document generation tool.
Auto-generate letters based upon pre-defined templates using Salesforce cases.
Pros
Templates are easy to create.
Support documentation is great.
Easy for the end user to generate documents.
Cons
Troubleshooting problems.
Likelihood to Recommend
If you have a letter with a specific template that needs to be generated, this software provides assistance in that process. There was a lot of flexibility in the system to generate multiple types of Microsoft Office documents. It can also produce pdf documents as an alternative. I believe emails are possible, but we are not using that functionality.
