Conga Composer is great at automated document generation and signing
Overall Satisfaction with Conga Composer
We use Conga Composer and Conga sign to send all of our business proposals as well as other documents such as engagement letters. This involves converting PowerPoint and Word files into a writeable document within Conga. From there we are able to use the template builder and merge tags to automate writing client information to the document. This document is sent to our client lists to request a signature or other confirmation. The signed document is then saved back to our Salesforce on the appropriate record. The entire process as I've described it is very simple and intuitive, even for a first time user.
For background, I am an Accidental Admin in Salesforce, which is to say I inherited this role after a personnel change so I have had to learn all of this on the fly. In addition to being easy to use, Conga provides great support and every problem that I have run into has been fixed quickly and I have been able to keep my users happy.
For background, I am an Accidental Admin in Salesforce, which is to say I inherited this role after a personnel change so I have had to learn all of this on the fly. In addition to being easy to use, Conga provides great support and every problem that I have run into has been fixed quickly and I have been able to keep my users happy.
Pros
- Automated document creation
- Proposal sending
- Document Signing (with Conga Sign)
Cons
- So many features it is hard to know where to start
- Sometimes difficult to use
- Time saved on document creation
- Increased efficiency
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?
I wasn't involved with the implementation phase
Would you buy Conga Composer again?
Yes
Using Conga Composer
6 - Marketing, sales, account management and administrative functions.


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