Conga Document Generation
March 23, 2023
Conga Document Generation
Score 10 out of 10
Vetted Review
Verified User
Software Version
Octiv /TinderBox (legacy product)
Modules Used
- Conga Composer
Overall Satisfaction with Conga Composer
We use Conga Composer for simple document production. Our Conga instance is imbedded in our Salseforce platform, and is very useful for generating specific documents we need to produce for our donors. For example, we generate invoices and acknowledgments to our donors on an individual ad-hoc basis, and we are able to send them via email to our constituents. This saves time and also allows us to operate with a smaller printing budget.
Pros
- Integrates with our Database
- Allows for specific customization options
- Provides training and support with integration and use
Cons
- Easier to understand template building process
- Time saved on generating documents
- Reduced errors in documents that are sent out
- Printing costs eliminated
- Tracking of processes became easier
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
Using Conga Composer
2 - Generating invoices
Generating acknowledgement letters
Tracking acknowledgement and invoices
Generating acknowledgement letters
Tracking acknowledgement and invoices
2 - The database coordinator and database manager are the people who currently use Conga, however we aspire to roll it out to more people in the future, specifically those on the development team.
- Invoices
- Acknowledgement Letters
- Emails
Comments
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