Conga has saved my team so much time and effort by allowing us to configure and manipulate templates around a single source of data to produce multiple unique documents.

Conga enabled my team to easily create and automate all of the different plans and polices that we manage through the use of templates and highly configurable fields, all while maintaining our specific branding and format.

Conga can be daunting for new users. Thankfully, they have great resources for training and getting users started with creating their own documents.

Ok.

When it works, it usually works. The way there is sometimes hard.

Still missing an easy drag&drop template designer.We still work on clunky word templates, that sometimes switch to total format chaos, when you just pull a certain field somewhere else - we all know that.Probably we are on outdated versions, but there's room for development, if not.If you drop in with special characters, data transfer to the Conga server gets stuck / frozen.

Our proposal team has been using this tool for almost two years. When the tool was called Tinderbox, we found it to be pretty good with minor functionality issues. Since it became Octiv, we've gotten into the habit of calling customer support 2 - 3 times per month. There seem to be more bugs than before. Asset pages get lost, user privileges get messed-up, and the whole tool seems slower and clunky.

User-friendly, easy to teach others how to use, good organizational system

Since the tool became Octiv, there are more glitches.

Customization options available in composer

Sometimes it moves too slow or documents wont generate. Usually resolved itself

I recommend Conga to all my clients and each project has been a success. The success is based on a combination of the product and your support team; I've had to engage the support guys on all projects

Conga has a deep feature list, so even if clients start off with a simple requirement such as quote or contract creation, they can add more sophisticated features or complimentary Conga products over time

As a consultant, I find the merge queries to be very time consuming to get right

It's easy to use and it integrates well with systems such as Salesforce and other Conga-related products.

The fact that you have to always generate a template before you use it for any document generation.

Timesaver for our customer support in responding quickly to support requests.

Very fast product and easy hands on template builder.

The high price compared to other competitors

Would have been the solution if our SF org & salesmen training started with it in mind. if our SF org was set up from the start Conga composer would of been easier t teach & implement.

Used the data input to auto-fill contracts, making each fill more personalized, used to optimize the salesmen workflow so they avoid time waste from having to input duplicate info.

Implementation & training required a lot of effort to learn & implement features for my sales team to prefer still to input the documents themselves rather than using SF as a central data hub that Conga would output multiple auto filled documents.

Not good at the moment

When it is working it does exactly what we need

Support for international clients. I am still waiting 2 weeks later for someone to resolve my service issue

Overall it is a good tool for small business and professional use. The document management system is very helpful in accessing the files anytime. The files are stored in the cloud and can be used from anywhere. We can sign a document online which is a unique feature to have.

The flexibility in creating a document is very good, as it allows us to generate documents in any format. The file sharing system is good and allows us to share big files which can't be shared via mail. There is a collaboration feature that helps in working on documents along with the team in real-time.

The interface is clunky, and the users feel a lot of difficulties while using this tool. The documentation is very confusing and the tutorials doesn't help much either. The tool is a bit expensive for personal use. More features can be added and improved.

I designed templates for quotes,invoices using Conga Composer. Also integrates it with Conga sign for E-Signatures.Also used Conga contracts for Salesforce for negotiation. Also operated automation using Conga Batch and Conga Trigger for Bulk records automation .All products functions are awesome for business needs.

Automation using Setting parameters one time in a button links which operates for million of records. Automation in Batches. Automation without Button Clicks. Integrations with different apps. point and click tool. can support esignatures. can support multiple delivery options. supported in salesforce lightning and can operates from lightning pages.

cant support multiple delivery options in a single transaction in batches.

Our marketing and sales departments are able to develop the necessary messaging for everything from single ticket buyers’ need-to-knows to the group sales invoicing. With a template to start with and the customization that fits our patrons, Conga suffices for each of our needs.

Document generation simplifies the processing while allowing for customization based on everything from single tickets to touring contracts. With the vast array of templates and uses, doc gen with Conga allows our sales to be personalized and simplified.

There is a learning curve to overcome but the extensive resource library and customer support team at Conga make it all possible for even the most unique industries (or IT lacking departments).

It's robust and does what we need. Most of the features we require are there, they just look a little dated and aren't as user-friendly as they might be.

When we moved CRMs it was useful to be able to upload existing documents in Word format and then just update the new merge fields. The documentation on the website is good and relatively comprehensive. The admin side of the lightning app has some nice features.

It takes a long time to load the Conga Composer app/component in order to generate a document. The app itself looks 'retro'/still in the style of Salesforce Classic. Similar softwares have nicer, user-friendly, document creation features, this means our sales admin team are reluctant to create documents themselves and everything relies on more IT literate Salesforce admins to create the documents.

We use this mainly for our operations department, they pull over 30 different contracts, and the templates help save them a ton of time. Also helpful for sales and accounting who like to get reports wit specific margins, formatting, and print settings, etc.

Scheduled reports can be formatted for user specifications and formulas can be built right into the template.

building can be frustrating when not using reports. because if you make a change and the query doesn't update sometimes I am crawling all over SF trying to find the minor mistake.

We went from 16 Excel templates to one button, auto selects the correct contact and sends it via Conga Sign to the client

You, as admin get a powerful tool to create templates for your users. Your users get a 1 button solution to send complicated documents with ease.

Not great for small business as there are license minimums

The ability to connect to Salesforce as well as DocuSign allowed us to completely automate our contract generation.

Not much to complain about, it took some time to learn how the parameters work but they are pretty simple once you get the hang of it.

It has streamlined so much and internal staff is very happy with accurate and fast correspondence.

The ability to print letters and at the same time log comments on a client account

Iittle quirks like timing out on large files

Have had difficulty with documents breaking

Ability to create documents that run by a button click

Queries are finicky and don’t transfer well from sandbox

Conga Composer has helped you reduce the amount of redundant data entry involved with our sales process. This has allowed us to streamline our agreement process and allow our sales team to focus more on the sale than the paperwork.

I wish there were more functionality with PDF documents.

Conga works without too much of an issue

It seems old school and is slow in the generation of the document. The UI is ld and think it should be updated without additional cost

I find that the system is excellent and there support is even better.

I’ve used conga for years and the functionality is the best of all document generation systems in Salesforce. There is endless possibilities with Conga and I find myself building my business processes around Conga because it truly improves my productivity

It can be a little complicated for new users to understand how conga works

Easy to use and saves time when creating documents

Could be an easier way to update the information on the extracts.

Easy to generate documents and Template builder helps with building simple templates.

Unable to build more complex templates such as having a matrix table. Merge fields might not be simple to use for new users. It would be good if the system can highlight which part of the template has errors instead of showing a generic error message, so users can pinpoint which is the part that needs correction.

Automating manual business processes with ease, at the highest satisfaction of my customers.

Ease of setup. With a few clicks it's simple to navigate the tool and setup.

No cons! I cannot think of any cons with this software specifically.

Once set up, the document generation is super simple for users to create customized documents using Salesforce data. I like that they can either download the document or just send it in an email.

Set up can take a little time, but it is not terrible, just necessary.