All Conga Document Generation Reviews
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Caleb
Verified reviewer
Hospital & Health Care, 10,000+ employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed November 2018
Conga for Plans and Policies
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.
PROSConga 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.
CONSConga can be daunting for new users. Thankfully, they have great resources for training and getting users started with creating their own documents.
Gerry
Civil Engineering, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed August 2023
NFE Review
Servicable Software, but difficult to implement and expand upon without specialized dev support.
PROSIntegration with SFDC is good. When it works it's smooth and gets to clients and contacts effectively. FAQ & Reading literature is extensive and helpful for specific issues.
CONSIntegration with SFDC is good, but doesn't come with a lot of early, out-of-the-box power. It's rather complex to implement and we required additional services to assist in doing so. Difficult for a smaller company to execute and even the developers stuggled (3 months of issues) to get it up and running properly.For the price, this product needs to be far easier to use, easy to try and easier to buy. The limit of like 10 licenses + 5 for Conga Sign assumes a very large staff doing more than most companies want their teams to be doing in 30-50 employee companies. Also startup costs were high as mentioned and training was a little unclear for a 1st-time user, instead providing decent solutions for advanced users or devs.
Reasons for switching to Conga Document Generation
Integration with SFDC was not as clean. Price was comparable with limitations for users.
Kristen
Marketing and Advertising, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
2
Reviewed November 2016
Great Tool in Theory But Lots of Functionality Issues
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.
PROSUser-friendly, easy to teach others how to use, good organizational system
CONSSince the tool became Octiv, there are more glitches.
Jörg
Electrical/Electronic Manufacturing, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
2
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed August 2023
Does it's job, sometimes clunky or in other words - you need knowledge of word serial letters
Ok.
PROSWhen it works, it usually works. The way there is sometimes hard.
CONSStill 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.
Joe
Information Technology and Services, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
Great product!
Customization options available in composer
CONSSometimes it moves too slow or documents wont generate. Usually resolved itself
Reasons for switching to Conga Document Generation
This solution was better integrated with SF
Patrick
Computer Software, 2-10 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2023
The standard for documentation creation in Salesforce
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
PROSConga 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
CONSAs a consultant, I find the merge queries to be very time consuming to get right
Reason for choosing Conga Document Generation
I'm more familiar with Conga
Kennedy
Telecommunications, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed August 2023
Conga Docs Review
It's easy to use and it integrates well with systems such as Salesforce and other Conga-related products.
CONSThe fact that you have to always generate a template before you use it for any document generation.
Erik
Non-Profit Organization Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2023
Quality product, but cheaper alternatives in the market.
Timesaver for our customer support in responding quickly to support requests.
PROSVery fast product and easy hands on template builder.
CONSThe high price compared to other competitors
Tanner
Construction, 51-200 employees
Used monthly for less than 12 months
OVERALL RATING:
4
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
5
Reviewed July 2023
Button's of complexity.
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.
PROSUsed 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.
CONSImplementation & 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.
mark
Automotive, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
5
Reviewed August 2023
Need better support
Not good at the moment
PROSWhen it is working it does exactly what we need
CONSSupport for international clients. I am still waiting 2 weeks later for someone to resolve my service issue
Aamer
Broadcast Media, 201-500 employees
Used monthly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed August 2022
Rating to Conga Composer
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.
PROSAutomation 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.
CONScant support multiple delivery options in a single transaction in batches.
Reason for choosing Conga Document Generation
Conga Quote Generations and Conga Invoice Generations are products of Salesforce and they only supports objects of CPQ and Billing Package.they are already purchased by client but on project work we needs to implement pro forma Invoice on order object which is not a billing not CPQ object so it was not supported and we switched to Conga composer to fulfil needs.Also for batch automation and E-signatures compatibility with multiple e-sign tools we decided to purchase conga composer.
Reasons for switching to Conga Document Generation
Conga Quote Generations and Conga Invoice Generations are products of Salesforce and they only supports objects of CPQ and Billing Package.on project work we needs to implement pro forma Invoice on order object which is not a billing not CPQ object so it was not supported and we switched to Conga composer to fulfil needs.Also the Conga Quote Generation and Invoice generation are not supporting for formula making for Batches.
Jacquelynne
Performing Arts, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2018
Professional, customized, and increasing customer retention!
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.
PROSDocument 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.
CONSThere 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).
Sam
Business Supplies and Equipment, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
3
FUNCTIONALITY
4
Reviewed September 2022
Good software could be better
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.
PROSWhen 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.
CONSIt 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.
Reasons for switching to Conga Document Generation
The old CRM generated documents as well, but the CRM itself was end of life.
Anonymous
11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2019
Great Product, once you get to know it
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.
PROSScheduled reports can be formatted for user specifications and formulas can be built right into the template.
CONSbuilding 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.
Mike
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2019
Simple one button documents
We went from 16 Excel templates to one button, auto selects the correct contact and sends it via Conga Sign to the client
PROSYou, 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.
CONSNot great for small business as there are license minimums
SEAN
Building Materials, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2019
Simple Automation
The ability to connect to Salesforce as well as DocuSign allowed us to completely automate our contract generation.
CONSNot 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.
Deborah
Non-Profit Organization Management, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed April 2019
Letters with Conga
It has streamlined so much and internal staff is very happy with accurate and fast correspondence.
PROSThe ability to print letters and at the same time log comments on a client account
CONSIittle quirks like timing out on large files
Abrar
Verified reviewer
Market Research, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed August 2021
A good document management and generation tool with some limitations.
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.
PROSThe 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.
CONSThe 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.
Colleen
Consumer Goods, 501-1,000 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed April 2019
Conga Collaborate for your web based documents
Easy to configure most documents to appear professional and consistent. Our reps love the tracking capabilities as well.
CONSI don't know html very well, so some of the cool formatting I see is more difficult to self-implement. However, we have a customer success rep that is able and willing to help.
Rob
Verified reviewer
Mental Health Care, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2019
Conga Doc generation
The ease to use this tool and how easily we can configure.
CONSSome issues with merge fields with the document.
Adam
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2017
Octiv is a great product and their support is top notch.
Professionalism it displays to our clients and potential clients. I also enjoy the integration capabilities with CRM.
CONSIt didn't function perfectly with our old version of CRM, but we're upgrading now so it should be resolved.
Daniel
Verified reviewer
Insurance, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed July 2022
Good once set up
Does a very good job at creating documents
CONSCan take quite a bit of work to set up correctly. Sales team is extremely pushy
Krista
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed June 2017
Since Octiv purchased
Templated proposals make it super easy to pump out proposals and win work fast! It's relatively intuitive and easy to use.
CONSSo many glitches -- pages will disappear and shuffle in order, errors happen all the time, and other random things. Also the limited users per account can be a hassle for a company our size
Vendor Response
Thanks for the review! We're delighted that you're pleased with Octiv, but we'd love to ensure you have the best customer experience possible. We'll alert your relationship manager and have them contact you about the issues you listed. Thanks for being an Octiv customer!
Replied June 2017
Rich
Computer Software, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2019
Great Document Generation with Salesforce Infomation
The ability to merge information from Salesforce into a document (Word template) makes it very easy to be able to send out contracts as well as give customers status updates on Projects.
CONSNothing, it is a fantastic product and I highly recommend it.
Doris
Marketing and Advertising, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed July 2021
Easy to use
Good software to use when sending orders to clients.
PROSEasy to use, simple for client to use also. The conga has an expiration date which is nice so the document is not sitting for long periods of time.
CONSNot much to dislike, it is easy to use and user friendly. This software is handy and I rarely get complaints. Sometimes I hear from clients that it goes to Junk folder but that probably happens with multiple document generating order platforms I'm sure.