Conga Composer Reviews & Product Details

I like how Conga Composer excels at seamless Salesforce integration and powerful template customization using JSON. It automates complex document workflows effortlessly. Dynamic data merging from multiple Salesforce objects into Word, Excel, or a PDF template saves countless hours. Salesforce integration posts real-time data directly from CRM objects into documents, ensuring accuracy and eliminating manual entry errors. Its template customization enhanced by payloads allows dynamic merging of complex structured data into branded outputs. Review collected by and hosted on G2.com.

I find the steep learning curve of Conga Composer challenging. The interface feels clunky, and the setup is complex, often requiring help from a developer or extra services. Users report performance lags with large documents and occasional glitches like missing fields. Review collected by and hosted on G2.com.

What I like most about Conga Composer is how it removes the manual work from creating documents. Instead of copying information from Salesforce into Word files, everything is pulled automatically and placed into a predefined layout and it is easy to setup and is being used by business for daily purposes of document generation. This makes proposals and other customer documents more consistent and much easier to produce. It also fits well into our existing Salesforce setup, so users don’t have to learn a completely new system. The support is very responsive, Review collected by and hosted on G2.com.

Designing document layouts can take some time, especially when documents include many sections or conditional content. It usually requires testing a few times before the final version looks exactly right. Review collected by and hosted on G2.com.

I like how Conga Composer allows me to transform live sales records into polished documents like proposals, agreements, quotes, amendments, and reports without manual copying and pasting. This ensures the document always reflects the latest approved data. I appreciate that documents are generated directly from Salesforce data, which gives me confidence that I'm not dealing with outdated values, missing line items, or mismatched pricing. This is especially important for customer-facing documents, where even small inaccuracies can cause delays or disputes. Review collected by and hosted on G2.com.

When a document fails to generate or data doesn't merge as expected, the error messages aren't always descriptive. Troubleshooting involves a lot of trial and error rather than receiving clear, actionable feedback. Also, the initial setup wasn't that easy. Basic usage is straightforward, but some configurations require a high level of understanding about the product, which took time for our team to learn and set up from the beginning. Review collected by and hosted on G2.com.

It is helpful to have the automation and customization for contract generation. It can handle dozens of contract templates and endless clauses we have which vary per product. Review collected by and hosted on G2.com.

While it is helpful to have, it can break easily with no clear way to fix it. Everything requires a ticket, and those tickets must be handled one by one. This makes for a very long painful process. I know quite a bit about queries, clause library, our templates, clause bundles, etc, and I’m still unable to figure out why things break so often or where to begin to fix them. We don’t change anything, and suddenly clauses start breaking or coming in blank. There are sections that have been broken for 2+ years now. I have over 20 tickets open at the moment on various issues that nobody on my team know how to fix. We have so many work arounds for the things that are broken that we are used to that workflow now. There are so many things broken or not working appropriately that I don't think we will ever catch up on the existing tickets since I create new ones regularly as well. Each ticket requires much time and effort to first create the ticket, providing all details, screenshots, examples, opp links, attachments, etc. Then, we must do screenshares and ensure the support team understands our process, the steps, and the issue. Many times there are multiple calls or emails needed for just one ticket, then sometimes we need to create tickets with Corporate Systems in connection with our Conga ticket. We need to spend the time testing any possible solution(s), and then finally make the change or upload the new template in production. It is a drawn-out grueling process with focus on just one issue at a time when there are so many important things to fix. We all wish it were easier to resolve issues on our own and prevent them from happening, however, we don’t feel confident that will ever happen. The entire configuration of Conga integrated with our templates and clauses is far too complex 1) for my team to ever understand, investigate, or resolve issues on our own and 2) that things are easily misaligned and/or broken for no clear reason. Everything requires a deep investigation which we do not have the time for. My role has evolved to manage the various support tickets we have and is now even part of my every day role. This takes away from the time I should be spending on actually reviewing contracts.

I also want to share that even this review process was difficult. I typed my entire response here in this box which took several minutes. Then, in the middle of my response, another screen opened requiring me to click “verification”. It brought me back to this screen and my entire response disappeared. So, I had to spend the time typing all of this again. Review collected by and hosted on G2.com.

We use the Composer product in our document generation flow for tenders/offers. With Composer, our document generation time has improved, and we are getting fewer errors. We especially like that Composer is integrated with our tenders/offers. We are able to pull data from the CPQ system and generate documents easily. We are able to customize the templates as per the needs of different country tenders/offers for various formats like PDF, Excel, and Word. Especially, this process is handled with a single click, which is awesome. Review collected by and hosted on G2.com.

In the past, we raised many cases with Conga Technical Support regarding invalid data being pulled into generated documents from CPQ. We are still observing such incidents in very rare cases, which is quite frustrating. However, we understand that there was no issue with Composer; there was a data issue in the backend. Review collected by and hosted on G2.com.

Conga Composer makes document generation easy and consistent. It integrates smoothly with Salesforce and helps us create proposals, contracts, and invoices with minimal manual effort. The tool is flexible, and its templates can be customized to fit our business needs. When we need assistance or guidance, the support team is responsive and genuinely helpful. It is also easy to implement it with clear guidance from documentation. Review collected by and hosted on G2.com.

Some advanced template configurations can be complex and may require technical knowledge. Troubleshooting template issues can take time, especially for new users. However, once templates are set up correctly, the solution is stable and works well. Review collected by and hosted on G2.com.

We like how Conga Composer provides admins the ability to configure custom solutions that can be placed on custom objects, and that solution queries the data from the custom object, puts it in the template, and generates the document smoothly. With just one click on a custom-designed button, we can have the document generated along with sending it to the client and getting the record updated automatically with the latest updates. This proves how well Conga Composer is designed. Review collected by and hosted on G2.com.

Composer’s document generation service is managed by Conga and is deployed on their cloud. We frequently face issues where, during peak hours, the service goes down, and the response we receive is that they are working on it rather than proactively ensuring these issues do not occur. Review collected by and hosted on G2.com.

Conga Composer integrates directly with Salesforce, which makes it easy to use and faster the document creation experience. It has the ability yo create highly customisable templates, and it is easy to implement. It aurmates the document creation process and Conga has strong support team for any questions/ queries. The platform supports a wide range of formats to generate documents. Review collected by and hosted on G2.com.

Conga Composer excels at document generation, but its reporting features are not as robust as some uses may need. It is facing some issues while generating documents with a large volume. Review collected by and hosted on G2.com.

What I like most about Conga Composer APIs is their flexibility. We use these APIs to fetch data from the Conga Advantage platform, which has helped us achieve our desired use cases such as applying conditional logic, maintaining consistent branding, and generating documents in multiple formats like Word, PDF, Excel, and PowerPoint. Review collected by and hosted on G2.com.

One area that could be improved is the initial learning curve. For new users or developers, understanding all the available features, configurations, and API options can take some time. Review collected by and hosted on G2.com.

Conga Composer helps turn Salesforce data into finished documents without extra steps. It allows teams to create proposals, quotes, and other files by using structured layouts instead of manual formatting. The tool works smoothly with Salesforce and fits well with other Conga products. When support is needed, responses are clear and helpful. Review collected by and hosted on G2.com.

Setting up document layouts can take time, especially when documents have complex formatting. Small changes sometimes require multiple tests before everything looks right. New users may need some time to understand how templates and data mapping work. Review collected by and hosted on G2.com.