Conga Composer Reviews & Product Details

Composer is a great tool for document generation and the best part about is that it can automate this process by just a click of a button!

It also has multiple document types available to generate which helps in easier contracting. Review collected by and hosted on G2.com.

The Conga Composer is missing out on the AI features which I think should be incorporated for ease of use. Review collected by and hosted on G2.com.

Time Saveing: Sales and admin teams can generate precise, error free documents in secconds, giving them more time to focus on high value tasks.

Brand Consistancy: Documents instantly pull relevent, up to date customer and pricing data from Salesforce into pre-approved, branded corprate templates.

Flexable Output Formats: Generate and share files in a variety of widely used formats, including DOCX, XLSX, PPTX, PDF and HTML.

Streamlined Approvals and Signing: Integrates effortlesly with solutions like Conga Sign to route documents, track engagment, and capture signatures rapidly.

Platform Agnostic API: Beyond Salesforce, it offers an API to pull data from almost any system of record to standerdize document generation across your entire organisation Review collected by and hosted on G2.com.

Pretty steep learning curve, complex setup and difficult to adapt, and quite high price tag compared to other providers. System can sometimes run slowly with heavy document generation. Support is good, but scales with tiers.. I have not used their AI functions. Review collected by and hosted on G2.com.

Conga composer Easy-to-read documents that bring several objects together instead of clunky excel reports. the variety of options that data can be in. Review collected by and hosted on G2.com.

Conga composer needs to improve the learning center needs to be refreshed. It is lacking in information. It needs more about UX & Options. performance Review collected by and hosted on G2.com.

We have relied heavily on Conga for its QuickMerge Links and Conga Grid capabilities, which have proven to be exceptionally reliable over time. These features consistently deliver exactly what our team needs to streamline day-to-day operations and manage large datasets efficiently. Because they integrate so smoothly into our workflow and continue to perform at a high standard without unexpected disruptions, we simply haven't found another product on the market that rivals this level of dependability and value. Review collected by and hosted on G2.com.

While setting up reporting templates initially can involve a bit of a learning curve and require patience to get every field and merge field mapped precisely, once that foundation is in place, the system works exceptionally well, dramatically streamlining ongoing reporting workflows and saving considerable time for the team. Review collected by and hosted on G2.com.

Conga Composer helps streamline document generation by pulling structured business data into templates. Its template features make it easier to maintain consistent formatting across proposals, quotes, reports, and other business documents. Being able to automate document creation, then distribute or store the finished files, can cut down on repetitive manual tasks. Integration options for document storage and electronic signatures also help support more connected, end-to-end business workflows. Review collected by and hosted on G2.com.

Setting up document-generation workflows can take a fair amount of technical know-how, particularly when you’re configuring templates, mapping data fields, and defining automation rules. Troubleshooting can also add time, especially if the generated output doesn’t match the intended format and you need to track down where the mismatch is coming from. Some capabilities, like electronic signatures and cloud storage, depend on which integrations you choose and how they’re configured. For organizations with only occasional document-generation needs, the setup process and the breadth of available functionality may feel more extensive than necessary. Review collected by and hosted on G2.com.

I like the fact that Composer is tightly integrated into Salesforce and the integration is seamless enough that the whole layer is completely transparent to the user. Pricing is not an issue at the moment because we are on a bundled package, but this might change in the future. No complaints about the performance and the support is outstanding. UI/UX is as an end user is not an issue since its transparent, but for a composer admin, it could be better, especially with the parts around using MS Office to create templates, which is always a bugbear. No comments on AI. Review collected by and hosted on G2.com.

Using MS Office to create templates - always a headache working on tables, mergefields and adjusting spacing. Also, I always forget where do I get the mergefields to add to templates. Review collected by and hosted on G2.com.

I like that it’s fairly easy to update existing templates by simply replacing the template file with an updated version. We use it with Salesforce, and all we have to do is replace the file on the template object; everything else then updates automatically for any documents generated going forward. Review collected by and hosted on G2.com.

I dislike how difficult it is to create entirely new templates in Salesforce. There are several slightly confusing steps, and it often requires creating multiple records just to set up a single template, including adding a button on the Salesforce record so you can use that template to generate new documents. That said, once everything is set up, updating existing templates is super easy and worth the complicated setup. Review collected by and hosted on G2.com.

We have integrated Conga Composer with Salesforce. What I like best about Conga Composer is how it simplifies document generation and its performance, making it efficient for our team. In our project management setup, we use it for project sizing and estimating different parameters, and it helps us quickly generate structured Word documents like PSR reports. This saves a lot of manual effort and ensures consistency in reporting, giving us the best ROI. It also makes it easier for the team to track expenses and key project metrics in one place, which improves overall visibility and decision-making. Review collected by and hosted on G2.com.

One thing I feel could be improved in Conga Composer is the time it takes to generate reports at times, especially for something like PSR reports, which can feel a bit slower than expected. Also, while customization is possible, I think there’s room to make it more flexible and user-friendly. It would be great if end users had more control to easily enhance the look and feel of the generated reports, so teams can customize them better according to their specific needs without too much effort. Review collected by and hosted on G2.com.

It's quick to generate PDF quotes when integrated with our CRM. It saves having to manually create quotes as all information is automatically added without needing to manually input information. Review collected by and hosted on G2.com.

It can have a lot of glitches and sometimes it takes a long time to prepare the templates which will be used to create the final quote. Sometimes the buffering time can be long. Review collected by and hosted on G2.com.

I use Conga Composer to automate our document generation out of Salesforce, allowing me to instantly create complex documents like client quotes and logistics manifests without repetitive manual work. It saves me a lot of time by automating tasks and helps unify our internal templates. I like the ease of pulling different data and reports from various sources, and Conga compiles it for me effortlessly, which is a great help with complex data processing. Instead of having multiple windows and reports open, Conga acts like a smart assistant and eliminates lots of human errors. The initial setup was very easy, straightforward, and user-friendly. Review collected by and hosted on G2.com.

So far nothing is disliked Review collected by and hosted on G2.com.