Conga Document Generation Reviews & Product Details

Just clicking on a button and a document generates. Review collected by and hosted on G2.com.

Sales and Support. When we initially signed up with Conga, there were two of us using the forms that were created. We felt we paid a lot of money just for two people. Our account executive at the time told us that when it comes to the next contract renewal, we would already own the forms. We created the forms we needed in 2019. When our contract renewal came up, we found out that while we own the forms, we would not be allowed to generate the forms unless we signed a new contract. This is a major detail the account executive left out.

I hope in the future that Conga will consider offering a less expensive option for small businesses with less than 10 people.

I utilized support for every form we needed to create in 2019; Sales Order, Purchase Order, Invoice and Packing List. All of the people I worked with in the past were very helpful. I recently contacted Support within the last month and I spoke with two individuals that were telling me that the new form I needed to create couldn't be done. I tried explaining this new form uses the same data as the other forms, but they couldn't help me. Review collected by and hosted on G2.com.

With a system to create simple documents as well as richly complex, we are able to input data into one database object and see it appear in any type of document. Moreover, because Conga is so well established, their support teams are great, as is the ability to reach out to "Conga Experts" across the web. This enables to outsource document template creation if we had someone onboard with our organization but needed to to learn the platform/ system. Finally, something great that we know now through Conga is that we can do everything in a paperless format with Conga integrated into our CRM. Review collected by and hosted on G2.com.

You should know that there is a small learning curve so having someone a little more technical on your team can be an advantage. It is fair to acknowledge you don't need to have a programming background but an understanding of mail merge and/ or how to read some programming language would be an asset. If you understand MS Excel Mail Merging or template creation, you would find that it is a little easier to get started. However, this is not a prerequisite. Review collected by and hosted on G2.com.

Conga makes it easy to produce documents with SF information which may be used over reporting. The energy of your information within the SF is improved by touch models, delivery and automated document production. Conga has a good and inexpensive relatively support tool, that works for specialized and business owners within the business. Review collected by and hosted on G2.com.

Nothing to do with a fix that's as simple as you are able to imagine. It is uncertain where it is going to go in potential, but it labored for what we wanted at the moment. Review collected by and hosted on G2.com.

I love the easy and modern to use graphical user interface. Subsequent to the original work on producing templates as well as including information, it was extremely simple to maintain as well as update the recommendations of ours and training procedure as time passes. Reporting capabilities are excellent. I love the comprehensive evaluation of the entire sales team, in addition to specific actions associated with each offer. This will help to to identify what's important and what better to focus on with the offer. Review collected by and hosted on G2.com.

We'd a number of problems with our unit offer. We tried to help make our offer more appealing and imageable. It was hard to develop a link to the picture of the booklet, but I was able to put it by changing code. Review collected by and hosted on G2.com.

I love the Conga, it saves me period since I do not need to go forth and back to enter the same info - especially a lot of information. I am certain I make fewer mistakes since I do not have to enter all the data via hand. It is very simple to be found categories that could be combined and next create one expert product. Review collected by and hosted on G2.com.

Integration with the Salesforce limbs may be bothersome. Sometimes a failure happens and we've to restart the Salesforce or perhaps reintegrate the system. At times there are all of the blank areas in the mailbox that will have been loaded in. You will still have to search through the file before delivering it, because all areas are able to look as zeroes. This occurs from time period to time. Review collected by and hosted on G2.com.

The ability to pick to merge in one document from a list of different documents is vital to our business. The rep also needs to be able to pick which version they would like to use so Conga allows this functionality. Review collected by and hosted on G2.com.

Because we have about 10 different forms that can be merged we have run into speed issues that we have had to try to mediate. We did find a way to help but that was something we definitely had to work through. Review collected by and hosted on G2.com.

The support system is the best thing about this software it is timely and has proven effective in the general direction of our work. Besides that, there is a great variety of templates that make generation of documents a walk in the pack, the collaboration attributes of the software are above par and unmatched at the moment in our experience using this software. There is also a great user interface and indeed the software is one that is can easily be adapted to by different people thus time wasted on on-job training. Review collected by and hosted on G2.com.

The fact that the generation of the documents takes a while of late has been the downside experienced with the software at the moment. If that area can be addressed, then the software will be all it portends to be. Review collected by and hosted on G2.com.

As soon as you learn how to make use of the Conga, it will become a very useful tool. Conga is extremely flexible, which means that you can make use of it to achieve a goal of creating paper. It's also a great customer service. You will find useful web resources with a few very simple questions, but Conga support staff is incredibly beneficial in case you need assistance with something. Document automation with a link to CRM information. E-subscription is a good feature , especially now that we're gone. Review collected by and hosted on G2.com.

It's often a bit scary to start using the software program first. There's a curve of learning. Review collected by and hosted on G2.com.

Possible to use Salesforce merge fields in order to create templates adapted to specific situations and processes Review collected by and hosted on G2.com.

A little bit long to generate the documents using the merge fields Review collected by and hosted on G2.com.

Simplicity is key for me. I like how straight forward it is to make conga queries Review collected by and hosted on G2.com.

Not having the ability to invoke doc generation via automation as a part of the core product is a misstep in my opinion. I would have tons of other use cases for conga if I could automate and not worry about per-doc fees Review collected by and hosted on G2.com.

It is pretty simple when you know how to use to create different templates Review collected by and hosted on G2.com.

I wish their was clearer documentation when first learning how to use. Review collected by and hosted on G2.com.

that you can choose multiple fields from SF and email directly Review collected by and hosted on G2.com.

the complex coding involved and the granular details Review collected by and hosted on G2.com.

Easy to configure, very flexible and user friendly Review collected by and hosted on G2.com.

Would like to provide signature as well in one solution Review collected by and hosted on G2.com.

Saves my team time filling in documents that are used daily Review collected by and hosted on G2.com.

Difficult to figure out adding new composer licenses for our salesforce. Other than that I have had no issues Review collected by and hosted on G2.com.

It saves time by merging all the relevant fields into a template for proposals Review collected by and hosted on G2.com.

The setup is a bit technical and needs walkthrough with support but once set up it’s a time saver Review collected by and hosted on G2.com.

The complete control we have over our data and creating tailored emails. Review collected by and hosted on G2.com.

How long it took for the company to implement. I also wish we could have it available in lightning and classic at the same time. Review collected by and hosted on G2.com.

Because of someone leaving the company I work for I have inherited numerous Conga tools. I am still getting up to speed but to date am very impressed. Although I can't speak much to the tools themselves at this point I would very much like to call out Conga's customer service. They are responsive, knowledgeable, professional and personal. They have a way of making you feel like you are their favorite customer. I am very excited to be here at Conga Connect to learn all there is to know about the Conga tools and look forward to implementing new processes in my organization Review collected by and hosted on G2.com.

So far, from what I have learned so far I have no negatives. Review collected by and hosted on G2.com.

Templates with data tags to pull CRM data into documents automatically.

Accurately pull in CRM data info your documents eliminating the need for copy and paste and reducing errors.

Automate documents with connections to CRM data.

E-signature is an amazing feature right now while we're all remote. Sign from your computer or tablet.

Weblink feature allows for sending a link versus an attachment - plays well in tech space.

Notifications are great to see when something is opened or signed. Review collected by and hosted on G2.com.

Some clients can't esign so we have to pull docs out of the system.

Conga name recognition with customers is occasionally a concern. Review collected by and hosted on G2.com.

How it automated our contract generation process for our sales and CS team Review collected by and hosted on G2.com.

It sometimes takes quite some time to load Review collected by and hosted on G2.com.

We have been using conga for years. It is very easy to use. We just need to merge the fields that are in the report to the template. And then Conga will do the job for us. Review collected by and hosted on G2.com.

Have to open a case if we encounter some issue with the product. Whenever we have a template issue. We have to go to the website and open a case. A technician will contact us latter and walk us thru the steps to fix the issue. Sometimes one call is not enough, we have to schedule another call. Review collected by and hosted on G2.com.