Conga X-Author for Excel Reviews & Product Details

This product was a great documentation tool to install and keep all my data, forecasts, and information on X Author. I am able to review and update Excel instead of opening a new program. I believe it syncs with Salesforce and pulls data from it, but the modification would be on Excel. My team can customize a template to update records each month and lock in our data before our deadline. Review collected by and hosted on G2.com.

Because I have a lot of data, it can take a while to load, and at times my Excel has froze. It is essential to continue to save my work before all is lost. Instead of Saving from under the File tab, there is a separate Save button to ensure the records are uploaded and locked. There are also a lot of validation errors on the sheet so we need to make sure all information is correct otherwise my forecasts wouldn't be successfully saved. Review collected by and hosted on G2.com.

I love how easy it makes it to create quotes for all of the different products I sell! I don't have to start from scratch every time and it pulls the data right from Salesforce. Review collected by and hosted on G2.com.

I wish it looked a little more modern, but that's not really an issue. It does exactly what I need it to do very easily. The only other thing I could say is that sometimes it can be really slow but it's nothing I can't work around. Review collected by and hosted on G2.com.

We can customise the functionality by using the macro which open up the team to deliver the best to cleint Review collected by and hosted on G2.com.

Once you save the record and if there is some validation error so we have to close the sheet and open it again from the record level Review collected by and hosted on G2.com.

It can handle large amounts of data. It improves accuracy and brings out efficiency. Also, the integration with the Salesforce platform gives feasible access and smooth transactions. Review collected by and hosted on G2.com.

Training and installation materials need to be updated more frequently. Slow data migration and risk of error, Frequent errors caused by repetitive, manual

data entry Review collected by and hosted on G2.com.

Advance excel, conga x-author services for better usage of excel. Review collected by and hosted on G2.com.

Powerbi tools with the help of CRM REPORT'S. Review collected by and hosted on G2.com.