--- title: Conga X-Author for Excel Reviews meta_title: 'Conga X-Author for Excel Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Conga X-Author for Excel works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 5 scale: '5' date_modified: '2026-07-12' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Conga X-Author for Excel Reviews **Vendor:** Conga **Category:** [Other Sales Software](https://www.g2.com/categories/other-sales) **Average Rating:** 4.3/5.0 **Total Reviews:** 5 ## About Conga X-Author for Excel With Conga X-Author for Excel, turn Microsoft Excel into a complete user interface for your CRM system. Save hours of administrative work by automating manual processes while still maintaining the permissions, rules, and security of your CRM system. ## Conga X-Author for Excel Reviews ### 1. Great tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2021 **What do you like best about Conga X-Author for Excel?** 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. **What do you dislike about Conga X-Author for Excel?** 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. **What problems is Conga X-Author for Excel solving and how is that benefiting you?** Most importantly, X Author for Excel is an excellent tool for forecasting products and inventory needed each month. It provides the data to salesforce and to my production team to lock in the units to produce before we gap out on inventory. ### 2. Conga X - Author **Rating:** 4.0/5.0 stars **Reviewed by:** Mohammed Juned S. | Developer SalesForce Application Programming, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2022 **What do you like best about Conga X-Author for Excel?** We can customise the functionality by using the macro which open up the team to deliver the best to cleint **What do you dislike about Conga X-Author for Excel?** 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 **What problems is Conga X-Author for Excel solving and how is that benefiting you?** It can be open directly from Salesforce record and user have the multiple options to select, developer can provide the picklist value to the user to select on the sheet and once user clicks on save we can have the record validation and show the error on the sheet itself ### 3. Currently handling Hyderabad transport operations mostly work with excel. **Rating:** 4.0/5.0 stars **Reviewed by:** Mohammed S. | Senior Executive , Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2022 **What do you like best about Conga X-Author for Excel?** Advance excel, conga x-author services for better usage of excel. **What do you dislike about Conga X-Author for Excel?** Powerbi tools with the help of CRM REPORT'S. **Recommendations to others considering Conga X-Author for Excel:** Include powerbi tools to prepare dashboards. **What problems is Conga X-Author for Excel solving and how is that benefiting you?** Preparing reports with the help of conga X-Author excel. ## Conga X-Author for Excel Discussions - [What is X-author contracts?](https://www.g2.com/discussions/what-is-x-author-contracts) - [How do you use X-author in Excel?](https://www.g2.com/discussions/how-do-you-use-x-author-in-excel) - [What is x-Author for Excel?](https://www.g2.com/discussions/what-is-x-author-for-excel) - [View Conga X-Author for Excel pricing details and edition comparison](https://www.g2.com/products/conga-x-author-for-excel/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+20%3A56%3A19+-0500&secure%5Bsession_id%5D=06045985-cff1-4561-b8bf-b98fa7e1de39&secure%5Btoken%5D=63019a9ee4271d70366cf52166a5eb91b4e7ee28d2fe655132d3c5d6bf405436&format=llm_user) ## Conga X-Author for Excel Features **Additional Functionality** - Single Sign On - Lead Engagement - Content Management - Gamification - Content Discovery - Automated Publishing - Performance Metrics - Social Media Integration - Social Media Monitoring - Compliance Management - Pre-Approved Content Library - AI Copilot - Employee Advocacy - Generative AI ## Top Conga X-Author for Excel Alternatives - [17hats](https://www.g2.com/products/17hats/reviews) - 4.6/5.0 (115 reviews) - [Caller ID Reputation](https://www.g2.com/products/caller-id-reputation/reviews) - 4.7/5.0 (42 reviews) - [SAP Entitlement Management](https://www.g2.com/products/sap-entitlement-management/reviews) - 4.4/5.0 (25 reviews)