--- 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 & Product Details Claimed ###### Profile Status This profile is currently managed by Conga X-Author for Excel but has limited features. Are you part of the Conga X-Author for Excel team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Conga](https://www.g2.com/sellers/conga) Discussions [Conga X-Author for Excel Community](https://www.g2.com/products/conga-x-author-for-excel/discuss) Overview by Haley Roussell (MBA | Conga: Senior Customer Marketing Manager ) Show More ## Top-Rated Alternatives [ ![17hats](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "17hats") 17hats 4.6/5(118) ](https://www.g2.com/products/17hats/reviews) [ ![Caller ID Reputation](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Caller ID Reputation") Caller ID Reputation 4.7/5(42) ](https://www.g2.com/products/caller-id-reputation/reviews) [ ![SAP Entitlement Management](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "SAP Entitlement Management") SAP Entitlement Management 4.4/5(25) ](https://www.g2.com/products/sap-entitlement-management/reviews) [ View All Alternatives ](https://www.g2.com/products/conga-x-author-for-excel/competitors/alternatives) ## User Insights Average based on 5 real user reviews. [Log in to unlock pricing and user insights](/login) ![Verified User in Consumer Electronics](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consumer Electronics") UC Verified User in Consumer Electronics Mid-Market (51-1000 emp.) 8/31/2021 "Great tool!" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 1/7/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite ![Kaitlin H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kaitlin H.") KH Kaitlin H. Inside Sales Representative Mid-Market (51-1000 emp.) 10/5/2022 "Easy Quote Creation" 5/5 What do you like best about Conga X-Author for Excel? 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. What do you dislike about Conga X-Author for Excel? 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. What problems is Conga X-Author for Excel solving and how is that benefiting you? It's mainly just making the quote creation process easy. One of my colleagues set it up and did the upfront legwork, and now our entire organization is able to use it daily to cut down on our workload. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Mohammed Juned S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mohammed Juned S.") MS Mohammed Juned S. Developer SalesForce Application Programming Small-Business (50 or fewer emp.) 11/19/2022 "Conga X - Author" 4/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Telecommunications](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Telecommunications") AT Verified User in Telecommunications Enterprise (\> 1000 emp.) 5/18/2022 "Well built and automation made easy using X Author for Excel." 4.5/5 What do you like best about Conga X-Author for Excel? 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. What do you dislike about Conga X-Author for Excel? 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. What problems is Conga X-Author for Excel solving and how is that benefiting you? It saves time and effort with reusable templates. Migrate data up to 80% faster. To achieve 100% Salesforce user adoption and complete business tasks 10 times faster and manage any number of records and objects with one-click control. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Mohammed S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mohammed S.") MS Mohammed S. Senior Executive Small-Business (50 or fewer emp.) 5/23/2022 "Currently handling Hyderabad transport operations mostly work with excel." 4/5 What do you like best about Conga X-Author for Excel? Advance excel, conga x-author services for better usage of excel. Review collected by and hosted on G2.com. What do you dislike about Conga X-Author for Excel? Powerbi tools with the help of CRM REPORT'S. Review collected by and hosted on G2.com. Recommendations to others considering Conga X-Author for Excel: Include powerbi tools to prepare dashboards. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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