Accurate Quote Calculations: Users have consistently praised the software for providing precise and reliable calculations for quotes, helping them ensure accuracy in their pricing strategies. Highlights include improved efficiency in the quoting process and time saved on manual calculations.
Efficient Document Generation: Many customers value the real-time generation of documents at the click of a button, finding it not only convenient but also a significant time-saver in their daily tasks. This streamlined document creation process allows users to quickly generate necessary files without delays, enhancing their workflow productivity.
Effective Integration with Salesforce: Reviewers appreciate how the platform seamlessly integrates with Salesforce, allowing for smooth data flow and efficient processes within their sales operations. This integration has proven useful for optimizing customer relationship management tasks and improving overall business performance.
We use this to integrate with other software to produce invoices.
Created pdf's OK but the T&C's are unfavourable and should be checked before signing.
I use Conga Composer for tasks such as automating document generation, merging CRM data into templates, and creating contracts and invoices. On the other hand, Conga addresses issues such as data inconsistency and time delays. Also used for routine communications and reporting. I've seen a significant improvement in efficiency and productivity.
Conga Composer excels at producing consistent contracts and invoices from pre-approved templates and is a versatile tool for document creation, particularly for Salesforce integration.
RealtyCom partners supports our clients by negotiating and managing all of their telecom contracts. We do this through the use of data management, and CRM systems to make sure that we always have our finger on the pulse of what is happening with our clients. As part of our process we negotiate contract terms with various telecom companies and need to present those different options to our clients in a concise and visual way. For years we have been doing a manual process to incorporate data from our CRM, requests for proposals and additional other data points then pull that into templates that we use to present to our clients. That process has historically created lots of opportunity for user error as well as long approval processes to comb through all of that manually entered information. Not to mention template management when something needs to change or be updated. We've been looking for a solution to be able to automate that process and remove some of that user error while also trying to speed up that process. We discovered Conga Composure as a way to improve that process
Our proposal templates use Microsoft Excel, which Conga Composer is able to communicate with quite well. These documents have complex formulas so are not able to be created in a mircosoft program that doesn't support that. There are several limitations we've had to overcome, include how data gets pulled in and is read which caused us to have to use creative ways to implement those data pieces and still requires some manual template editing once the document has been created.
We use the API approach and process about 2,000 to 3,000 documents per day. Have some issues with special characters, richtext field in Salesforce has formatting such as bullets with number and letters with indenting but when Conga generates the document, it left justifies the bullets which is frustrating when trying to dynamically generate the report. Have issue with pictures added to richtext fields and then Conga shows a picture icon instead of the actual picture. Another ask is for attachments in general to add text to each picture and would be printed on the deliverable.
We use Conga Composer for numerous operations, starting with document creation/generation and batch and trigger. We have scheduled batches that pick up documents generated using Conga Trigger and then send them to our customers. These operations are done through automation and manually using the different options offered.
its well suited for creating a variety of documentation so that someone is not limited to just word vs excel. Composer also offers the ability to incorporate graphics into the documents. Conga batch can be customized and can be scheduled which offers even more flexibility. One of the biggest pluses is that it can be automated or used singularly if needed.
We use Conga Composer to generate documents for internal team members and for clients to sign externally. The business problems addressed are related to financial services account opening, relationship management, DQ checks, and KPI generation.
Conga Composer is well suited for situations involving document generation for small and large business purposes. Especially in situations that benefit from document automation.
Conga Composer is less appropriate for situations in which data cannot be readily pulled from Salesforce or another source, where users have lot of manual additions to merged template.
We use Conga Composer to standardize, organize and maximize our Invoicing and Contract Management processes. Composer allows us to generate invoices based on type and currency to format detailed or summary level information to provide standardization and transparency for our billing and accounting processes. Conga Batch allows us to setup automation to send out all of our invoices and related follow-up communications. For quoting and contracts, Composer allows us to maintain multiple templates depending on contract type, which has opened up more possibilities for self-service and has freed up more time for our legal team to focus on more complex challenges as our business evolves.
Invoice creation, and contract generation. Batch send of reminders and communications. <div>Composer is great at pulling from field data of source objects, but limited to 1-level of relation to that source objects, and not as capable of making calculations or formulaic logic within the template - it is often better or easier to create those formulas in Salesforce and then retrieve them with your template.</div>
We use Conga Composer to generate custom documents that are our work product. Composer takes in dynamic information from Salesforce and generates a PDF that will be sent to our client once our work is complete. We have specific document needs by client and compose allows us to meet those requests and needs.
It is well suited for being able to generate dynamic document generation. It allows for the users to select from a wide range for predefined templates to pull in CRM data to apply to merge fields in the template. If there are specific needs around a standardized document with dynamic data it works well.
We use Conga Composer to assemble our pricing documents that are provided to our distributors and customers. These documents house pricing information and contract information. Conga composer allows us to reference information from custom objects which is great!
It works well for us to generate pricing documents.
We use it alot to build PDF templates, writing Global Merge queries and generating invoices and adjustments related to monetary stuff. We also recently wanted to add an ink signature option using Conga Sign (We already use Sign but we heard we need to use the API for this use case) so we are in process of implementing that.
Invoicing and Reporting