Highly Recommend Conga Composer for Bulk/Batch Processes!
October 03, 2024

Highly Recommend Conga Composer for Bulk/Batch Processes!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Octiv /TinderBox (legacy product)

Modules Used

  • Conga Composer

Overall Satisfaction with Conga Composer

We use Conga Composer to generate numerous documents in bulk at our study abroad organization. For example, we generate visa documentation, unofficial transcripts, sales invoices, and enrollment confirmation for a single student or a batch. The documents are saved or email according to the process we set up. We took it a step further in recent years and can now do bulk processing via a list view, which is a huge time saver.

Pros

  • Bulk Document Creation
  • Ability to Use Reports for Data
  • Flexibility of Output File

Cons

  • Interface is outdated, looks like Salesforce Classic
  • Push updates
  • Less expensive training - I miss when it was free! Unfeasible for a nonprofit to pay $5,000 for a course.
  • We used to generate files one by one, which would take at least 2-3 hours per month. Now we can do it via a list view with a click of a button in less than 5 minutes.
I like everything about it. I just wish the interfact was more modern. It is also difficult to get to the step to see the correct merge fields, so that has confused a lot of our users. I wish it was easier to see the merge field options without a ton of clicks into Composer.
As mentioned before, we now can do it in bulk but still have the flexibility to do it one by one in random scenarios where bulk doesn't make sense. I like the ability that for some, I can control who is included in the output files based on a report and others we can use a report, depending on the business process.

Do you think Conga Composer delivers good value for the price?

Yes

Are you happy with Conga Composer's feature set?

Yes

Did Conga Composer live up to sales and marketing promises?

Yes

Did implementation of Conga Composer go as expected?

Yes

Would you buy Conga Composer again?

Yes

Best suited: bulk document creations, especially when it needs to be saved to an individual record or output as a single bulk file.

Less appropriate: Complex billing scenarios

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