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

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- Interface is outdated, looks like Salesforce Classic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.
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
Comments
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