Based on 26 verified reviews published in the last 18 months
This report synthesizes 26 recent reviews to assess Conga Composer's impact on business objectives. A significant portion of reviewers highlight the positive impact on time savings (42%, 11 of 26) related to document generation. This efficiency is closely tied to increased overall efficiency and productivity (31%, 8 of 26), with reviewers noting reduced manual data entry and improved data quality through Salesforce integration. While the majority of feedback is positive, some reviewers (19%, 5 of 26) express concerns regarding error handling and the difficulty in identifying the source of errors within templates. A smaller segment of users (8%, 2 of 26) had mixed experiences with ROI, citing both great returns and negative impacts due to restrictive terms and conditions. Template creation was also mentioned as a positive aspect (8%, 2 of 26), with users finding it easier to generate unified templates.
A substantial number of reviewers (42%, 11 of 26) emphasize the time savings achieved through Conga Composer's automati…
A substantial number of reviewers (42%, 11 of 26) emphasize the time savings achieved through Conga Composer's automation of document generation. This includes automating repetitive tasks and reducing the need for manual data input, allowing users to focus on client support and other important activities. Reviewers report saving significant time annually across various document generation solutions.
About a third of reviewers (31%, 8 of 26) credit Conga Composer with boosting efficiency and productivity. This is attr…
About a third of reviewers (31%, 8 of 26) credit Conga Composer with boosting efficiency and productivity. This is attributed to features like data validation rules and reduced manual re-keying of data already present in Salesforce. Some reviewers quantify these gains, reporting savings of over 300 user hours annually.
While Conga Composer is seen to reduce errors in document generation, a notable portion of reviewers (19%, 5 of 26) exp…
While Conga Composer is seen to reduce errors in document generation, a notable portion of reviewers (19%, 5 of 26) express concerns about error handling. Specifically, they cite difficulties in identifying the source of errors within templates and a lack of notifications when document generation fails. This is contrasted with the benefits of reduced manual errors.
A small fraction of reviewers (8%, 2 of 26) mention ROI, with mixed sentiment. One reviewer cites great returns on inve…
A small fraction of reviewers (8%, 2 of 26) mention ROI, with mixed sentiment. One reviewer cites great returns on investment, while another reports a negative impact on ROI due to restrictive terms and conditions, indicating a potential concern for some users.
A small number of reviewers (8%, 2 of 26) positively mention template creation. They find it easier to generate templat…
A small number of reviewers (8%, 2 of 26) positively mention template creation. They find it easier to generate templates, particularly when they understand the JSON structure for merged fields, leading to more unified templates.
In a review set of 26, reviewers mentioned other software they use alongside Conga Composer. A significant portion of reviewers (27%, 7 of 26) mentioned using Salesforce products, indicating a strong integration or overlap with the Salesforce ecosystem. Microsoft 365 was also mentioned by 8% (2 of 26) of reviewers, suggesting its use in conjunction with Conga Composer. The reviews do not contain information on how likely reviewers would be to recommend these other software products.
Salesforce products are frequently mentioned alongside Conga Composer, with 27% (7 of 26) of reviewers noting their use…
Salesforce products are frequently mentioned alongside Conga Composer, with 27% (7 of 26) of reviewers noting their use of various Salesforce tools. These include Sales Cloud, Financial Services Cloud, CRM Analytics, Data Cloud, Experience Cloud and CMS, suggesting a broad integration across different Salesforce functionalities. Reviewers did not express explicit sentiment towards these products in relation to Conga Composer, but the frequency of mentions indicates a common workflow or dependency.
Microsoft 365 is used by 8% (2 of 26) of reviewers in conjunction with Conga Composer. The specific use cases within Mi…
Microsoft 365 is used by 8% (2 of 26) of reviewers in conjunction with Conga Composer. The specific use cases within Microsoft 365 are not detailed, but the mentions suggest it plays a role in their overall workflow. As with Salesforce, the sentiment towards Microsoft 365 itself is not explicitly stated in the context of Conga Composer.
This report synthesizes 26 recent reviews to understand how users employ Conga Composer within their organizations, the business problems it addresses, and the scope of its use cases. A strong pattern across the reviews is the use of Conga Composer for document generation (77%, 20 of 26 reviews). Reviewers also appreciate its automation capabilities (31%, 8 of 26 reviews) and integration with Salesforce (27%, 7 of 26 reviews). Conga Composer helps address business problems related to data consistency, time delays, and standardization (23%, 6 of 26 reviews). However, a small percentage of users (8%, 2 of 26 reviews) reported formatting issues with special characters and images when generating documents.
A significant majority of reviewers (77%, 20 of 26) utilize Conga Composer for document generation, citing its ability…
A significant majority of reviewers (77%, 20 of 26) utilize Conga Composer for document generation, citing its ability to merge CRM data into templates and create various documents like contracts, invoices, pricing documents, and reports. Users leverage it to standardize and organize invoicing and contract management processes. The tool enables them to generate custom documents that are their work product, streamlining the creation of client-facing and internal documents.
About a third of reviewers (31%, 8 of 26) highlight Conga Composer's automation capabilities. Users automate document g…
About a third of reviewers (31%, 8 of 26) highlight Conga Composer's automation capabilities. Users automate document generation, approval processes, and the sending of invoices and follow-up communications. The automation features reduce workload, minimize errors, and ensure data accuracy, leading to increased efficiency and standardization.
Over a quarter of reviewers (27%, 7 of 26) emphasize Conga Composer's seamless integration with Salesforce. This integr…
Over a quarter of reviewers (27%, 7 of 26) emphasize Conga Composer's seamless integration with Salesforce. This integration allows users to pull information from Salesforce to populate documents, generate custom documents, and export data in an easily readable format. Salesforce serves as the single source of truth for generating client lists and other documents.
Nearly a quarter of reviewers (23%, 6 of 26) indicate that Conga Composer addresses various business problems, includin…
Nearly a quarter of reviewers (23%, 6 of 26) indicate that Conga Composer addresses various business problems, including data inconsistency, time delays, and the need for standardization. The tool helps in financial services account opening, relationship management, data quality checks, and KPI generation. It also enables users to generate invoices with detailed or summary-level information, ensuring transparency for billing and accounting processes.
A small minority of reviewers (8%, 2 of 26) report encountering formatting issues with Conga Composer. These issues inc…
A small minority of reviewers (8%, 2 of 26) report encountering formatting issues with Conga Composer. These issues include problems with special characters and the display of images from rich text fields in Salesforce. Specifically, bullets may be left-justified, and images may appear as icons instead of the actual picture.