Conga Document Generation Erfahrungen

Conga enabled my team to easily create and automate all of the different plans and polices that we manage through the use of templates and highly configurable fields, all while maintaining our specific branding and format.

Conga can be daunting for new users. Thankfully, they have great resources for training and getting users started with creating their own documents.

Does a very good job at creating documents

Can take quite a bit of work to set up correctly. Sales team is extremely pushy

Good for creating documents and reduce errors

Not useful for small business.expensive.

I liked how easy the product was to upload to Salesforce and then send to the clients for signing. It was not only easy internally for the person sending the document but also for the client to open and access (which means the most)!

I didn't really have any cons about the software. It was very easy for the client to use which is what mattered most since majority of the time we would send the document while on the phone with them and walk them through signing.

Ability to create documents that run by a button click

Queries are finicky and don’t transfer well from sandbox

Conga Composer has helped you reduce the amount of redundant data entry involved with our sales process. This has allowed us to streamline our agreement process and allow our sales team to focus more on the sale than the paperwork.

I wish there were more functionality with PDF documents.

The ease to use this tool and how easily we can configure.

Some issues with merge fields with the document.

I’ve used conga for years and the functionality is the best of all document generation systems in Salesforce. There is endless possibilities with Conga and I find myself building my business processes around Conga because it truly improves my productivity

It can be a little complicated for new users to understand how conga works

It allows for consistent document creation across the organization.

It does take some time to learn from the admin side.

When it is working it does exactly what we need

Support for international clients. I am still waiting 2 weeks later for someone to resolve my service issue

Used the data input to auto-fill contracts, making each fill more personalized, used to optimize the salesmen workflow so they avoid time waste from having to input duplicate info.

Implementation & training required a lot of effort to learn & implement features for my sales team to prefer still to input the documents themselves rather than using SF as a central data hub that Conga would output multiple auto filled documents.

helpful to use and we really do use it quite a bit

a little complicated to set up and if there are issues to troubleshoot

Once you have the documents set up, it is easy to recreate templates.

It was confusing to learn how to create the documents in the first place.

One of the best features is the document generator. From a users' perspective it is more than comfortable to generate a a document with fields that were already filled in Salesforce, rather than to open up i.e. Word and fill out an existing form. On the admin side it is also well to administer. The software is overall well maintainable. Furthermore the component can be easy to set up on corresponding Salesforce objects via different buttons.

From a users' perspective the intuitive UI and the product itself are easy to use. However it can be sometimes a bit frustrating for an admin to create a new template using Conga Queries. For me personally it would help a lot if the query builder would be a bit quicker and if it could also display merge fields. These merge fields are (at least in our org) currently only avaiable in the composer itself via the Template Builder. Sometimes it can be also difficult to debug a template. It can happen that a template might throw a SOQL-exception but it isn't shown where the exeption was thrown.

Conga makes it easy to create templates for contracts, forms and any other kind of document that can be autopopulated by our CRM and customized with data that has already been entered. We can create contracts very easily that are all consistent with one another without waiting for a member of our office team to create documents for the sales reps. It empowers the sales team to be able to send out proposals and contracts on their own time rather than waiting for other members of the team.

Setup can take a while to get used to. There are a lot of unique ins and outs about Conga templates that can get very complicated, if you have a complicated use case.

The best thing is probably the flexibility that Ms Office merge templates provide with the help of conga. Also lots of support materials available to help admins customize the solution

The least favourite part is the speed of document generation. It does take a up to a minute to go through the whole process. I would prefer it was closer to instant.

Conga Composer for document generation is perfect to use and integrate with salesforce.
Conga Sign is user friendly and also easy to use and integrate with salesforce.
Conga support is highest quality.

Need more examples in Conga Documentation from technical point a view, functionalities, limitations, use cases. Some functionalities have only description and not use cases, examples...etc
Miss translation functionality for Conga Composer and document generation.
For Conga Sign, the translation is available only for some languages.

Ease of development and merging if they are Word docs only. testing also has many options which is good.

Some features need to improve and some of the missing functionalities need to be added. Template builder doesn't give meaningful error information. also the support has so many limitations if it goes with any small conga queries as well and they expect us to pay. Documentation needs to give more examples

The ability to connect to Salesforce as well as DocuSign allowed us to completely automate our contract generation.

Not much to complain about, it took some time to learn how the parameters work but they are pretty simple once you get the hang of it.

The ability to print letters and at the same time log comments on a client account

Iittle quirks like timing out on large files

Quick generation of documents. Simple to format

Not easy to configure. Needs lots of assistance, which isn't always available