Conga Document Generation

Avantages

Set it up once and then the hard work is done. Easy to update templates. Easy for users to both generate documents and use the solutions (in our case, sending the customized letter that was generated attached to a customized email.)

Inconvénients

It can be a bit non-intuitive and needs a little learning curve to develop solutions.

Avantages

Conga Document Generation is the most reliable proposal management solution.
The capabilities of Conga Document Generation are exceptional.

Inconvénients

I do not have issues with Conga Document Generation.
Conga Document Generation is brilliant.

Avantages

My overall experience with conga document generation is so good where I used to generate documents and send it to the customers via email blast

Inconvénients

The least I like about conga document generation yes there are little bit errors while generating documents

Avantages

Great that all that you need is on the same platform so no need to worry about integrations

Inconvénients

Can be slow at times and is not the cheapest but is worth the cost on how easy it is to setup and maintain

Avantages

Salesforce and Conga integration is great. We can easily access to CRM data and generate the documents via Conga solutions. Also, creating Conga Template is easy. We like to use the dynamic template depends on our conditions! Mostly, configurations in Conga is great!

Inconvénients

I would like to add Conga Document Generation Buttons on reports. With this functionality, we can use the buttons for batch document generation processes.

Avantages

Conga Document is detailed in making solid content, and sharing of files is speedy and private.

Inconvénients

Conga Document has no operational defect.

Avantages

The flexibility in document creation is excellent, allowing us to generate files in any format we need. The file-sharing system is effective, enabling us to send large files that can’t be shared via email. Additionally, the collaboration feature makes it easy for our team to work on documents together in real-time.

Inconvénients

The interface is not easy to use. Some of the tutorials help but my team found the learning curve difficult. It's a bit expensive for our small business use. I can see a large organization seeing the value for the price.

Avantages

Integration with SFDC is good. When it works it's smooth and gets to clients and contacts effectively. FAQ & Reading literature is extensive and helpful for specific issues.

Inconvénients

Integration with SFDC is good, but doesn't come with a lot of early, out-of-the-box power. It's rather complex to implement and we required additional services to assist in doing so. Difficult for a smaller company to execute and even the developers stuggled (3 months of issues) to get it up and running properly.For the price, this product needs to be far easier to use, easy to try and easier to buy. The limit of like 10 licenses + 5 for Conga Sign assumes a very large staff doing more than most companies want their teams to be doing in 30-50 employee companies. Also startup costs were high as mentioned and training was a little unclear for a 1st-time user, instead providing decent solutions for advanced users or devs.

Alternatives envisagées 

Pourquoi choisir Conga Document Generation 

Avantages

We leverage Conga in conjunction with Salesforce. Conga is fantastic at both aggregating the right documents based on indicated the criteria presented, but it also serves our purpose of Document storage and providing scalable version control around our documents.

Inconvénients

While the tool itself is fantastic and serves our needs, support needs to step its game up. Cases aren't responded to in a timely manner, and the solutions provided tend to be rather Lackluster, to a point where we generally find the solution ourselves before support does.

Avantages

Gives reminders to customers via email until it is signed

Inconvénients

To many check boxes at times and can cause delays because customers may get confused.

Avantages

Customization options available in composer

Inconvénients

Sometimes it moves too slow or documents wont generate. Usually resolved itself

Avantages

Easy to generate documents and Template builder helps with building simple templates.

Inconvénients

Unable to build more complex templates such as having a matrix table. Merge fields might not be simple to use for new users. It would be good if the system can highlight which part of the template has errors instead of showing a generic error message, so users can pinpoint which is the part that needs correction.

Avantages

Easy to use and saves time when creating documents

Inconvénients

Could be an easier way to update the information on the extracts.

Avantages

Conga does what we need it to do, generates documents into a simple, easy to read PDF format.

Inconvénients

I teach people how to set up Conga to work with our software and the most common feedback I get is, "Why are there so many parts?" You do have to be fairly savvy to create a really elegant Conga output, I wish it was a bit more streamlined.

Avantages

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

Inconvénients

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

Avantages

Automation using Setting parameters one time in a button links which operates for million of records.
Automation in Batches.
Automation without Button Clicks.
Integrations with different apps.
point and click tool.
can support esignatures.
can support multiple delivery options.
supported in salesforce lightning and can operates from lightning pages.

Inconvénients

cant support multiple delivery options in a single transaction in batches.

Avantages

When we moved CRMs it was useful to be able to upload existing documents in Word format and then just update the new merge fields. The documentation on the website is good and relatively comprehensive. The admin side of the lightning app has some nice features.

Inconvénients

It takes a long time to load the Conga Composer app/component in order to generate a document. The app itself looks 'retro'/still in the style of Salesforce Classic. Similar softwares have nicer, user-friendly, document creation features, this means our sales admin team are reluctant to create documents themselves and everything relies on more IT literate Salesforce admins to create the documents.

Avantages

I love the integration with Salesforce and the simplicity of implementation. There are lots of easy forums to get training on how to code up the templates to automate the information coming through from Salesforce. It has greatly improved efficiencies within our team and ensures consistency in the documentation going out to our customers.

Inconvénients

Our security systems really struggle with allowing the software to always work, this is more an issue our end than a Conga criticism but i'm sure every business using this has very strict security on devices which needs to be considered carefully when using the product.

Avantages

The default printable view in Salesforce is almost unusable. With Conga, we can now make printable versions (PDF's) of Salesforce records/pages that look great.

Inconvénients

The setup of different templates isn't that straightforward initially. It takes longer to generate the PDF output than is ideal.

Avantages

It is so easy to use. Within minutes, I can set up a basic composer template. Within two hours, I can set up a dynamic document from a set of clauses. Within a day, I can set up an entire document package complete with proposal presentations, quote documents, marketing glossy PDFs, and all based on parameters determining what should be included in the package.

Inconvénients

Sometimes the solution user interface is a little tricky and difficult to work with.

Avantages

Users love Conga Sign! They can get a signature back in a matter of minutes vs days. Very easy to use and as an administrator I love what I can do with it. We were able to improve all our contract templates using the tool.

Inconvénients

Seems like there is more than one way to set up Conga Composer which can get a bit confusing. If I am doing some testing with templates using Conga Sign it can time out from time to time and I usually have to give it a day for it to start working again.

Avantages

So easy to use! Conga integrates with Salesforce to allow uses to merge and create documents. Allows templates through salesforce to create record specific documents and auto-populate data. Can also be used for report generation.

Inconvénients

Updates aren't always well documented, sometimes it hangs a bit while merging, but overall it's a great product.

Avantages

You, as admin get a powerful tool to create templates for your users. Your users get a 1 button solution to send complicated documents with ease.

Inconvénients

Not great for small business as there are license minimums

Avantages

Online publishing along with viewing customer analytics.

Inconvénients

Multi-language support is a little bit lacking as well as enterprise wide administration.

Avantages

The support team is amazing. Beth was super helpful at connect.

Inconvénients

When I get an error message I have a hard time figuring out the error. It’s often an extra space or character.