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

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

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

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

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

The fact that can integrate with salesforce

Inconvénients

we had our it team setting up the integration

Avantages

Very fast product and easy hands on template builder.

Inconvénients

The high price compared to other competitors

Avantages

Conga works without too much of an issue

Inconvénients

It seems old school and is slow in the generation of the document. The UI is ld and think it should be updated without additional cost

Avantages

When it is working it does exactly what we need

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

The flexibility in creating a document is very good, as it allows us to generate documents in any format. The file sharing system is good and allows us to share big files which can't be shared via mail. There is a collaboration feature that helps in working on documents along with the team in real-time.

Inconvénients

The interface is clunky, and the users feel a lot of difficulties while using this tool. The documentation is very confusing and the tutorials doesn't help much either. The tool is a bit expensive for personal use. More features can be added and improved.

Avantages

It was a good application to use in terms of matching up the full fledged flexibility and customization that Salesforce provides and then being able to put it onto a proposal.

Inconvénients

As a standalone application, it felt dated. Also, we had complaints from some customers that they couldn't sign the document, but it very well could have been user error.

Alternatives envisagées 

Pourquoi choisir Conga Document Generation 

Logiciel antérieur 

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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.

Avantages

In general, this tool works fine to create proposal, presentations and other documents. Most easy is to upload presentations, or work with some fixed templates (which in our case are filled by data from salesforce).

Inconvénients

It can be frustrating and time consuming to create presentations, as there's less features as compared to e.g. powerpoint. Furthermore it happens that bugs occur while editing, or that pages are not loading while viewing presentations.

Avantages

Scheduled reports can be formatted for user specifications and formulas can be built right into the template.

Inconvénients

building can be frustrating when not using reports. because if you make a change and the query doesn't update sometimes I am crawling all over SF trying to find the minor mistake.

Avantages

Does a very good job at creating documents

Inconvénients

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

Avantages

It does produce great results for companies that use it

Inconvénients

Hard to administer, many features don't work in Salesforce Lightening, support is hit or miss with helping you

Avantages

Once set up, the document generation is super simple for users to create customized documents using Salesforce data. I like that they can either download the document or just send it in an email.

Inconvénients

Set up can take a little time, but it is not terrible, just necessary.

Avantages

The automation features are super helpful for the business cases we have and our key personnel have adopted very quickly. They have the best support people who are not only friendly by are diligent about answering problems quickly.

Inconvénients

I don't really have any Cons, other than we have to work with the team to do upgrades but I just heard that this is all changing soon and they will be able to push them out like other cloud products.

Avantages

It allows for consistent document creation across the organization.

Inconvénients

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