Conga Document Generation

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

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

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

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.

Avantages

The fact that can integrate with salesforce

Inconvénients

we had our it team setting up the integration

Avantages

System admin can configure the most of the items on the fly. No customization/code is required. Can be easily build and it save the timing for developers and its user friendly as well.

Inconvénients

Sometimes the solution user interface is little tricky

Avantages

Very fast product and easy hands on template builder.

Inconvénients

The high price compared to other competitors

Avantages

It's easy to use and it integrates well with systems such as Salesforce and other Conga-related products.

Inconvénients

The fact that you have to always generate a template before you use it for any document generation.

Avantages

When it works, it usually works. The way there is sometimes hard.

Inconvénients

Still missing an easy drag&drop template designer.We still work on clunky word templates, that sometimes switch to total format chaos, when you just pull a certain field somewhere else - we all know that.Probably we are on outdated versions, but there's room for development, if not.If you drop in with special characters, data transfer to the Conga server gets stuck / frozen.

Avantages

Templates setup and usability procedures

Inconvénients

Complex initiation process, validation process

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

The most impactful features of conga document generation is the content management system where we can choose the template for campaign management and email management. Along with that other features like digital and electronic signature comes quite handy at times. Last but not the least the document storage facilities.

Inconvénients

The quality of electronic signature and digital signature is not that perfect when we used to compare with other competitors of conga document generation.

Avantages

The tool did produce an attractive and well formatted proposal. Making most updates was easy.

Inconvénients

We were told that the proposal would easily convert to a word document, which never happened so this was a challenge when clients needed a word document from us. Tables or excel type formats were extremely difficult to incorporate into the document. The content library didn't offer any format for organizing, only searching. Anytime we attempted to send our proposals out of the tool, we were not confident that our client would receive it, so we stopped using this component of the tool. Adjusting the page breaks was very time consuming.

Avantages

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.

Inconvénients

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.

Avantages

The end result is an instant crowd pleaser. Our users are VERY happy when we have a mature solution.

Inconvénients

Setting up solutions- we have a number of different use cases and every solution is so different. I also hate deploying solutions (not really possible).