Conga Document Generation

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

Customization options available in composer

Inconvénients

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

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

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 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.

Inconvénients

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.

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

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

It has one-of-a-kind functionality that you can't get with any other tool.

Inconvénients

There is a very steep learning curve in order to accomplish some more technical solutions.

Avantages

The ability to generate formatted documents quickly.

Inconvénients

Write back limitations are problematic at this time.

Avantages

It helps create much cleaner templates than before

Inconvénients

Doesn't work for some complicated data models