Conga Composer Reviews & Product Details

Conga Composer is a UI friendly tool for generating document. The best thing I believe is the possibility it provides through different parameters. We have parameters for all the use cases be it background generation or format selection. Documentation and customer support is great as well. Its documentation is very easy to read and understand and hence while implementing it we don't face difficulties. Review collected by and hosted on G2.com.

Conga Composer template creation process is a bit unique and complex initially.

Sometime I have faced minor difficulties in integrating E-Sign software but support team always helps me out. Review collected by and hosted on G2.com.

I like Conga Composer's simplicity. It's easy to implement, as we just need to set up the template based on our needs and then design a solution on the Salesforce side. This allows us to have the basic Conga solution ready for our agreement tasks. It's also useful because we can utilize both Salesforce and Word functionalities, which is very helpful in generating agreements. Review collected by and hosted on G2.com.

So, there are different functionalities I would suggest. So, whether it is negotiation or situations where we need to parallel reduce multiple parties are involved. I think those functionalities are not available. It's not available online. We have to use it either on Salesforce. So I think those are the features that maybe Conga Composer can add in the future, and it will be helpful to customers. Review collected by and hosted on G2.com.

What I like most about Conga Composer is how it simplifies document generation and keeps everything consistent. It makes it easy to create standardized proposals, contracts, and reports directly from Salesforce, which saves a lot of manual effort and reduces errors. Once set up, it fits well into day to day workflows and helps teams generate documents quickly without needing to rely heavily on manual formatting. Review collected by and hosted on G2.com.

The main drawback is that the initial setup and template configuration can be time-consuming and require technical expertise. Making changes to complex templates is not always straightforward, and troubleshooting issues can take longer than expected. The user interface also feels dated in some areas, which can impact ease of use for new users. However, once the system is stable, it works reliably for ongoing document generation. Review collected by and hosted on G2.com.

Conga Composer helps streamline document creation by pulling data directly from Salesforce. It allows teams to generate proposals, quotes, and other documents in a consistent format using predefined templates. The integration with other Conga products works smoothly, and support is responsive when help is needed. Review collected by and hosted on G2.com.

Creating and maintaining advanced templates can take time and may require technical knowledge. Small formatting changes often need testing to ensure documents are generated correctly. For new users, there is a learning curve at the beginning. Review collected by and hosted on G2.com.

I use Conga Composer primarily to generate accurate professional documents directly from Salesforce, like proposals, quotes, contracts, and customer-facing reports. It helps us automate document creation by merging real-time Salesforce data into standardized templates, reducing manual efforts and ensuring consistency. I like how it plays a key role in streamlining approval processes and improving the turnaround time for our sales and operations teams. Additionally, the ability to create custom workflows based on requirements is valuable, as it automates document generation and facilitates the approval process. Review collected by and hosted on G2.com.

While Conga Composer is very helpful, some aspects could be improved to enhance the overall experience. The initial setup and configuration, especially for complex templates or advanced data queries, can be time-consuming and typically requires technical expertise. Even for our new users, there's a learning curve before they become fully comfortable with template design and troubleshooting merge issues. Review collected by and hosted on G2.com.

Conga Composer is strong document generation tool that significantly simplifies and automates the creation of business-critical documents. The flexibility offered in template design and data mapping is impressive. Overall, Conga Composer delivers outstanding value by improving efficiency, ensuring data accuracy, and maintaining professional document quality at scale. It’s clear the product is built to solve real enterprise challenges and continues to be a cornerstone for document automation within Salesforce. Review collected by and hosted on G2.com.

Initial configuration and template setup can be complex, especially for first-time users or teams without strong technical support. Once we are familiar with this product then we are able to handle easily. Review collected by and hosted on G2.com.

We use Conga Composer along with CPQ and we can seemlessly integrate both the packages. We use Word, Excel, Power point with Conga Composer to easily meet our business requirements. Contracts, Proposals/ quotes generates seemlessly in the format that we designed the templates - This saves our time a lot, since we frequently use the emplates. We do Orders and Quote Generation, Conga Composer well fits with the Conga CPQ that eases our work. Once everything is set up correctly a novice person without a technical knowledge can also generates the proposals with templates. Conga Composer has a strong Customer support when in need they help with fixes. Review collected by and hosted on G2.com.

So one thing we observed is the Template designing. Basic templates rae easy to design, but the complex requirements like conditional logics, multiple objects involvement needs strong working skills and Expertise in Conga composer. And when there is a need to enhance the Template with new requirement even if it is a small change it takes time to update the multiple tables and conditions involved. When something goes wrong the errors are too generic to understand and troubleshoot. Templates with Mutiple LineItems often takes time to generate. Customer still needs support is needed when trouble shoot. Review collected by and hosted on G2.com.

I like how Conga Composer makes life easier by seamlessly pulling Salesforce data from both standard and custom objects, which allows for easy document generation. It helps us utilize other Conga tools like eSignature and Conga batch classes and triggers. Conga Batch uses Conga Composer to bulk generate documents on a schedule, whether it's monthly or weekly, which is super useful. Switching from LibreOffice Writer to Conga Composer has been beneficial as it offers higher quality CRM integration and document generation. The initial setup is basic and easy, just requiring an install from AppExchange and setting permissions. Review collected by and hosted on G2.com.

Not really specific as it is very helpful for business purposes, but we can always improve on performance. Review collected by and hosted on G2.com.

I like how straightforward Conga Composer is once you get the hang of it. The core concepts make sense, and building or updating documents becomes pretty routine once you're familiar with how everything works. One of the best aspects is probably the documentation, as it really helps with getting documents out to customers. Review collected by and hosted on G2.com.

The main challenge is getting to a high level of understanding Conga Composer. It has a lot of moving parts, so creating or troubleshooting solutions requires checking multiple areas like templates, queries, supporting objects, and automation. Issues are not always obvious, and resolving them needs a broad understanding of the full setup rather than just a quick fix. Also, for beginners, it can be quite difficult and complicated at times. Review collected by and hosted on G2.com.

I use Conga Composer to generate documents easily by eliminating manual repetitive processes, making it a one-click process. It dynamically generates documents for multiple records directly from Salesforce data, removing the need for manual document creation for each record. I find it easy to integrate with multiple applications, which adds flexibility and reliability. I love how Composer is improving by adapting to new technologies, making it more reliable. For example, they recently introduced ColumnHide and TableHide functionality, reducing the dependency on MS Word limitations and proving useful with automation apps like Conga Batch/Trigger or Salesforce Flows. This makes it a highly automated dynamic document generation tool. It is simple to integrate with other products, such as DocuSign, allowing us to use multiple functionalities directly with Composer's Solution URL parameters. The initial setup was straightforward, and their support provides documentation, so I can rely on them if I encounter challenges. Review collected by and hosted on G2.com.

One major thing that can be improved is, sometimes while using complex templates inside Conga Composer or using multiple nested logic within a template, it causes a lot of delay in generating the document. Review collected by and hosted on G2.com.