Best Software for 2025 is now live!
View the Winners
Conga X-Author for Excel
Editedit
Conga X-Author for Excel
By Conga
Show rating breakdown
4.3 out of 5 stars
See all 5 Conga X-Author for Excel reviews
Save to My Lists
Claimed
Claimed
This profile has been claimed by Conga X-Author for Excel, but it has limited features.
Do you work at Conga X-Author for Excel? Upgrade your plan to update branding and connect with profile visitors!

Top Rated Conga X-Author for Excel Alternatives

Caller ID Reputation
(20)
4.7 out of 5
Visit WebsiteNew Tab
SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
17hats
(77)
4.4 out of 5
SAP Entitlement Management
(25)
4.4 out of 5
See all Conga X-Author for Excel Alternatives

Conga X-Author for Excel Reviews & Product Details

Editadmin

Conga X-Author for Excel Overview

Editedit
What is Conga X-Author for Excel?

With Conga X-Author for Excel, turn Microsoft Excel into a complete user interface for your CRM system. Save hours of administrative work by automating manual processes while still maintaining the permissions, rules, and security of your CRM system.

Conga X-Author for Excel Details
Discussions
Conga X-Author for Excel Community
Show LessShow More
Product Description

With Conga X-Author for Excel, turn Microsoft Excel into a complete user interface for your CRM system. Save hours of administrative work by automating manual processes while still maintaining the permissions, rules, and security of your CRM system.

Seller Details
Seller
Conga
Year Founded
2006
HQ Location
Broomfield, CO
Twitter
@CongaHQ
11,334 Twitter followers
LinkedIn® Page
www.linkedin.com
1,770 employees on LinkedIn®
Phone
(303) 465-1616
Description

Conga crushes complexity within an increasingly complex world. With our revenue lifecycle management solution, we transform your unique complexities for order configuration, execution, fulfillment, and contract renewal processes with a single critical insights data model that adapts to ever-changing business requirements and aligns the understanding and efforts of every team. Our approach is grounded in the Conga Way, a framework of entrepreneurial spirit and achieving together to champion our 11,000+ customers. We’re committed to our customers and to removing complexity in an increasingly complex world. Our solutions quickly adapt to changing business models so you can normalize your revenue operations. Conga has global operations across North America, Europe, and Asia.

JW
Overview Provided by:
Jenifer Weber

Recent Conga X-Author for Excel Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"Great tool!"
This product was a great documentation tool to install and keep all my data, forecasts, and information on X Author. I am able to review and update...
Read more
Mohammed Juned S.
MS
Mohammed Juned S.Small-Business (50 or fewer emp.)
4.0 out of 5
"Conga X - Author"
We can customise the functionality by using the macro which open up the team to deliver the best to cleint
Read more
Kaitlin H.
KH
Kaitlin H.Mid-Market (51-1000 emp.)
5.0 out of 5
"Easy Quote Creation"
I love how easy it makes it to create quotes for all of the different products I sell! I don't have to start from scratch every time and it pulls t...
Read more
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

Conga X-Author for Excel Media

Answer a few questions to help the Conga X-Author for Excel community
Have you used Conga X-Author for Excel before?
Yes

5 Conga X-Author for Excel Reviews

4.3 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
  • Company SizeExpand/Collapse Company Size Filter
  • User RoleExpand/Collapse User Role Filter
  • CategoryExpand/Collapse Category Filter
  • IndustryExpand/Collapse Industry Filter
  • RegionExpand/Collapse Region Filter
The next elements are filters and will change the displayed results once they are selected.
  • Sort By:
    G2 Sort
5 Conga X-Author for Excel Reviews
4.3 out of 5
  • Sort By:
    G2 Sort
5 Conga X-Author for Excel Reviews
4.3 out of 5
  • Sort By:
    G2 Sort
G2 reviews are authentic and verified.
Here's how.
Verified User in Consumer Electronics
UC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Conga X-Author for Excel?

This product was a great documentation tool to install and keep all my data, forecasts, and information on X Author. I am able to review and update Excel instead of opening a new program. I believe it syncs with Salesforce and pulls data from it, but the modification would be on Excel. My team can customize a template to update records each month and lock in our data before our deadline. Review collected by and hosted on G2.com.

What do you dislike about Conga X-Author for Excel?

Because I have a lot of data, it can take a while to load, and at times my Excel has froze. It is essential to continue to save my work before all is lost. Instead of Saving from under the File tab, there is a separate Save button to ensure the records are uploaded and locked. There are also a lot of validation errors on the sheet so we need to make sure all information is correct otherwise my forecasts wouldn't be successfully saved. Review collected by and hosted on G2.com.

What problems is Conga X-Author for Excel solving and how is that benefiting you?

Most importantly, X Author for Excel is an excellent tool for forecasting products and inventory needed each month. It provides the data to salesforce and to my production team to lock in the units to produce before we gap out on inventory. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Kaitlin H.
KH
Inside Sales Representative
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Conga X-Author for Excel?

I love how easy it makes it to create quotes for all of the different products I sell! I don't have to start from scratch every time and it pulls the data right from Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Conga X-Author for Excel?

I wish it looked a little more modern, but that's not really an issue. It does exactly what I need it to do very easily. The only other thing I could say is that sometimes it can be really slow but it's nothing I can't work around. Review collected by and hosted on G2.com.

What problems is Conga X-Author for Excel solving and how is that benefiting you?

It's mainly just making the quote creation process easy. One of my colleagues set it up and did the upfront legwork, and now our entire organization is able to use it daily to cut down on our workload. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Mohammed Juned S.
MS
Developer SalesForce Application Programming
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Conga X-Author for Excel?

We can customise the functionality by using the macro which open up the team to deliver the best to cleint Review collected by and hosted on G2.com.

What do you dislike about Conga X-Author for Excel?

Once you save the record and if there is some validation error so we have to close the sheet and open it again from the record level Review collected by and hosted on G2.com.

What problems is Conga X-Author for Excel solving and how is that benefiting you?

It can be open directly from Salesforce record and user have the multiple options to select, developer can provide the picklist value to the user to select on the sheet and once user clicks on save we can have the record validation and show the error on the sheet itself Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Telecommunications
AT
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Conga X-Author for Excel?

It can handle large amounts of data. It improves accuracy and brings out efficiency. Also, the integration with the Salesforce platform gives feasible access and smooth transactions. Review collected by and hosted on G2.com.

What do you dislike about Conga X-Author for Excel?

Training and installation materials need to be updated more frequently. Slow data migration and risk of error, Frequent errors caused by repetitive, manual

data entry Review collected by and hosted on G2.com.

What problems is Conga X-Author for Excel solving and how is that benefiting you?

It saves time and effort with reusable templates. Migrate data up to 80% faster. To achieve 100% Salesforce user adoption and complete business tasks 10 times faster and manage any number of records and objects with one-click control. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Mohammed S.
MS
Senior Executive
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Conga X-Author for Excel?

Advance excel, conga x-author services for better usage of excel. Review collected by and hosted on G2.com.

What do you dislike about Conga X-Author for Excel?

Powerbi tools with the help of CRM REPORT'S. Review collected by and hosted on G2.com.

Recommendations to others considering Conga X-Author for Excel:

Include powerbi tools to prepare dashboards. Review collected by and hosted on G2.com.

What problems is Conga X-Author for Excel solving and how is that benefiting you?

Preparing reports with the help of conga X-Author excel. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Conga X-Author for Excel Categories on G2
Other Sales
Other Sales

Explore More

Corporate Culture
Google Cloud SQL reviews
Code Climate Velocity
ZoomInfo Competitors
Natural Language Understanding (NLU)
Best 3D Modeling Software
Vaccine Tracking
Cloud Storage Security
Best CRM Software I Found After Testing 30+ CRMs
Conga X-Author fo...