
Conga Document Generation
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Conga Document Generation - Prix
Conga Document Generation n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Conga Document Generation est disponible à partir de 20,00 $US/mois.
Produits similaires à Conga Document Generation
Conga Document Generation - Avis
Évaluation des fonctionnalités
Tous les avis sur Conga Document Generation

- Secteur d'activité : Gestion d'organisme à but non lucratif
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les mois pendant plus de deux ans
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Provenance de l'avis
Conga generates customized documents using Salesforce data for our grantmaking org
Overall, it does a good job of why we have it: to generate and send customized documents to grantees. Our consultant recommended it and it works for us, even if developing solutions can be a bit tricky. Their customer service has always been responsive and helpful.
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.
- Secteur d'activité : Import/Export
- Taille de l'entreprise : 1 001–5 000 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Conga Document Generation Is an Exceptional and Reliable Tool
My experience with Conga Document Generation is exceptional.
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.
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Great product not cheap but could not ask for more
Brilliant,
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
- Secteur d'activité : Gestion de l'enseignement
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Salesforce Conga Composer for Non-Profit and Education Industries
As a non -profit and Education organization, we have many solutions in Conga. Mainly, Endowment Reports, Gift Receipts, Donor Profile Reports. All are working properly and we like to generate the documents automatically and manually.
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.
- Secteur d'activité : Génie civil
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
NFE Review
Servicable Software, but difficult to implement and expand upon without specialized dev support.
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.
Pourquoi choisir Conga Document Generation
Integration with SFDC was not as clean. Price was comparable with limitations for users.- Secteur d'activité : Divertissement
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
The Assertive Solution in Document Management
Avantages
Conga Document is detailed in making solid content, and sharing of files is speedy and private.
Inconvénients
Conga Document has no operational defect.
- Secteur d'activité : Télécommunications
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les mois pendant 6 à 12 mois
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Provenance de l'avis
Great document tool
Prior to using Conga, we used Word documents for proposals which was so manual resulting in errors and a huge time consumption. Now, our proposals look great and come across much more professional to our customers and prospects. They're easy to customize within the provided templates, our sales team can follow-up based on when proposals get viewed, and our close date has decreased since we're no longer collecting scanned signature pages. We are able to close deals faster and get customers implemented quicker.
Avantages
The flexibility in document creation is excellent, allowing us to generate files in any format we need. The file-sharing system is effective, enabling us to send large files that can’t be shared via email. Additionally, the collaboration feature makes it easy for our team to work on documents together in real-time.
Inconvénients
The interface is not easy to use. Some of the tutorials help but my team found the learning curve difficult. It's a bit expensive for our small business use. I can see a large organization seeing the value for the price.
- Secteur d'activité : Gestion de l'enseignement
- Taille de l'entreprise : 5 001–10 000 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Great tool for Document Generation, but support fall short
Overall the tool gets the job done. It serves our purpose to generate and store relevant documents needed for our partners.
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.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Great product
Avantages
The fact that can integrate with salesforce
Inconvénients
we had our it team setting up the integration
- Secteur d'activité : Construction
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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Provenance de l'avis
Conga Time
Makes work easier to work with customers and track yyour proposals.
Avantages
Gives reminders to customers via email until it is signed
Inconvénients
To many check boxes at times and can cause delays because customers may get confused.
- Secteur d'activité : Fabrication électrique/électronique
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Does it's job, sometimes clunky or in other words - you need knowledge of word serial letters
Ok.
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.
- Secteur d'activité : Hôtellerie
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé tous les mois pendant plus de deux ans
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Provenance de l'avis
Easy to generate documents
Avantages
Easy to generate documents and Template builder helps with building simple templates.
Inconvénients
Unable to build more complex templates such as having a matrix table. Merge fields might not be simple to use for new users. It would be good if the system can highlight which part of the template has errors instead of showing a generic error message, so users can pinpoint which is the part that needs correction.
- Secteur d'activité : Construction
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les mois pendant 6 à 12 mois
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Provenance de l'avis
Button's of complexity.
Would have been the solution if our SF org & salesmen training started with it in mind. if our SF org was set up from the start Conga composer would of been easier t teach & implement.
Avantages
Used the data input to auto-fill contracts, making each fill more personalized, used to optimize the salesmen workflow so they avoid time waste from having to input duplicate info.
Inconvénients
Implementation & training required a lot of effort to learn & implement features for my sales team to prefer still to input the documents themselves rather than using SF as a central data hub that Conga would output multiple auto filled documents.
Alternatives envisagées
Docusign- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé toutes les semaines pendant Essai gratuit
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Provenance de l'avis
My essential tool to generate perfect documents and stand out in my work
The ability to auto-populate templates with data from other platforms has been a real blessing for me and my team. We no longer have to spend hours typing and formatting documents, now we can do it quickly and accurately.
Avantages
What I love the most is how easy it is to create amazing documents. I mean I can literally take a predefined or custom template and auto-populate it with data from other platforms. It's amazing!
Inconvénients
The initial learning curve to become familiar with all the functions and features of the software. Although Conga offers an intuitive and easy-to-use interface, it can take a while to get used to all the available options and customizations.
- Secteur d'activité : Immobilier
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les mois pendant 6 à 12 mois
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Provenance de l'avis
Conga Review
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.
- Secteur d'activité : Médias de diffusion
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les mois pendant plus d'un an
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Provenance de l'avis
Rating to Conga Composer
I designed templates for quotes,invoices using Conga Composer. Also integrates it with Conga sign for E-Signatures.Also used Conga contracts for Salesforce for negotiation. Also operated automation using Conga Batch and Conga Trigger for Bulk records automation .All products functions are awesome for business needs.
Avantages
Automation using Setting parameters one time in a button links which operates for million of records.
Automation in Batches.
Automation without Button Clicks.
Integrations with different apps.
point and click tool.
can support esignatures.
can support multiple delivery options.
supported in salesforce lightning and can operates from lightning pages.
Inconvénients
cant support multiple delivery options in a single transaction in batches.
- Secteur d'activité : Équipement et fournitures de bureau
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant plus de deux ans
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Provenance de l'avis
Good software could be better
It's robust and does what we need. Most of the features we require are there, they just look a little dated and aren't as user-friendly as they might be.
Avantages
When we moved CRMs it was useful to be able to upload existing documents in Word format and then just update the new merge fields. The documentation on the website is good and relatively comprehensive. The admin side of the lightning app has some nice features.
Inconvénients
It takes a long time to load the Conga Composer app/component in order to generate a document. The app itself looks 'retro'/still in the style of Salesforce Classic. Similar softwares have nicer, user-friendly, document creation features, this means our sales admin team are reluctant to create documents themselves and everything relies on more IT literate Salesforce admins to create the documents.
- Secteur d'activité : Télécommunications
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Excellent Software to improve effencies
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.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Great way to turn a record in Salesforce into a PDF
Some customers need a graphically appealing PDF version instead of a plain text page from Salesforce. Using Conga has saved time previously wasted on manually making these files.
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.
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Conga Composer is hands down the best product on the market
AWESOME! Much better than other things I have used. Ultimately flexible! And performant.
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.
- Secteur d'activité : Produits alimentaires
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé toutes les semaines pendant plus d'un an
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Provenance de l'avis
Conga is AWESOME! More pros than cons
Our contract templates were very outdated and users always complained about them so they would instead create their own. Now with the Conga Composer tool we eliminated that problem and users love the new templates!
Avantages
Users love Conga Sign! They can get a signature back in a matter of minutes vs days. Very easy to use and as an administrator I love what I can do with it. We were able to improve all our contract templates using the tool.
Inconvénients
Seems like there is more than one way to set up Conga Composer which can get a bit confusing. If I am doing some testing with templates using Conga Sign it can time out from time to time and I usually have to give it a day for it to start working again.
- Secteur d'activité : Services juridiques
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Conga Composer
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.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Simple one button documents
We went from 16 Excel templates to one button, auto selects the correct contact and sends it via Conga Sign to the client
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
- Secteur d'activité : Automatisation industrielle
- Taille de l'entreprise : 10 000+ employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Collaborate...it really is that simple
We have seen a reduction of time to create proposals by nearly 80%. And we now have a standard looking proposal everytime.
Avantages
Online publishing along with viewing customer analytics.
Inconvénients
Multi-language support is a little bit lacking as well as enterprise wide administration.
- Secteur d'activité : Compagnies aériennes/Aéronautique
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Support team
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.
Catégories connexes
- Logiciels d'appel d'offres
- Logiciels de création de documents
- Logiciels de Contract Lifecycle Management
- Logiciels d'aide à la vente
- Outils de versioning
- Logiciels de gestion documentaire
- Logiciels de gestion de la documentation juridique
- Logiciels de gestion de dossiers
- Logiciels de signature électronique