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Conga Document Generation Erfahrungen

Über Conga Document Generation

Webbasiertes Tool, das Unternehmen hilft, Prozesse zur Dokumentenerstellung zu automatisieren und alle Bereiche des Unternehmens zu verbinden.

Erfahre mehr über Conga Document Generation

Vorteile:

The ability to connect to Salesforce as well as DocuSign allowed us to completely automate our contract generation.

Nachteile:

Sometimes the solution user interface is a little tricky and difficult to work with.

Bewertungen zu Conga Document Generation

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,0
Kundenservice
4,2
Funktionen
4,3
Preis-Leistungs-Verhältnis
4,0

Weiterempfehlungsquote

7,9/10

Conga Document Generation hat eine Gesamtbewertung von 4,4 von 5 Sternen basierend auf 104 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (104)

Steven
Steven
Chief Engagement Officer in USA
Verifizierter Nutzer auf LinkedIn
, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Revolutionized our sales process!

5,0 vor 6 Jahren

Kommentare: We used Google Docs / Word Docs for proposals prior to implementing Octiv, which caused two problems: 1) They looked terrible.
2) It was hard to maintain a standard format for proposals team-wide while still giving individual AEs the ability to customize proposals.
3) We couldn't get any intelligence (when they viewed the proposal, what they looked at, etc.)
4) Lacked an electronic signature.
Now, our proposals look great and really 'wow' prospects, they're easy to customize within pre-defined templates, our reps can follow-up based on when proposals get viewed, and our close rate has increased since we're no longer collecting scanned signature pages.

Vorteile:

Sales process was low-pressure. The user interface is easy-to-use, and Octiv's training/onboarding set us up for success from day one. Great company with great people! Proposals are beautiful, and we get great analytics.

Nachteile:

We weren't able to integrate a payment /processor gateway but that has more to do with our current stack than a gap in Octiv's capabilities.

Alyssa
TPM in USA
Telekommunikation, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Conga Composer is what we use the most, and for the most part.. it does an amazing job.

4,0 vor 2 Jahren

Kommentare: Overall my experience is very mixed. I do not feel that we have enough support. I do not appreciate how with the acquisition by Apptus they switched to a very greedy model. I don't like how I cannot ask the SME's/Experts assigned to me for help with the unique conga tools we use, and that they push methods that spend a lot of money- "just buy an annual subscription and we'll build it for you!". No thanks. We are already paying a ton of money for this, why is it so complex to set up!

Vorteile:

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

Nachteile:

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).

Kubra
Application Developer in USA
Bildungsmanagement, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Salesforce Conga Composer for Non-Profit and Education Industries

5,0 vor 2 Monaten Neu

Kommentare: 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.

Vorteile:

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!

Nachteile:

I would like to add Conga Document Generation Buttons on reports. With this functionality, we can use the buttons for batch document generation processes.

Timothy
Salesforce Administrator in USA
Hochschulbildung, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Lots of function, harder to make work

3,0 letztes Jahr

Kommentare: Very mixed. In some aspects, it works amazing to pull in data from across varying Salesforce Objects.On the other hand, for day to day print jobs, we found other products that are just much simpler.

Vorteile:

We integrate Conga Composer with Salesforce, and use it to autogenerate PDFs from completed online applications. We are able to take information from multiple Objects, and nest multiple child records in the same document.

Nachteile:

The switch from Conga Merge to Conga Global Merge was horrid and not executed well. We are unable to track documents in Salesforce the way we could before. The solution to use Conga Batch never worked after over a month of Conga Tech Support trying.

Magdalena
Costume Designer in USA
Unterhaltung, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

The Assertive Solution in Document Management

5,0 vor 3 Wochen Neu

Vorteile:

Conga Document is detailed in making solid content, and sharing of files is speedy and private.

Nachteile:

Conga Document has no operational defect.

Aman Preet
Aman Preet
Developer in Indien
Verifizierter Nutzer auf LinkedIn
Einzelhandel, 10.000+ Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Pros and cons of conga document generation

4,0 vor 2 Jahren

Kommentare: When it comes to content management then one can surely go for conga document generation while if your end goal is to have effective digital signature then i wont recommend the same.

Vorteile:

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.

Nachteile:

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

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Bildungsmanagement, 5.001–10.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great tool for Document Generation, but support fall short

5,0 vor 9 Monaten

Kommentare: Overall the tool gets the job done. It serves our purpose to generate and store relevant documents needed for our partners.

Vorteile:

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.

Nachteile:

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.

Priyadharshini
Techno Functional consultant in Indien
Fluggesellschaften/Luftfahrt, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Conga Document Generation is fantastic product.

5,0 vor 9 Monaten

Kommentare: Awesome product. Save developers efforts in many ways and easily configurable. Love it.

Vorteile:

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.

Nachteile:

Sometimes the solution user interface is little tricky

Henry
CFO in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great product

5,0 vor 2 Monaten Neu

Vorteile:

The fact that can integrate with salesforce

Nachteile:

we had our it team setting up the integration

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great product not cheap but could not ask for more

3,0 vor 9 Monaten

Kommentare: Brilliant,

Vorteile:

Great that all that you need is on the same platform so no need to worry about integrations

Nachteile:

Can be slow at times and is not the cheapest but is worth the cost on how easy it is to setup and maintain

Andrea
Executive Assistant in USA
Eventservice, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Good product, but not a good fit for us.

4,0 vor 2 Jahren

Kommentare: Overall our users found it very frustrating to use and many stopped due to the limitations of working with the PDF format only. The content library was difficult to use. Any content added to the Conga platform was converted to HTML format, so even when downloaded, it was difficult to work with.
Conga and Microsoft office products do not work together.

Vorteile:

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

Nachteile:

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.

Suresh
IT TL in Australien
Krankenhausversorgung & Gesundheitswesen, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Excellent software to replace DocuSign with is double the pricing

5,0 vor 2 Jahren

Kommentare: Very good experience with the software.

Vorteile:

Pricing compared to DocuSign and ease of use

Nachteile:

We haven't seen any problems so far with the tool.

In Betracht gezogene Alternativen: Docusign

Warum Conga Document Generation gewählt wurde: Pricing

Zuvor genutzte Software: Docusign

Gründe für den Wechsel zu Conga Document Generation: pricing

Mourad
Developper in Frankreich
Informationstechnologie & -dienste, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Conga Composer & Conga Sign

4,0 vor 2 Jahren

Vorteile:

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.

Nachteile:

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.

Jessica
Commercial Advisor in UK
Telekommunikation, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Excellent Software to improve effencies

5,0 vor 2 Jahren

Vorteile:

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.

Nachteile:

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.

Elisa
Manager in USA
Rechtsberatung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Conga Composer

5,0 vor 5 Jahren

Vorteile:

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.

Nachteile:

Updates aren't always well documented, sometimes it hangs a bit while merging, but overall it's a great product.

Krista
Editorial Director in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

positive, it helped cut down our time spent on proposals significantly

4,0 vor 6 Jahren

Vorteile:

it's customizable, we can create and store templates for future use, it cuts back on time spent producing proposals, the options to have different users, approval proceses

Nachteile:

it's constantly glitching out on us; some pages will disappear completely while other times our edits aren't saved

Jennifer
Sr Manager, CRM in USA
Luft- & Raumfahrt, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Conga Composer User

4,0 vor 5 Jahren

Kommentare: It's definitely solved quoting issues for us. I'm excited to try Collaborate.

Vorteile:

A lot of features for generating documents.

Nachteile:

Templates require technical expertise. There's a lot of turnover in Conga's customer account relationship staff.

Rocio
Senior Business Systems Associate in USA
Essen & Trinken, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Conga is AWESOME! More pros than cons

5,0 vor 3 Jahren

Kommentare: 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!

Vorteile:

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.

Nachteile:

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.

Santino
Student in Jamaika
Bildungsmanagement, 501–1.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Conga Document Generation Review

4,0 vor 2 Jahren

Vorteile:

Conga Document Generation has a very simple user interface that makes using its features easy. Excellent template options that suit most purposes. Very good resources for training new users.

Nachteile:

The software tends to glitch at times however it is not a major inconvenience.

Reny
Salesforce engineer in Australien
Immobilien, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Conga composer Review

3,0 vor 2 Jahren

Kommentare: Some features need to improve and some of the missing functionalities need to be added.

Vorteile:

Ease of development and merging if they are Word docs only. testing also has many options which is good.

Nachteile:

Some features need to improve and some of the missing functionalities need to be added. Template builder doesn't give meaningful error information. also the support has so many limitations if it goes with any small conga queries as well and they expect us to pay. Documentation needs to give more examples

David
Sr. Account Executive in USA
Informationsdienst, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Mostly positive

4,0 vor 9 Monaten

Kommentare: Conga definitely shows value and saves our reps the time from manually creating and modifying documents by Word etc.

Vorteile:

I like how we are able to incorporate/merge our contact information out of Salesforce along with our estimates and have them delivered to the customer on one single document.

Nachteile:

Seems a little slow to load when first starting up

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Bau, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Does what it says in it's name

4,0 vor 5 Jahren

Vorteile:

Create templates to standardise common documents coming out of Salesforce Lots of parameters to customise your solution FANTASTIC customer support for when you get stuck

Nachteile:

Learning how to use 'switches' to format output took a while Equally, learning to use advanced formulas in word templates took some practice But easy to use for basic document generation from a database.

Matt
IT Director in USA
Non-Profit-Organisation Management, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Hours of work reduced to minutes

5,0 vor 5 Jahren

Kommentare: We reduced our weekly agenda generation from about an hour to a under five minutes. This was a large administrative task that was unnecessary for the time it took.

Vorteile:

The ability to pull in multiple objects/reports into a document within minutes. Throw on top of that the community support, and it's gold.

Nachteile:

There is a little bit of a learning curve, especially if you are not familiar with SOQL.

Mike
IT Director in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great product for document needs and excellent customer support!

5,0 vor 5 Jahren

Vorteile:

The automation features are super helpful for the business cases we have and our key personnel have adopted very quickly. They have the best support people who are not only friendly by are diligent about answering problems quickly.

Nachteile:

I don't really have any Cons, other than we have to work with the team to do upgrades but I just heard that this is all changing soon and they will be able to push them out like other cloud products.

Liliana Sofia
GED in USA
Marketing & Werbung, Selbstständig
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

My essential tool to generate perfect documents and stand out in my work

5,0 vor 11 Monaten

Kommentare: 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.

Vorteile:

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!

Nachteile:

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.