What advice do you have for others considering Conga Composer?

I don't think we did anything unique with Conga Composer, but we did use a lot of templates on a single object. As I mentioned, on the quote object itself, we had a couple of templates, including an initial contract template and a finalized contract template. We used it for different templates, and we also built different Conga Composer queries to pull in the data for the merge field that actually gets printed in the document. I don't think the automation part of Conga Composer is really that good, but the template creation part is extremely easy. It allows me flexibility to send the documents. We have that flexibility for DocuSign, so there's Conga Composer Sign that you can utilize, and it very closely integrates with Conga Composer. Once your document is generated, you can send it via Conga Composer Sign to any customer. The integration part is, of course, very easy and native with Salesforce. Within Salesforce itself, you have the managed package application from where you configure different things about Conga Composer, so it's very easy there as well. On a scale of one to 10, I would rate Conga Composer a seven. The reason I say seven is that there are a lot of freeware tools right now that offer the same functionality for free. There are many LinkedIn posts talking about people coding their own composers in Salesforce that allow document generation similar to Word templates we have in Conga Composer. That same functionality is being offered for free, although it's not as scalable or foolproof as Conga Composer. There are many new developments in the market, so they should work on the cost aspect. I have provided enough improvements and given a lot of suggestions, which you can find in my previous answers. There is a lot of scope for improvements there. My overall rating for Conga Composer is seven out of ten.

I have experience with Conga Composer and have built document generation solutions for one of my clients using it. I have not integrated Conga Composer with other Conga products such as Collaborate or Conga Contracts. I have not utilized the automation aspect of Conga Composer. I decided to choose Conga Composer because using the standard option, we can only build basic and simple quote templates. Our use case required a complex business template where sections display based on specific conditions and visibility rules. We needed to show data based on user input and selections, displaying information accordingly by bringing data from different objects under different conditions. Conga Composer allowed us to make queries and display data with the necessary filtration, which is why we selected it. We have also used OmniStudio for document generation, which is a good option. I would suggest to other organizations considering Conga Composer that if they are looking for a tool to build complex quote templates, they can definitely go with Conga Composer. It is a good option that is easy to manage and use. My overall rating for this product is 9 out of 10.

As I said, I haven't checked lately what is in Conga Composer. I think I haven't checked since last year probably, so maybe there's something that I don't know, and I need to check. DiliTrust is spelled D I L I T R U S T. It's not that we stopped dealing with Conga Composer extensively; we are still using it. We just don't have a new implementation because we have an implementation that is working fine. The users are using it almost daily. I didn't have a new implementation since the last time I made the review. That's what I meant. I would rate my overall experience with Conga Composer as an eight.

The best advice I could give to those looking to use Conga Composer is that it is effective, saves time, and is efficient. I recommend starting simple and then scaling gradually. It is not required to automate everything at once. You can begin with one use case and one clean template, then gradually expand to contracts and invoices while investing time in template design and understanding the Salesforce data model. Overall, Conga Composer is a good tool to use and enhances the Salesforce ecosystem. I gave this product a rating of eight out of ten.

I recommend Conga Composer for those whose business needs align with its capabilities. It's a powerful tool within the Salesforce ecosystem. I'd rate the solution eight out of ten.

We have recommended Conga Composer to more than five to ten clients, and they are still using it. I would also recommend it to others for generating policy information, vehicle information, or loan agreements and banking documents. I'd rate the solution eight out of ten.

Conga Composer is easy to maintain and configure. It is a highly recommended product as it does a lot of work efficiently. It allows for good customization from both the declarative and programmatic perspectives. However, it would be beneficial to have a preview option for templates to make testing faster. I'd rate the solution eight out of ten.

I would recommend this product to other people. If they need to have a lot of templates and need to make changes often, like every three months or less, then I would say they should go the route of using either Conga Composer or any other similar application. I'd rate the solution eight out of ten.

I would recommend this product to others as it is very helpful for invoice generation. I'd rate the solution nine out of ten.

I recommend Conga Composer to others because it's easy to use and understand. It supports downloading templates in multiple formats like Word and PDF, more than DocuSign. My advice to potential users is that it's really handy and supports many template formats. On a scale of one to ten, I would rate Conga Composer a nine overall.

Creating a single report summarizing multiple areas of an account has been invaluable for us. You can pull in sales information, contact data, and usage information from our subscription service into one Conga report, which an account executive can quickly review instead of hunting for all the pieces. Additionally, from a contracting standpoint, creating consistent, formal contracts that display all the necessary information in the required format is crucial. I recommend the solution and advise you to go through the training to learn how to configure and set up templates or get someone with experience in it. It would help if you knew how to structure it and the end-to-end process. It would speed things up for us if we had a dedicated resource to manage it, but it's doable if you're on a smaller scale. It's just going to take a little bit of relearning each time. Overall, I rate the solution a nine out of ten.

Not many people are familiar with Conga Composer. There aren't many developers in the community. So, starting without any knowledge would be difficult. Having proper guidance or training would be a great advantage. If you have someone who knows how to work with Conga Composer, it's very easy to learn. The organization I work with allows you to directly coordinate with us, so you can receive tutoring or mentoring. You'll have someone to guide you through the process. It is easy for a beginner to learn to use Conga Compose. A weekly crash course session would be enough to get you started. The rest you can manage through development. Overall rating: I would rate Conga Composer around seven out of ten because there are challenges with every tool. The learning curve is associated with fully understanding the capabilities of the tool, and time and practice are required. For complex document generation tasks, some advanced knowledge of Salesforce data structures and Conga features is necessary.

I would recommend Conga Composer to someone using it for the first time. Overall, I would rate it an eight out of ten. It is intuitive and easy to use for me.