# Page 3 | Conga Composer Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is Conga Composer the right Document Management solution for you? Explore 114 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/228164/Conga-Document-Generation/reviews

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Conga Composer

4.4 (114)

[View alternatives](https://www.capterra.com/p/228164/Conga-Document-Generation/alternatives/)

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Last updated April 7th, 2026

# Page 3 - Reviews of Conga Composer

## Showing most helpful reviews

Showing 51-75 of 114 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JA

Jessica A.  
Commercial Advisor  
Telecommunications  
Used the software for: 1-2 years

### "Excellent Software to improve effencies"

August 31, 2022

5.0

Pros

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.

Cons

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.

Review Source

RZ

Rade Z.  
COO  
Computer Software  
Used the software for: 1-2 years

### "Conga review"

August 2, 2023

5.0

Pros

Templates setup and usability procedures

Cons

Complex initiation process, validation process

Review Source

TH

Timothy H.  
Salesforce Administrator  
Higher Education  
Used the software for: 2+ years

### "Lots of function, harder to make work"

May 18, 2023

3.0

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.

Pros

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.

Cons

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.

Review Source

MB

Mourad B.  
Developper  
Information Technology and Services  
Used the software for: 2+ years

### "Conga Composer & Conga Sign"

September 21, 2022

4.0

Pros

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.

Cons

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.

Review Source

VR

Verified Reviewer  
Director, Sales and Business Development  
Computer Software  
Used the software for: 1-2 years

### "Great way to turn a record in Salesforce into a PDF"

November 16, 2018

5.0

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.

Pros

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.

Cons

The setup of different templates isn't that straightforward initially. It takes longer to generate the PDF output than is ideal.

Review Source

VR

Verified Reviewer  
Team lead Sales & Enterprise Account Executive  
Information Technology and Services  
Used the software for: 6-12 months

### "Nice tool, but room for improvements"

November 14, 2018

3.0

Overall a nice tool, and in it's current condition there's some room for improvements.

Pros

In general, this tool works fine to create proposal, presentations and other documents. Most easy is to upload presentations, or work with some fixed templates (which in our case are filled by data from salesforce).

Cons

It can be frustrating and time consuming to create presentations, as there's less features as compared to e.g. powerpoint. Furthermore it happens that bugs occur while editing, or that pages are not loading while viewing presentations.

Review Source

RR

Reny R.  
Salesforce engineer  
Real Estate  
Used the software for: 1-2 years

### "Conga composer Review"

September 16, 2022

3.0

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

Pros

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

Cons

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

Reason for choosing Conga Composer

This was initially used for creating license agreements s its easy to develop

Review Source

PC

Patrick C.  
Managing Consultant  
Computer Software  
Used the software for: 2+ years

### "The standard for documentation creation in Salesforce"

August 3, 2023

5.0

I recommend Conga to all my clients and each project has been a success. The success is based on a combination of the product and your support team; I've had to engage the support guys on all projects

Pros

Conga has a deep feature list, so even if clients start off with a simple requirement such as quote or contract creation, they can add more sophisticated features or complimentary Conga products over time

Cons

As a consultant, I find the merge queries to be very time consuming to get right

Reason for choosing Conga Composer

I'm more familiar with Conga

Review Source

VR

Verified Reviewer  
Salesforce Certified Administrator  
Financial Services  
Used the software for: 2+ years

### "Great Product, once you get to know it"

April 23, 2019

5.0

We use this mainly for our operations department, they pull over 30 different contracts, and the templates help save them a ton of time. Also helpful for sales and accounting who like to get reports wit specific margins, formatting, and print settings, etc.

Pros

Scheduled reports can be formatted for user specifications and formulas can be built right into the template.

Cons

building can be frustrating when not using reports. because if you make a change and the query doesn't update sometimes I am crawling all over SF trying to find the minor mistake.

Review Source

mS

mark S.  
General Manager  
Automotive  
Used the software for: 1-2 years

### "Need better support"

August 2, 2023

4.0

Not good at the moment

Pros

When it is working it does exactly what we need

Cons

Support for international clients. I am still waiting 2 weeks later for someone to resolve my service issue

Review Source

RS

Rocio S.  
Senior Business Systems Associate  
Food & Beverages  
Used the software for: 1-2 years

### "Conga is AWESOME! More pros than cons"

September 7, 2021

5.0

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!

Pros

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.

Cons

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.

Review Source

KD

Kristen D.  
Account Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "Great Tool in Theory But Lots of Functionality Issues"

November 22, 2016

3.0

Our proposal team has been using this tool for almost two years. When the tool was called Tinderbox, we found it to be pretty good with minor functionality issues. Since it became Octiv, we've gotten into the habit of calling customer support 2 - 3 times per month. There seem to be more bugs than before. Asset pages get lost, user privileges get messed-up, and the whole tool seems slower and clunky.

Pros

User-friendly, easy to teach others how to use, good organizational system

Cons

Since the tool became Octiv, there are more glitches.

Review Source

TK

Tanner K.  
Lead Sales & Data Analyst  
Construction  
Used the software for: 6-12 months

### "Button's of complexity. "

July 31, 2023

4.0

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.

Pros

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.

Cons

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 considered

[Docusign](https://www.capterra.com/p/121506/Docusign/)

Review Source

EA

Elisa A.  
Manager  
Legal Services  
Used the software for: 2+ years

### "Conga Composer"

April 17, 2019

5.0

Pros

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.

Cons

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

Review Source

KH

Kristen H.  
Marketing Coordinator  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Streamlining our sales process with Octiv "

August 8, 2017

5.0

We've been able to streamline and easily customize our sales process. Not only has our sales team become more organized, but Octiv has been it easier to collaborate and constantly improve our sales proposals. Plus it's nice having proposals that can take on more of a presentation feel and look more visually appealing.

Pros

I love the modern and easy to use interface. Once we put in some initial work setting up our templates and adding in assets, it's been very easy to maintain and update our proposals and training process as we go. The reporting functionality is great. I love being able to see detailed analytics about the sales team as a whole and specific metrics related to each proposal. It's helped up shape what content in the proposals are important and what needs more work.

Cons

We've had some difficulties editing our proposal template. We've tried to make our proposals more image-focused and pleasing to the eye. It has been difficult to link to images within documents, but I've been able to make it work by editing the code.

Review Source

ML

Mike L.  
CTO  
Law Practice  
Used the software for: 2+ years

### "Simple one button documents"

April 23, 2019

5.0

We went from 16 Excel templates to one button, auto selects the correct contact and sends it via Conga Sign to the client

Pros

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.

Cons

Not great for small business as there are license minimums

Review Source

KI

Karlie I.  
Rostering and Data Administration Officer  
Consumer Services  
Used the software for: 2+ years

### "Easy to use"

July 31, 2023

5.0

Pros

Easy to use and saves time when creating documents

Cons

Could be an easier way to update the information on the extracts.

Review Source

WS

William S.  
IT Consultant  
Information Technology and Services  
Used the software for: 1-2 years

### "Conga is great when it works"

April 6, 2022

3.0

bad experiences

Pros

It does produce great results for companies that use it

Cons

Hard to administer, many features don't work in Salesforce Lightening, support is hit or miss with helping you

Review Source

SL

Scott L.  
Architect / Service Owner  
Industrial Automation  
Used the software for: 2+ years

### "Collaborate...it really is that simple"

April 18, 2019

4.0

We have seen a reduction of time to create proposals by nearly 80%. And we now have a standard looking proposal everytime.

Pros

Online publishing along with viewing customer analytics.

Cons

Multi-language support is a little bit lacking as well as enterprise wide administration.

Review Source

JP

Jennifer P.  
Sr Manager, CRM  
Aviation & Aerospace  
Used the software for: 2+ years

### "Conga Composer User"

April 24, 2019

4.0

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

Pros

A lot of features for generating documents.

Cons

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

Review Source

MR

Michelle R.  
Vp of operations  
Airlines/Aviation  
Used the software for: 2+ years

### "Support team"

April 24, 2019

5.0

Pros

The support team is amazing. Beth was super helpful at connect.

Cons

When I get an error message I have a hard time figuring out the error. It’s often an extra space or character.

Review Source

DS

David S.  
Sr. Account Executive  
Information Services  
Used the software for: 1-2 years

### "Mostly positive"

August 7, 2023

4.0

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

Pros

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.

Cons

Seems a little slow to load when first starting up

Review Source

LSA

Liliana Sofia A.  
GED  
Marketing and Advertising  
Used the software for: I used a free trial

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

July 2, 2023

5.0

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.

Pros

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!

Cons

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.

Review Source

HN

Heather N.  
IT Manager  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Conga"

July 29, 2023

4.0

Pros

helpful to use and we really do use it quite a bit

Cons

a little complicated to set up and if there are issues to troubleshoot

Review Source

CG

Colleen G.  
Manager, Sales Technology  
Consumer Goods  
Used the software for: 1-2 years

### "Conga Collaborate for your web based documents"

April 24, 2019

4.0

Pros

Easy to configure most documents to appear professional and consistent. Our reps love the tracking capabilities as well.

Cons

I don't know html very well, so some of the cool formatting I see is more difficult to self-implement. However, we have a customer success rep that is able and willing to help.

Review Source

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