--- title: "Conga Composer Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Conga Composer the right Proposal Management solution for you? Explore 118 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/228164/Conga-Document-Generation/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-28" --- Conga Composer 4.2 (117) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 28th, 2026 # Reviews of Conga Composer Ease of use 4.0 Customer Service 4.2 ## Pros and Cons in Reviews Ls Louis s CTOReal Estate, 51 - 200 employeesUsed the software for: More than 2 years. “The template flexibility is outstanding — we can create contracts, quotes, proposals, and reports using Word, Excel, or PowerPoint, which gives our team a lot of creative freedom.“ May 22, 2026 EG Eric G FLS Sales ExecutiveConstruction, 51 - 200 employeesUsed the software for: 6-12 months. “To many check boxes at times and can cause delays because customers may get confused.“ September 18, 2024 PA Paolo A Program DirectorBroadcast Media, 51 - 200 employeesUsed the software for: 1-2 years. “It reduced manual formatting, kept branding consistent across teams, and made preparing client-ready materials much faster, especially when managing multiple campaigns and tight production schedules.“ July 7, 2026 YB Yevstakhii B TeacherE-Learning, 51 - 200 employeesUsed the software for: Less than 6 months. “Performance and speed: I have occasional performance issues or delays when generating or rendering complex documents in Conga Document Generation.“ May 26, 2023 PA Paolo A Program DirectorBroadcast Media, 51 - 200 employeesUsed the software for: 1-2 years. “It helps reduce repetitive manual work by automating templates and merging CRM data into professional documents.“ July 7, 2026 YB Yevstakhii B TeacherE-Learning, 51 - 200 employeesUsed the software for: Less than 6 months. “Integration limitations: I have difficulties when trying to connect with certain CRM systems or databases, requiring additional configuration or workarounds.3.“ May 26, 2023 AR Ansuman R Ecom ManagerRetail, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “It is particularly useful for generating consistent proposals, quotes, contracts, and other customer-facing documents.“ August 10, 2026 YB Yevstakhii B TeacherE-Learning, 51 - 200 employeesUsed the software for: Less than 6 months. “These delays can impact productivity, especially when dealing with large or complex document generation tasks.“ May 26, 2023 ## Showing most helpful reviews Showing 1-25 of 117 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ansuman R. Ecom Manager Used the software for: 1-3 years ### "A Powerful document automation with flexible templates" August 11, 2026 5.0 Its a useful solution for automating and standardizing business document creation. It helps improve efficiency by connecting business data with predefined templates, reducing repetitive manual work and maintaining consistency across documents. Pros I like how Conga Composer helps automate the creation of business documents using templates and existing data. It is particularly useful for generating consistent proposals, quotes, contracts, and other customer-facing documents. The template functionality saves time and reduces the need to manually prepare documents. Cons some advanced features also require a learning curve before users can take full advantage of the platform Review Source R Reviewer Program Director Used the software for: 1-3 years ### "A reliable choice for document generation" July 8, 2026 5.0 My overall experience with Conga Composer has been consistent for document generation and proposal creation. It helps reduce repetitive manual work by automating templates and merging CRM data into professional documents. Initial setup and template customization require time and careful planning, but once configured, it supports a more efficient and standardized document workflow. Pros I liked how Conga Composer simplified creating polished contracts, advertising proposals, and broadcast documents directly from CRM data. It reduced manual formatting, kept branding consistent across teams, and made preparing client-ready materials much faster, especially when managing multiple campaigns and tight production schedules. Cons The learning curve was steeper than expected, especially when building complex templates with conditional logic and advanced merge fields Review Source Yasir J. Veterinary doctor,Farm manager Used the software for: I used a free trial ### "Powerful Document Automation Tool That Transforms Salesforce Workflows" June 7, 2026 5.0 Overall, Conga Composer has been a valuable addition to our document management process. Once past the initial learning curve, the tool delivers exceptional efficiency and flexibility. It has streamlined our document generation, improved accuracy, and enhanced our professional output. I would highly recommend it to any organization looking to automate their document workflows within Salesforce. Pros Conga Composer has been an exceptional tool for automating document generation within Salesforce. The value for money is outstanding — it significantly reduces manual effort and saves hours of work each week. The templates are highly customizable, allowing us to create professional-looking documents tailored to our business needs. Document management is seamless, and the content library feature makes it easy to store and reuse approved content blocks. The document signing integration works smoothly, making the entire document lifecycle efficient from creation to signature. Cons The learning curve can be steep for new users, especially when setting up complex templates or configuring advanced merge fields. Initial setup requires considerable time and technical knowledge, and the documentation, while available, could be more beginner-friendly. Additionally, some advanced features could benefit from a more intuitive user interface to reduce the onboarding time for new team members. Review Source LS Louis S. CTO Used the software for: 3-5 years ### "A powerful document generation tool that transforms Salesforce workflows" May 25, 2026 4.0 Our overall experience with Conga Composer has been very positive. Once we got past the initial setup and learning phase, it became an essential part of our daily operations. Document management is far more efficient, our templates are consistent and on-brand, and our team can focus on higher-value work instead of manual document creation. Customer support has been responsive when needed, and updates continue to improve the platform. I'd recommend it to any organization using Salesforce that needs robust, automated document generation. Pros nga Composer has been a game-changer for our document generation needs. Its seamless integration with Salesforce allows us to merge data into polished, professional documents in just a few clicks. The template flexibility is outstanding — we can create contracts, quotes, proposals, and reports using Word, Excel, or PowerPoint, which gives our team a lot of creative freedom. The ability to automate document workflows has saved us countless hours each week. Conditional logic, dynamic content, and batch generation are particularly valuable features. Combined with Conga Sign for document signing, it provides a near end-to-end solution for managing client-facing documents. For professional and enterprise use, it's reliable, scalable, and consistently delivers high-quality output. Cons he learning curve is steeper than expected, especially for users who aren't familiar with Salesforce formulas or SOQL queries. Building advanced templates often requires technical knowledge or support from an admin/developer. The documentation is comprehensive but can be overwhelming to navigate when you're trying to solve a specific issue quickly. Pricing is also on the higher side, which may be a barrier for smaller teams. Value for money is solid for medium-to-large organizations, but smaller businesses may find it harder to justify the cost. Review Source Verified Reviewer IT Systems Administrator Salesforce Administrator Used the software for: 3-5 years ### "The perfect integrated document generation tool. " April 13, 2026 5.0 Overall, this has been the best document generation tool I have ever used. They are constantly improving their technology and are very interactive with their customers. Pros Conga Composer is an incredibly powerful document generation tool. While there is a slight learning curve, once it is configured...it is very easy to use! It has a broad range of integration capabilities. Between templates, document management, and document signing...there really isn't anything it can't do well for folks. Integrations to services like Salesforce make it very well rounded for things like contracts, agreements, or legal documents. From prefilled data to electronic signatures, it does it all! Cons It does come with a cost and is a little tricky to configure properly. Their support is superior and they do provide a great deal of attention though. Review Source Verified Reviewer Administrative Director Used the software for: 1-3 years ### "Conga Composer is perfect for Business Operations" February 2, 2026 5.0 As a very busy person, I like that I can create all the business documents I need especially being able to sign online Pros I like that it is easy to use and setup. I like that I can sign documents virtually and the templates makes document management super easy Cons Although it is value for money based on all the documents you can create, I do think it is a little pricy for small businesses Review Source R Reviewer specialist Used the software for: Less than 1 year ### "specialist" January 20, 2026 3.0 Total Creative Control: Unlike many competitors that force you into a web-based editor, Conga lets you stay in Microsoft Word and Excel. This means you can achieve "pixel-perfect" branding that is virtually impossible with simpler tools. The "Swiss Army Knife" Factor: It can solve almost any document problem. Whether you need to pull data from 10 different objects, generate 500 invoices at once (Batch), or automate an NDA the second a field changes (Trigger), Conga has a tool for it. Stability with Scale: Once a solution is properly built, it is incredibly reliable for high-volume enterprise needs. It handles the "spaghetti data" of a complex CRM better than almost anyone else. Pros Build in Office, Deploy in Salesforce,Handling "Spaghetti Data,Smart "Conditional Logic,Zero-Click Automation,Professional Formatting (Pixel Perfection) Cons The "Black Box" of Error Handling,A Steep "Logic" Learning Curve,Outdated Admin Interface,Performance "Lag" & Uptime,Licensing and Cost Complexity Review Source R Reviewer Administrator Used the software for: Less than 1 year ### "It's a must have" December 3, 2025 5.0 Easy to access with easy learning curve. Pros Affordability and ease of use integrating with other data sources. Cons I could find nothing wrong with the composer, or that I would change. Review Source Khan Abrar A. Survey Programmer Used the software for: Less than 1 year ### "A good document management and generation tool with some limitations." August 3, 2021 4.0 Overall it is a good tool for small business and professional use. The document management system is very helpful in accessing the files anytime. The files are stored in the cloud and can be used from anywhere. We can sign a document online which is a unique feature to have. Pros The flexibility in creating a document is very good, as it allows us to generate documents in any format. The file sharing system is good and allows us to share big files which can't be shared via mail. There is a collaboration feature that helps in working on documents along with the team in real-time. Cons The interface is clunky, and the users feel a lot of difficulties while using this tool. The documentation is very confusing and the tutorials doesn't help much either. The tool is a bit expensive for personal use. More features can be added and improved. Review Source Steven S. Chief Engagement Officer Used the software for: 3-5 years ### "Revolutionized our sales process!" November 20, 2017 5.0 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. Pros 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. Cons 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. Review Source R Reviewer Managing Director Used the software for: 1-3 years ### "Avoid Conga" September 23, 2025 1.0 I found Conga to be unhelpful, and generally lacked caring when dealing with us. I would strongly recommend avoiding this company. Pros It was OK, simple to use and provided basic functionality. It satisfied our requirement for combining multiple documents into a single pdf. Cons Multiple attempts to meet with client support, only for them to be late to a meeting which had to be at 5:30 am my time. Also, very onerous contractual terms and no understanding from Conga. Review Source Maureen C. Salesforce Administrator Used the software for: 3-5 years ### "Conga generates customized documents using Salesforce data for our grantmaking org" May 29, 2024 4.0 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. Pros 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.) Cons It can be a bit non-intuitive and needs a little learning curve to develop solutions. Review Source R Reviewer Business Continuity/Disaster Recovery Planner Used the software for: 1-3 years ### "Conga for Plans and Policies" November 26, 2018 5.0 Conga has saved my team so much time and effort by allowing us to configure and manipulate templates around a single source of data to produce multiple unique documents. Pros Conga enabled my team to easily create and automate all of the different plans and polices that we manage through the use of templates and highly configurable fields, all while maintaining our specific branding and format. Cons Conga can be daunting for new users. Thankfully, they have great resources for training and getting users started with creating their own documents. Review Source R Reviewer Business Technology Analyst Used the software for: 1-3 years ### "Good once set up" July 4, 2022 4.0 Pros Does a very good job at creating documents Cons Can take quite a bit of work to set up correctly. Sales team is extremely pushy Review Source Jenna H. Client Success Manager Used the software for: 1-3 years ### "At my prior job, we used Octiv (then known as Tinderbox) for contract delivery and contract signing." April 20, 2018 5.0 Pros I liked how easy the product was to upload to Salesforce and then send to the clients for signing. It was not only easy internally for the person sending the document but also for the client to open and access (which means the most)! Cons I didn't really have any cons about the software. It was very easy for the client to use which is what mattered most since majority of the time we would send the document while on the phone with them and walk them through signing. Review Source Michelle R. Director Used the software for: 1-3 years ### "Saves me time, but does not always work" April 22, 2019 5.0 We do not need to send field back and forth between departments to be redundantly looked over and data reentered. We can just create each file and the next person can merge all of the data together with a single mail merge. Another benefit is being able to combine multiple files into a single report that is professional looking that we can then send off to a client. This program saves a lot of time and promotes accuracy by getting rid of human error. Pros I like that conga Composer saves me time because I do not have to go back and forth and re enter the same information- especially lots of data. I'm pretty sure that I make fewer errors because I don't have to re enter all of the data by hand. There are easy to find categories to merge and then create a single professional product. Cons There can be issues with its integration with Salesforce. It will sometimes freeze and we have to restart Salesforce or sign in over and over. It also sometimes comes up with all of the fields blank that were supposed to be filled in by the mail marge. You always have to double check a document before submitting it because potentially all of the fields will say zero. This happens every once in a while. Review Source R Reviewer Salesforce Admin Used the software for: 3-5 years ### "Composer Experience " April 25, 2019 4.0 Have had difficulty with documents breaking Pros Ability to create documents that run by a button click Cons Queries are finicky and don’t transfer well from sandbox Review Source Brandon S. Salesforce Administrator Used the software for: 1-3 years ### "Elimination of redundant data entry" April 17, 2019 5.0 Pros Conga Composer has helped you reduce the amount of redundant data entry involved with our sales process. This has allowed us to streamline our agreement process and allow our sales team to focus more on the sale than the paperwork. Cons I wish there were more functionality with PDF documents. Review Source AM Ahmed M. Human Resources Manager Used the software for: 1-3 years ### "Conga Document Generation Is an Exceptional and Reliable Tool" November 12, 2024 5.0 My experience with Conga Document Generation is exceptional. Pros Conga Document Generation is the most reliable proposal management solution. The capabilities of Conga Document Generation are exceptional. Cons I do not have issues with Conga Document Generation. Conga Document Generation is brilliant. Review Source R Reviewer Teacher Used the software for: Less than 1 year ### "My expirience of use Conga Document Generation" May 31, 2023 4.0 Conga Document Generation is generally regarded as a powerful document automation solution that offers robust features for generating, customizing, and managing documents. Here are some aspects that I have highlighted as positive experiences:Efficient document generation: I appreciate the speed and efficiency with which I can generate customized documents using Conga Document Generation. The platform allows me to automate the creation of documents from templates, populating them with data from integrated systems, which saves time and reduces manual effort.Customization and flexibility: Conga Document Generation offers extensive customization options, allowing me to tailor my documents to specific requirements. I can design templates with dynamic fields, conditional logic, and formatting options, providing flexibility to create personalized and professional-looking documents.Document delivery options: I have found the document delivery options provided by Conga Document Generation to be convenient and versatile. The platform supports various delivery methods, including email, electronic signature platforms, and cloud storage services, allowing users to choose the most suitable delivery method for their recipients.But Conga need improve their limited template design flexibility, integration and performance Pros 1\. Advanced template customization: Conga Document Generation provides robust template customization capabilities. I can design templates with dynamic fields, conditional logic, and formatting options, enabling to create highly personalized and visually appealing documents that align with my brand.2. Integration with data sources: Conga Document Generation integrates with various data sources, such as CRM systems and databases, allowing me to pull data directly into my documents. This integration simplifies the process of populating documents with accurate and up-to-date information.3. Workflow automation: Conga Document Generation enables users to automate document generation and delivery processes. Users can set up triggers or schedules to automatically generate and send documents, reducing manual effort and ensuring timely delivery. Cons 1\. Limited template design flexibility: While Conga Document Generation offers customization options, I have found limitations when it comes to advanced template design and formatting. I had challenges in achieving precise layout adjustments.2. Integration limitations: I have difficulties when trying to connect with certain CRM systems or databases, requiring additional configuration or workarounds.3. Performance and speed: I have occasional performance issues or delays when generating or rendering complex documents in Conga Document Generation. These delays can impact productivity, especially when dealing with large or complex document generation tasks. Review Source TM Thorben M. System Administrator Used the software for: 3-5 years ### "Conga Composer - User and admin review" September 12, 2022 4.0 Overall the usage of the Conga Composer has improved our business in our Salesforce org quite well. Pros One of the best features is the document generator. From a users' perspective it is more than comfortable to generate a a document with fields that were already filled in Salesforce, rather than to open up i.e. Word and fill out an existing form. On the admin side it is also well to administer. The software is overall well maintainable. Furthermore the component can be easy to set up on corresponding Salesforce objects via different buttons. Cons From a users' perspective the intuitive UI and the product itself are easy to use. However it can be sometimes a bit frustrating for an admin to create a new template using Conga Queries. For me personally it would help a lot if the query builder would be a bit quicker and if it could also display merge fields. These merge fields are (at least in our org) currently only avaiable in the composer itself via the Template Builder. Sometimes it can be also difficult to debug a template. It can happen that a template might throw a SOQL-exception but it isn't shown where the exeption was thrown. Review Source Julia H. Project Manager Used the software for: 3-5 years ### "Versatile Tool for Document Generation" October 7, 2022 5.0 Conga has been a wonderful product for us to create proposals, contracts, forms and various other templates that we use daily. Pros Conga makes it easy to create templates for contracts, forms and any other kind of document that can be autopopulated by our CRM and customized with data that has already been entered. We can create contracts very easily that are all consistent with one another without waiting for a member of our office team to create documents for the sales reps. It empowers the sales team to be able to send out proposals and contracts on their own time rather than waiting for other members of the team. Cons Setup can take a while to get used to. There are a lot of unique ins and outs about Conga templates that can get very complicated, if you have a complicated use case. Review Source SW Sam W. Systems Architect Used the software for: 3-5 years ### "Good software could be better" September 8, 2022 4.0 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. Pros 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. Cons 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. Review Source R Reviewer Salesforce Admin / Developer Used the software for: 3-5 years ### "Does it's job, sometimes clunky or in other words - you need knowledge of word serial letters" August 3, 2023 4.0 Ok. Pros When it works, it usually works. The way there is sometimes hard. Cons 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. Review Source R Reviewer Associate Salesforce Administrator Used the software for: 1-3 years ### "Conga is a great tool" September 1, 2022 4.0 I think it's been great overall. Pros Easy to use, which is beneficial for support. All of our proposals and other documents are generated using Conga, which was the intended use, but we have also created reports (like material tracking reports) to support the business which was an unexpected use of the software. Cons There have been a few areas we would like to be able to use Conga (like inserting an existing file in between templates) that we are unable to or have needed to find a workaround (the file becomes an image rather than just being the selected file was the only workaround for this use-case). There have also been several times the software has gone down where users were unable to generate necessary documents. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.