Conga Composer

“a complete disaster for data integrity

Pros

When I save proposals, I find it simple to transition to a more reliable vendor if needed and I don't run into unnecessary complications.

Cons

If you take data integrity seriously, we would strongly advise avoiding this company. Over the years we relied on their software and ran into multiple occasions where the proposal data was wrong. One alarming example happened when we sent a data processing agreement to every customer, the PDF download contained completely different numbered lists than what appeared in the signing UI (I have a screenshot). That discrepancy made us look extremely unprofessional and embarrassed our team. Support's response was useless, they told us they "could not change signed documents." When we pushed back and said the downloaded PDF must match what was actually signed, our concerns were effectively dismissed. Another time, following a system update, the currency on our documents was automatically flipped from euros to dollars which meant proposals showed about 15% less revenue. Luckily our customers were forgiving and signed corrected versions but it was an unnecessary headache. We also struggled with the Salesforce integration, PDFs failed to sync correctly and support again had no real fix, so we ended up manually downloading hundreds of files ourselves. When we chose to migrate away from the platform, we tried the 'bulk download' option to export all contracts. The tool reported the right number of files but every single PDF was actually the same document duplicated. We only discovered that problem when a client requested their contract during the transition. Support's answer was basically that "we shouldn't use that feature." After all of this, we switched to PandaDoc and it has been a massive relief, our proposals now look more professional, editing is far smoother, the pricing works better for us and onboarding wrapped up in a week. Looking back, we honestly wish we'd made the move much sooner.

“Automated proposal precision

Pros

I'm genuinely impressed by how it automates the entire process of creating and sending sales proposals directly from our CRM. It removes the heavy document work from sales reps so I can focus more on closing deals. The conditional logic is especially valuable because it automatically inserts the right legal clauses or case studies based on industry and region. That automation cuts down mistakes, prevents copy-and-paste errors and ensures consistent branding, often reducing what used to take over thirty minutes to just a single click.

Cons

As an admin, I discovered that the initial setup requires a fairly deep dive. To get proposals looking absolutely pixel-perfect, I needed to become comfortable with the composer parameters and how they control layout and behavior. Although the documentation is thorough and helpful, there is a real learning curve when it comes to mastering the syntax for more advanced features and conditional behaviors, it took me some hands-on time to feel fully confident.

“smooth pdf generation

Pros

Generating PDFs through the platform is quick and easy for me which keeps my workflow smooth and efficient.

Cons

Occasionally the PDF generation is quite slow and it takes a long time to finish which can interrupt my work.