Conga X-Author for Excel | Microsoft Office & Excel Connector

Experience Feedback

It is a really amazing product and it really works well healthcare system for management.

Good one !!

Very easy to use , makes our life easier

Good experience

It has helped me be more productive in my forecasting and data management

April 2020 Success turns into April 2021 Disappointment

This is the review I wrote on 4/22/2020: "Special thank you to Sarah Jawsorski for getting this installed for our team." And here is today's status: Conga/Apttus/X-Author has declined to delay the renewal date from January 1st to April 1st, despite the fact that X-Author was not successfully installed until mid-to-late April. The fault for the delay was neither Congas nor ours. It was caused by a combination of Covid-19 and inability to communicate due to lock-down restrictions and to the time difference between India, where the support is located and the USA where we are located. I guess I just thought that Conga/Apttus/X-Author was in the business of making their customers happy. Do you think that the following two communications show willingness to work with customers or willingness to pursue the money from customers at all costs? 1. My name is bbbbbbbb, I am the manager of our Digital Success team. Your request was indeed reviewed by multiple people within the Conga team and based on our records showing that your team had access to install the package on 1/28/2020 but a technical support case was not submitted until 6/2/2020 - we are unable to move your subscription start date or offer a credit. 2 I was able to look into the situation and connect with multiple people about your request for a credit or shifting the start date. Unfortunately, because the licenses were available to you and it was a matter of a delay in installation on your end, we are unable to provide a credit or move the start date. I have here that the package was made available through the install center on 1/28/2020. The licenses were installed on your end on 4/7/2020 which prompted the provisioning on 4/22/2020. Please note that even these two individuals at Conga/Apttus/X-Author are unable to agree on the time lines.

CPQ

sales force CPQ its working working

Simplicity and Quality

X-Author and Apptus allow for easy integration of custom language, terms, or objects into the contract writing process. Tools allow for use across Users as needed, and the tracking features allow for a clear record trail of what was edited, when, and by whom. Ease fears with Audit requests knowing changes and custom agreements are fully tracked and report enabled.

Easy to use and drive impact

X-Author has been crucial in a lot of Quote-to-Cash initiatives we have been driving internally. It has been a great document generation tool and is effective at standardizing templates company-wide in a very short amount of time.

X Author for Microsoft Office

Great tool for building out complex templates with intricate requirements. Doc generation made easy!

Fantastic Tool

Hands down the best tool to sync salesforce data between an excel sheet and Salesforce. Before using this tool, I was a big fan of Salesforce Data Loader. It does have its issues and one needs to be fairly technical to use it, but I used to take pride in it. What I didn't realised what the amount of time it used to take for me upload a simple set of records. After trying X-Author I felt like I was upgraded to a Mac from Pentium II(ya I dread those days). The productivity boost I got due to X-Author has been tremendous. Now I recommend this tool to all my Clients. First even they are reluctant, although they have heard about the tool. But when I show them a demo, they become instant fans. Thank you Apttus. You made me fall in love again with syncing data with Salesforce.

Good Product, Great Value

The product was easy to install and it performed as expected. I had a small, minor question (deleting apps), posted on their message board, but after digging in a bit was able to answer my question myself !! Our use case was to simplify multiple transaction data entry through an interface that Accounting folks could understand (aka Excel). Once the data got into SalesForce, we do a bunch of processing. We were able to install and implement in a matter of days and move to Production level processing (after training) in a week or so. We plan to extend the use of this product in other areas as well.