12d Synergy vs. Conga Composer

12d Synergy and its ability to handle all file types really suited the engineering industry.

I'm early in my Conga Composer journey but, even in my limited experience, there is nothing it can't handle (within reason) and the sky's the limit. I have found it rather difficult to learn (most queries) as I'm learning on my own with the Conga Learning Center and YouTube videos.

Incentivized

• Manages multiple files in a folder, while allowing file sharing (AutoCAD, xrefs, etc.)
• Delivers HUGE (2, 3, or 5GB) files with minimal bandwidth

• It is positive that Conga integrates with and is operated within SFDC
• Conga allows users to tag any document with dynamic fields that map to SFDC and send it out for signature
• Conga allows us to consistently produce quotes with the correct SKUs, Terms, & conditions at scale

Incentivized

• 12d Synergy could provide additional analytical reporting on user behavior and usage out of the box.
• Improved speeds when referencing shared files from other 12d model projects.

• Initially, it is hard to comprehend as the setup process is a bit complex. More user adoption tools, such as tutorials and resources, would help.
• Sometimes the error message is very generic and hard to troubleshoot.
• Better UI would also be a plus.

Incentivized

Though I love how easily Conga Composer ties into Salesforce and its given analytics, it takes a lot of data entry to get up and running. I don't love that sometimes queries can take a long time to pull. I like keeping our marketing templates consistent via templates in the system. Pulling multiple objects into one report is fantastic too.

Incentivized

It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues

Incentivized

It was available, it just didn't always work depending on what glitches were happening within our app

Incentivized

This product appears to work well. It was not a fit for us this time, but we would consider in future

The 12d Synergy team is always ensuring our issues and needs are resolved promptly. Whether it be on the forum or phone, they are kind and helpful

It's been hit and miss depending on the issue. We use javascript to generate the urls which has confused many techs even though it generates a clean url - they are overwhelmed by the concept of code and can't understand that the url is all that matters.

Incentivized

It was painful internally to build out all of the templates, but the actual implementation of the product was okay.

Incentivized

Hands down prefer 12d Synergy. Bentley ProjectWise is overly complex, expensive and has a very cluttered interface.

I think Nintex is the primary competitor for Conga Composer, but I have not personally used it. I was not present for the decision to purchase Conga but I would recommend it in future document automation vendor selection processes because I have seen how well it works! We are especially fond of complementary features in Conga Composer, including Conga Email Templates and Conga Global Merge.

Incentivized

Not fair. Its an upfront cost and then pay per use

Incentivized

We used it for something simple and it was still a pain to use

Incentivized

Needs additional training on what they are selling, how to install and use to explain to customers

Incentivized

• 12d Synergy has solved our multiple office syncing issues, adding the ability to have staff from remote offices collaborate together on projects.
• Email saving used to be a nightmare, however, staff finds 12d Synergy's email saving easy to use and are able to search for saved emails quickly.

• Timely document creation to ensure important records reach customers quickly.
• Documents generated to act as sources of truth and are contractually binding, so the product is very reliable.
• The documents generated are on brand and provide a consistent archive for protocol and audit purposes.

Incentivized