What users are saying about
3 Ratings
29 Ratings
3 Ratings
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Score 7.8 out of 101
29 Ratings
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Score 8 out of 101

Add comparison

Likelihood to Recommend

ActiveDocs

There are not a lot of competitors to compare this product with, but ActiveDocs holds its own as a very useful software for the need. I recommend doing a demo to see how the process works, but it's rather streamlined and easy to create a template and produce a document from it.
Derek Schroeder profile photo

Conga Composer

It's ideal use is to be able to create a template document in a way that reports don't. For example, we wanted to provide an executive summary when our C-level execs were going in to talk to prospects or customers. Rather than having the exec dig around in Salesforce, we identified the key fields that would provide the proper executive summary of an account, created a template, and used Conga Composer to create those summaries when we needed them.
Rick Scouffas profile photo

Pros

  • The user-friendly interface guides you through the template creation process.
  • Highly customizable including rules for following client/customer information.
  • Fast and easy to use - anyone can create documents once templates are in place.
Derek Schroeder profile photo
  • Merge fields for the documents can be cross-object. As long as you can create a report that links between the object where the cConga action is being called and the object housing the fields you need, you can pull in those fields onto the document. Breaks all limitations that standard Salesforce email templates have.
  • Seamless integration with E-Sign apps such as DocuSign and Adobe Sign. This makes the document generation and signing processes a lot easier and 100% virtual.
  • Conga Workflow was a game changer for us. Originally we had to manually click custom buttons in order to generate the Conga documents, however with Conga Workflow we were able to automate these processes completely. Essentially you can set up the documents to be generated and/or emailed when certain actions are triggered in Salesforce.
  • Supports many different output formats; PDF, DOCX, PPTX, XLSX, etc.
Ahmed Bajwa profile photo

Cons

  • The built-in template designs are a bit lackluster. While there are numerous, they all have the same blase style and formatting
  • The built-in template designs are not very diverse and could be expanded upon.
Derek Schroeder profile photo
  • Template error reporting could be a little better. Sometimes a generic error message is displayed and it's difficult to pinpoint where the error is in the template.
  • I had a difficult time setting up hands on signing to allow customers to hand draw their signatures on documents on their iPads via Adobe Sign. It's possible that these bugs have been fixed since then as it was an extremely new feature at the time.
Ahmed Bajwa profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Conga Composer8.0
Based on 1 answer
It's a big part of what we do internally, so would renew as it saves us time and is part of our process. In order to switch we'd need a good price break with same functions available
Christopher Rodriguez profile photo

Usability

ActiveDocs9.0
Based on 1 answer
Very good usability overall. Any user can pick this up and run with it. HotDocs, the closest competitor, has similar end-user usability, but from a designer of templates perspective, ActiveDocs definitely has the edge in this regard. I would recommend this for any company that mass produces documents from templates as deliverables.
Derek Schroeder profile photo
Conga Composer7.0
Based on 1 answer
Unethical and unsatisfactory resolution of our concerns
Robin Craigen profile photo

Performance

ActiveDocs8.0
Based on 1 answer
The software overall is very excellent. It responds quickly and produces documents well. The integration with systems makes data input easy. Questions can be designed to allow further expansion of template creation/customization. The rules section is very useful for complicated If/Than/Else style templates. Although experience and training help, the software is very user-friendly out of the box.
Derek Schroeder profile photo
No score
No answers yet
We will never use this product again!
Robin Craigen profile photo

Support

No score
No answers yet
No answers on this topic
Conga Composer6.0
Based on 1 answer
Haven't used support much, but good documentation so solid rating here
Christopher Rodriguez profile photo

Implementation

No score
No answers yet
No answers on this topic
Conga Composer6.0
Based on 1 answer
Took a while to do but overall fine, did it myself
Christopher Rodriguez profile photo

Alternatives Considered

ActiveDocs and HotDocs are very similar. HotDocs requires training or a technically savvy mind to pick up and run with. ActiveDocs seems much more user-friendly and easy to use. HotDocs, however, can produce some very intricate documents based on the templates. Both use rules and question-based information intake. Another benefit of ActiveDocs is its integration with numerous systems including Office 365.
Derek Schroeder profile photo
Conga was always the standard when first evaluating, it has the track record over others and was most used and felt it would handle our needs.
Christopher Rodriguez profile photo

Return on Investment

  • Greatly increases productivity by removing document creation and copy-pasting from an employee's workflow.
  • Reduces mistakes made during the manual document creation process, ensuring better and more professional deliverables.
  • Cost for the software is market price and very fair for what is gained.
Derek Schroeder profile photo
  • Conga reduced the need to hire additional FTEs in departments with the highest amount of document generation.
  • Conga decreases the time spent generating and sending invoices to customers so the payments are received faster.
  • Conga allows more advanced functionality than standard Salesforce email templates. This allowed the business to automate emails that could not have been done previously.
Ahmed Bajwa profile photo

Pricing Details

ActiveDocs

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Conga Composer

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details