ActiveDocs is a document management software offering from ActiveDocs.
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Conga Composer
Score 9.3 out of 10
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Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports.
Conga Composer integrates with any data source, including CRM systems like Salesforce, and allows users to dynamically merge data from these sources into templates to generate personalized documents.
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.
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.
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.
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.
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
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.
ActiveDocs can be a considerably complex product because your use cases can be potentially endless. In our experience, when we have come across a problem or issue with the product ActiveDoc's support has always responded to our queries within 24 hours. Support is only provided via email in 95% of cases. Each year your support and maintenance includes support hours. These are used when you contact support and your issue is not found to be a bug or problem with the product (completely fair and understandable). When we've identified or discovered bugs (mainly with the latest version of Word) it is patched by the next release. They typically release about 4-5 updates per year.
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.
In relation to other software that have a functionality similar to ActiveDocs, they don't even compare in relation to the interface, I didn't use all the software available on the market, but the ones I used and I can compare, ActiveDocs is without a doubt the best among them. We really likes the 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.
