What users are saying about
3 Ratings
26 Ratings
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Score 7.9 out of 101
26 Ratings
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Score 8.7 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 is useful when you are dealing with complex data merges. For example, making a document that references a parent object, pulls in a table of information from a related object, displays certain pieces of information conditionally. Imagine terms and conditions where you want certain ones to appear in certain scenarios, or if you wanted to pull in a list of itemised items from a related object off an account (i.e. show all related Account Sites from a custom Site object).
Simon Whight 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
  • Deals with complex merges of data into a document.
  • Integrates into Salesforce, rather than sitting as a separate program.
  • Works well with other pieces of software like Adobe Sign and Financial Force.
Simon Whight 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
  • While it is a much easier experience than using code to arrive at a document solution, it can still get VERY technical. Beyond the click and drag style of document that you see in the demonstrations.
  • When it goes wrong, finding out WHERE it has gone wrong can be maddening. There is a lot of support out there but that sometimes translates to a vast amount of options to investigate when troubleshooting.
Simon Whight 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
Takes a lot to set up initally but once it is then it's solid so need to get over that hump first
Christopher Rodriguez 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
No answers on this topic

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
I did not evaluate any other software that competes with Conga Composer. This solution was brought to my attention by our Salesforce implementation consultant as an excellent program to accomplish multiple goals across our organization.
Beth Lee 763-478-9600 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
  • Our sales team can generate complete presentations and legal documents within minutes.
  • We keep a library of terms and conditions that are automatically reviewed by the legal team, ensuring up-to-date legal terminology.
Chris Gardner 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