airSlate is a codeless workflow building platform, focusing on document generation, contract lifecycle management with e-sign, and what the vendor describes as mobile-friendly web forms which can be integrated with systems of record (e.g. CRM, etc), using no code airSlate bots.
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Conga Composer
Score 8.6 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.
While there's some things I'd love to see and maybe they will one day, I think this platform is an EXCELLENT choice for someone looking to automate forms. I love not having to manually update a spreadsheet daily, this is more of a set up and forget process although there are times that the automation fails and has to be done manually
From my experience, Conga Composer is particularly well-suited for generating documents, such as quotes and contracts, directly from Salesforce. It saves us a great deal of time, which is remarkably beneficial for companies with sales teams. Not suitable for companies lacking significant Salesforce expertise or administrative support.
The bots are fantastic, so many to use to really increase functionality
User friendly for those who are first time users, and the system just gets easier and easier to use with experience
The email notifications for bot failures are very much appreciated, we know right away if something is not functioning
The customer technical support to assist with flow issues, they are quick to respond and assist until the problem is solved or the flow is functioning as envisioned
Regular updates to the platform for improve functionality
On occasion, bots need to be reset/removed in order to work.
I wish there was a way to add a quick document before sending something out similar to DocuSign envelopes. Versioning is very helpful but I do wish there was a way to prepare a form for sending, add in a quickly customized document and a field or two, and send it to just that person.
Being able to assign fields while in the field editor would be helpful!
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.
It seems airSlate designers spent a significant amount of time ensuring the product is easy to use and appealing. They were able to accomplish this without sacrificing functionality and quality. The interface isn't cluttered and allows end-user to get going with minimal training. Designing workflows is a snap with the drag and drop "bots" (functions).
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
I have reached out to airSlate support a number of times during setup and after. The platform includes a built-in support chat that is very convenient and fast. I'm able to get the answers I need is less time than it takes with any other software I use. And I don't need to pick up a phone or write an email and wait for a response. They support staff is very knowledgeable and accommodating
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.
We had been unable to get much attention from DocuSign support/sales when we decided we wanted to connect forms to Salesforce. I stumbled across airSlate on the appExchange, and their sales team was responsive and helpful. I haven't worked in DocuSign myself, but my users tell me that airSlate forms are much cleaner.
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.
Could really use better error handling on the product when the document doesn't generate. Zero notifications are provided right now and have no idea where in a 20 page template the error is. Need to keep cutting the template into pieces to find the error.
The report generates 90% of the time so far.
Getting easier to generate templates when knowing how the JSON will be structured to add to merged fields.
Use Work Plan Template Entries and Work Steps to dynamically generate many deliverables.
