AODocs is a document management platform that extracts structured data from 100+ file formats and automates workflows for claims management, sales proposal review, engineering designs, manufacturing instructions, etc. A cloud-native SaaS, AODocs integrates with SAP, Salesforce, and other business applications.
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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.
AODocs provides a world-class corporate content management solution for enterprises of all sizes. This company has top-notch product development, support, and professional services team, and they're building a community of like-minded customers who can benefit from one other's knowledge and experiences. A remarkable set of extensions, migration tools, and links to other relevant services make up the ecosystem of functionality.
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.
There is some difficulty in understanding the training material. Make it easier to understand how to use key features in real-world work situations by providing more thorough examples or videos.
Custom scripts would benefit from greater online training and certification options.
The user interface is a nightmare to work with. It could take anywhere from five to ten clicks to move a file to a new subfolder.
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'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
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.
Using AODocs, we can solve difficult business procedures immediately. Regular updates bring new capabilities to the platform. This workflow engine is superior to all others I've used in SharePoint and Nintex over the years. Until now, I (we) have not encountered a business problem that we couldn't solve. AODocs is a top-notch service.
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.
