Clio Draft vs. Conga Composer vs. SnapSurveys

Well suited for any law office that uses any court forms. Also, it's great for any law office that needs signatures on any docs. The template features are excellent and a huge plus because any document can become a template in LawYaw. Probably not needed in a law office that only provides consulting or legal advice, but doesn't actually prepare any documents for clients.

Incentivized

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.

Incentivized

I think it is very important to go through their training videos and user guides. Devote the time to learning it correctly from the beginning. In the long run you will enjoy it much more than plowing right into it and then trying to find out if you did it right. Also, while you are not required to buy the annual maintenance contract, I think if you are going to use the program, don't skimp, buy the annual maintenance contract. The free technical support is necessary, especially when you are up against deadlines.

• Reduces scrivener's errors.
• Saves time

Incentivized

• One great feature of Conga Composer is the ability to create various document types, including Word files, PDFs, and even PowerPoint presentations.
• The ability to encrypt and share data is quite impressive with Conga Composer.
• The integration, especially with different email providers, is quite good with Conga Composer.

Incentivized

• The training helped me to customize surveys for the different departments that the office of IR served.
• Surveys were easy to create and gathering information was made easy because SnapsSurveys worked well with SPSS.
• Once surveys were created I could scan them and have the results to my boss in less than an hour depending on the size of the survey group.
• Snaps customer service reps were always willing to help.

Incentivized

• Integrations with case management platforms, such as MyCase
• Zapier integrations

Incentivized

• Not very intuitive. Once you know the system it's fine but there is a learning curve
• I would like to see training opportunities on features that I am not using or aware of
• I am sure I am only using about 3% of it's full potential

Incentivized

• Though the user interface is easy to navigate, it would be nice to see is design updated to something more aesthetically pleasing.

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.

Incentivized

The main reason we will renew is that it does the job, it supports our system, and we have budgeted for it so why change?

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

Incentivized

I think as an organization there is always room to grow, however, this application has really helped us with our dilemma with offline, online, and paper surveys. We are able to make our surveys fun and engaging and the interface for the person creating the survey is user-friendly. Customer service is very helpful if you need additional support.

Incentivized

It was available, it just didn't always work depending on what glitches were happening within our app

Incentivized

This product appears to work well. It was not a fit for us this time, but we would consider in future

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.

Incentivized

It was painful internally to build out all of the templates, but the actual implementation of the product was okay.

Incentivized

Incentivized

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.

Incentivized

It is an in between option. The options we evaluated were Qualtrics and SurveyGizmo. It's cheaper than Qualtrics and easier to design surveys than SurveyGizmo. Nonetheless it's not the worst option out there like SurveyMonkey.

Incentivized

Not fair. Its an upfront cost and then pay per use

Incentivized

We used it for something simple and it was still a pain to use

Incentivized

Needs additional training on what they are selling, how to install and use to explain to customers

Incentivized

• It has been a huge time saver for everyone at our firm.
• It's so easy to use that our staff actually enjoys using it.
• Our ROI is almost incalculable because of all the features for the price.

Incentivized

• 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.

Incentivized

• Using a professional survey package enhances my reputation as a research professional.
• I have been able to use the software's functionality to exceed my clients expectations.