Conga Composer vs. Yesware

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Conga Composer
Score 8.7 out of 10
N/A
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.
$20
per month per user
Yesware
Score 8.1 out of 10
N/A
Yesware, from Vendasta since the October 2022 acquisition, is a service for salespeople that helps them close deals faster. An email service tracks email, templates responses and syncs to CRM.
$19
per month
Pricing
Conga ComposerYesware
Editions & Modules
No answers on this topic
Pro
$19
per month
Premium
$45
per month
Enterprise
$85
per month
Offerings
Pricing Offerings
Conga ComposerYesware
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsAnnual plans save up to 23%.
More Pricing Information
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Conga ComposerYesware
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User Ratings
Conga ComposerYesware
Likelihood to Recommend
8.5
(84 ratings)
8.4
(62 ratings)
Likelihood to Renew
9.0
(13 ratings)
9.0
(6 ratings)
Usability
9.0
(6 ratings)
7.0
(1 ratings)
Performance
9.0
(1 ratings)
-
(0 ratings)
Support Rating
8.3
(8 ratings)
8.2
(12 ratings)
Implementation Rating
8.0
(4 ratings)
-
(0 ratings)
Ease of integration
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
Conga ComposerYesware
Likelihood to Recommend
Conga
We used to manually process information which are available in Salesforce to another system, right now we just click a button and these information is available in another system. This process eliminate human error and provide accurate information in our financial reporting. This process helps our accounting department provide efficiency and accuracy on providing data.
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Vendasta
It works for my company and my problems. If you need a Sales CRM you can go for higher-end products that will give you what Yesware gives along with other stuff. Wherein we had specific problems we wanted to solve. -We needed a solution for a smaller team within our bigger sales team. -We needed a solution to be easy to use point and click and did not require any setup. -We needed to have a better solution to YAMM.
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Pros
Conga
  • It is positive that Conga integrates with and is operated within SFDC
  • Conga allows users to tag any document with dynamic fields that map to SFDC and send it out for signature
  • Conga allows us to consistently produce quotes with the correct SKUs, Terms, & conditions at scale
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Vendasta
  • Tracking open rates, link click rates, and reply rates. This allows us to compare different templates in order to see which allows for the most interactions and meetings set directly from email engagement.
  • Seeing exactly when someone opens an email and whether it is in their normal location. Also if they are opening on a mobile device versus a computer to be able to organize the set up of the email in a more beneficial way.
  • Being able to save Templates for Mail Merges to avoid the duplication of effort that other mass email systems utilize.
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Cons
Conga
  • It is challenging to go from solutions to templates and then to each account record to generate - is there a way to generate for all?
  • the search for reports is unwieldy - can there be a "recents" to cut down on what reports we are searching through? or a way to view folders.
  • i have tried saving time by having conga composer up on several records and you can't generate records. again, if there is a way to generate for all?
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Vendasta
  • The ability to unwrap iframe embeds on email (e.g. if I send a Vimeo link over email, have that video thumbnail show and link out to a video)
  • Removing recipients from a campaign. If my ruleset is to remove a contact from a sequence after he/she replies, sometimes a person will reply from another email and Yesware doesn't recognize it. (e.g. if I add jeff@amazon.com to my campaign and jeff.bezos@amazon.com replies to my thread, Yesware will still send an email to jeff@amazon.com unless he is manually removed)
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Likelihood to Renew
Conga
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.
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Vendasta
I like the product, but due to the limitations I don't love it. I'm curious to revisit other options, particularly in lieu of Yesware's recent price increases (although I'm on a legacy plan). Some of my challenges to be browser related (I'm on an older computer) -- I'll have to see how things go when I receive my new computer. If the glitches (especially with regard to tracking accuracy and send later feature) go away, I'd be much more inclined to renew
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Usability
Conga
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
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Vendasta
Pretty good overall, but again it needs some tweaks to ensure user frustration is kept to a minimum. This would go back to the autosave feature I mentioned which would immediately be a value add but not something that should need a user to move into a paid tier.
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Performance
Conga
This product appears to work well. It was not a fit for us this time, but we would consider in future
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Vendasta
No answers on this topic
Support Rating
Conga
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.
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Vendasta
Because it deserves this rating. The features and functionality provided are great. Our Sales team is very satisfied with this software as it integrates very well with our other software like Outlook, Salesforce, etc. Yesware provides great follow up with customers, which is essential for sales. Meeting scheduling is also flawless.
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Implementation Rating
Conga
It was painful internally to build out all of the templates, but the actual implementation of the product was okay.
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Vendasta
No answers on this topic
Alternatives Considered
Conga
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.
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Vendasta
All of these tools do what Yesware does, and more; but Yesware does the follow-up email portion best, in my experience. It is reasonably priced and is regularly adding new functionality to make it a sticky license for us to have. Yesware does not have predictive analytics or a particularly strong dialer solution, but it does provide team-wide and template efficacy tracking, and a basic dialer.
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Return on Investment
Conga
  • Without Conga Composer we wouldn't be able to auto generate documents in Salesforce, the extra customisation is needed.
  • The ROI is obvious when it comes to having customised documents
  • As long as the data is available in Salesforce, it's available in Conga, and so we have no issues with it's efficiency
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Vendasta
  • I think net positive ROI from generating meetings that lead to closed deals. Ultimately very difficult to quantify the ROI since it is essentially automating a lot of the manual prospecting done by BDRs/AEs - so ROI is likely higher than just that quantifiable number around deals closed.
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ScreenShots

Conga Composer Screenshots

Screenshot of how documents are created automatically, directly from SalesforceScreenshot of documents generated with any data, from any object - standard or customScreenshot of Conga Document GenerationScreenshot of popular document formats available, like Word, Excel, PowerPoint, HTML, and PDFScreenshot of how large documents are sent via a link - and they provide visibility into customer document engagementScreenshot of how multiple documents can be sent with one or no clicks

Yesware Screenshots

Screenshot of CampaignsScreenshot of Email Templates