Conga Composer vs. FileInvite

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

Our forms for summer camper parents vary depending on the needs of the camper (i.e. allergies, nutrition requirements, & program desirability such as horseback riding or preferred cabin mates). This situational form allowance is a breeze with fileinvite, and the setup process is intuitive and very easy to manage as a collaboration across our entire team

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.

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• Templates are fantastic and take very little time to create a file invite.
• Ease and simplicity of communication.
• Ability to send reminders to ensure needs tasks are completed.

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• 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

• It takes forever to delete unwanted document in my experience.
• The signature never appears on the right spot and the box can't be resized.
• Our problem has always been to collect dozens of documents to submit an application.

Incentivized

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

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

Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.

Incentivized

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

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

It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.

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

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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

FileInvite has a lot of nice features, but the overall cost is the company's downfall. We were able to get a lot of the same features that we need for a lot less with other companies and providers.

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

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

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

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• 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

• Positive feedback from clients and employees who have used this vs Docusign.
• Not sure about the exact ROI, however, I know that this has had significant cost savings vs the previous software.

Incentivized