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.
$30
per month per user
Formstack Documents
Score 6.1 out of 10
N/A
Formstack Documents (formerly WebMerge, acquired by Formstack April 2019) is an online service that automates the document creation process. It allows users to create customized PDF and Word documents for contracts, applications, government forms, and more.
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Microsoft Power Automate
Score 8.3 out of 10
N/A
Microsoft Power Automate is an advanced automation platform offering a range of features, including AI-powered automation, robotic process automation (RPA), business process automation (BPA), digital process automation (DPA), and process/task mining. The platform aims to empower organizations to securely automate their operations at scale by leveraging low-code and AI technologies.
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.
[Formstack Documents (formerly WebMerge) is] well suited for a mid-size organization that has multiple data inputs and needs to provide structure and professional document generation. As helpful as it is, the cost would prevent smaller businesses from realizing the cost savings that a larger one will.
Very useful RPA tools for automating processes with minimal coding and drag-and-drop functionality, with a wide variety of triggers, including scheduled time-based triggers and activity-based triggers, such as modifying a file/list in SharePoint to run a Power Automate flow. Very easy-to-use UI with native integration with every Microsoft product, and a very low automation failure rate for deployed workflows.
We've had some issues with document formatting when the Formstack document comes through. Nothing outrageous, but it has been very inconvenient and annoying.
The Formstack website is not attractive or user friendly.
I think it could be clearer to Formstack users that it is a tool that needs another tool, not a tool all its own.
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.
The tool is very useful when used with its various native connectors, taking great advantage of the integration between the components and systems of the Office365 universe. However, its cost is still high, and automation using more advanced components containing AI resources becomes unfeasible for some companies. Due to the financial crisis that many companies are currently experiencing, investment in automation systems or tools is taking a back seat.
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
Power Automate features a clean and intuitive user interface that allows users to create, manage, and monitor workflows easily. The UI is designed to be accessible to both technical and non-technical users, with drag-and-drop functionality for building workflows. Power Automate supports integration with a wide range of Microsoft and third-party applications. This flexibility in integration allows users to automate workflows across various systems, enhancing overall productivity and efficiency.
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.
both Community support and Microsoft official support typically respond to (and resolve) reported issues in a VERY expedient manner, usually going above and beyond for education and bugfixing. I have been thoroughly impressed with the level of support I had been provided in the past.
after reviewing the main features of Power Automate, the Microsoft trainer focused on some of our real life use cases implementation, from simple to more advanced.
although it was productive, it is more difficult to stay focused and in a 7 hours a day online training (including screen share issues and the fact that the trainer just can't precisely show the exact location of your mistake)
Overall, our experience implementing Microsoft Power Automate has been positive, with a relatively low barrier to entry and a fast time-to-value—especially because it integrates natively with Microsoft 365, which we were already using extensively. With Respect to migration, I had a very good experience where existing workflows were reviewed and simplified. Unnecessary steps were removed. Business rules were reimplemented using Power Automate logic. We migrated Approval workflows, email-based notifications, SharePoint-centric processes, and simple integrations.
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.
Each of the programs above answered a specific call to action. While each addressed a small portion of our need, they never quite fit the bill for what we needed. It was actually a representative from three of the ones above which selected WebMerge. They wanted to sell their product, but knew that we would be unfulfilled if we went with them
Microsoft Power Automate is worlds ahead of Zapier in so many ways. The looping, DOM access, and flow controls are much better. I feel that accessing different data within previous connectors used in a flow is much easier in Microsoft Power Automate as well. The custom connector creation process is a lot more pleasant in Microsoft Power Automate. The DateTime data type is handles MUCH better in Microsoft Power Automate, which is reason enough to use it.
Microsoft's professional services provide hands-on support throughout the implementation lifecycle of Power Automate.This includes initial setup, configuration, integration with existing systems, testing, and deployment. They ensure that workflows are correctly designed, optimized for performance, and aligned with security best practices.
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.
The return on investment has been very good. It's very cost effective product. Our service team is on the phone and it takes away from the customer service if they are having to input the same information on applications. Web Merge eliminates additional key strokes while giving customers more time to run their business.
You can automate a lot of process very easy like automatic mails for status updates and such. This will save a lot of time and is more accurate, faster and up-to-date than a user can be.
Task approval is centralized and automatic reminders save us a lot of time.
The ROI is good if you have a lot of use cases and things to automate
