Conga Composer vs. Hubdoc

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

When I am out purchasing items for my business I can quickly take photos of receipts and upload via the app and not have to worry if I lose or damage a receipt. This is very handy for me. Hubdoc also allows me to get all my invoices, payments and statements to my bookkeeper very easily which saves me money and time. I only use Hubdoc for business purposes which is where I feel it is most suitable. I probably wouldn't use it for personal stuff as I don't track personal that strictly.

Incentivized

• It allows us to generate multiple documents at once using batch generation. This simple automation saves a lot of time for our team.
• Its very user friendly. Even a newbie can simply generate document by clicking a button once this is setup by the admin.
• Integrate Conga Sign with Conga Composer and it will automatically sent for e- signature once generated saving lot of time. we previously had to wait a lot for the signature.

Incentivized

• Extracts data from documents both from a feed and a scan really quick.
• Availability of automated feeds directly from the supplier.
• Integration with accounting software e.g. Xero (now owned by them) and QBO.
• Ability to auto-archive to many different cloud storage locations such as Google Drive and ShareFile.

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

• Although it is great that they can automatically get bank statements and transactions once linked, these links have been very unreliable historically.
• Figuring out how to set up the automatic feed is cumbersome. You can land up being inundated with useless transaction data.
• you have to upload each document separately. The program cannot differentiate/split PDFs.

Incentivized

We most likely will renew conga because of it's strong salesforce integration and we're so engrained into it with all of our different brands and products/services. It would take a lot of time, money and resources to switch to something else.

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

I think this is one of the easiest apps to use on both mobile and desktop. Once it was all set up by my bookkeeper all I needed to do was upload things. I recall the set up being quite simple and we've only made a few small changes over the years.

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

As a conga parter we have created more than 50+ cases with conga support and many times we have got the answers on the chat support itself. A very effective knowledge base and conga university give you all the study material to enhance your product knowledge. Conga support has been very effective and has always responded quickly to questions and issues

Incentivized

At the time we implemented Hubdoc (more than 2 years ago) it was quite cutting edge and did have strong advances from the competition plus its pricing was definitely more competitive (flat rate vs price per data extraction model). However, currently the competition has caught up and now many of Hubdoc's core features are being built into online accounting software natively.

Incentivized

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

Incentivized

We have not been able to find an offering that allowed for the level of customization or could handle the complexity of the solutions we've built using Conga's products. We selected Conga originally as it was recommended at the time (2012) and there weren't any better alternatives - but we have looked recently and still can't find anything better.

Incentivized

We did not get far into evaluating other solutions we were looking at because Hubdoc came highly recommended from peers, coupled with Xero and Gusto. The cost for Thompson-Reuters is high. We quickly honed in on Hubdoc due to cost and recommendation and are very glad that we did.

Incentivized

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

Incentivized

• We have been able to standardize our branding in documents to give them a more professional appearance.
• The number of manual errors is significantly reduced, thereby improving our turnaround time by 30%.
• Our overall working efficiency has improved by over 70% with the introduction of Conga Composer.

Incentivized

• We are processing much faster than expected
• Clients are getting receipts in faster and allowing us not to stalk them to process their banking
• It is a file for us besides attaching to the invoice we also have the history of bills/receipts in Hubdoc

Incentivized