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
PDF Xchange Viewer and Editor
Score 9.3 out of 10
N/A
PDF Xchange Viewer and Editor is a pdf editing and conversion software offering from Tracker Software Products. It includes features such as create pdf and convert to pdf.
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.
This software handles large PDF files and has not crashed for me, unlike some other PDF software. It does what I need very well, although it has a lot of features beyond what I need. It extracts and adds documents easily and certainly does well with its search function after applying optical character recognition.
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.
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
It does everything I need, such as OCR, redaction, Bates stamping, bookmarking, and handling large PDF files without crashing. It also does well with the extraction and addition of documents.
Performance wise, PDF Xchange Viewer and Editor is flawless. It runs fast, and I haven't experienced any immediately crashing. The reports save quickly, and the document size is never an issue. It saves into a regular PDF, and we're able to open it on any other program or computer. All text boxes, features, and headers show up flawlessly on other programs.
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.
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.
PDF Xchange hits a sweet spot for me and my users. It is powerful, includes a full suite of creation, markup, and management tools. It is very affordable.
Bluebeam is too much that isn't print and PDF related. It is EXPENSIVE ... more than $300 per person before almost mandatory additional training.
PDF Creator is good for PDF creation. It doesn't include markup and management tools.
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.