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
Vasion
Score 8.3 out of 10
N/A
Vasion (formerly MaxxVault) is a document management solution now from PrinterLogic (acquired November 2019) designed to enable organizations to digitize content and automate workflows to drive compliance, scalability, and accountability.
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.
The best case we've found for Vasion's PrinterLogic is the one that explains why we moved to Vasion's PrinterLogic in the first place. Our Windows print servers were extremely temperamental for our Azure devices and, in many cases, would take 20 minutes or more to just set up correctly. We would then have issues with printers not printing for long periods or with print jobs not showing up in the printer queue. It was also hard for the staff to install their own printers when the one they normally used went down. It was also very hard for staff to figure out how to navigate the printer list to install printers. Vasion's PrinterLogic made all of this very easy and gave the staff one easy web page to find the printer they want and install it.
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
I would say its around 7. For us it was easy to do deploy, to use the centralised control, and not too complex compared to other printing services. However, some workflows became complicated depending on configuration. In our case, it was a bit complicated after a while. But its still user friendly.
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.
Vasion's PrinterLogic had a much better interface for installing printers for staff. It was very easy for staff to manage their own printers and install what they want or need. Vasion's PrinterLogic also seemed to be better equipped for reporting and use by our non-technical staff. We were also impressed with the support of Vasion's PrinterLogic and how easily they answered all of our questions.
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.
Having seen similar organizations implement software solutions costing upwards of $1 million, I can safely say the ROI on our MaxxVault implementation has paid off massively for our customers and staff. We could not do what we're doing without MaxxVault.