Conga Composer vs QuoteWerks

• We use Conga primarily for document generation.
• An example is Generation of Proposals
• Another example is generation of quotes
• We have also used Conga to generate invoices
• At times we have used Conga to generate formal documents for Govt purposes. Essentially any type of document that is based on Salesforce data is a good use case for Conga.

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• QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two.
• QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications.
• QuoteWerks provides professional looking quotes that we can submit to our customers.

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• While it is a much easier experience than using code to arrive at a document solution, it can still get VERY technical. Beyond the click and drag style of document that you see in the demonstrations.
• When it goes wrong, finding out WHERE it has gone wrong can be maddening. There is a lot of support out there but that sometimes translates to a vast amount of options to investigate when troubleshooting.

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• There is much room for improvement in setting up new users and transferring QW from one computer to another. You have to call QW and get a seed number which can at times be a hassel for a California based business because QW support works 9 to 5 Eastern Standard - A little extra time in the afternoon would be much appreciated
• The pricing for Quote valet combined with the cost for annual update maintenance puts it in the price range of web based subscription programs
• The program needs to run on a users computer and therefore when there is a computer problem the rep can't quote - As noted above it is a hassle to set up new users or transfer the program. This shortcoming is a serious one and made us consider a web based quoting solution. However, as of this date none of them offer the functionality of QW. However, the technology is moving fast and I will continue to look for the day when I am not dependent on an individual machine.

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• It provided a consistent quote template...everyone's quotes looked like we wanted them to.
• It protected data integrity by controlling the output formats (i.e. PDF vs. Word).
• It worked seamlessly behind the scenes making it easy for the team to be self sufficient generating documents.

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• Positive: organized, consistent quotes
• Positive: reduced time to generate/modify quotes
• Negative: has sometimes given our customers the false impression that we are providing an exact quote, not a cost estimate. We have been trying several different ways of expressing this on the quote.

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