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
Templafy
Score 9.0 out of 10
N/A
Templafy is a document management solution from the company of the same name in Copenhagen, featuring templates with dynamic personalization, automated population of templates with brand content, email signature management, document assembly workflow, and other features.
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.
Great use case for TEmplafy is when you have a lot of assets in a system, that you want to be able to slice and dice and export a custom report of what is meaningful to you. They are set up so you can make selections to only surface what you need and feel very well served. It is not ideal, at this time, if you want to look at many separate systems and merge them all. It requires a lot of work to customize and tailor to fit this more curated need
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'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.
We went went templafy for the ease of set up, still in our first year but looking to see how it stacks up once we want to integrate with Salesforce. We wanted the ability to customize and templafy offered more options than others
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.
