Conga Composer vs. HotDocs by CARET

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Conga Composer
Score 8.7 out of 10
N/A
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. Conga Composer integrates with any data source, including CRM systems like Salesforce, and allows users to dynamically merge data from these sources into templates to generate personalized documents.
$20
per month per user
HotDocs by CARET
Score 8.4 out of 10
N/A
HotDocs is a document automation and assembly software product, acquired and now supported by AbacusNext since 2017.
$25
per user/per month
Pricing
Conga ComposerHotDocs by CARET
Editions & Modules
No answers on this topic
Basic
$25
per user/per month
Enterprise
Contact sales team
Offerings
Pricing Offerings
Conga ComposerHotDocs by CARET
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
Conga ComposerHotDocs by CARET
Top Pros
Top Cons
Best Alternatives
Conga ComposerHotDocs by CARET
Small Businesses
Jotform
Jotform
Score 8.7 out of 10
PandaDoc
PandaDoc
Score 8.9 out of 10
Medium-sized Companies
Responsive
Responsive
Score 6.4 out of 10
Responsive
Responsive
Score 6.4 out of 10
Enterprises
Responsive
Responsive
Score 6.4 out of 10
Responsive
Responsive
Score 6.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Conga ComposerHotDocs by CARET
Likelihood to Recommend
8.5
(84 ratings)
7.4
(9 ratings)
Likelihood to Renew
9.0
(13 ratings)
-
(0 ratings)
Usability
9.0
(6 ratings)
5.0
(1 ratings)
Performance
9.0
(1 ratings)
-
(0 ratings)
Support Rating
8.3
(8 ratings)
8.5
(2 ratings)
Implementation Rating
8.0
(4 ratings)
4.0
(1 ratings)
Ease of integration
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
Conga ComposerHotDocs by CARET
Likelihood to Recommend
Conga
We used to manually process information which are available in Salesforce to another system, right now we just click a button and these information is available in another system. This process eliminate human error and provide accurate information in our financial reporting. This process helps our accounting department provide efficiency and accuracy on providing data.
Read full review
CARET (Abacus Data Systems, Inc. )
It is well suited in the organisations which deals with lots of paper work like legal, teaching, research, etc as they need similar kind of documents again and again. In a typical office set up it is of great use by human resource, marketing and legal department. Hot docs is not suitable if you have a proprietary or solo business as it do not caters to them.
Read full review
Pros
Conga
  • It is positive that Conga integrates with and is operated within SFDC
  • Conga allows users to tag any document with dynamic fields that map to SFDC and send it out for signature
  • Conga allows us to consistently produce quotes with the correct SKUs, Terms, & conditions at scale
Read full review
CARET (Abacus Data Systems, Inc. )
  • Personalized training. We were able to get an expert on a video call who walked us through solutions to each of our unique problems (i.e. all fifty states have different notary blocks, how can we auto-populate it when the state of the deal is selected?).
  • Team access. Multiple people can work with the templates at once, thus allowing the members of our team who deal with financials to work on their documents while others focus on the organizational and legal documents.
  • Once you have successfully drafted your templates, it runs incredibly smooth (barring any minor hiccups that happen with software updates) and efficiently.
Read full review
Cons
Conga
  • It is challenging to go from solutions to templates and then to each account record to generate - is there a way to generate for all?
  • the search for reports is unwieldy - can there be a "recents" to cut down on what reports we are searching through? or a way to view folders.
  • i have tried saving time by having conga composer up on several records and you can't generate records. again, if there is a way to generate for all?
Read full review
CARET (Abacus Data Systems, Inc. )
  • Most HotDocs templates demand high-level code. This includes complicated Word codes
  • Using HotDocs is incredibly user-friendly. Creating and maintaining templates is a programming task
Read full review
Likelihood to Renew
Conga
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.
Read full review
CARET (Abacus Data Systems, Inc. )
No answers on this topic
Usability
Conga
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
Read full review
CARET (Abacus Data Systems, Inc. )
Could be more intuitive - could even "suggest" fill-ins with the option to take or not take the suggestion.
Read full review
Performance
Conga
This product appears to work well. It was not a fit for us this time, but we would consider in future
Read full review
CARET (Abacus Data Systems, Inc. )
No answers on this topic
Support Rating
Conga
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.
Read full review
CARET (Abacus Data Systems, Inc. )
I haven't had to contact HotDocs very often for support. I suppose I rated them mid-level simply because I would like to see more online training options or white papers to view to assist with learning. I want to understand how to do something versus having it done for me.
Read full review
Implementation Rating
Conga
It was painful internally to build out all of the templates, but the actual implementation of the product was okay.
Read full review
CARET (Abacus Data Systems, Inc. )
If you use WordPerfect X9 - choose"no word-processing software."
Read full review
Alternatives Considered
Conga
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.
Read full review
CARET (Abacus Data Systems, Inc. )
I haven't evaluated other products. We are so used to HotDocs that it would be difficult for us to switch to something else. We continue to use HotDocs because switching cost is high once you have already started. Be careful before beginning to use this program, as it is hard to breakaway.
Read full review
Return on Investment
Conga
  • Without Conga Composer we wouldn't be able to auto generate documents in Salesforce, the extra customisation is needed.
  • The ROI is obvious when it comes to having customised documents
  • As long as the data is available in Salesforce, it's available in Conga, and so we have no issues with it's efficiency
Read full review
CARET (Abacus Data Systems, Inc. )
  • Time savings by employees when generating documents mean better ROI efficiency for labor.
  • Faster, more accurate turnaround for documents needing to be generated from templates.
  • Large capital expenditure depending on the number of users and developers.
Read full review
ScreenShots

Conga Composer Screenshots

Screenshot of how documents are created automatically, directly from SalesforceScreenshot of documents generated with any data, from any object - standard or customScreenshot of Conga Document GenerationScreenshot of popular document formats available, like Word, Excel, PowerPoint, HTML, and PDFScreenshot of how large documents are sent via a link - and they provide visibility into customer document engagementScreenshot of how multiple documents can be sent with one or no clicks