I would recommend Conga for generating documents. It is a reliable, powerful software that plugs directly into Salesforce.

Thes best feature would be the flexibility and customization power of the tool. It uses templates with customizable fields to create and automate the policies to be maintained.

I find that the system is excellent and there support is even better.

It can be frustrating and time consuming to create presentations, as there's less features as compared to e.g. powerpoint.

Reliable, powerful software the allows for a wide range of document creation.

The support team is amazing. Beth was super helpful at connect.

Professionalism it displays to our clients and potential clients. I also enjoy the integration capabilities with CRM.

The user interface is easy-to-use, and Octiv's training/onboarding set us up for success from day one. Great company with great people.

We used Google Docs / Word Docs for proposals prior to implementing Octiv, which caused two problems.

Conga Document Generation has a very simple user interface that makes using its features easy. Excellent template options that suit most purposes.

Its integration with Salesforce is its finest attribute. I can finally map Account and Opportunity objects.

M always a little hesitant to succumb to vendor lock in, especially for a function as critical as contacts.

The automation features are super helpful for the business cases we have and our key personnel have adopted very quickly.

It has been difficult to link to images within documents, but I've been able to make it work by editing the code.

Building can be frustrating when not using reports. Because if you make a change and the query doesn't update sometimes I am crawling all over SF trying to find the minor mistake.

Templated proposals make it super easy to pump out proposals and win work fast. It's relatively intuitive and easy to use.

Conga Composer for document generation is perfect to use and integrate with salesforce. Conga Sign is user friendly and also easy to use and integrate with salesforce.

Great product for document needs and excellent customer support.

You, as admin get a powerful tool to create templates for your users. Your users get a 1 button solution to send complicated documents with ease.

The conga product family pulls in a ton of useful business features and integrates tightly with Salesforce.

The ability to pull in multiple objects/reports into a document within minutes. Throw on top of that the community support, and it's gold.

Along with that other features like digital and electronic signature comes quite handy at times. Last but not the least the document storage facilities.

When I get an error message I have a hard time figuring out the error. It’s often an extra space or character.

The ease to use this tool and how easily we can configure.

Easy to use and will save a lot of time in document generation.

Salesforce and Conga integration is great. We can easily access to CRM data and generate the documents via Conga solutions.

Ease of use, very intuitive products with a lot of training options.

Powerful tool for meeting business document needs.

The document generation is a bit slow, and PDF generation and manipulation can be tricky. Moreover, the setup of the tool can be a challenge.

That after the contact was signed, support is non-existent and the product is horrible and non-compliant.

Very bad constantly harassing us for money on a contract that has been canceled.

My overall experience is very good. I really like this software, it is so easy to use and makes everyday tasks simple.

It is a great cost cutting software for business in which there employees are travelling because you can know where they were and how much time they spent on each jobs.

Have to use a stand alone tablet; Hard to integrate with other software (fuel tracking).

Lack of features- tracking service of vehicles is incredibly hard. The merging of our fuel took over a month and many emails - you have to have time for follow ups.

Limited integrations: Some users have reported that the platform does not integrate with other software and systems they use.

Worst Customer Service and Ridiculous Contracts.

This software has been a lifesaver in a few cases with being able to see who is speeding and where they are.

Also, what pissed me off is that I had to extend my subscription in order to allow access for a brokerage company.

I had to call 20 times in order to cancell it. Started calling in January and still I got charged 2 moth after contract was cancelled.

So when you do pay, they still dump you into their collections process with numerous threatening calls which are automated and require you to call them back.

I find the product easy to use and the job management capabilities are great. Verizon WORK also integrates with our MYOB accounting software and that works really well for us.

I want OUT, but they say I would have to pay them $4,000 to get out of my contract, even though they have broken the contract by giving horrible customer service.

Their customer service, the products and features and the overall price are great. Honestly after reviewing 3 or 4 competitors this is the best option.

The platform is great- easy to use. Smooth online and app experience.

After having the system for 2 years certain things I had I no longer have and the transponders have begun failing and its been difficult to get back up and working properly.

It is pretty use to use once it is installed and up and running. Website interface is user friendly.

Units disappear from the system with no explanation. Their own integration within components is weak.

Our experience has been good and we feel that this has made a big difference within our organization for driving safer and just being able to keep track of our vehicles when we need to.

It was ultimately not usable because it exposed our company to risks of being unable to meet federal ELD mandates due to its regular failures.

I love the ease of use and the ability to set up reports that relate to  my business.

US Dollar

You communicate critical information and essential data through documents. They knit together your teams and influence every customer interaction. Conga Composer allows you to streamline every document for the greatest benefit and tailor them to be just what your business, and your customers, need.  

Conga Composer is the go-to solution for creating beautiful, accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers.

No matter your industry, your role, or your use case, Conga Composer makes it easy to quickly generate error-free documents and automate processes. Get rid of process roadblocks, eliminate manual work, and remove errors to accelerate business revenue. 

Gain additional insights with document notifications and history that increase visibility, speeding up team velocity and business cycles. Add automation to create and send documents en masse or without any clicks based on a Salesforce workflow rules. Standardize what you send to ensure you land on-brand, every time.

Deliver documents to your customer as promised, driving success and growth. Document generation software helps you transform your revenue operations process, providing automation, templated document creation, sharing, analytics, and more. 

Adapt easily to keep up with customer needs when you effectively manage key business documents like quotes, proposals, contracts, invoices, work orders, shipping documents, account plans, and more.

No matter your industry, your role, or your use case, Conga Composer makes it easy to quickly generate error-free documents and automate processes. Get rid of process roadblocks to accelerate business revenue.

You can also generate complete, accurate documents anywhere with data from everywhere!                       

You don’t store data in one place. And you have multiple stakeholders that need to generate documents from anywhere. The Conga Composer API allows you to easily embed document generation solutions into any website, application, and/or platform, and populate documents with data from any system of record while sending and saving those documents as needed.                   

Add on-brand document generation into your existing workflows for increased organization productivity, accuracy, and consistency and a seamless customer experience.

LongDescription

File Management

Document Templates

Content Delivery

Presentation Tools

Document Storage

Access Controls/Permissions

Activity Tracking

Templates

Digital Signature

Electronic Signature

Approval Process Control

Collaboration Tools

Content Library

File Recovery

Full Text Search

Template Management

Data Import/Export

File Conversion

Document Classification

Contact Management

Audit Trail

Version Control

Content Management

Proposal Management

Workflow Management

Email Management

File Sharing

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Customizable Templates

Document Review

Document Automation

Customizable Branding

Quotes/Estimates

Drag & Drop

Secure Data Storage

Archiving & Retention

Document Management

Document Generation

Search/Filter

Document Capture

For Sales Teams/Organizations

Process/Workflow Automation

Please contact Conga directly for pricing details.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Conga Document Generation

In Person

Live Online

Webinars

Documentation

Videos

Verizon Connect Reveal is a cloud-based electronic logging device (ELD) and fleet management platform that provides GPS fleet tracking to help businesses gain a 360 overview of all fleet management operations. High-resolution maps with smart clustering helps businesses manage fuel costs, provide accurate ETAs, keep tabs on equipment with asset tracking, and oversee a mobile workforce with vehicle tracking. Verizon Connect Reveal includes GPS tracking, high-resolution maps, fuel consumption management, asset tracking, customizable dashboards, performance analytics, and more. With integrated fleet tracking, fleet operators can view all drivers on a map and automatically detect driving behavior such as harsh braking, quick starts, hard morning, and additional vehicle misuse. Verizon Connect Reveal platform sends real-time push alerts to notify dispatchers and supervisors of dangerous driver behavior. As an ELD solution, Verizon Connect Reveal provides mobile capabilities via an iOS and Android app for drivers to track performance and productivity through any smartphone. Once drivers log in, drivers can view nearby company vehicles and receive assignments. Any driver is able to view scheduled stops and an electronic log to see how they compare with other drivers using metrics such as the number of stops, idling, and speeding. Verizon ELD mobile app provides turn-by-turn navigation through Google maps integration. Verizon Connect Reveal provides 24/7 app support, installation assistance, and ELD compliance with FMCSA.



Conga Document Generation vs Verizon Connect

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