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.

I love that this software is super simple. Ve been through the training and every step is pretty self-explanatory.

The ease of the software is great. Customer service is extremely helpful.

We've been doing business with True Commerce for over 15 years now and we've been very happy with them.

I've had the pleasure of working with representative. He is absolutely the BEST.

When it does not work, it is horrible to figure out why, and how to fix it.

I recommend EDI solutions to my clients. I love the fact that TrueCommerce is extremely involved from the sales cycle to the implementation process.

Simplicity, Reasonable Cost, Good technical support.

Integrates with my ERP smoothly. Support is excellent, very fast courteous and knowledgeable.

I like the old version best, it has a lot of great features and ease of use.

There's a great deal of consistency in this product and in the company which is gravely important when dealing with a plethora of trading partners with diverse requirements.

The cost over our previous provider is fantastic.

Still generates the occasional errors and no warning given.

It stands alone and does not integrate into our accounting package.

I love that this software is super simple. I've been through the training and every step is pretty self-explanatory.

Overall, the experience has been great. Good customer service, nice company and the product works.

Great Software that was quickly Integrated into our System.

We are about to migrate to a new ERP solution and I have had discussions with TrueCommerce and their integration with the new ERP solution will make EDI even easier for our daily processes.

I really like the functionality and ease of use. The platform is easy to understand and navigate, and on-boarding was relatively quick and painless.

Very great and the Technical support has been very helpful. Rep helps walk you thru any question you have about the program.

The simplicity of it is great. And when you have customer service, it’s amaizng.

So many functions should be automatic, the new system Foundry proved to be worse than the last version. So many clicks until you arrive what you actually need.

Once they were purchased by HighJump, their customer service suffered. We had a lot of problems with getting support quickly when we had issues.

The only feature I don't like is that the delete and save buttons are next to each other. I've accidentally hit the wrong one when in a hurry and deleted what I had entered.

The best are the helpful and very knowledgeable employees that answer questions and help navigate you through the software application.

It's deeply appreciated and I thank you all again for the help I have received in the past.

I like that you purchase the partner plug-in and never pay again for any updates made by said partner. Also, the ability to integrate with SAP.

I personally think this software is super convenient and user friendly. Support has been great as well.

Very easy to navigate, useful for all types of businesses. The features and functionality of this software is top quality and great valve for your money.

TrueCommerce EDI Solutions with Sage 100 is a wonderful product that I would recommend to anyone and everyone.

The ease and simplicity on this software is great even for someone who may not work well with computers. The software works seamlessly.

Confusing and difficult implementation process.

Easy to use the software and great customer service if you need help.

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

Windows 7

Windows Vista

Windows XP

Mac OS

Web browser (OS agnostic)

Windows 2000

Windows 8

Windows 10

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

TrueCommerce EDI Solutions is a cloud-based distribution platform that helps businesses automate the entire lifecycle of electronic data interchange (EDI) through data backup, end-to-end integration and order processing. Key features include document archiving, data format translation, AS2 capability, EDI testing and reporting/analytics.


Designed for distributors, wholesalers, manufacturers and suppliers, TrueCommerce EDI Solutions allows firms to manage electronic documents by collecting various types of data including purchase orders, invoices and more. The centralized tool enables enterprises to exchange EDI documents with trading partners based on multiple protocols such as XML, ASC X12 and UN/EDIFACT syntax. Additionally, the system helps display trading partner maps via plug-in tools to format outbound EDI transactions according to client requirements. 


TrueCommerce EDI Solutions lets distributors build web forms using built-in business rules and ensuring enterprise compliance. Pricing is available on request and support is extended via documentation, phone and other online measures. 



Conga Document Generation vs TrueCommerce EDI Solutions

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