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.

Very good program and excellent customer support.

All your cases and documents are on hand at all times. The new email and text messaging integration are great tools to keep all communication in one place.

It controls fonts and layouts and is just bad. I use it to merge and then use Word to fix it up.

The client portal is great for sharing documents and more secure than email. I have not utilized it as much as I could for workflows/deadlines, but we are constantly improving on that.

Worst experience with a service provider ever.

The on boarding process was outstanding; this produce is easy to use, with an intuitive interface that requires minimal training.

I use MyCase for website design and hosting, as well. Also very good and the two (practice management software and website) are integrated.

Billing becomes more automated and accurate, and the management of filing and updating documents works like a charm. I highly recommend MyCase for all but the largest firms.

MyCase task management features are completely worth the cost of the software, even if that was all I was going to use it for. I cannot stress enough how awesome the task management is.

Use for all billing and time keeping. Remote/on-line payments have been a great benefit for my company.

The recent integration with Dropbox is confusing as well but I suppose that may be my lack of familiarity with how it functions.

This is not like a hamburger where a McDonald's hamburger is great for the price. For law, you need a steak burger.

It is very easy to use and is comprehensive in scope. It allows small law firms to have a 'big law firm' systems without the big fees.

Having everything in one place, ease of use and the ability for online payments.

A fabulous and inexpensive tool for small law firms.

I loved everything about MyCase. Organization, ease of use and friendly interface.

Inability to get rid of button that the client clicks to pay with a credit card.

That they are constantly improving and adding to the product. Customer support has been great at answering question.

Ease of use, excellent in communication with clients on many media text, phone, email, signatures on important documents.

I'm having some trouble with the two way calendar integration.

My back, arms, and shoulders thank me for the subscription. I have used the service since 2013 and have watched it grow to fit attorneys' needs.

The ability to customize the interface and the ease of use. The software does what you configure it to do.

MyCase is an excellent product for any attorney tasked with managing invoicing/collections (ie not a large firm with a dedicated accounting/billing department).

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

MyCase is a cloud-based legal management solution that helps attorneys in small to medium size law firms manage communications with their clients and carry out daily business operations. The solution also provides functionalities for accounting and scheduling purposes.

MyCase offers functionalities like time tracking, accounting, case management, contact management, and docketing. The solution can be accessed via computers and various mobile devices. Mobile application for iOS and Android devices are also provided.

Users can manage and sync their calendars to collaborate with clients and coworkers. MyCase facilitates electronic bill pay and notifications directly through mobile or desktop interfaces. It also offers integration with QuickBooks.

Additional features include custom communication templates, contact management, expense tracking, document drive and storage, and a native accounting module.

MyCase also provides on-demand training webinars and customer support via phone, email and through an online knowledge base. It offers services to users that are billed monthly.

Deadline Management

Automatic Time Capture

Case Management

Electronic Payments

Status Tracking

Billable & Non-Billable Hours

Billable Items Tracking

Time Tracking

Staff Calendar

Trust Accounting

Customizable Reports

Timer

Online Time Tracking

Contract/License Management

Task Scheduling

SSL Security

Credit Card Processing

Calendar/Reminder System

Invoice Management

Timesheet Management

Time Tracking by Client

Customer Database

Calendar Management

Customizable Fields

Conflict Management

Court Records Search

Automatic Billing

Accounting

For Legal Professionals

Multi-Location

QuickBooks Integration

Employee Time Tracking

Configurable Workflow

Legal Forms Library

Compliance Management

Time Tracking by Project

Two-Factor Authentication

Client Portal

For Lawyers

Project Tracking

Activity Dashboard

Invoice Processing

Data Visualization

Reminders

Time & Expense Tracking

Customer Statements

Calendar Sync

Mobile App

Billing & Invoicing

Fee Calculation & Posting

Accounting Integration

Expense Tracking

Multiple Billing Rates

Forms Automation

Automatic Backup

Reporting/Analytics

Case Notes

Contact Database

Customizable Forms

Summary Reports

Client Management

Mobile Time Tracking

Task Progress Tracking

Third-Party Integrations

Microsoft Outlook Integration

Task Management

Legal Case Management

Court Rules-Based Scheduling

For Family Law

Bankruptcy Case Management

Built-in Accounting

General Ledger

Bank Reconciliation

Mac OS

Web browser (OS agnostic)

Windows 8

MyCase's pricing options per user start at $39/month when billed annually. Monthly billing options are also available.

Conga Document Generation vs MyCase

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