Conga Document Generation vs Nintex DocGen for Salesforce: Which is a better fit?

Liliana L

GED

What I love the most is how easy it is to create amazing documents. I mean I can literally take a predefined or custom template and auto-populate it with data from other platforms.

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

Rocio R

Senior Business Systems Associate

Very easy to use and as an administrator I love what I can do with it. We were able to improve all our contract templates using the tool.

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

The best thing is probably the flexibility that Ms Office merge templates provide with the help of conga. Also lots of support materials available to help admins customize the solution.

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

Steven S

Chief Engagement Officer

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.

Sometimes the solution user interface is a little tricky and difficult to work with.

There are so many great features to Drawloop, but I really appreciate the ability to set up the tool without technical skills, and the broad range of options make it the best tool for us.

There are always some weird formatting issues that probably just stem from how Word formatting can be tricky.

The best thing I like about Nintex is the ease of use to generate a document with the click of a button.

This runs the risk of a user going in there and possibly altering a system setting if they are in the back snooping around, it was hard to find a solution to this.

I liked the flexibility for document generation which provided from drawloop against the other products in salesforce app exchange it is very good.

Setting up what we need, we used a consultant, but every time I need to try to make a change it is really confusing and takes me forever.

We use it on a daily basis. It's great that you can add custom logic for different documents to pull, and there's a good amount of flexibility in the document templates themselves.

For the past year, they've had outages at least once a month, usually more often, and we have several business critical processes on DocGen so these outages have caused us to research other options.