Conga Document Generation vs Docsvault
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Sir Richard BransonMost popular feedback for Conga Document Generation
Overall my experience is very mixed. I do not feel that we have enough support. I do not appreciate how with the acquisition by Apptus they switched to a very greedy model. I don't like how I cannot ask the SME's/Experts assigned to me for help with the unique conga tools we use, and that they push methods that spend a lot of money- "just buy an annual subscription and we'll build it for you!". No thanks. We are already paying a ton of money for this, why is it so complex to set up!
Steven S.
About Conga Document Generation
Conga document generation solutions are the go-to for creating beautiful, accurate digital documents using pre-built or customized templates auto-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 document generation makes it easy to quickly generate error-free documents and automate processes. Get rid of process roadblocks to accelerate business revenue.
Most popular feedback for Docsvault
Fantastic. The team that contacted us to do our demo was the same team that did our installation. This was great because there were no promises made about the software that were not kept. It was a great experience.
Charles J.
About Docsvault
Docsvault is a powerful on-premise multi user document management software. It allows users to capture, manage, secure and centralize all documents including emails in a desktop and web-based platform. It provides tools for intelligent data capture, workflow automation, secure file sharing, Web Forms, and getting digital signatures all in one platform. Businesses never have to fear losing documents or keeping compliant.
Conga Document Generation reviews
Our proposal team has been using this tool for almost two years. When the tool was called Tinderbox, we found it to be pretty good with minor functionality issues. Since it became Octiv, we've gotten into the habit of calling customer support 2 - 3 times per month. There seem to be more bugs than before. Asset pages get lost, user privileges get messed-up, and the whole tool seems slower and clunky.
- Kristen D. Account Manager
When it comes to content management then one can surely go for conga document generation while if your end goal is to have effective digital signature then i wont recommend the same.
- Aman Preet S. Developer
It was a good, solid solution for quotes coming out of Salesforce CPQ.
- Spencer J. CEO
Docsvault reviews
Vastly improved our document management and storage capabilities. Workflows have automated many of our processes.
- David K. Systems Analyst
Docsvault Small Business is easy to use, solidly reliable and extremely versatile.
- Sandy M. Physician
It converts the text for you which is very high quality.
- Nicole B. Assistant Office Manager
Pros & cons
Conga Document Generation
| Pros |
|---|
| The reporting functionality is great |
| I love being able to see detailed analytics about the sales team as a whole and specific metrics related to each proposal |
| I generally love this product since it helps the organization generate different types of documents using different templates |
| The ability to connect to Salesforce as well as DocuSign allowed us to completely automate our contract generation |
| There is great documentation present and it's very helpful." |
| Cons |
|---|
| It can be frustrating and time consuming to create presentations, as there's less features as compared to e.g |
| powerpoint |
| Sometimes the solution user interface is a little tricky and difficult to work with |
| I'm always a little hesitant to succumb to vendor lock in, especially for a function as critical as contacts |
| When I get an error message I have a hard time figuring out the error |
| It's often an extra space or character." |
Docsvault
| Pros |
|---|
| Amazing experience working with this software |
| Have been using this software from more than a year |
| They are good people and this is a great product |
| If you're looking for a document management program DocsVault is a great choice |
| Even the best software is only as good as the support team |
| Docsvault's team has never let me down |
| The experience was great and very helpful |
| Thank you very much once again." |
| Cons |
|---|
| If you put a document in a file, there is no way of knowing there is a document in the file unless you open it up |
| We have thousands of files with tens of thousands of sub files |
| No automatic indication that there is a document in any file or sub-file |
| The newest version of the scan module is a little more difficult to use that the previous one |
| So far there is nothing I or our company dislikes about DocsVault |
| The software has changed our whole aspect towards document management." |
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