Conga Document Generation vs OpenKM
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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 OpenKM
OpenKM is a platform that has matured over the years and has been able to update its look and feel while maintaining and incorporating features that are currently in demand, in addition to offering robust integrations for document flow management, and electronic signature, among others.
Pascual G.
About OpenKM
OpenKM is an open source Electronic Document and Records management system, designed to collaborate and manage documents and content at the enterprise level. It provides features to manage the complete life cycle of documents (classification tools, live edit, version control, communication tools) and implement business processes (automation, workflows, OCR, scanner client, digital signature). It has no technical barriers to connect with 3rd party apps and has modules to meet specific needs.
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
OpenKM reviews
great solution for document management and filing. The software fulfills our requirement with plenty of features. We felt comfortable using this one. It is very friendly and reliable for user.
- Abhilash K. Technical associate
Digital Document Management can be implemented to a very wide range of verticals, but to be precise and in my experience, you can achieve: - Procurement documents - HR Documents - Medical Images - Legal Contracts - Service Contracts
- JOSE MIGUEL S. Software Development Team Manager
We use the software to maintain bills received from our facilities over 2 states. We have to keep everything for at least 2 years before compacting and archiving with the ability to pull up documents on the fly. We currently have roughly 200,000 PDFs in OpenKM and the only lag comes from Adobe. We are running it on an in-house VM with very little resource usage and have had almost no problems.
- Michael J. IT
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." |
OpenKM
| Pros |
|---|
| We have had a good experience, the software fulfills its purpose even with plenty of features, just with a couple of customer service problems |
| We feel comfortable with the application |
| Useful features for the end user |
| Possibility of creating document templates |
| Very useful software for document management, many useful features for end users like me |
| Drag and drop from file explorer is a huge plus for our non-tech savvy users |
| Adding a tag to each PDF for future recall is good if you don't want to OCR everything." |
| Cons |
|---|
| Maybe the software is only in English which can be a problem for users who do not speak and do not understand English |
| Page layout is a bit confusing this makes it difficult for users to access |
| We currently have roughly 200,000 PDFs in OpenKM and the only lag comes from Adobe |
| There are a few features that I had trouble getting more info on |
| User access can be a pain to set up, especially retroactively." |
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