Conga Document Generation vs Pathagoras
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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 Pathagoras
For enthusiasm and follow through, it's hard to beat Buzz Bruggeman of ActiveWords . . . and Roy Lasris of Pathagoras, a Word document assembly toolset that takes an unusually easy approach to reusing boilerplate language. Both men are hands-on entrepreneurs devoted to making life with computers easier for their customers.
Wells H. Anderson
About Pathagoras
A Word(tm) add-in written in a 'plain-text' model. Simple keyboard characters are used to create sophisticated and highly formatted bespoke documents. No grey fields. No complex coding. No ancillary documents and 3rd party overlays. Our unique approach allows anyone to create automated documents of any complexity. Give other programs a try, but we think you will return to the elegance of our 'plain text' approach. Easy to learn. Easy to teach. Exceptional customer support. 90-day free trial.
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
Pathagoras reviews
In addition to the documentation and cheerful telephone support, one of Pathagoras' best features is the ease with which a busy lawyer or paralegal can pace your learning. I created my first basic form (a "no-fault" divorce complaint) within 15 minutes of opening up the manual. It was simple, and it worked.
- Edward Zohn Technolawyer
While Pathagoras has to ability to create complex documents which contain logic based components, the steps involved are so rudimentary that one finds themselves questioning how can it be? What attorneys and law firms alike have struggled with for years relating to form documents and the automation of such, has been conquered with this program.
- Katrina Hubbard Balanced Legal Solutions, LLC,
focus on timesavers permeates the new version. For example, the new interface enables you to more readily access a greater number of clauses, files, images, and templates than ever before. Also, a number of helpful utilities make it easier to manage your forms library and associated resources.
- Neil Squillante Technolawye
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." |
Pathagoras
| Pros |
|---|
| My overall experience with Pathagoras is fantastic |
| That it is so easy to transform your Word documents into Templates that are then so easy to call up and fill out |
| Fast and easy control using only Word to update fields and documents |
| The creator is super helpful when questions arise and always gives extra tips to improve it's value |
| Pathagoras is an amazing program, a must-have for any practice." |
| Cons |
|---|
| The only thing I don't like is that I feel guilty that it costs so little, seems wrong |
| Compared to trying to remember which client you did that project for, digging up the document and cutting and pasting - well there is no comparison |
| Frankly, if you are an attorney - or business person - and document generation is not central to your practice you are missing the boat and, frankly, making a huge, foolish, mistake |
| We encounter glitches sometimes with running the software |
| Hard to tell sometimes if it is Pathagorus or Word." |
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