Qualtrax vs Conga Document Generation

Side-by-side comparison of features, reviews, pricing and more

Qualtrax

Category: Documentation Tool
Industries: Marketing, Business

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Conga Document Generation

Category: Documentation Tool
Industries: Marketing, Education, Business, Financial

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20M+ Downloads
5/5

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Qualtrax reviews

The variety of customizations and features that are available throughout the software that allows the system to grow with our lab and program. I began implementation of the software as a beginner and have since expanded use and training to 3 different divisions in our program. Each division has unique needs that Qualtrax easily expands to include.

- Kimberly A.

There is so much...you can have all of your quality documents and necessities for quality management all in one place. Users can access necessary information easily. Workflows are wonderful for tracking information. Using the Qualtrax Cloud, I can access all of my information from home as needed without having to be in the office. The system has significantly reduced paper usage, saving time and money.

- LeAnne S.

I love the document tracking features of this system.

- Deborah S.

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

Pros & cons

Qualtrax

Pros
Cons"There are some limitations with reporting on training matrices that are a bit frustrating as we have to manually track training curriculums
There are a lot of options to select at every turn, and no obvious guidance about what does and does not make sense for proper setup
Very hard to upload more than 500 documents and build the document training tests (1:1 ratio so for every document you want to capture on a test you build an entire test)
I'm still new to this and have no comments at this time."

Cons
Pros"The ability to customize the database to fit our needs
The fact that Qualtrax is constantly updating and striving to add features that will benefit their customers is another desirable aspect
Out-of-the-box document control, robust email notification system, configurable
Automates compliance management specific to individual standards
There's always room for improvement and Qualtrax recognizes that
So, the company listens to the voice of the customer and they continuously work to improve their software
Qualtrax (the company) has been nothing less than one of our top suppliers."

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."

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