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October 01, 2014

WebMerge vs Conga – A Fresh Take on Salesforce Document Generation

Automating and managing the details of your sales process is very important to the success of your team.  Salesforce.com can be a very valuable tool in helping you organize your sales efforts, collect data on prospects, and streamline the entire process.  One piece where Salesforce struggles is taking that data and making it actionable via document generation. That is, creating contracts, invoices, quotes, proposals and more from data you have saved in your Salesforce Org.

To help you with this document generation, step into the ring WebMerge and Conga. (ding, ding, ding!)

Now, if you’ve been using Salesforce in the past, you probably already know about Conga and most likely have used their service.  To be fair, they offer a great service and they’ve been focusing on Salesforce for many years.  But we think it’s time someone gives Conga a run for their money!

There are a few big ways that WebMerge is different than Conga.  To start, we offer an easy way to map Salesforce data to your documents without needing to update your templates to match Salesforce codes.  We’ll pull in a list of the merge fields that you have setup in your template and you pick the corresponding Salesforce field.  This makes it easy for non-technical users to manage their WebMerge setup.

We also do pricing a bit differently.  We charge based on the number of documents you need to generate, not the number of users you need.  We also don’t have any minimums, so you can get started for as low as $29/mo versus the minimum $900/yr that Conga charges you to get started!

The biggest difference and advantage that WebMerge has over Conga is the fact that we are built to integrate with any cloud service (inside and outside the Salesforce platform).  Our open API exposes document management and document merging via a simple API call or integration with a service like Zapier and itDuzzit.  This extends your document generation beyond Salesforce and integrates with other business processes you have in place across your organization.

Here’s a more detailed look at how WebMerge and Conga stack up with each other in the document creation space and we’ll let you be the judge of who’s better.  We like to sway the judges, so click here to try WebMerge for free.

Templates / Documents

For the most part, we’re pretty similar here.  Keep reading though, it gets betters.

 

 

WebMerge

Conga

PDF

Yes

Yes

Word

Yes

Yes

Excel

Yes

Yes

PowerPoint

Yes

Yes

HTML / XML / Advanced

Yes

No

 

Features

Here’s where we start to see some big differentiators.  These are features that we have found important to customers and we answer these questions all the time.

 

 

WebMerge

Conga

Salesforce1 Ready

Yes

Yes

Custom Objects

Yes

Yes

Logic / conditional text in templates

Yes

Limited

Workflow

Included

Extra

Max templates per setup

Unlimited

10

Batch document limit

Unlimited

1,000

Include/Exclude documents based on logic

Yes

No

External API for integrations

Yes

No

 

Deliveries

Sending documents to the right person or team after they are created is very important to automating your business processes.  Why be limited in what you can do?

 

 

WebMerge

Conga

Email

Yes

Yes

E-Signature

DocuSign, EchoSign, HelloSign, RightSignature, SignNow, e-SignLive

EchoSign, DocuSign, Sertifi

Document Storage

Box, Dropbox, Google Drive, Egnyte, NetDocument, SpringCM, ShareFile

Google Drive, SpringCM

FTP

Yes

No

Webhook (HTTP Transfer to another service)

Yes

No

Mail (Snail Mail)

Lob, CaseMail

 

 

Pricing

WebMerge loves customers big and small and you’ll note as your team grows, so does your Conga bill!  Plus, for those with commitment issues, we don’t require you to pay for an entire year, like the other guys.

 

 

WebMerge

Conga

1 User

Starting at $29/mo

Unavailable

5 Users

Starting at $29/mo

Starting at $900/yr

20 Users

Starting at $29/mo

Starting at $3,360/yr

50 Users

Starting at $29/mo

Starting at $7,200/yr

 

In the end, if you’re looking for an easy way to generate documents from Salesforce, your best bet will be to use WebMerge (of course), but Conga will get the job done too.  We just hope that you’ll give the new kids on the block a chance.  We guarantee you’ll love WebMerge and we’ll save you hours of work every week!

 

9 min read

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