Blog

Formstack Documents vs Conga – A Fresh Take on Salesforce Document Generation

Blog

Formstack Documents vs Conga – A Fresh Take on Salesforce Document Generation

Blog

Formstack Documents vs Conga – A Fresh Take on Salesforce Document Generation

Blog

Formstack Documents vs Conga – A Fresh Take on Salesforce Document Generation

Blog

Formstack Documents vs Conga – A Fresh Take on Salesforce Document Generation

Blog

Formstack Documents vs Conga – A Fresh Take on Salesforce Document Generation

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Blog

Formstack Documents vs Conga – A Fresh Take on Salesforce Document Generation

Formstack
/
October 1, 2018
Blog

Formstack Documents vs Conga – A Fresh Take on Salesforce Document Generation

MIN
/
October 1, 2018
About the Episode
Episode Highlights
Meet our Guest

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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents for free.

Templates / Documents

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

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.

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?

Pricing

Formstack Documents 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.

Level up your Salesforce document generation by starting a free trial of Formstack Documents today.

Blog

Formstack Documents vs Conga – A Fresh Take on Salesforce Document Generation

Blog

Formstack Documents vs Conga – A Fresh Take on Salesforce Document Generation

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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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents for free.

Templates / Documents

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

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.

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?

Pricing

Formstack Documents 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.

Level up your Salesforce document generation by starting a free trial of Formstack Documents today.

Panelists
No items found.
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Formstack Documents vs Conga – A Fresh Take on Salesforce Document Generation

See how Formstack Documents outperforms Conga for Salesforce document generation.
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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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents for free.

Templates / Documents

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

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.

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?

Pricing

Formstack Documents 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.

Level up your Salesforce document generation by starting a free trial of Formstack Documents today.

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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents for free.

Templates / Documents

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

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.

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?

Pricing

Formstack Documents 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.

Level up your Salesforce document generation by starting a free trial of Formstack Documents today.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents for free.

Templates / Documents

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

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.

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?

Pricing

Formstack Documents 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.

Level up your Salesforce document generation by starting a free trial of Formstack Documents today.

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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents for free.

Templates / Documents

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

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.

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?

Pricing

Formstack Documents 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.

Level up your Salesforce document generation by starting a free trial of Formstack Documents today.

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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents for free.

Templates / Documents

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

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.

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?

Pricing

Formstack Documents 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.

Level up your Salesforce document generation by starting a free trial of Formstack Documents today.

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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents for free.

Templates / Documents

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

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.

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?

Pricing

Formstack Documents 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.

Level up your Salesforce document generation by starting a free trial of Formstack Documents today.

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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents 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 Formstack Documents for free.

Templates / Documents

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

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.

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?

Pricing

Formstack Documents 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.

Level up your Salesforce document generation by starting a free trial of Formstack Documents today.

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Formstack is a SaaS company with a mission to help organizations digitize what matters, automate workflows, and fix processes—all without code. A variety of team members come together to compile posts under Formstack's authorship.
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