Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports.
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iManage Work
Score 8.1 out of 10
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iManage Work is a document management solution formerly known as HP Worksite. iManage was divested from Hewlett-Packard in 2015 and is now an independent company, headquartered in Chicago.
I've used PandaDoc before; it is nowhere near as good as Conga Composer in terms of usability and end-user experience. Conga is much more valuable and business-oriented.
We used the out of the box salesforce functionality but realized when our order forms used multiple currencies and had some customization we realized we needed a tool like Conga Composer
We used Microsoft Excel to manipulate all the data from different objects, now we can click a button and the report is generated, Excel provides a powerful tool, but Conga Composer is better than Excel to generate the data in the format that the customer wants, you don't need …
S-docs allows for much more dynamic flexibility. Additionally, S-Docs template maintenance is substantially easier than Conga Composer. Conga requires about 6 steps to make an update to your template. S-Docs has a simple template builder that makes the process substantially …
CPQ is more customizable and native to Salesforce, but it's extremely difficult to set up and maintain. The Conga Composer configuration is much simpler and quicker to implement.
Conga Composer is highly versatile as this can be easily integrated with Salesforce and other Conga products. Other products either lack integration or lack user experience but Conga Composer has provided both along with great integration which reduces manual tasks which was …
We have not used any other app however from the user's experience it seems Conga composer is best. And being a Conga partner and implementing the Conga solutions and supporting the existing customers and hearing their success stories it is clear that conga composer and other …
MS Sharepoint requires a lot of time to integrate and efforts are expensive compared to iManage product. iManage is quick setup and well integrates with existing on-premise environments and integrates well with major iDP systems for authentications and manage RBAC systems for …
There are a couple of different types of Alternatives:
In terms of e-mail, the default is just to leave everything in Outlook and archive them when the total inbox size gets too large. This doesn't work for our organisation because the emails are not sufficiently backed up and …
Worldox and Worldox Enterprise do a superb job for document management. iManage Work has the edge in that it's cloud hosted, but so is Worldox Enterprise. Worldox forces assimilation by integrating with Office applications and controlling where items are saved to. iManage Work …
I have viewed several other document management system software, but iManage was already installed at my company before I started working here. For us, I think this is the right solution. Companies with a smaller number of employees or smaller document collections could find …
From my experience, Conga Composer is particularly well-suited for generating documents, such as quotes and contracts, directly from Salesforce. It saves us a great deal of time, which is remarkably beneficial for companies with sales teams. Not suitable for companies lacking significant Salesforce expertise or administrative support.
iManage is well suited to managing the large volume of documents and emails that are created on a daily basis. Lawyers can get dozens if not hundreds of e-mails a day, and we need something to do with them. Deleting them is often not practical, because you may require the information a year from now. Leaving them in Outlook is also impractical, because a large Inbox will slow Outlook down. Outlook has an archiving feature, but this doesn't really help for collaboration (and your colleagues are likely out of luck if you end up unavailable due to emergency). iManage is less well suited to small organizations (ex: sole practitioners and small firms) because it is does require a significant investment in implementing and maintaining the software. iManage Work is well suited for large law firms, because it is great for collaboration, including between different offices.
It allows us to generate multiple documents at once using batch generation. This simple automation saves a lot of time for our team.
Its very user friendly. Even a newbie can simply generate document by clicking a button once this is setup by the admin.
Integrate Conga Sign with Conga Composer and it will automatically sent for e- signature once generated saving lot of time. we previously had to wait a lot for the signature.
The system can be fairly buggy. I have issues with freezing, and a lack of responsiveness each time I use it ( although not for long and does not prevent me from getting what I need to be done, it's just annoying).
It has a slightly larger learning curve to use than other more simplistic records managers
We most likely will renew conga because of it's strong salesforce integration and we're so engrained into it with all of our different brands and products/services. It would take a lot of time, money and resources to switch to something else.
It has been what our firm has always used, and overall everyone seems to be pleased with it. It is user friendly and intuitive and it doesn't appear we have any intention of changing what we use for our purposes.
It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues
To me iManage is very intuitive and user friendly. The switch from the application vs the Outlook extension was an adjustment, but it was one I made pretty easily once it happened.
As a conga parter we have created more than 50+ cases with conga support and many times we have got the answers on the chat support itself. A very effective knowledge base and conga university give you all the study material to enhance your product knowledge. Conga support has been very effective and has always responded quickly to questions and issues
We had an issue a few years ago where a plug-in of some sort which allowed the viewing of PDFs got updated and then whenever some people previewed PDFs in iManage then Outlook would crash. My outlook crashed over 20 times in a single day once. It was a pretty bad time. I know one of our information technology professionals in another office worked non-stop with iManage to get it resolved, and it seemed like they did take the issue pretty seriously.
We have not been able to find an offering that allowed for the level of customization or could handle the complexity of the solutions we've built using Conga's products. We selected Conga originally as it was recommended at the time (2012) and there weren't any better alternatives - but we have looked recently and still can't find anything better.
MS SharePoint requires a lot of time to integrate and efforts are expensive compared to iManage product. iManage is quick setup and well integrates with existing on-premise environments and integrates well with major iDP systems for authentications and manage RBAC systems for permissions via API calls.
Since our policy is that all client documents are saved into iManage, we have been able to keep an email retention policy for Exchange to 90days to delete. This has saved us significant resources in both Exchange management and hardware to support excessive email storage for archived databases or extremely large databases.
The ability to search documents quickly by text inside the documents allows to review previously created contracts and use similar language that is well suited to a new project over again without having to spend time manually opening and searching ourselves. The software does it for us.
We used to store old files at an offsite storage facility for a monthly fee. We have implemented a new procedure, where we now scan these old paper files into our iManage system, making them text searchable PDFs. Since the software has such robust searching capabilities, this makes the documents much more accessible when needed than requesting an offsite storage delivery and having to manually pull paper files. In addition, we have saved thousands of dollars a month by not storing paper files offsite any longer. If the searching were not so powerful, we would not done this because our old paper storage system worked well for us previously.
