Conga Composer vs. M‑Files

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.

Incentivized

M‑Files is great for companies with multiple locations. Drive letters can become cumbersome to use and collaborate with colleagues and M‑Files fills that gap. The check out/check in system is great and allows only one editor at a time. This can be good and bad depending on the situation.

Incentivized

• 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.

Incentivized

• Version control and history tracking on documents.
• Search ability to filter content for a team, creator, or another property.
• Permission control, limit access to documents to read or edit, or only specific workflow states.
• Administrative control to access all content.
• Administrative control to restore deleted content.
• Administrative control to audit and retag content when needed.
• Robust workflow capabilities.

Incentivized

• Not very intuitive. Once you know the system it's fine but there is a learning curve
• I would like to see training opportunities on features that I am not using or aware of
• I am sure I am only using about 3% of it's full potential

Incentivized

• More user friendly customization options that do not require knowledge of coding/scripting. For example, prompting the creation of a new document from a template in a workflow.
• When using the 'insert property' feature in a Word doc, I would love to convert dates from a mm/dd/yy format to be written out (such as September 21, 2018). Or possibly even just to pull the year or the month from a selected date to insert into a document.
• I've often wished that I could find more detailed tutorials online for some features.

Incentivized

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.

Incentivized

M-files meets our almost all needs, we dont have other option to replace m-files. it saves lots, like Hardware because of Vault Feature means we can create many vaults (mini-servers) in m-files in other solutions we need more hardware for more installations.

Incentivized

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

Incentivized

It is a powerful system that can locate content fast and effectively. The system takes quite some time to setup initially. It can be hard for M-Files support to know how businesses operate and how they want to use the system in a way that works for them. The customization makes it great for companies to cater to their own needs. Once the system is set up in a way that makes sense for the business, the user experience is positive. There is room for improvement in the notifications, workflow, and support areas.

Incentivized

It was available, it just didn't always work depending on what glitches were happening within our app

Incentivized

always there.

Incentivized

This product appears to work well. It was not a fit for us this time, but we would consider in future

I noticed some lagging with the integration with Microsoft Office but not so much that I would not use it. It has gotten better with updates. to be fair the issues were when Office 2013 first came out.

Incentivized

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

Incentivized

Usually when I need help from them I got support and it was very good and focused to solve my problem. I didn't have so many problems, but when used it worked. I just would like to have a support in my native language, but I can understand that sometimes is hard for the companies.

Incentivized

We had online conference call training with a recording to use later as needed

Incentivized

They answer all questions and record your training for later use.

Incentivized

It was painful internally to build out all of the templates, but the actual implementation of the product was okay.

Incentivized

The key insight is that the most important thing is to have a open mind. The application is easy to use, but if you have a company with different views and it is not aligned could be a huge problem. So the company transformation is required together with the application. Ensure to use as much as possible the capabilities of the application helps to have best ROI.

Incentivized

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.

Incentivized

I've compared recently with Box, but they still predicate their storage on WHERE instead of WHAT, which means if it isn't in a specific folder, you won't find it. Some documents may relate to multiple projects. In M-Files instead of putting a copy of a file in many folders (thus having many copies) you can build out the relationships, so there is only 1 copy of a document which prevents multiple "originals" from being developed separately.

Incentivized

We used it for something simple and it was still a pain to use

Incentivized

do so much more than we need but has all the stuff we do need.

Incentivized

• We have been able to standardize our branding in documents to give them a more professional appearance.
• The number of manual errors is significantly reduced, thereby improving our turnaround time by 30%.
• Our overall working efficiency has improved by over 70% with the introduction of Conga Composer.

Incentivized

• The price we pay for M-Files is about one third less than the price that we were paying our previous vendor plus we have a custom-built amazing dependable system with great support.
• From a compliance and legal standpoint, our policies are always available to end users including easy access to previous versions.

Incentivized