Titan Docs vs. Conga Composer in Salesforce

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: May 24th, 2024

Comparing the Top Front-Runners for Salesforce Document Generation

Salesforce is your virtual office, so take advantage of customizing your documents with one of these top front-runner applications for document generation in the industry. In this article, we take a look at two applications used for document generation with Salesforce and get you up to speed on why we need generated documents. Additionally, we take a quick glimpse at how generated documents work with Salesforce and, towards the end, share the best app in the market for generating documents(*a tiny hint is that it allows you to create dynamically generated documents*). Keep reading till the end to ensure you see who wins this race

Why do we need Salesforce Document Generation?

Just as businesses have customers, all organizations need documents to interact with internal and external customer relationships. Generated documents help scale your Conga workflow processes irrespective of which industry you are in by providing templates that are ready to fill out and standardized to your business needs. Generated documents work exceptionally well with Salesforce to create templates that can be distinctly styled and customized, which include and are not limited to:

• Proposals
• Quotes
• Invoices
• Contracts

How does Salesforce Document Generation work?

Salesforce is the #1 CRM platform that can be your digital headquarters for creating and maintaining all your customer relationships. Salesforce is an undeniable giant in the industry, focusing on increasing sales, maintaining high customer service standards, and providing numerous reporting methods to various business sectors, You can also check our Salesforce AppExchange page for more solutions. Conga document generation for Salesforce is just one of the many doc gen options.

At a high level, Titan and Conga Composer integrate into Salesforce by pulling data into custom, generated documents to interact with customers. Although these two applications offer similar features, we would like to compare them against each other for your benefit to help you choose the right option to work with your Salesforce data. We already have a favorite, so keep reading until the end to ensure you don’t miss the verdict.

Conga Composer for Salesforce Document Generation

Generate standardized documents quickly and automatically with Conga for Salesforce. Available on the Salesforce appexchange store, it’s important to note that Conga Composer integrates seamlessly with Salesforce to retrieve and push data to Salesforce as you need. This means that Conga document generation integrates well with Salesforce. With Conga Composer, users can generate digital documents into multiple formats with various distribution methods including Salesforce CPQ document generation with Conga. Adding to this flexible offer, Conga Composer allows your business to decide where to archive generated documents. At a glance, here are some additional pros and cons of utilizing Conga Document Generation with Salesforce:

Pros and Cons of Conga Composer Salesforce

Pros:

Electronic signatures available

Supports multiple users

Editing of documents amongst employees is transparent

Cons:

It is a slow application that is prone to breaking

The user interface is unwieldy with little Conga support

Pretty technical: necessary to handle SOQL queries

Limited capabilities: a limited number of objects can be brought into a single template and nested sections are not supported

Doesn’t allow full end-to-end business processes

*According to online reviews

Is Conga Composer HIPAA Compliant?

Conga Composer is both HIPAA and GDPR compliant.

Conga Composer Pricing

Conga Composer is not upfront about their pricing. You will need to book a call with them to find out how much you will need to pay for their services.

The Benefits of Choosing Titan as Salesforce Document Generation Solution

Titan is our absolute favorite application for generating a range of documents with Salesforce! Why?

Top Titan Benefits

User-friendly template editing interface that allows even non-technical users to create powerful templates

Innovative MS Word add-in, which works directly from Word, Salesforce, and Titan Docs

Create stunning invoices, reports, contracts, quotes, and customer records within Salesforce

Supports full automation for generating documents from Salesforce using Salesforce Automation Tools: Flow, Process Builder, and Apex

Allows you to save documents in external storage like Google Drive, OneDrive, SharePoint, etc

Generate and access documents via your mobile device

Generate branded custom documents with live Salesforce data

More Titan Pros:

Dynamically Generated Documents

The main reason is that Titan offers static document generation and dynamically generated documents. With a simple button click, a user can create a single document with multiple specific details and records pulled directly from Salesforce. Additionally, you have the option to download or attach your generated documents to records in Salesforce as per your needs.

Time and Risk Management

Titan’s dynamically generated documents will save your business time by reducing the effort in creating manual, copy-pasted documents by pulling the latest, accurate data from Salesforce and, therefore eliminating risk of human error. Your document will automatically change its layout to accommodate the extra data you need to include. Say goodbye to manually creating and formatting tables!

Merge Templates

Another fantastic feature of Titan’s dynamically generated documents includes the ability to organize files and declutter emails by merging multiple templates into one document that users can download or distribute via email. Titan also provides the user an option to push and attach their documents to records in Salesforce.

Pre-Generated Documents

Although these are all brilliant features offered by Titan, the biggest game-changer to using the application is the ability for your online customers to fill out forms on your web pages. These forms send the filled-out data to Salesforce on submission. Simultaneously, data from Salesforce is automatically sent back to the user on the web page as a dynamically generated document. Think of all the pre-generated quotes and proposal opportunities 😉

Titan: The Top Choice Among Conga Composer Competitors

Thank you for taking the time to read up on this topic, and if you want to hear more about Titan versus Conga CLM for Salesforce, please check out the links below. And if you are a Titan super fan and want to keep up to date with all our content, we would love to hear what you think about the product? Looking for the best Conga Composer alternative? Reach out to Titan!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.