Conga is often considered a popular choice when it comes to automating document generation and workflows, particularly in contract lifecycle management. However, for many businesses, Formstack Documents offers a more complete, scalable, and flexible solution—without the unnecessary complexities and high costs. Here are six simple reasons why making the switch to Formstack is the right move for your team.
1. Expand Beyond the Salesforce Ecosystem
We love Salesforce, but despite what they may lead you to believe, they do not, in fact, have 100% market share. While Conga is often tied to Salesforce for document generation, Formstack Documents takes your document automation to the next level by offering dozens of integrations beyond just Salesforce. Whether you’re using accounting tools, CRMs, or marketing platforms, Formstack allows you to connect and streamline workflows across all your business systems—giving you more flexibility and functionality than Conga.
With Formstack Documents for Salesforce, you can still generate documents within Salesforce without the need for an additional platform. But unlike Conga, Formstack lets you leverage your Salesforce data alongside integrations with a wide range of other business systems. This makes Formstack an ideal choice for companies looking for more than just Salesforce document generation.
2. Seamless Document Generation with Minimal Setup
Getting up and running quickly is a top priority for most organizations. Conga, known for its complex implementation processes, can keep your team waiting and disrupt your timeline. In contrast, Formstack is designed to be user-friendly and intuitive, reducing setup time dramatically. Formstack’s integration capabilities and pre-built templates let your team start generating documents and automating workflows in a fraction of the time it would take with Conga.
3. Focus on Workflow Automation, Not Just Contracts
Conga is essentially a contract generation company. It excels in contract lifecycle management and redlining, which makes it a great choice for industries like insurance or legal where contract negotiation is central. However, if your document generation needs go beyond contracts and require full workflow automation, Formstack delivers a more comprehensive solution. Formstack’s platform is not only limited to contracts but supports entire workflows, from data collection and e-signature gathering to document creation and routing. This end-to-end automation saves your team valuable time and increases overall efficiency.
Moreover, Conga’s focus on the revenue lifecycle—particularly CPQ (configure, price, quote)—means it may not always prioritize your document automation needs, especially if they aren’t heavily focused on contract redlining. For organizations that require a more complete solution to automate business workflows and documents, Formstack’s flexible features and integrations make it the ideal choice.
4. Cost-Effective and Scalable
Conga’s pricing structure can quickly spiral out of control, especially with its requirement of a minimum of 10 users, which drives up costs for smaller teams or organizations with fewer users. Additionally, Conga’s pricing model includes gated features that can make essential tools—like automation—costly and hard to access without frequent upgrades.
On the other hand, Formstack offers a scalable pricing model that allows businesses of all sizes to access robust document automation features at a reasonable cost. With no minimum user requirements, Formstack is ideal not only for small teams or rapidly growing businesses but large corporations that want to scale without the burden of excessive fees.
5. Unmatched Customer Support
Support is another area where Formstack outshines Conga. While Conga users often report difficulties getting support for document automation use cases, Formstack is known for its exceptional customer service. It’s what we’ve built our entire brand on. Whether you’re implementing a new document generation workflow or running into a technical issue, Formstack’s support team is ready to provide quick, practical solutions.
6. Boost Your Team’s Productivity and Efficiency
Formstack Documents brings powerful features that can save your team time and effort, such as the ability to merge multiple documents at once, create conditional deliveries, and even add merged data directly to emails. These advanced features let your team move faster, automate more, and reduce the chance of errors in critical documents.
By automating complex document workflows, Formstack helps your team become more productive—without needing specialized knowledge or long onboarding processes. Plus, with its easy-to-use interface, Formstack empowers your employees to start using the system immediately, further enhancing efficiency across your organization.
The Bottom Line: Formstack vs. Conga
Conga has built a solid reputation in contract management, but its focus on specific areas like redlining and its complex pricing structure may not align with the needs of organizations that require a broader, more flexible document automation solution.
In contrast, Formstack offers an intuitive, scalable solution that goes beyond just contracts. With powerful features, ease of integration, and a customer-first approach to support, Formstack provides a comprehensive tool for teams that need to automate entire workflows, not just contract management.
If you’re looking to reduce costs, improve efficiency, and enhance productivity, it’s time to make the switch to Formstack—a solution that adapts to your business needs, scales with your growth, and helps you generate documents faster and with fewer headaches. Ditch the Conga line and give us a shout, our experts are standing by to make your life easier.
