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Conga vs Drawloop

Both Conga and Drawloop are similarly priced, and do similar things for mail merge. 

With Drawloop, you can quickly and easily include files that are attached to the record (eg the opportunity record), into the document that you are going to send out, and those attachments can either combine with the newly created merged document, or be sent as separate attachments. Many of my clients store files about the opportunity on the opportunity record, then need to email those attachments off to the client or off to a third party. There is just no way to do this in Conga, except maybe with the CRM Guidance Email Attachments plugin - but then that is extra cost also, and seems quite clunky. The way Drawloop does it is really quite nice.

With Conga, you need to include the Attachment in a query in the button URL, so you have to have a way to query the attachment, so that would mean you have to correctly name the attachment. Much more limiting. https://www.congasphere.com/FuzeExtract/Using_a_Salesforce_Attachment.htm?Highlight=attach%20from%20attachments 

Drawloop is missing the email functionality, so you create documents in drawloop and then emails in standard email templates in Salesforce - Conga is a nicer option for that. (ooh, newsflash: Drawloop may be including this in a new release - can't wait! Nope. 2 releases later and it's still not there. Very sad, it would be a great feature). 

Conga feels old and outdated now, even with Version 8 - the compose screen is quite cumbersome with buttons everywhere. The user experience using drawloop is much nicer.

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Conga can do one thing way better than Drawloop - you can test a Conga document without uploading it to Salesforce - it saves a LOT of time when creating your documents. 

Without the ability to handle the email attachments, Conga just loses this race, and Drawloop wins by far.Even with the improvements in Version 8, Drawloop is just much nicer and easier to use. Drawloop wins for me. 

Similarities

  • Both can send out emails via Sendgrid, to get over the 500 emails per day limit. (I would like to see one of them using Mandril though). 
  • Both use the Standard Salesforce email letterhead which is shitty. 

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