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.
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). It's here! Testing NOW!
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- 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.
See More
Drawloop - (formerly Nintex Document Generation)
Rough Comparison
Feature | Conga | Drawloop |
---|---|---|
Quickly test documents without uploading | ![]() | ![]() |
Easy setup of document data | ![]() | ![]() |
Easy field tags in Word | ![]() | ![]() |
Send Email | ![]() | ![]() |
Multiple document types in one package | ![]() | |
Make up a document by combining snippets of text | ![]() | |
Merge a doc, edit it, then send it | ![]() | |
Auto send docs | ![]() | ![]() |
Submit records for approval | ![]() | |
Post to Chatter | ![]() | |
Post documents to chatter | ![]() | |
Button setup | ![]() | ![]() |
Multiple documents from one button | ![]() | ![]() |
Send files attached to the record | ![]() | ![]() |