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.
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!).
Conga feels old and outdated now - the compose screen is quite cumbersome with buttons everywhere. The user experience using drawloop is much nicer.
Drawloop has chatter post integration - eg add a chatter post to say that a document has been sent. Nice feature.
Drawloop has the ability to fully automate the creation and sending of documents - including via workflows, and it is easy to set up. You can even create a chatter post on a related record (eg Contact from Campaign Member - you can't even do that in Process Builder).
Drawloop can submit records for approval on creating a DDP. Cool!
Without the ability to handle the email attachments, Conga just loses this race, and Drawloop wins by far.
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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