Conga Composer vs Microsoft Purview Data Lifecycle Management comparison

Conga Composer vs. Microsoft Purview Data Lifecycle Management

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Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Categories and Ranking

Conga Composer

Ranking in Document Management Software

2nd

Average Rating

8.2

Number of Reviews

Ranking in other categories

Document Automation Software (1st)

Microsoft Purview Data Life...

Ranking in Document Management Software

6th

Average Rating

8.2

Reviews Sentiment

5.2

Number of Reviews

Ranking in other categories

Email Archiving (9th), Data Governance (26th), Microsoft Security Suite (27th)

Mindshare comparison

As of August 2026, in the Document Management Software category, the mindshare of Conga Composer is 2.4%, up from 1.6% compared to the previous year. The mindshare of Microsoft Purview Data Lifecycle Management is 5.2%, down from 13.0% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Document Management Software Mindshare Distribution
Product	Mindshare (%)
Conga Composer	2.4%
Microsoft Purview Data Lifecycle Management	5.2%
Other	92.4%

Document Management Software

Featured Reviews

Skumar Skumar

Salesforce Application Support Specialist at Vectra AI

Document creation has become faster and more accurate but complex templates still need improvement

In terms of improvements for Conga Composer, we did start seeing a lot of requests related to customization, which were initially difficult. As people got to know that it's very easy to customize it, we started to get those more and more, and we saw fewer errors. Earlier, there were many requests to manually adjust the contract value, which was not possible with the CPQ quote documents. With Conga Composer, we can customize it to some level. For exception cases, we can modify the template and generate the contract in a way they want it. While we did not record any metrics, looking at the overall tickets and the reduction in errors we used to see, I think it has improved efficiency by a lot, and our stakeholders agree. However, I would say that despite being easy to set up these templates, there are limitations around looping. Some functionalities break when dealing with large templates, around 30 to 40 pages long. We jumped on their support, but we could not come to a resolution, so we ended up reducing the overall complexity of our template. I think Conga Composer could improve its adoption for Conga Composer Sign. Right now, the adoption is not very great. People use Conga Composer mainly for document generation and then go separately for DocuSign. To get a better hold of the market, Conga should definitely invest more into Conga Composer Sign.

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Steven Thomson

Ict Systems Manager at Lltnpa

Automated retention has transformed compliance workflows and now simplifies audit responses

The deep native integration with Microsoft 365 is what ultimately made me decide on Microsoft Purview Data Lifecycle Management over Enterprise Vault and OpenText Content Manager. Auto-apply retention labels using machine learning is the specific integration with Microsoft 365 that made it the deciding factor for me over Enterprise Vault or OpenText. Manually labeling content at our data volumes is not realistic. The automated classification based on sensitive information types and trainable classifiers is what makes the program actually scale. That feature gets used constantly. We went from inconsistent ad-hoc retention practices to a consistent, automated, documented program across the whole organization with Microsoft Purview Data Lifecycle Management. That shift from a compliance audit perspective is enormous.

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Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"What I like about Conga Composer is that it's much easier than Salesforce's native templating. It's simple to add merge fields, write queries to pull data and access up to four levels of related objects. This makes it very comfortable to get all the needed data into templates."

"The declarative features and automatic API selections are great as they help with pre-built documentation, query generation, template generation, and articulation."

"I find the Conga email template creation and the document template creation features very useful."

"I like Conga Composer because it's simple and flexible. I can manage complex formatting and queries easily and integrate it with other tools like DocuSign for the signing process. I’ve used it in Salesforce by installing the Conga Composer package, creating Conga solutions, queries, templates, and using different parameters. Integration with DocuSign allows me to send documents for signatures with just one click, which has greatly improved workflows. By automating processes, such as generating quotes, it has reduced human errors significantly. I also find the ability to generate documents in various formats like PowerPoint, Excel, and Word very useful. However, I haven't worked with its AI capabilities yet."

"Conga Composer is very easy to use. It's easy to debug if you have an issue."

"The main benefits I have seen from using Conga Composer are that while Salesforce provides features to build documents or cases that function as quote summaries, they have limitations, and after choosing Conga, we discovered that it already has many features that enable us to easily build complex templates and it works perfectly with our business use cases, which is why we selected it."

"I have never faced any issues with stability."

"Conga Composer is easy to use, especially for C-level executives, as it simplifies the contract signing process."

More Conga Composer pros

"The impact of Microsoft Purview Data Lifecycle Management on my unified data catalog has improved a lot; the improvements I see are in the lineage, the discovery, and the labeling."

"The system is stable; I haven't encountered any worldwide stability issues unlike other office products."

"The UI is the most valuable feature."

"We went from inconsistent ad-hoc retention practices to a consistent, automated, documented program across the whole organization with Microsoft Purview Data Lifecycle Management."

Cons

"Conga Composer can be improved because it has a steep learning curve, especially for new users."

"The query builder could use some updates."

"Honestly, when I was a consultant, Conga Composer was okay, but then when you went a bit outside and wanted to take Conga Sign, which was called Conga Sign back then, but maybe they changed the name now, all those things were getting very expensive."

"The biggest area where Conga needs improvement is its documentation. The documentation is good but not up to par with other platforms like Salesforce, which has extensive documentation and a helpful community."

"One downside of Conga Composer is that it requires integration with other tools for the signing process. Apart from that, I find nothing major to be improved."

"However, I would say that despite being easy to set up these templates, there are limitations around looping; some functionalities break when dealing with large templates, around 30 to 40 pages long, and even after working with support we ended up reducing the overall complexity of our template."

"The documentation could be improved."

"For newcomers to the platform, the removal of certain suggestions in recent releases can be a pain area."

More Conga Composer cons

"I think labeling could use a lot more AI assistance. AI implementation into labeling would be beneficial."

"The initial setup took longer than we expected. Microsoft Purview Data Lifecycle Management is not a turn-it-on-and-go product."

"The time it takes to scan is one issue; when we raise high-volume issues and tickets related to scanning failures, it relates to permission errors, which are technical challenges."

"Microsoft's Purview Data Lifecycle Management preview features can be unreliable, hindering their usefulness."

Pricing and Cost Advice

"I think the tool costs around six dollars per user."

"It's not cheap, but it's not overly expensive either."

"Regarding pricing, I believe it’s around fifty dollars, but I’m not entirely sure. Overall, I find the pricing reasonable and am quite satisfied with the product. The value we get from it justifies the cost, as it requires minimal maintenance and is straightforward to use. The functionality it provides aligns well with the investment."

"The service operates on a pay-as-you-go basis, charging an extra one cent per field of metadata scanned in our data."

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Top Industries

By visitors reading reviews

Outsourcing Company

13%

Computer Software Company

Financial Services Firm

Construction Company

Computer Software Company

12%

Government

11%

Financial Services Firm

Comms Service Provider

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	7
Midsize Enterprise	8
Large Enterprise	7

No data available

Questions from the Community

What is your experience regarding pricing and costs for Conga Composer?

Not Sure, As i implemented the Quote Documents as per business need but client directly buy it for salesforce

What needs improvement with Conga Composer?

What is your primary use case for Conga Composer?

One of the main use cases for Conga Composer would be to generate quote documents. We had different types of quote documents in our business process, so we used different kinds of Conga Composer te...

What needs improvement with Microsoft Purview Data Lifecycle Management?

Better coverage outside Microsoft 365 is a feature I wish Microsoft Purview Data Lifecycle Management had that it does not offer today. If I could change one thing about Microsoft Purview Data Life...

What is your primary use case for Microsoft Purview Data Lifecycle Management?

Automating retention and deletion across our Microsoft 365 environment is my main use case for Microsoft Purview Data Lifecycle Management. At Microsoft scale, Exchange, SharePoint, OneDrive, and T...

What advice do you have for others considering Microsoft Purview Data Lifecycle Management?

Microsoft Purview Data Lifecycle Management implementation is very much a team-wide effort. The policies apply organization-wide across all Microsoft 365 users. The management side, configuring pol...

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Product Reports

Conga Composer

Download Conga Composer product report

Microsoft Purview Data Lifecycle Management

Download Microsoft Purview Data Lifecycle Management product report

Microsoft Purview Data Lifecycle Management report

Also Known As

Conga

Microsoft Information Governance, Microsoft Purview Records Management

Overview

Conga Composer offers a powerful document generation tool with seamless Salesforce integration and dynamic data merging, allowing users to create customized templates for efficient workflows.

Featuring an intuitive interface, Conga Composer streamlines document creation through automation, reducing manual tasks and enhancing accuracy. Integrating with Salesforce, it supports dynamic data merging and customizable templates for Word and Excel. E-signature incorporation and multilingual support provide added functionality. Despite its capabilities, users note concerns over cost, documentation depth, and integration challenges beyond Salesforce. Improvements in template management, user guidance, and debugging support could enhance its usability.

What are the key features?

Intuitive Interface: User-friendly design simplifies document creation.
Seamless Salesforce Integration: Allows for smooth data merging and document generation within Salesforce.
Customizable Templates: Provides flexibility with Word and Excel templates.
Automation: Reduces manual tasks and enhances accuracy in workflows.
E-signature Support: Facilitates digital signing processes.
Multilingual Functionality: Supports multiple languages for broad applicability.

What benefits and ROI should users look for?

Increased Efficiency: Automation and dynamic data merging enhance productivity.
Improved Accuracy: Reduces errors in document creation with customizable templates.
Streamlined Workflows: Simplifies processes through integration with platforms like Salesforce.
Enhanced Functionality: Offers flexibility with e-signatures and multilingual support.

Conga Composer is widely applied in sectors like healthcare and finance, automating document creation for invoices, proposals, and reports. It integrates seamlessly with DocuSign for e-signatures, focusing on improving document accuracy and customization for different applications.

Conga

Microsoft Purview Data Lifecycle Management helps businesses manage data effectively, enhancing compliance and control while optimizing data usage across the organization.

Designed for comprehensive data governance, Microsoft Purview Data Lifecycle Management aids businesses in automating data retention, labeling, and protection policies. It integrates seamlessly with existing systems, facilitating robust data management, which supports compliance and risk management efforts. Suitable for businesses seeking to consolidate data management processes, it ensures that valuable data is efficiently cataloged, accessible, and secured, contributing to informed decision-making and resource optimization.

What features should users be aware of?

Automated Data Retention: Simplifies data management by automatically applying retention policies.
Sensitivity Labeling: Offers robust capabilities to classify and protect sensitive information.
Data Insights: Provides analytical insights that help in monitoring compliance and data usage.
Policy Enforcement: Integrated tools for automating policy application across data assets.

What benefits can users expect from reviews?

Improved Compliance: Ensures adherence to regulations through automated policy enforcement.
Operational Efficiency: Streamlines data management tasks, reducing manual intervention and potential errors.
Cost Effectiveness: Reduces the need for multiple tools by consolidating data management activities.
Enhanced Security: Protects sensitive data through advanced labeling and encryption features.

In finance, Microsoft Purview Data Lifecycle Management facilitates compliance with strict regulations, in healthcare, it safeguards patient data while streamlining retention policies, and in retail, it organizes customer data for better insights and tailored marketing strategies, ensuring data is a strategic resource across sectors.

Microsoft

Sample Customers

Arkus, CollegeTracks, Colorado Creative Industries, Davies Office, Delta Air, Depersico, Diagnostic Innovations, Digital Dolphin, Finnzymes

Information Not Available

Conga Composer vs. Microsoft Purview Data Lifecycle Management