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Conga Composer vs Microsoft Purview Data Lifecycle Management comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Aug 26, 2025

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
6th
Average Rating
8.2
Number of Reviews
14
Ranking in other categories
Document Automation Software (1st)
Microsoft Purview Data Life...
Ranking in Document Management Software
2nd
Average Rating
7.4
Reviews Sentiment
7.2
Number of Reviews
3
Ranking in other categories
Data Governance (29th), Microsoft Security Suite (33rd)
 

Mindshare comparison

As of September 2025, in the Document Management Software category, the mindshare of Conga Composer is 1.4%, down from 2.0% compared to the previous year. The mindshare of Microsoft Purview Data Lifecycle Management is 11.6%, down from 14.2% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Document Management Software Market Share Distribution
ProductMarket Share (%)
Microsoft Purview Data Lifecycle Management11.6%
Conga Composer1.4%
Other87.0%
Document Management Software
 

Featured Reviews

Yashashvini YAGATI MATH - PeerSpot reviewer
Useful for creating templates on Salesforce object records
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. We can use Word templates with Word boxes and customize everything. Its conditions are very easy to write and hide content based on requirements. When used with DocuSign, Conga Composer can calculate currency fields that DocuSign can't. We can default to PDF and hide content to reduce errors. We can generate invoices by clicking a button and hiding tables, which we can't do in DocuSign. We can download and attach documents to notes and attachments or any field we require. The solution with Salesforce allows us to generate templates with a single click after some configuration steps.
Al Mcpherson - PeerSpot reviewer
Provides clear visibility into our entire information estate, reduces our time to action, and saves us time
The integration across Azure is straightforward. Microsoft Purview Data Lifecycle Management has been a game-changer for our data governance. We now have clear visibility into our entire information estate, allowing us to pinpoint data location and implement effective classification. Even though real-time compliance isn't a current need, Microsoft Purview Data Lifecycle Management offers that capability for future requirements. Purview Data Lifecycle Management has reduced our time to action – since we previously lacked such a tool, it's effectively cut our response time in half. Purview Data Lifecycle Management has saved us one working day per month.

Quotes from Members

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

Pros

"It's quite simple."
"I find the Conga email template creation and the document template creation features very useful."
"I have never faced any issues with stability."
"The initial setup of Conga Composer is easy."
"The most valuable feature of Conga Composer is its user-friendly interface, which allows professionals to handle the product easily."
"Conga Composer offers extensive customization and flexibility, that allows us to create documents that perfectly align with our branding and specific business requirements."
"I like that Conga Composer allows for the generation of PDFs according to specific requirements by creating templates and pulling all the information added into those fields."
"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."
"The system is stable; I haven't encountered any worldwide stability issues unlike other office products."
"Purview's built-in functionality provides immediate access to reports, streamlining the entire process."
"The automatic data labeling is compelling, and we are investigating its use."
"The UI is the most valuable feature."
 

Cons

"If there could be a preview option available directly in the application for testing templates instead of having to download and test them manually, it would save time."
"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."
"The documentation could be improved."
"The only improvement I'd like to see is the ability to hide a single column within a grouped table, which I couldn't figure out how to do."
"It would be better to have a custom button that automatically sends a document to the client's email and sends it for a signature with a single click."
"The query builder could use some updates."
"I had only one minor issue, which was resolved quickly due to their prompt assistance."
"Microsoft Purview Data Lifecycle Management can be challenging to implement due to its complexity and dense documentation, making it difficult to get started."
"Microsoft Purview Data Lifecycle Management can be challenging to implement due to its complexity and dense documentation, making it difficult to get started."
"Microsoft's Purview Data Lifecycle Management preview features can be unreliable, hindering their usefulness."
"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."
 

Pricing and Cost Advice

"I think the tool costs around six dollars per user."
"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."
"It's not cheap, but it's not overly expensive either."
"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
Computer Software Company
17%
Healthcare Company
10%
Retailer
10%
Real Estate/Law Firm
8%
Computer Software Company
13%
Government
11%
Financial Services Firm
10%
Manufacturing Company
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business6
Midsize Enterprise4
Large Enterprise4
No data available
 

Questions from the Community

What is your experience regarding pricing and costs for Conga Composer?
Conga Composer is reasonably priced. There is a free initial package that lasts for thirty days, which allows potential users to evaluate its fit for their needs without immediate financial commitm...
What needs improvement with Conga Composer?
I did not try multiple features; I just generated PDFs by merging fields and creating templates. If any improvement is needed, I would raise a case with Conga Composer for those features.
What is your primary use case for Conga Composer?
We are using Conga Composer in our Salesforce environment to dynamically generate documents. For example, if we have a customer and need to finalize a business deal, we capture deal data. Suppose y...
What is your experience regarding pricing and costs for Microsoft Purview Data Lifecycle Management?
We opted for Purview Data Lifecycle Management due to its significant cost advantage over competitors. At a 95 percent price reduction, it was a clear winner. The service operates on a pay-as-you-g...
What needs improvement with Microsoft Purview Data Lifecycle Management?
One of the requirements is to have data leak policies and data access policies. This is very critical to enforce data governance standards, which relate to data classification, access control, data...
What is your primary use case for Microsoft Purview Data Lifecycle Management?
I am a customer and user of the tools. We are a big shop, and both the companies I work for are Microsoft Office 365 customers with over eighty thousand seats. Microsoft Purview Data Lifecycle Mana...
 

Also Known As

Conga
Microsoft Information Governance, Microsoft Purview Records Management
 

Overview

 

Sample Customers

Arkus, CollegeTracks, Colorado Creative Industries, Davies Office, Delta Air, Depersico, Diagnostic Innovations, Digital Dolphin, Finnzymes
Information Not Available
Find out what your peers are saying about Conga Composer vs. Microsoft Purview Data Lifecycle Management and other solutions. Updated: September 2025.
867,445 professionals have used our research since 2012.