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Conga Composer vs Windward Core comparison

 

Comparison Buyer's Guide

Executive Summary

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
Average Rating
8.2
Number of Reviews
14
Ranking in other categories
Document Management Software (3rd), Document Automation Software (1st)
Windward Core
Average Rating
8.8
Reviews Sentiment
7.6
Number of Reviews
36
Ranking in other categories
Reporting (21st), Document Generation Tools (1st)
 

Featured Reviews

PU
Sr Salesforce Developer at a tech services company with 501-1,000 employees
Streamlined contract signing with effective automation and helpful for loss tracking
We use Conga Contracts, Conga Composer, Conga Grid, and Conga Orchestrate. We have a business all over the world, and due to currency symbols, alphabetical changes, logos, and entity names, we need to build a formula where the template remains the same but the contract terms are different for…
CH
Sr. Systems Analyst at a tech services company with 5,001-10,000 employees
Strong layout and design capabilities; leverages every aspect available in Word-native formatting
The licensing key is a little bit twitchy. I'd like to see more HTML formatting support in templates. It has a basic stock of HTML formatting capability, but it doesn't have a rich vocabulary. I have to work around that sometimes. The help documentation and blog posts are extensive, but not always up to date. The error reports also need improvement. If you don't key it in right, it's a little hard to find the root cause. It gives you information as much as it can, but it doesn't really hone in and tell you explicitly what you should do to correct the problem.

Quotes from Members

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

Pros

"Once you understand how to build the templates, it's a pretty straightforward process. It allows you to create both Word and Excel documents."
"Conga Composer offers extensive customization and flexibility, that allows us to create documents that perfectly align with our branding and specific business requirements."
"The most valuable feature of Conga Composer is its user-friendly interface, which allows professionals to handle the product easily."
"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."
"I find the Conga email template creation and the document template creation features very useful."
"The most valuable feature is the automatic generation of invoices and the ability to merge fields from Salesforce into the document, creating a clean and professional invoice."
"It's quite simple."
"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."
"A part of our business is to produce static report which we give to our clients, and this product serves this purpose very well."
"The most valuable feature is that it provides good, dynamic document-generation performance and the documents are being generated reliably."
"The Windward solution was very fast to rollout, and it is proven."
"The two features that I like the best are the ability to generate Word and Excel documents, and the ability to create my templates directly inside those software sets. It's absolutely critical for me as a user to have design and layout control, because all of my reports are very, very customized. I have to have control over the ability to generate and to control what they look like."
"Some of our clients are looking at the nested filtering which is coming out. That's going to be a huge benefit for them because they're going to be able to nest and loop while they're also looking at filtering out certain data elements."
"AutoTag is valuable because it integrates with MS Word and makes it easy for our users to create template documents and reports. It allows our users to design the templates based on differing needs."
"For what you're getting, it's an extremely good value."
"Windward has been able to produce a solution to every question or need that any customer has asked it to do."
 

Cons

"When setting conditions, it doesn't work as expected, requiring us to rework the code."
"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 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."
"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."
"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."
"We have not been using Conga Composer extensively or deeply to look for improvements."
"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."
"Conga is getting more and more expensive."
"I have to deal with VERY long lists of properties contained in our XMLs and it would be nice if Windward offered a way to alphabetize this property list."
"One thing that frustrated us a little bit is that we have to use the Office PDF generation, because the native PDF generation is always slightly different compared to the one in Office. The formatting is just a little bit off here and there... This means that we need to have Office installed on the server to be able to generate these documents via API."
"There are some Excel formatting things that you lose when you implement a template: some default Excel validation scripts, macros. You could create them in Excel if you were just using Excel, but in creating a template that generates a report, some of those validation things are lost."
"They're not a gigantic company, so they just don't have all the capital to do whatever they would want to do."
"It is software, so there are always times where things don't work. Most of the time issues happen when trying to move to a new version. There might be problems with reports that were created in an older version, so either we have to make a tweak to the templates or we report it to them and get them to make an adjustment to their software."
"They could make the document creation performance faster. I'm not saying it's slow but it takes time to create the PDFs."
"Initial learning curve seems steep at first, but it does click into place after viewing a few of the free webinars that Windward offer."
"They could make the document creation performance faster. I'm not saying it's slow but it takes time to create the PDFs. If they could make it faster, that would be one area for improvement."
 

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."
"We negotiated our prices many years ago, and while they go up a little bit here and there, they've been pretty steady."
"Pricing is a bit higher than normal desktop applications, but it's well worth it. The ROI is simple to understand and the monthly payment for an annual license is affordable and worth it."
"CapEx fits our requirements, OpEx is higher due to the 20% service and maintenance cost, where we normally pay 15%."
"The only problem with the pricing of Windward is the limitation on the number of reports generated. It is costly in that sense. If you want to increase, you have to pay more, based on the number of reports generated per day. It is not the same with Crystal Reports. With the latter, you buy a license at one point in time and that's it."
"Pricing is something I complain about. Production pricing is okay, but for a testing environment the pricing looks a bit high to me."
"It is absolutely worth the value. They have flexibility, depending on what you're looking for from a buying standpoint. The current pricing models are quite flexible, with the ability to use it on an as-needed basis, or to get a perpetual license that covers a customer that might have extensive needs. I think it's pretty good."
"For what you're getting, it's an extremely good value."
"I can't advise anybody about pricing and licensing, but it was competitive. A lot of things we did look at were all volume-based, so it was a case of you buy a license to generate this many reports a year, and that's not something that I'm particularly interested in because it doesn't give you any idea - if we have future growth, or if we have a lean year - for budgeting reasons it's more difficult. With Windward it's a straight out license fee, whether we generate one page or we generate a million, it makes no difference."
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Top Industries

By visitors reading reviews
Computer Software Company
14%
Retailer
10%
Real Estate/Law Firm
9%
University
7%
Marketing Services Firm
17%
Manufacturing Company
13%
Financial Services Firm
7%
Healthcare Company
7%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business7
Midsize Enterprise4
Large Enterprise4
By reviewers
Company SizeCount
Small Business20
Midsize Enterprise4
Large Enterprise8
 

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...
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Comparisons

 

Also Known As

Conga
Windward, Windward Studios
 

Overview

 

Sample Customers

Arkus, CollegeTracks, Colorado Creative Industries, Davies Office, Delta Air, Depersico, Diagnostic Innovations, Digital Dolphin, Finnzymes
HAL, Inc., Axe Group, White Clark Group, Blueprint Software, Aspect Security, Nucleus Software, LeBlanc’s Food Stores, South Sound 911, Aegon, Barclays, Fidelity Investments, ArisGlobal LLC, USDA, RepLink, AON Hewitt
Find out what your peers are saying about Conga Composer vs. Windward Core and other solutions. Updated: March 2026.
885,286 professionals have used our research since 2012.