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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 (6th), Document Automation Software (1st)
Windward Core
Average Rating
8.8
Reviews Sentiment
7.6
Number of Reviews
36
Ranking in other categories
Reporting (25th), Document Generation Tools (1st)
 

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.
HM
It has streamlined a lot of our reporting processes
Their PDF needs improvement. We've run into some issues when we tried to generate a Word document. If we try to generate the same document in PDF, sometimes it doesn't look exactly the same. We have gone back to Windward support a couple of times on a few issues, e.g., we had some issues with reports that had barcodes on them. The barcode wasn't displaying properly. It was displaying as a skewed image as opposed to an actual barcode. Therefore, we worked with Windward support, having some daily calls with them. Then, within the next release, they were able to resolve the issue. They even gave us a pre-release, so we could implement it into our code before the actual official release on the website. It would be nice to have some sort of workflow capability within the product. Anytime you generate a document, nine out of ten times there is something which precedes that document, whether it's entering parameters in, e.g., if I'm requesting the status report for a project. The first thing that I usually want from a status perspective is which project is the status report for and which week is it for, as those are some of the things that I have to supply before I can generate a document. From a workflow perspective, it would be nice to say, "This project belongs to this person, and this person is okay with me pulling information out of this document for whatever need I have." From a workflow perspective, I would like a wizard interface that goes step-by-step, like a questionnaire, where there are a bunch of things that you have to answer, "Yes or no," before it knows what to do or how to produce the document. Right now, we write our own custom UI for this.

Quotes from Members

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

Pros

"I have never faced any issues with stability."
"Conga Composer is very easy to use. It's easy to debug if you have an issue."
"Conga Composer is easy to use, especially for C-level executives, as it simplifies the contract signing process."
"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 most valuable feature of Conga Composer is its user-friendly interface, which allows professionals to handle the product easily."
"The initial setup of Conga Composer is easy."
"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."
"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."
"​A useful, ​easy to use product, which has a lot of features for designing reports."
"The most valuable features are the ability for it to be integrated into our software solution and the AutoTag tool that allows us to quite quickly create and update the templates themselves."
"It has the ability to easily integrate into existing apps with little code. If you know how to use MS Office, you can create a report."
"The usually the response is within one hour. The technical support will WebEx with you. I rate them as a 10 out of 10."
"Thanks to Windward, our documents need very few tweaks and are usually "customer-ready" right out of the box."
"The ultimate feature is the product it produces. The ROI around that saves hours and hours. It's probably about a hundred days per year. The time savings and the ability to turn it around quickly pleases our customers."
"Technical support is ​very good. They reply immediately and follow-up with any questions.​"
"The ability for users to have design and layout control is very important because it allows them control over the design and layout of their reports, without the help of IT."
 

Cons

"We have not been using Conga Composer extensively or deeply to look for improvements."
"I had only one minor issue, which was resolved quickly due to their prompt assistance."
"Conga is getting more and more expensive."
"The query builder could use some updates."
"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 debugging skills could be improved as we need to stay alert for issues."
"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."
"The initial setup is at an intermediate level of difficulty since understanding Conga Composer for the first time can be confusing."
"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."
"The next release could benefit from a cloud-based environment."
"A lot of clients who want to use this don't have the technical background for the SQL portion of gathering the data. If Windward were to make a more user-friendly SQL extract front-end, that would help a lot of clients to leverage the application a lot more."
"Regarding AutoTag, we do notice that when you want to refactor a little bit of your template design or when you want to implement changes, sometimes you need a lot of clicks to get the change done. For instance... it would be helpful to be able to find all the identifiers with the old name and replace them with the new name. We haven't found a way to do that with the find-replace tool. Throughout the user-interface of Windward, you need a lot of clicks to get that done."
"They're not a gigantic company, so they just don't have all the capital to do whatever they would want to do. That's the only reason I would hold back even that one point. I know that if I do ask for something, I'll get it. I just know that it will take some time."
"About six months ago, we raised the possibility of improving the way they manage the HTML 5. Sometimes, when you insert a lot of data in the data source, you get an error because it is not managing HTML 5 features well. I believe they have addressed this in later versions of their product."
"There is always room for improvement in the speed, especially with the complex, multi-line Excel spreadsheets. They made some improvements in the last version that are quantum-fold faster than when I first started. But there is always room for improvement there. You always want reports faster and faster."
"It needs the ability to drill down in a single report (i.e., interactive)​ into data."
 

Pricing and Cost Advice

"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."
"I think the tool costs around six dollars per user."
"It's not cheap, but it's not overly expensive either."
"From my experience in this field, the product is reasonably priced, at least with the RESTful engine implementation. It's definitely not a cheap option. People say, "That's a fair amount of money to pay for a document generation tool." At the same time, you do get good functionality and the support is good."
"The cost is reasonable."
"I'm starting to hear clients squeal about the price of their software. The cost of the software has gone up."
"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."
"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."
"The pricing is fair. The way that they have it priced is the Windward Designer has a price that's associated with it. Then, depending on the number of cores that you're looking for, that is the price that you pay. The more cores that you want, the more expensive it is."
"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."
"We negotiated our prices many years ago, and while they go up a little bit here and there, they've been pretty steady."
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Top Industries

By visitors reading reviews
Computer Software Company
21%
Manufacturing Company
10%
Real Estate/Law Firm
10%
Healthcare Company
10%
Financial Services Firm
18%
Computer Software Company
13%
Recreational Facilities/Services Company
9%
Healthcare Company
9%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

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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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: April 2025.
850,834 professionals have used our research since 2012.