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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 (24th), 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.
CH
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

"It's quite simple."
"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 most valuable feature of Conga Composer is its user-friendly interface, which allows professionals to handle the product easily."
"Conga Composer is very easy to use. It's easy to debug if you have an issue."
"I have never faced any issues with stability."
"Once you understand how to build the templates, it's a pretty straightforward process. It allows you to create both Word and Excel documents."
"I find the Conga email template creation and the document template creation features very useful."
"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."
"The most valuable feature is the Rich Text or TinyMCE in fields. For example, you have a text field but it is not a regular text field, it is a link. Inside this link, you can copy/paste everything: images, text, and tables together. After saving this field, you can pull it into the document."
"The Windward solution was very fast to rollout, and it is proven."
"The engine being able to sit inside of our firewall is the most important feature."
"Thanks to Windward, our documents need very few tweaks and are usually "customer-ready" right out of the box."
"It's easy to create templates and reports using Microsoft Word, so we don't have to learn something new to create a template. That makes it very user-friendly... they have integrated the product with Microsoft Word. People can easily start working on it without too much training."
"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."
"The most valuable feature is that it provides good, dynamic document-generation performance and the documents are being generated reliably."
"One of the features that we have found most important is that the report builder is in Word, so it was very easy to get into it... We could also use some of our existing Word templates."
 

Cons

"Conga is getting more and more expensive."
"When setting conditions, it doesn't work as expected, requiring us to rework the code."
"I had only one minor issue, which was resolved quickly due to their prompt assistance."
"The query builder could use some updates."
"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."
"We have not been using Conga Composer extensively or deeply to look for improvements."
"For newcomers to the platform, the removal of certain suggestions in recent releases can be a pain area."
"They should add a document distribution solution on top of the document generation capability. It should allow us to send the generated document to a certain recipient (e.g. customer contact’s email address) based on a business-rules management system. That system would allow the end-user to manage a relationship between a document template and its recipient."
"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."
"The only thing I can think of, that we'd like it to do, would be the ability to "burst out" reports, meaning one section of a report could be sent out as an email to a manager of a department, say, without having to run multiple reports to do it. As it sits now, we have to do multiple reports to do it."
"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 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 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."
"It needs the ability to drill down in a single report (i.e., interactive)​ into data."
"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."
 

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."
"I'm starting to hear clients squeal about the price of their software. The cost of the software has gone up."
"Windward is very expensive when the volume of documents being generated is low and it is cheap when the volume is high."
"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."
"The pricing is very reasonable for what it provides. The report builder is about one grand per user... We are paying for a support contract, which is 20 percent of the price, but because the licenses are perpetual, I think the pricing is very reasonable."
"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."
"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."
"​They are fair and flexible. They are willing to work with your current architecture to make sure you have the best deal.​"
"CapEx fits our requirements, OpEx is higher due to the 20% service and maintenance cost, where we normally pay 15%."
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Top Industries

By visitors reading reviews
Computer Software Company
18%
Healthcare Company
12%
Real Estate/Law Firm
9%
Manufacturing Company
7%
Financial Services Firm
18%
Computer Software Company
11%
Real Estate/Law Firm
7%
Healthcare Company
7%
 

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: June 2025.
861,034 professionals have used our research since 2012.