Overview: PandaDoc and Conga Composer as Proposal Management Category solutions.

PandaDoc excels in comprehensive sales document management, emphasizing customer acquisition and revenue growth. It suits large enterprises, especially in Marketing and IT, with extensive vendor support options. Conga Composer focuses on enhancing customer relationships through versatile contract and proposal management, appealing to enterprises across industries like IT and medical devices, offering robust support, especially for mid-market businesses.

PandaDoc: Pandadoc streamlines proposals, quotes, and document workflows, making them 40% faster. Trusted by 50K+ clients, it is SOC 2, HIPAA, and GDPR compliant.

Conga Composer: Conga Composer is a cloud-based document generation and management solution that streamlines processes. It empowers sales, legal, and operations by automating document creation and sharing.

PandaDoc and Conga Composer: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

PandaDoc supports sales document management, proposal & quote management, and advanced digital signatures. read more →

Conga Composer facilitates proposal & quote management, contract management, and digital signatures. read more →

Business Goals

PandaDoc helps acquire customers and increase sales & revenue. read more →

Conga Composer focuses on increasing sales & revenue and enhancing customer relationships. read more →

Core Features

PandaDoc offers custom reports, strong integration, and AI-powered tools. read more →

Conga Composer provides custom reports and extensive data import/export capabilities. read more →

Vendor Support

PandaDoc provides 24/7 support with options including chat and phone support. read more →

Conga Composer offers 24/7 support, catering well to enterprise needs. read more →

Segments and Industries

PandaDoc is popular with large enterprises, especially in marketing and IT. read more →

Conga Composer appeals to enterprises across IT, medical devices, and manufacturing industries. read more →

Operational Alignment

PandaDoc fits seamlessly into the workflows of large enterprises. read more →

Conga Composer aligns well with enterprise and mid-market operations. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Import

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Data Export

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Support

Chat Support

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24/7 Support

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Email Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for PandaDoc and Conga Composer

How does PandaDoc and Conga Composer facilitate Sales Document Management?

Both Pandadoc and Conga Composer assist businesses in creating and managing sales documents. Pandadoc focuses on creating proposals and contracts, while Conga Composer concentrates on generating various documents, including proposals, contracts, invoices, and work orders. Pandadoc allows for online document signing, while Conga Composer integrates with e-sign products. However, both tools have limitations; Pandadoc’s customer service is reported as unsatisfactory, while Conga Composer may require manual edits due to its limited logic capabilities.

"...We had previously built our own hacked together proposal automation system using Zapier, Google Docs, and Pipedrive's open APIs...." Peer review by Aviva R., COO, Non-Profit Organization Management

"...It's helped up shape what content in the proposals are important and what needs more work. . ...." Peer review by Kristen H., Marketing Coordinator, Non-Profit Organization Management

Why is PandaDoc and Conga Composer the best choice for Workflow Management?

Pandadoc and Conga Composer both offer workflow management features that automate document generation and approvals. Pandadoc excels in creating templates, managing workflows, and controlling access levels. Conga Composer focuses on automation through batch processing and scheduled tasks, particularly within Salesforce. Pandadoc provides a more comprehensive approach to workflow management, while Conga Composer excels in automation and integration with Salesforce. Both tools have limitations, and users should carefully assess their specific workflow needs.

"...Automation with work flow requirements are great...." Peer review by Sam Robertson, Business Development Manager, Central Telecoms

"...Efficiency, makes some of our workflows faster...." Peer review by James H, Pre-Sales Digital Manager, Digital Strategy Team, Marketing and Advertising

What makes PandaDoc and Conga Composer ideal for Engagement Management?

Pandadoc and Conga Composer both help users manage engagement by providing tools for creating and sending proposals. Pandadoc helps users follow up with potential customers by tracking proposal views and allowing them to customize follow-up conversations based on customer engagement. Conga Composer, however, integrates with Salesforce, providing a flexible interface that can be customized to meet the needs of different users and allowing for automated follow-up emails based on proposal views. Both tools have limitations; Pandadoc has been criticized for issues with customer support, while Conga Composer still requires some user interaction.

"...I am hoping for some improvement on the mobile side of things since I engage with PD on my mobile device 90% of the time and it is a bit clunky...." Peer review by Ben Sardella

"...The tool interfaces with Salesforce in such a flexible way that permits Salesforce Admins and Developers to provide a custom UI for Sales and other users to interact with...." Peer review by Jennifer D., Information Technology and Services