RS Documents compared to Conga and Drawloop for Salesforce

DRAWLOOP CONGA COMPOSER RS DOCUMENTS
Price (user/month) $12.00 (standard) / $18.00 (business) $20.00 $5.00
Minimum users required 10 (standard) / 7 (business) 10 1
Annual subscription required Yes Yes No
Output format Word, PowerPoint, Excel and PDF Word, PowerPoint, Excel, HTML email and PDF Word, PDF and Google Doc
Merge data from any Standard or Custom Object Yes Yes Yes
Merge Related List into the table Yes Yes Yes
Template format Word, PowerPoint, Excel and PDF Word, PowerPoint, Excel and PDF Google Doc
Embedded template builder No No Yes
Action button configuration code Manual Manual Autogenerated
Integration with e-signature apps DocuSign, EchoSign, Sertifi, Barracuda SignNow DocuSign, EchoSign or Sertifi RS Signature
Auto email Document Yes Yes Yes
Email Document with preview Yes Yes Yes
Download Document Yes Yes Yes
Attach Document Yes Yes Yes
Log Activity record Yes Yes No
Update field value Yes Yes Yes
Merge dynamic images Yes (business edition) Yes Yes
Document generation automation Yes ($$$ – with workflow/Apex) Yes ($$$ – with workflow) Yes (free – with workflow/Process Builder/Apex)
Merge multiple Templates in a single PDF Yes Yes No

2 Comments:

  • Loop Document Services for Salesforce – Jackson Hole Consulting on July 31, 2017 at 4:49 pm Reply

    […] 100$ per month cost for what really is a necessary process.  I’m currently in the middle of investigating the viability of RS Documents as a paper/email document merging tool.  At $5 per month / per user this may be the perfect […]

    • ramseyadmin on July 31, 2017 at 5:59 pm Reply

      Let us know if you have any questions.

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