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Windward vs. Conga Composer: Side-by-Side Comparison of Two DocGen Tools

In your quest to find the best document generation tool for your rising documentation needs, you probably have heard of both Windward and Conga.

Windward helps you create stunning, data-powered documents in no time, whereas Conga Composer makes it easy for you to develop and deliver sophisticated documents from Salesforce. Both being a huge name in the DocGen industry has emerged out to be leaders with their unique offerings. That being said, it is quite overwhelming when you need to choose among these. However, in-depth insight into both might help!

Here, we will run a side-by-side comparison of Windward and Conga Composer to help document generation seekers opt for the best-suited tool.

Windward vs. Conga Composer: A Rundown On Their Peculiarities

1. Creating Templates

To make document generation easier and faster, you require creating a template, and that is what you must look forward to while choosing a document generation solution.

The good news here is that both Windward and Conga makes document creation easy-breezy to a great extent. While Conga’s template builder lets you insert data fields using arrow buttons, Windward eases it a bit with its drag-and-drop functionality. Moreover, Conga has got a template manager that enables you to store, access and centralize all your templates for easy retrieval.

2. Query Builder/Wizard

Queries play a crucial role while building complex documents. Conga has its Query Builder, where you can write queries to fetch specific data. You can write queries in Salesforce Object Query Language (SOQL) SELECT statements, and also poses an alternate if you don't know the language. Windward comes with Query Wizard, wherein you simply need to drag and drop the field or value, and it will automatically generate queries.

Besides, inserting conditional statements like IF in queries limits you to the functionalities of MS Office while using Conga. On the contrary, Windward comes with a tag tree that supports 16 different tags to leverage while generating complicated documents.

3. Parameters/Behaviors

Customization is the key to any software you purchase. Document generation tools also withstand this. With Conga Document Automation Wizard, you can set several parameters and customize the way you want the solution to retrieve data.

Well, most DocGen tools have a way to pass parameters; what you must focus on is its ability to set parameters, and all the data types you need.

4. Validation, Error, and Warning Handling

When you are creating documents with Conga Composer, and something goes wrong, it will leave you mad finding out what exactly has gone wrong. Undoubtedly, they provide a lot of support to resolve your queries, but that sometimes translates to a vast number of options to navigate when troubleshooting.

Perhaps, this is not the case with Windward. It is power-packed with validation, error, and warning handling mechanisms. Right from validating templates to listing errors and warning on test generation, Windward helps you get a knack of the entire process.

5. Word Form Fields

Many times, you need to create documents with checkboxes, drop-down lists, or other form fields. While Conga Composer and Windward both work with MS Word, you might find it easy to generate documents with the above-mentioned fields. But when you need to have the end result in the form of a PDF, does your DocGen tool provide it?

Unfortunately, Conga Composer fails. It does not support word form fields. Nevertheless, you can successfully work with word form fields with Windward. Moreover, it lets you set their values from your data.

Windward vs. Conga Composer At A Glance

Features

Conga Composer

Windward

Code Behind
You must know SOQL statements
No code behind
Generate Code
Yes
Applications

PDF

HTML

Email

Word

Excel

PowerPoint

Only supports Word, Excel & PowerPoint for Windows. It neither supports PDF nor any Web-based applications.
Conditional Formatting
Yes
Drag & Drop Doclets
Basic
Yes
Query Wizards
It easily fetches data from multiple sources.
Multiple Datasources
Yes
Supported Datasources

It works seamlessly with Salesforce

Salesforce

MS Dynamics

JSON

OData

SQL

XML

Tag Start & End Locations
Yes
Tags

out

import

bitmap

set

query

forEach

if

else

switch

link

bookmark

chart

Imported Templates
You can add up to 10 pre-existing templates in a Solution
Advanced
Document Locking
Yes
Validation, Error & Warning Handling
Yes
Data Count
Yes
Pros & Cons
  • Pro: A perfect solution to generate proposals, quotes, invoices, and legal documents
  • Pro: Integrates with Google, Salesforce, Adobe, Financial force, eSignature, and DocuSign
  • Pro: Prominent clients include Apple, Amazon, Nike
  • Con: Supports only one language
  • Con: Difficult to find the error when something goes wrong
  • Pro: Easily integrates with your existing applications
  • Pro: Great for beginners and people with no computer tech experience
  • Con: Only works with MS Office
  • Con: Lacks feature like Digital Signature
Pricing
Visit Windward's pricing page for a detailed price list.

Features

Conga Composer

Windward

Applications

PDF

HTML

Email

Word

Excel

PowerPoint

Word

Excel

PowerPoint

Supported Datasources

It works seamlessly with Salesforce

Salesforce

MS Dynamics

JSON

OData

SQL

XML

Output Formats

PDF

Word

Excel

Everything including direct output to printer
IF Statements
Limited to MS Word's functionality
Advanced
Code Behind
You must know SOQL statements
No code behind
Drag & Drop Doclets
Basic
Advanced
Imported Templates
You can add up to 10 pre-existing templates in a Solution
Advanced
Pros & Cons
  • Pro: A perfect solution to generate proposals, quotes, invoices, and legal documents
  • Pro: Integrates with Google, Salesforce, Adobe, Financial force, eSignature, and DocuSign
  • Pro: Prominent clients include Apple, Amazon, Nike
  • Con: Supports only one language
  • Con: Difficult to find the error when something goes wrong
  • Pro: Once the datasources are set, it is easy to use
  • Pro: Integrates with a range of business systems and applications
  • Pro: Supports 10+ languages
  • Pro: Prominent clients include Sunkist, Volvo, HSBC, Pfizer, and more
  • Con: Doesn't work with web applications
  • Con: You find it difficult to pick tags if you mixed them with a block of text

Features

Conga Composer

Windward

Code Behind
You must know SOQL statements
No code behind
Drag & Drop Doclets
Basic
It supports drag and drop throughout the platform
Multiple Datasources
It easily fetches data from multiple sources
Validation, Error & Warning Handling
You can easily detect errors and warnings
Time Zone
There's no such functionality available
Document Status
There are no predefined modes, wherein you can put your documents. But you can preview them before finalizing
Conditional Statements
It supports 'if' and 'else' tags along with 12+ other tags
Output Formats

PDF

Word

Excel

You can have the output in every format you desire
Pros & Cons
  • Pro: A perfect solution to generate proposals, quotes, invoices, and legal documents
  • Pro: Integrates with Google, Salesforce, Adobe, Financial force, eSignature, and DocuSign
  • Pro: Prominent clients include Apple, Amazon, Nike
  • Con: Supports only one language
  • Con: Difficult to find the error when something goes wrong
  • Pro: With easy datasource set-up, it makes document creation a breeze
  • Pro: It is great for beginners and people with no computer tech experience
  • Con: It integrates only with MS Office
  • Con: Sometimes, you may face a few minor glitches, but the team is quick to handle it

Features

Conga Composer

Windward

Applications

PDF

HTML

Email

Word

Excel

PowerPoint

Word

Excel

PowerPoint

Code Behind
You must know SOQL statements
No code behind
Process Embedded Office Objects
It has all types of embedded objects and also processes the same seamlessly
Supported Datasources

It works seamlessly with Salesforce

Salesforce

MS Dynamics

JSON

OData

SQL

XML

Tags

out

import

bitmap

set

query

forEach

if

else

switch

link

bookmark

chart

Features

Conga Composer

Windward

Multiple Datasources
It can also process multiple datasources simultaneously
Macros
You can create custom macros as and when required in your template
Rendering Barcodes
Windward renders barcodes as fonts, which may not be as effective as images
Validation, Error & Warning Handling
It takes care of each aspect to ensure you get the document as desired
Output Formats

PDF

Word

Excel

You can have the output in every format you desire
Drag & Drop Doclets
Basic
Supports pretty well
Pros & Cons
  • Pro: A perfect solution to generate proposals, quotes, invoices, and legal documents
  • Pro: Integrates with Google, Salesforce, Adobe, Financial force, eSignature, and DocuSign
  • Pro: Prominent clients include Apple, Amazon, Nike
  • Con: Supports only one language
  • Con: Difficult to find the error when something goes wrong
  • Pro: Easily imports tags from connected datasources
  • Pro: Easy to use within established Microsoft Office Desktop applications like Word, Excel, and PowerPoint
  • Con: You might encounter problems with reports
  • Con: APIs need improvement

Summing Up

While Conga Composer is the best bet to make if you work in the Salesforce environment, you might face certain challenges while working with other datasources. Besides, Conga simplifies your form creation needs by helping you create a variety of forms, which might be a limitation for Windward.

If you or your team are a novice to document generation systems, we recommend opting for a solution that requires less to no technical knowledge. On one hand, while Composer comes with "no code-behind" ability, it does require you to have some knowledge for SOQL statements. But, this isn't the case with Windward.

Though both Conga Composer and Windward make document generation faster, both vary with their functionalities. While Conga Composer comes with a range of add-ons like Batch, Trigger, Mail Merge, and QuickMerge to suffice all your document automation needs, Windward stands out as a comprehensive end-to-end solution.

To decide which one suits your needs the best, you can check out Windward and Conga's detailed reviews.