Creation in the Salesforce experience
In docu2.me, templates are created and adjusted in the environment where the team already works, close to records and workflow.
Architecture comparison
docu2.me vs Conga
Compare experience, automation, architecture and features to understand which solution best fits your Salesforce operation.
01experience02automation03architecture
docu2.me / comparisondocu2.me active
DOCU2.ME / GENERATED
Commercial proposal
Document filled from record data, ready for the next step.
{ Client_Name }US$ 8,700.00
{ Total_Amount }Field resolved
VS
Congano automation
Commercial proposal
Commercial proposal
manual filling
Where docu2.me goes further
Document mechanics change the team's work.
Instead of a list of claims, see how each feature works in the Salesforce and template context.
WYSIWYG composition
Document construction is visual and supports the main template flow without relying on merge syntax.
Rule-based content
Filter Block organizes conditional content in the template so sections respond to business rules.
Related-data tables
Resource Manager brings related data into the document and renders tables that follow the record.
Agent automation
Alongside Flow and Apex, the product is prepared for generation requests made by Agentforce.
Create documents from Salesforce records
docu2.me generates documents directly from the record, right inside Salesforce, so the team never has to leave the app to produce them.
Capacity comparison
Context for a more deliberate decision.
Information about the other solution varies by configuration or public documentation. The docu2.me column describes product behavior in this implementation.
Capabilitydocu2.meConga
ScopeDocument generation and editingCLM and revenue management suite
Template creationWYSIWYG in SalesforceVaries by configuration
Conditional contentFilter BlockVaries by configuration
Related dataResource ManagerVaries by configuration
AutomationFlow, Apex and AgentforceFlow, Apex and proprietary rules
OutputPDF, DOC, HTML or textVaries by configuration
Data leaves SalesforceNoYes
Requires external tool to generate documentsNoYes
When docu2.me makes more sense
docu2.me makes more sense when the pain is document generation and editing rather than the full contract lifecycle.
When Conga can make sense
Conga can make sense for companies needing complete contract lifecycle management, with negotiation, approval and a contract repository as a central process.
Next step
Compare within the scenario your team actually operates.
Bring the Salesforce object, document and event that starts the flow. The conversation shows where each layer fits.
Compare in my scenariodocu2.me / Service contractDOCU2.ME / GENERATED
Service contract
Document filled from record data, ready for the next step.
{ Case_Number }Acme Ltd.
{ Party }Field resolved