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.
01experience 02automation 03architecture
What both solutions address
Start with what already matters to your operation.
Both generate documents from Salesforce data, with templates and automation in commercial processes.
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.
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.
CapabilityCongadocu2.me
Scope CLM and revenue management suite Document generation and editing
Template creation Varies by configuration WYSIWYG in Salesforce
Conditional content Varies by configuration Filter Block
Related data Varies by configuration Resource Manager
Automation Flow, Apex and proprietary rules Flow, Apex and Agentforce
Output Varies by configuration PDF, DOC, HTML or text
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.
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.
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 contract DOCU2.ME / GENERATED
Service contract
Document filled from record data, ready for the next step.
{ Case_Number } Acme Ltd.
{ Party } Field resolved