For nonprofit organizations that use Salesforce, the ability to integrate with a large number of third-party applications is one of the platform’s biggest advantages. These integrations provide a wide range of features that are not available natively, including document generation tools.
Document generation applications allow you to create customized documents using Salesforce data and templates you’ve designed, all with a few clicks. While these tools are frequently used to create donation thank-you letters, solicitation materials, grant award letters, and completed applications and forms, their potential is limitless.
Numerous document generation applications are available to nonprofits, such as Conga Composer, Nintex DocGen, Apsona Document and Email Generation, Formstack Documents, and S-Docs. Some nonprofits use Word’s built-in mail merge feature, though this has significant limitations compared to apps that run within Salesforce. Although all of these tools have their benefits, selecting the right app can be challenging.
This white paper, written for Exponent Partners, aims to help nonprofit leaders in choosing the right document generation application for their organization. It compares two of the most commonly used document generation apps, Conga Composer and Nintex DocGen, to assist you in making an informed decision that best suits your nonprofit’s document generation needs.