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Compare · Document generation for Salesforce

Conga Composer vs
CloudFiles

Both products scored on the same matrix, from the same kinds of public source, with the same arithmetic. Every number below links back to the evidence behind it.

The verdict

Both build documents from Salesforce data. CloudFiles leads on both axes.

CloudFiles scores higher on Enterprise Readiness and on Functionality; Conga leads on charts, sending and Messaging & ecosystem. Every figure is a composite; the evidence behind each one is linked below it.

Where each product sits
Conga Composer at Enterprise Readiness 4.3 and Functionality 3.9; CloudFiles at 4.6 and 4.4, both on 1–5 scales.LOCAL COMPOSECENTRAL COMPOSELOCAL MERGECENTRAL MERGE1234512345ENTERPRISE READINESS →FUNCTIONALITY →Conga Composer4.3 · 3.9CloudFiles4.6 · 4.4

Corner labels are for orientation only: each product is plotted at its exact scores, not placed in a cell.

Conga Composer
CloudFiles
Enterprise ReadinessBuilt, sold and bought for large organisationsDetails →
Conga Composer
4.3/ 5Highly ready
CloudFiles
4.6/ 5Highly ready
FunctionalityAverage rung across 18 features, weighted by Kano classDetails →
Conga Composer
3.9/ 5
11 of 18 features at L4–L5
CloudFiles
4.4/ 5
14 of 18 features at L4–L5
Dealbreakers3 features checked first, each at L4Details →
Conga Composer
3/ 3 pass
  • Data SourcesL5
  • Repeating ContentL5
  • Output FormatsL5
CloudFiles
3/ 3 pass
  • Data SourcesL5
  • Repeating ContentL5
  • Output FormatsL5
Data ReliabilityHow much of the evidence is public and preciseDetails →
Conga Composer
83%Well documented
CloudFiles
88%Well documented
Biggest gap

Templates and logic

CloudFiles builds templates through add-ins in Word, Excel and PowerPoint and combines conditions with AND/OR logic; Conga types tables and conditions as tags and needs formula fields for AND/OR. CloudFiles scores 4.4 on Functionality against 3.9.

Where Conga leads

Charts and sending

Conga links PowerPoint charts to Salesforce data and sends by templated email to a choice of e-signature tools.

Where they tie

Level on 9 features

Both are rated the same on template management, data sources, repeating content, calculations & formatting, output formats, fillable documents, bulk generation, preview & edit and save & write-back.

Enterprise Readiness

Who each product is built for

Four signals, each scored 1–5 from public sources. The item-by-item trail is in the evidence post.

Enterprise Readiness
Conga4.3Highly ready
CloudFiles4.6Highly ready
Observed buyersWho actually buys itWeight 3
Conga4.0Leans high
CloudFiles4.0Leans high
Level

Identified buyers for both work mostly at large organisations, and both name mostly mid-size to large customers. Half of Conga's recent reviewers are implementation partners rather than buyers.

Commercial & service designHow it's priced, sold and supportedWeight 2
Conga4.2Highly ready
CloudFiles4.9Highly ready
CloudFiles ahead

CloudFiles includes all support, with nothing sold as an add-on, and offers a no-install test drive; Conga sells customisation and developer help as higher plans and its trial installs in the buyer's org.

Technical designHow deep and enterprise-grade it isWeight 2
Conga4.5Highly ready
CloudFiles4.7Highly ready
CloudFiles ahead

Both are audited for SOC 2 Type II with ISO and HIPAA; CloudFiles' help centre covers security and permissions, which Conga's Composer guides do not.

Messaging & ecosystemWho it's for, and who vouches for itWeight 1
Conga4.7Highly ready
CloudFiles4.3Highly ready
Conga ahead

Conga announces Accenture, Deloitte and TCS as partners and has well-populated profiles on G2, Capterra and TrustRadius; CloudFiles' document generation messaging leans more towards enterprise buyers.

Functionality

What each product does

Eighteen document generation features, each rated on the same five-rung ladder. The score is the average rung, weighted by each feature's Kano class: Dial 3, Delighter 2, Dealbreaker 1, Distractor 0. What each feature and rung means.

Functionality scoreaverage rung, weighted by Kano class
Conga3.9 / 5CloudFiles4.4 / 5
Dealbreakers passedthe three features every buyer needs
Conga3 / 3CloudFiles3 / 3
Rated the sameno difference between the two
Both9 features
The feature ladder
  • L1Absent. Can't be done.
  • L2Workaround. Only by hand, by custom code or by staging data first.
  • L3Limited. Works, but with gaps.
  • L4Complete. Everything a buyer expects.
  • L5Extended. Complete, plus useful extras.

Bars fill to the rung reached. L4 and L5 count as fully supported.

Templatefully supported: Conga 0 · CloudFiles 1 of 2
Template Authoring
CongaL3 · Limited
CloudFilesL5 · Extended
Template Management
CongaL3 · Limited
CloudFilesL3 · Limited
Content Logicfully supported: Conga 3 · CloudFiles 3 of 4
Conditional Logic
CongaL3 · Limited
CloudFilesL5 · Extended
Repeating Content Dealbreaker
CongaL5 · Extended
CloudFilesL5 · Extended
Calculations & Formatting
CongaL4 · Complete
CloudFilesL4 · Complete
Rich Media
CongaL4 · Complete
CloudFilesL3 · Limited
Salesforce Supportfully supported: Conga 1 · CloudFiles 2 of 2
Experience Cloud Support
CongaL4 · Complete
CloudFilesL5 · Extended
Mobile Compatibility
CongaL3 · Limited
CloudFilesL4 · Complete
Datafully supported: Conga 1 · CloudFiles 2 of 2
Data Sources Dealbreaker
CongaL5 · Extended
CloudFilesL5 · Extended
Runtime Input
CongaL3 · Limited
CloudFilesL5 · Extended
Output & Deliveryfully supported: Conga 6 · CloudFiles 6 of 8
Output Formats Dealbreaker
CongaL5 · Extended
CloudFilesL5 · Extended
Fillable Documents
CongaL3 · Limited
CloudFilesL3 · Limited
Document Packets
CongaL4 · Complete
CloudFilesL5 · Extended
Bulk Generation
CongaL5 · Extended
CloudFilesL5 · Extended
Preview & Edit
CongaL4 · Complete
CloudFilesL4 · Complete
Save & Write-back
CongaL5 · Extended
CloudFilesL5 · Extended
Send & Hand-off
CongaL5 · Extended
CloudFilesL3 · Limited
Run History
CongaL3 · Limited
CloudFilesL5 · Extended
Automation

How much runs without a person

7 of the 18 features can be automated. Each is rated on a five-rung ladder for how far it runs through Flow, for admins, and Apex or an API, for developers. The score is the average rung, reported on its own: it does not change the Functionality score above.

Conga Composer
3.6/ 5 average rung
4 of 7 at L4 or above · 0 at L5
CloudFiles
4.0/ 5 average rung
7 of 7 at L4 or above · 0 at L5
The automation ladder
  • L1Absent. No automation for the feature.
  • L2Workaround. Built-in options that act like automation, with little control.
  • L3Limited. Only one of Flow, Apex or an API, or thin capabilities.
  • L4Complete. Both Flow and Apex, with the basics covered.
  • L5Extended. Everything in L4, plus options beyond the basics.
CloudFiles higher Runtime Input, Output Formats and Bulk GenerationConga higher noneLevel Data Sources, Document Packets, Save & Write-back and Send & Hand-off
Data Sources
CongaL4 · Complete
CloudFilesL4 · Complete
Runtime Input
CongaL3 · Limited
CloudFilesL4 · Complete
Output Formats
CongaL3 · Limited
CloudFilesL4 · Complete
Document Packets
CongaL4 · Complete
CloudFilesL4 · Complete
Bulk Generation
CongaL3 · Limited
CloudFilesL4 · Complete
Save & Write-back
CongaL4 · Complete
CloudFilesL4 · Complete
Send & Hand-off
CongaL4 · Complete
CloudFilesL4 · Complete
Facts

The two products, side by side

Stated as facts and not scored. What they share comes first, then where they differ most.

Conga Composerby Conga · a Salesforce document generation app
CloudFilesby CloudFiles · a Salesforce-native document generation app
What they have in common
  • Both install from AppExchange and generate Word, Excel, PowerPoint and PDF files from Salesforce data.
  • Both merge data from outside Salesforce into the same run, and both repeat line items with sorting and grouping.
  • Both save output to the record or to external storage and run large, scheduled batches.
Pricing and licence
CongaQuote-based, per user per month; batch sending, triggered generation and the embed API listed as add-ons
CloudFilesQuote-based, per org or per user
Building templates
CongaA field picker inside Salesforce; tables and conditions typed as tags in Word
CloudFilesScores higherAdd-ins for Word, Excel and PowerPoint, with live preview on real record data
Automation (Flow and Apex)
CongaAutomation score 3.6 of 5; Flow runs through Conga Trigger, and batches cannot be started from Flow
CloudFilesScores higherAutomation score 4.0 of 5; every automatable feature runs from Flow and Apex
Security and compliance
CongaSOC 2 Type II, ISO 27001 and 27701 in a public register, HIPAA; residency in the US, EU and APAC
CloudFilesIndependently audited for SOC 2 Type II; ISO 27001, 27017 and 27018; HIPAA; GDPR with a public DPA
Try before you buy
CongaA self-serve 30-day trial installed in your own org
CloudFilesScores higherA no-install test drive from the AppExchange Try It button, with a guide

“Scores higher” marks the product with the higher score on the matching item in this comparison.

Data Reliability

How much of this is public

How much of what we scored is public and stated as a checkable fact. It measures what each vendor makes public, not the vendor.

Component Conga ComposerCloudFiles
Data Reliability 83% · Well documented88% · Well documented
CoverageIs the information public at all? 98%98%
PrecisionIs it a checkable fact rather than a general claim? Counted only where a precise figure is expected. 67%78%
Where the evidence comes from Every feature rests on a page in Conga's documentation portal; Enterprise Readiness draws on AppExchange, review sites, LinkedIn, a public certificate register and partner announcementsEvery feature rests on a dated CloudFiles help page; Enterprise Readiness draws on AppExchange, review sites, LinkedIn and CloudFiles' public security page, DPA and Trust Portal
Key data reliability issue Only three of the ten recent AppExchange reviewers are identifiable buyers; five are implementation partnersNone found
Which to choose

Start from what you need

Each row is a need where the two products differ, answered from the scores above.

Template authors should work in Word, Excel and PowerPoint without typing tags

CloudFiles

CloudFiles' add-ins place fields, tables and conditions point-and-click, with live preview (L5); Conga types tables and conditions as tags in Word (L3).

Content must change on several conditions at once

CloudFiles

CloudFiles combines conditions with AND, OR or custom logic on any content (L5); Conga needs a formula field on the object for AND/OR (L3).

Users should answer prompts or a guided form when they generate

CloudFiles

CloudFiles templates define typed runtime variables that the widget or a Screen Flow asks for (L5); Conga offers template choice and URL parameters (L3).

You need a log of every generation run

CloudFiles

CloudFiles records each run with its record, file and errors, with usage dashboards (L5); Conga's activity report lists runs without record, template or error detail (L3).

Charts in documents driven by Salesforce data

Conga

Conga links PowerPoint charts to a query (L4); CloudFiles places dynamic images and keeps Office charts in the output (L3).

Send by templated email to a choice of e-signature tools

Conga

Conga sends with Conga email templates to Conga Sign or DocuSign (L5); CloudFiles sends by Flow email and to DocuSign (L3).

Frequently asked questions

On Enterprise Readiness, Conga Composer scores 4.3 of 5 and CloudFiles 4.6, both Highly ready. On Functionality, CloudFiles scores 4.4 of 5 and Conga 3.9, the Kano-weighted average of the rung each reaches on 18 document generation features; CloudFiles fully supports 14 of them and Conga 11. Both pass all 3 dealbreaker features.

Neither publishes a price list. Conga prices Composer per user per month by quote, with batch sending, triggered generation and the embed API listed as add-ons. CloudFiles licenses per org or per user and prices by quote.

Both are audited for SOC 2 Type II and claim HIPAA. Conga holds ISO 27001 and 27701, listed in a public certificate register, with residency in the US, EU and APAC. CloudFiles holds ISO 27001, 27017 and 27018, with GDPR backed by a public DPA and residency in the US, EU, UK and Australia.

On rich media, and sending and hand-off, and on the Messaging & ecosystem signal, where Conga announces global integrators as partners and has well-populated profiles on all three review sites.

Yes. Conga lists batch sending, triggered generation and the embed API as add-ons. CloudFiles includes automation and its Apex client on every plan.

CloudFiles wrote it. Both products are scored with the same published method, from the same kinds of public source, and the evidence behind every score is published so it can be checked. Ties and losses are shown as they fall.

How this comparison was made

Scored the same way, in the open

CloudFiles makes one of the two products compared here, so everything that decides a score is published, including where Conga comes out ahead. CloudFiles' own evidence is in CloudFiles for Document Generation: the evidence.

One method for both

The same two axes, the same five-rung feature ladder and the same confidence rules, for Conga and for CloudFiles.

How we compare →

Public sources only

Every score rests on what anyone can read: vendor sites and help docs, AppExchange, review sites, LinkedIn and public registers.

How features are scored →

Evidence you can check

Each score's source and read date is in the evidence post. CloudFiles' own evidence is collected once and linked from every comparison.

Read the evidence →

Dated and corrected

Scores as of 4 November 2026, re-read every cycle. If a score is wrong, tell us and we will correct it.

Report a correction →

Is CloudFiles the right fit for your team?

In a 30-minute call, the CloudFiles team will look at your Salesforce setup and the documents you need to generate, and tell you plainly whether CloudFiles, Conga Composer or neither fits it.