Concord Documents - Automatic Document Generation with your Data

Great value but beware

It's one of the best values you'll find. It works quite well. I would recommend provided you are ok with the following: It uses Google docs for templates. As such you have to have a google account and people you send a document to must allow access to google drive (there are many companies that restrict this). It is a challenge to work with certain features. For example, I'd like to disable comments on the document. There is a checkbox for this when generating but getting it default as checked is not simple. We've had some other similar challenges. When coupled with eSign (as most probably do) customers can access a PDF version prior to signing.. this leads to some trying to send that with their own signature added verses the eSign...not ideal! Also (and this is big) it appears possible a document can be signed but if anything in your SF org interferes with the process (eg flows) it may not save the document! It will not exist anywhere. Not sure if other solutions offer a web portal or other safeguards but worth mentioning. Also note that Concord fairly recently bought this (from Opero) and there doesn't seem to be much on their site about it. Overall its a really good value and while the 'big names' in doc and esign likely offer a lot more most people don't need all the fluff and definitely don't need the exorbitant costs.

Reliable, easy to use, and reasonably priced

It works perfectly for us! Templates on GDocs is just an awesome idea!

Most suitable of all I've tried - and I've tried many!

I've been configuring and using Opero Docs for a couple of years with a variety of merge types (simple doc merges, with multiple related records, multi-record email merges, updating fields, etc), and now I can confirm that it is an excellent tool: it does exactly what it's meant to do, and it's very easy to configure. The user experience for the latest release (3.1) is a massive improvement from the previous versions - it's now very intuitive and easy to add fields to document templates. I tried Apsona with other clients but they did not like it: too cumbersome to generate merged documents, and too many extra features that they did not need. Our alternative for Doc Generation until now had been S-Docs - but we ran into a wall when trying to generate multiple documents in batch. The code we had to write was far too complicated for the Admins, and it kept giving us errors which we were not able to find. Besides, it is soooo hard for end users to design nice documents using a HTML Editor. With Opero Docs, although perhaps it has fewer features than S-Docs and Apsona, it is much easier to generate Document Templates (using Google Docs) and it is super easy to configure sending merged docs as attachments via Email. To generate multiple documents in batch all you need is a very simple Flow to create new Document_Request records. I'm a total newbie with Flows, but was able to create Flows for all the Opero Docs that needed batch generation. (I can provide sample Flows if anyone would like me to share them). And the price is absolutely right. There may be some glitches and small bugs that will need to be fixed in future releases, but other than that I'm confident that we have (at last) found the perfect-fit app for document generation and mail merging.

The only disappointing thing: That I didn't find this app years ago!

I gave up on finding a doc generation solution for our nonprofit several years ago because of the high price tag I found associated with those solutions. Really kicking myself that this one slipped past me for so long. This has already saved my team hours and effort - and we keep thinking of new ways to use it to improve our SOP since I installed it weeks ago. The 'PAY ONLY FOR THE USERS WHO USE THE APP' was key for us. We have many users who only access the system to look up records or see reports - less than half need to be doing doc generation and we have a tight budget. Though, given the currently low per-user price and the efficiency-improvement ideas we're mulling, I do anticipate we'll be happily adding a couple more users. I would agree that implementation / set-up isn't a beginner-level endeavor. I'm probably an intermediate-level admin, and I haven't had any issues with the instructions provided. I reached out to admin to fix a billing issue, and they were very responsive and courteous. All-in-all, I'm super happy with this app and the company.

Great value to cost ratio for Google Doc users

This is a very cost efficient solution which we use daily and are very happy with it. Our contracts are generated using the A5 Opportunity button without any issues for well over 1 year already. The setup requires (in my opinion) a medium level admin to configure the Google Doc and the Salesforce, following carefully the documentation: the Opportunity button and A5 object(s) in SF. Only one config issue I faced as the admin was the Sandbox issue after a sandbox refresh: workflow referring to the A5 DocAction object requires a manual update in the sandbox environment. No complains regarding support: all my requests were responded and supported timely. Our technically low skilled users are also happy about the A5 Docs. Very good quality to cost ratio in overall. Recommended.

Exactly what we need!

Our nonprofit organization uses this app to send out personalized acknowledgement letters to our supporters. It works well and is very user-friendly with great support.

Affordable, Versatile, and Well Supported

My organization switched to A5 Documents (and A5 sign) after experimenting with multiple other document/esign tools. We currently use it to generate and send hundreds of internal and client facing documents every week. The simple-to-use integration with A5 Sign, which allowed us to send eSign documents has been especially valuable. Setting up and configuring A5 for our specific needs took some practice but with the robust user guides we felt like masters of the platform within a couple of weeks. Additionally, whenever we've experienced an issue that we couldn't solve on our own the support team has been able to determine and implement a fix for us rapidly.

exactly what I needed with great support!

This does exactly what I needed for merging gDocs and SF data. We use this to create shipping documents from Orders and customer quotes from Quotes. Producing a gDoc before pdf allows us to manually edit any "non-standard" things that we sometimes need to tweek. The had FANTASTIC, quick support while I was working out the integration. I'm pleasantly surprised by the price for what I get.

Great Customer Service

My company has been using A5 for a few years now and it is a great tool for automatically generating quote documents within salesforce. Recently we experienced an issue with how our documents were generating due to an update on google docs (nothing to do with A5) and I must say that the support that we received with workarounds etc was excellent. I would highly recommend this app as it is easy to use, all the literature that is provided is clear and concise and my customer service experience so far has been superb.

Great tool - exactly what we were looking for!!

Simple to integrate and does exactly as needed. This is a real gem.