A5 Documents compared to Conga and Drawloop for Salesforce

Price (user/month) $12.00 (standard) / $18.00 (business) $20.00 $7.00
Minimum users required 10 (standard) / 7 (business) 10 1
Annual subscription required Yes Yes No
Output format Word, PowerPoint, Excel and PDF Word, PowerPoint, Excel, HTML email and PDF Word, PDF and Google Doc
Merge data from any Standard or Custom Object Yes Yes Yes
Merge Related List into the table Yes Yes Yes
Template format Word, PowerPoint, Excel and PDF Word, PowerPoint, Excel and PDF Google Doc (Can use free gmail acct)
Embedded template builder No No Yes
Action button configuration code Manual Manual Autogenerated
Integration with e-signature apps DocuSign, EchoSign, Sertifi, Barracuda SignNow DocuSign, EchoSign or Sertifi A5 Signature, DocuSign
Auto email Document Yes Yes Yes
Email Document with preview Yes Yes Yes
Download Document Yes Yes Yes
Attach Document Yes Yes Yes
Update field value Yes Yes Yes
Merge dynamic images Yes (business edition) Yes Yes
Document generation automation Yes ($$$ – with workflow/Apex) Yes ($$$ – with workflow) Yes (free – with workflow/Process Builder/Apex)
Merge multiple Templates in a single PDF Yes Yes No (Options available)


  • Loop Document Services for Salesforce – Jackson Hole Consulting on July 31, 2017 at 4:49 pm Reply

    […] 100$ per month cost for what really is a necessary process.  I’m currently in the middle of investigating the viability of A5 Documents as a paper/email document merging tool.  At $5 per month / per user this may be the perfect […]

    • ramseyadmin on July 31, 2017 at 5:59 pm Reply

      Let us know if you have any questions.

  • min tat on October 19, 2018 at 6:40 am Reply

    Hi there,

    I just want to confirm that the document generation automation is absolutely free? All you charge is the user license?

    • Travis Ramsey on July 1, 2020 at 1:36 am Reply

      Automating document generation is free.

  • Steven Taub on February 25, 2019 at 5:27 am Reply

    We are a small company based in Australia. We are evaluating solutions to generate and email customer invoices from within our Salesforce instance, based on custom and out of the box Salesforce objects.

    A showstopper for us the data must not be processed or stored outside Australia, due to client contractual requirements.
    Can you confirm if A5 Documents meets that requirement?

    Many thanks,

    • Travis Ramsey on July 1, 2020 at 1:37 am Reply

      The data is processed between your Salesforce org and your google account. If your google account server instance is in Australia you would be good. You will need to verify with Google.

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