Today, I was scrolling LinkedIn and this post seemed to strike a nerve with my network. Let's take a look at what Jason had on his mind on this particular afternoon.
Preach Jason! We’ve all been there. You buy into a SaaS solution full of hope. During the sales cycle, everything sounds perfect: this platform will solve your problems, fix your workflows, and maybe even change your life.
Sometimes, the results do deliver. But other times? Your primary vendor for [insert use case here] falls short. And it’s time to move on. But that 'moving on' piece is often a bit of a nightmare.
This is what people were reacting to in Jason's post, what they felt in their soul.
When you find yourself unhappy with a vendor, there's a conundrum - do you suffer in silence or deal with a migration? For example, you might know your document automation isn’t in the best place, but have to weigh whether the juice is worth the squeeze when it comes to switching to another vendor. But this shouldn't be some sort of existential dilemma; there should be a better way.
Switching vendors is painful, everyone knows it. Think of it like moving apartments. There’s that creeping dread of packing everything up, untangling your mess, and starting over. And yet, most new vendors act like it’s your problem to deal with alone.
Why Should Migration Be Your Burden?
Let’s be honest—asking a new vendor for migration help shouldn’t feel like begging your one friend with a pickup truck to waste their Saturday.
You’re committing to their product. They want your business. Why shouldn’t they step up and help you make the move?
At Formstack, we couldn’t think of a good reason either.
So we did something about it.
🚀 Introducing the Conga Template Migration Tool
If you're switching from Conga Composer to Formstack Documents for Salesforce, this free migration tool is built for you.
It helps you:
- Automatically convert Conga Composer Word Documents into Formstack templates
- Save hours of manual rework - migrate Conga field mappings to Formstack Documents field mappings
- Kickstart your deployment with momentum
Think of it as your moving crew packing the boxes. All you have to do is load the truck.
Once your templates are migrated and validated, you can move on to configuring integrations, workflows, and automation—without starting from scratch.
🧠 Need More Help? Our Partners Can Take It from Here
“Okay,” you might be thinking. “That's a great first step. But what about the white glove experience Jason mentioned?”
We hear you.
Some customers don’t just want help packing—they want a full-service move: truck, unload, furniture placement, the works.
That’s why we’ve built a partner community of shared Formstack and Salesforce partners, who are document generation experts. They've already been using the template migration tool and are ready to support your full migration—strategy to execution.
Whether you're short on time, people, or just patience, our partners can take care of it all.
You Deserve Better
At Formstack, we believe switching vendors shouldn’t feel like punishment. We won’t leave you stranded after the sale. We’ve got your back. That’s why we built this tool—and why we’ve partnered with migration experts who are ready to carry you across the finish line.
Has your relationship with Conga Composer run its course, or are you a Salesforce consultant that wants to explore a switch with a current customer? We’ll help you figure out if Formstack is the right fit, and how to make the move without the headache. Shoot us a note, because you’ve got better things to do than worry about template conversions.
Learn more about the Conga Template Migration Tool in our Help Center.
