Top 10 Best Conga Mix Forms Alternatives in 2025
Explore the top 10 Conga Mix Forms alternatives in 2025. Compare features, pros, and cons of each platform, and discover why Feathery leads as the most flexible, modern solution for financial services.
Why Look for a Conga Mix Forms Alternative?
Conga Mix Forms and its companion tools like Conga Composer and Conga Batch have long been used for generating Microsoft Word–based reports, Mail Merge workflows, and Quick Merge documents. However, RIAs and wealth management firms often run into limitations when scaling these workflows.
Challenges include:
- Heavy reliance on IT or SQL command knowledge to build advanced automation
- Limited flexibility in form creation and onboarding processes
- Complex integrations with CRM systems and custodial platforms
- Gaps in modern security features and audit trails for compliance-heavy workflows
- Subscription-based pricing that becomes costly as volumes increase
Modern alternatives bring no-code template management, advanced data analysis, and built-in e-signature solutions to improve both advisor efficiency and client user experience.
1. Feathery
Overview:
Feathery automates digital onboarding and client data intake for broker-dealers and RIAs. Unlike Conga Mix Forms, which often relies on Mail Merge–style templates, Feathery provides a no-code environment for building workflows, syncing with CRM systems, and ensuring compliance with strong security measures and detailed audit trails.
Pros:
- 40,000+ custodial forms with instant autofill & electronic signature platform integrations
- Complete template management and UI customization for onboarding and internal processes
- Out-of-the-box support for bulk transitions and repapering
- Bidirectional integrations with planning tools, custodians, and customer relationship management software
- AI-powered document intelligence with advanced data analysis
- Fast go-live with dedicated customer service and SLAs
Cons:
- Newer to the market than legacy providers like Conga
- Advanced customization may require some initial setup time to fully leverage all features
2. Formstack
Overview:
Formstack offers simple form creation, workflow automation, and document generation. Popular across industries, it gives financial firms the ability to digitize data collection without relying on older Mail Merge tools.
Pros:
- Easy drag-and-drop builder
- Integrated e-signature solution
- Strong security features including HIPAA and GDPR compliance
- Offers a Free Trial for new users
Cons:
- Less customizable than Feathery for wealth-specific onboarding
- Conditional logic can become complex at scale
3. Laserfiche
Overview:
Laserfiche is an enterprise content management system offering strong compliance and document governance.
Pros:
- Robust audit trails and compliance reporting
- AI-based document classification for large-scale repositories
- Detailed analytics dashboard for workflow tracking
Cons:
- Steeper learning curve
- Higher upfront cost for smaller RIAs
4. PandaDoc
Overview:
PandaDoc specializes in sales proposal automation, agreements, and content library management. While more sales-focused, it can support RIAs for agreement documents and onboarding forms.
Pros:
- Rich template and content library
- Built-in e-signature solution
- Real-time engagement tracking
Cons:
- Optimized for sales pipelines, not compliance-heavy workflows
- Fewer custodial integrations
5. DocuSign CLM
Overview:
Extends DocuSign into a contract lifecycle management platform, focusing on compliance and automation.
Pros:
- Seamless integration with e-signature platforms
- Advanced approval workflows
- Strong compliance with standards like ISO 27001
Cons:
- Designed for contracts, not holistic onboarding
- Can be expensive when scaling
6. Nintex
Overview:
Nintex combines workflow automation, form creation, and advanced integrations for regulated industries.
Pros:
- Powerful workflow engine
- Strong security solutions for compliance
- Wide integration library, including CRM systems
Cons:
- Requires technical resources for setup
- More enterprise-focused pricing
7. Box
Overview:
Box is a collaboration and cloud storage platform with strong compliance and security services.
Pros:
- FINRA and HIPAA compliance
- Detailed authentication methods for secure access
- Easy integration with customer relationship management tools
Cons:
- Not specialized for wealth management
- Limited workflow automation
8. Revver
Overview:
Revver is a lightweight document management platform with simple UI and strong customer service.
Pros:
- Easy setup and Free Trial options
- Role-based access and security features
- Affordable for mid-market firms
Cons:
- Smaller integration ecosystem
- Less wealth-specific functionality
9. OnBase (by Hyland)
Overview:
OnBase is a heavyweight enterprise content and case management system.
Pros:
- Excellent audit trails and compliance
- Highly customizable with custom JavaScript rules
- Scalable for large financial institutions
Cons:
- Long implementation cycles
- Costly for smaller RIAs
10. Jotform Enterprise
Overview:
Jotform offers flexible form creation with enterprise-grade options for secure data handling.
Pros:
- Large template library
- Integrated e-signatures and workflows
- Affordable entry-level pricing
Cons:
- Not designed for complex custodial integrations
- Compliance features not as robust as Laserfiche or Feathery
Feathery Can Be a Game Changer for You
Feathery combines the flexibility of form creation with the compliance depth RIAs demand along with no legacy Mail Merge workarounds, no gaps in security features, and no compromises on user experience.
Frequently Asked Questions
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It’s primarily used for document generation, template management, and workflows tied to Conga Composer.
To access modern security solutions, richer CRM system integrations, and a smoother user experience for both clients and advisors.
Feathery, Laserfiche, and OnBase all offer strong audit trails and compliance features.
Yes, many providers such as Feathery, Formstack and Revver offer a Free Trial.
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