What users are saying about
20 Ratings
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Score 8.5 out of 100
1 Ratings
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Score 9.1 out of 100

Likelihood to Recommend

Conga Collaborate

We've found that closing deals through Ocitv is very efficient and effective in saving our team time. A small team at our company has been using the beta version to display multiple quotes and proposals through our customized templates. The customization of templates allows multiple teams to leverage the software with little resistance from the client. We work with many legacy companies that still require a formal legal agreement
Anonymous | TrustRadius Reviewer

GlobalSearch

GlobalSearch is a great for SMBs looking for a powerful tool to store and retrieve their documents, automate document-centric workflows, have more efficient document capture processes, or image enable their existing business applications without getting slammed by the high cost of image plugins for most line of business systems. It's easy for your users to learn, stable once deployed, and their support is quick and competent.
BJ Lillo | TrustRadius Reviewer

Pros

Conga Collaborate

  • Simple to implement and use. If you're using Word to write proposals, distribute, redline and edit them... you're going to save time on the first proposal you write.
  • Impressive to our prospects. When we distribute our password-protected proposals, our prospects always comment on what a great experience it is.
  • A huge time-saver with its templating capabilities. We have standard engagements with our clients and we're able to control and update the messaging as needed, and still personalize it to each opportunity.
  • A company that listens and cares about their clients' usage. From day 1 at TinderBox, the team has been responsive to our needs.
  • Tracking and measurement show our success rates. We love the fact that we get notified when the prospect opens the proposal and that we can track our team's success.
Douglas Karr | TrustRadius Reviewer

GlobalSearch

  • The most important part of a document management system is the search portion. That's where your every day users will find the most value value. GlobalSearch does this very well with their defined Searches. Users run searches that have been set up by administrators for them for their particular situation and can quickly get the documents they need.
  • The GlobalAction workflow engine that accompanies GlobalSearch is very powerful. It allows for complex, conditional workflows which should satisfy the needs of just about any organization.
  • Capture, the part of document management systems that are pretty much wasted time, is made just about as efficient as possible with GlobalCapture. It supports template based OCR, database lookup into other systems in the organization for populating additional information, and even semi-structured document capture which can be a huge money saver.
  • The permissions are straightforward and simple to set up and the audit log can be very useful for seeing the who, what, and when of documents.
BJ Lillo | TrustRadius Reviewer

Cons

Conga Collaborate

  • Formatting is weak. Sometimes the UX for bold, underline, etc. do not work well. Copy and paste functionality can be buggy at times.
  • At times, we have a difficulties with the connection between SFDC and the tool, and sometimes the SOW does not appear in the opportunity record in SFDC.
  • Takes a while to get it looking good in terms of a final SOW. It can be time consuming and not very easy to learn as a beginner.
Anonymous | TrustRadius Reviewer

GlobalSearch

  • The web based interface needs some work. The search results have a preview view of the document. This could be helpful in some situations, but should be an option that can be chosen. Data XChange and Image XChange need to also work in the web interface for it to be viable for many organizations.
  • A queue showing users all of their documents waiting for them to work on would also be extremely useful.
BJ Lillo | TrustRadius Reviewer

Likelihood to Renew

Conga Collaborate

Conga Collaborate 4.8
Based on 2 answers
I don't see any use in my current org but If I see any use I'll propose it when I'm in position to recommand.
Sunil Parmar | TrustRadius Reviewer

GlobalSearch

No score
No answers yet
No answers on this topic

Usability

Conga Collaborate

Conga Collaborate 8.0
Based on 1 answer
It's a fantastic platform as is, but there's always an opportunity to squeeze a little optimization into the fold. I am of the belief that the user should be looking left to go backwards, right to go forwards, up to the right for support, and hitting the menus for other commands. Sometimes I go to advance and I'm hit with the message that I have to save first... so I have to click a button up top to save, then back down to advance. I think a "Save and Continue" in places is appropriate.
Douglas Karr | TrustRadius Reviewer

GlobalSearch

No score
No answers yet
No answers on this topic

Support Rating

Conga Collaborate

Conga Collaborate 10.0
Based on 1 answer
Their support team is top-notch--very quick to reach out to help on any issues or questions we have.
Anonymous | TrustRadius Reviewer

GlobalSearch

No score
No answers yet
No answers on this topic

Alternatives Considered

Conga Collaborate

Conga Collaborate has pricing that worked for our small team. The Salesforce integration is better suited for our needs with Conga
Anonymous | TrustRadius Reviewer

GlobalSearch

No answers on this topic

Return on Investment

Conga Collaborate

  • Positive: Time saving and proposal consistency.
  • Negative: Unreliable editor.
  • Positive: I appreciate the ability to track user's activity once a proposal is completed.
Anonymous | TrustRadius Reviewer

GlobalSearch

  • We have much more efficient document processes. While putting the software in, we were forced to review how each document flowed through the organization and what the process should be. That helped not only from the perspective of have a tool to automate the monotonous steps, but helped us as an organization more strictly define our processes and standards.
  • We are far more prepared for a flood, fire, etc... now that are documents are electronic and backed up off site.
BJ Lillo | TrustRadius Reviewer

Pricing Details

Conga Collaborate

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

GlobalSearch

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

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