What users are saying about
20 Ratings
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Score 8.5 out of 100
2 Ratings
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Score 6.8 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

PolicyManager

The part I like the most is our staff not having to log in to view policies. We have so many passwords to remember having this convenience is a big satisfier.
Michelle Austin | TrustRadius Reviewer

Feature Rating Comparison

Governance, Risk & Compliance

Conga Collaborate
PolicyManager
9.1
Common repository of GRC items
Conga Collaborate
PolicyManager
9.1
GRC policy management
Conga Collaborate
PolicyManager
9.1

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

PolicyManager

  • If I ever have any technical issues or questions the support team is great at getting back to me very quickly. I also like all the resources available to help as well.
  • Policy reports, there are so many to choose from. These reports help me track several different things in the system. Compliance, attestations, past due, and so much more.
  • Another plus for me is being able to add linkages to outside programs like TJC and Elsevier. Linking these to policies saves a lot of time.
Michelle Austin | 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

PolicyManager

  • The program doesn't work well with Chrome, would like to see that fixed. We have several staff members that use Chrome.
Michelle Austin | 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

PolicyManager

PolicyManager 9.1
Based on 1 answer
No answer on this topic is available.

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

PolicyManager

PolicyManager 9.1
Based on 1 answer
Overall this program is great. I am continuously in the program and find it very simple to use. I do have some staff that struggle, only because they are not in the program as often as I am
Michelle Austin | TrustRadius Reviewer

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

PolicyManager

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

PolicyManager

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

PolicyManager

  • The program has kept us compliant on reviewing and updating all of our policies.
Michelle Austin | TrustRadius Reviewer

Pricing Details

Conga Collaborate

General

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

PolicyManager

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Conga Collaborate
8.7
PolicyManager
9.1

Likelihood to Renew

Conga Collaborate
4.8
PolicyManager
9.1

Usability

Conga Collaborate
8.0
PolicyManager
9.1

Support Rating

Conga Collaborate
10.0
PolicyManager

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