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

Quote Roller

Quote Roller could be used by every sales person and account manager either selling or upselling to clients. It makes the process of putting together an extremely detailed and formal proposal extremely easy. It has saved me an unbelievable amount of time and continually impresses prospective clients. It's helped me send proposals extremely quickly, tweak proposals that I've already sent and then monitor the proposals that I've sent out
Nick Thomson | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

Conga Collaborate
Quote Roller
9.0
Proposal branding
Conga Collaborate
Quote Roller
10.0
Proposal templates
Conga Collaborate
Quote Roller
10.0
Proposal content library updates
Conga Collaborate
Quote Roller
10.0
Guided proposal creation
Conga Collaborate
Quote Roller
5.0
Searchable proposal database
Conga Collaborate
Quote Roller
10.0

Proposal Collaboration & Workflow

Conga Collaborate
Quote Roller
7.4
RFP management & response
Conga Collaborate
Quote Roller
6.0
Proposal collaboration & approval
Conga Collaborate
Quote Roller
6.0
User permissions/proposal editing controls
Conga Collaborate
Quote Roller
5.0
Sales proposal workflow
Conga Collaborate
Quote Roller
10.0
Proposal automation user interface
Conga Collaborate
Quote Roller
10.0

Proposal Delivery

Conga Collaborate
Quote Roller
8.3
Proposal distribution
Conga Collaborate
Quote Roller
10.0
Interactive proposals
Conga Collaborate
Quote Roller
10.0
Proposal content tracking
Conga Collaborate
Quote Roller
5.0

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

Quote Roller

  • It is extremely user friendly and contains everything needed to send professional quotes.
  • The saving of companies' details is extremely helpful for follow up quotes.
  • The line items (in Pricing) and saving certain quotes as templates is extremely helpful.
  • The analytics, in seeing how many proposals were accepted vs those declined etc is great.
  • The follow up option with proposals that have been sent but not read or responded to is amazing (This has lead to me closing many proposals).
Nick Thomson | 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

Quote Roller

  • It doesn't save on-the-fly meaning that if I click back by accident I lose all changes that I've made.
  • It's difficult to add PDFs to the actual quote (inside of the sections) as they only get added as items to be downloaded.
  • There aren't many tutorials on how to be more efficient at creating templates etc. I had to figure it all out myself.
Nick Thomson | 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

Quote Roller

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

Quote Roller

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

Quote Roller

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

Quote Roller

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

Quote Roller

  • It has helped companies see that we are professional in how we quote.
  • It has saved our workers an unbelievable amount of time in putting together proposals.
  • We've been able to monitor the exact amount of proposals that were accepted or declined and then draw deductions from the data.
Nick Thomson | TrustRadius Reviewer

Pricing Details

Conga Collaborate

General

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

Quote Roller

General

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

Rating Summary

Likelihood to Recommend

Conga Collaborate
8.7
Quote Roller
10.0

Likelihood to Renew

Conga Collaborate
4.8
Quote Roller

Usability

Conga Collaborate
8.0
Quote Roller

Support Rating

Conga Collaborate
10.0
Quote Roller

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