Likelihood to Recommend We used to manually process information which are available in
Salesforce to another system, right now we just click a button and these information is available in another system. This process eliminate human error and provide accurate information in our financial reporting. This process helps our accounting department provide efficiency and accuracy on providing data.
Read full review CLM is best suited for Medium to Large size corporations, in my opinion. Organizations need to be informed in order to be successful; they must have a team prepared to own and manage the CLM tool once implementation is complete. Great for B2B and B2C. Highly recommend it to those in question about purchasing for their organization.
Read full review Pros It is positive that Conga integrates with and is operated within SFDC Conga allows users to tag any document with dynamic fields that map to SFDC and send it out for signature Conga allows us to consistently produce quotes with the correct SKUs, Terms, & conditions at scale Read full review You don't have to worry about different clauses. You can just create them and bundle them based on your Contract. Conga contracts come with great redline and true-up features which makes the negotiation process way easy. You can integrate it with Conga composer to generate the Contract document and also can integrate it with Conga sign to send the generated contract for signature. Read full review Cons It is challenging to go from solutions to templates and then to each account record to generate - is there a way to generate for all? the search for reports is unwieldy - can there be a "recents" to cut down on what reports we are searching through? or a way to view folders. i have tried saving time by having conga composer up on several records and you can't generate records. again, if there is a way to generate for all? Read full review X-author for Word can be improved as it does not maintain a stable connection and the org gets disconnected frequently. It does not support grandparent relationship for merge field population. A separate package needs to be installed for the integration of CPQ and CLM tools from Conga. Read full review Likelihood to Renew Though I love how easily Conga Composer ties into Salesforce and its given analytics, it takes a lot of data entry to get up and running. I don't love that sometimes queries can take a long time to pull. I like keeping our marketing templates consistent via templates in the system. Pulling multiple objects into one report is fantastic too.
Read full review Simple and easy to use for the legal team to creates contracts in Salesforce and with the help of conga contract attaches the different clauses through the bundle and sends them for negotiation and for signature. This is the primary work they do from Conga contracts. We had solution which is build using conga contracts, conga composer and conga sign
Read full review Usability It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues
Read full review For users, the software is very intuitive. For admins, there's a learning curve.
Read full review Reliability and Availability We never faced any issue till date
Read full review Performance This product appears to work well. It was not a fit for us this time, but we would consider in future
Read full review Everything is perfect
Read full review Support Rating It's been hit and miss depending on the issue. We use javascript to generate the urls which has confused many techs even though it generates a clean url - they are overwhelmed by the concept of code and can't understand that the url is all that matters.
Read full review Very very difficult to get support. The support team is great for simple, general questions. If we ran into anything complex, we usually would figure it out before they could help us. We often were bounced around from rep to rep
Read full review In-Person Training Conga University is very well made. Loved it!
Read full review Online Training Conga university is best! loved it. The courses are very well designed which made learning easy and great.
Read full review Implementation Rating It was painful internally to build out all of the templates, but the actual implementation of the product was okay.
Read full review The process involved Salesforce object creation and fields with installing conga contracts and conga composer and setting up security for the users
Read full review Alternatives Considered I think
Nintex is the primary competitor for Conga Composer, but I have not personally used it. I was not present for the decision to purchase Conga but I would recommend it in future document automation vendor selection processes because I have seen how well it works! We are especially fond of complementary features in Conga Composer, including Conga Email Templates and Conga Global Merge.
Read full review Features and Functionality: Conga CLM offers a range of features such as contract authoring, automated workflows, collaboration, version control, reporting, and analytics. It is designed to streamline the entire contract lifecycle. When comparing against other solutions, organizations should assess the specific features and functionalities they require and evaluate how well Conga CLM meets those needs.Scalability: Conga CLM is suitable for large enterprises and organizations dealing with high contract volumes and complex contract processes. It provides the scalability to handle a significant number of contracts, multiple users, and integration with other systems. Organizations should consider the scalability of Conga CLM in relation to their own contract management needs.
Read full review Scalability We are fully satisfied with the over all experience using conga contract
Read full review Return on Investment Without Conga Composer we wouldn't be able to auto generate documents in Salesforce, the extra customisation is needed. The ROI is obvious when it comes to having customised documents As long as the data is available in Salesforce, it's available in Conga, and so we have no issues with it's efficiency Read full review We really never saw a great ROI. We installed and then were left alone for many years despite many calls for help. We were able to get out of a spreadsheet. We did have an approval flow that allowed us to view where in the process each contract was, but the approval flow was also very difficult to manage and was not able to handle complex approval flows. Read full review ScreenShots Conga Composer Screenshots