Conga CLM (formerly Conga Contracts, or Novatus) is a contract management software solution built around features such as contract creation, automated notifications, and approval and workflows.
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ConnectWise CPQ
Score 9.1 out of 10
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ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal
solution of the ConnectWise Suite. With
ConnectWise Sell, users can create professional technology quotes and proposals
that include rich product information, cover letters, and statements of work in
minutes and automatically update their sales pipelines accordingly.
The vendor says key benefits include:
Save time creating IT quotes
and proposals through automation
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ContractWorks, An Onit Product
Score 8.9 out of 10
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ContractWorks aims to make executing, storing, and tracking corporate agreements easier and more accessible to businesses and teams of all sizes, by providing what they describe as a quick implementation, an easy-to-use interface, and pricing starting at $700/month for unlimited users. In addition to features needed to manage agreements, users get a team of support professionals to help get the most out of their contract portfolio. Smart Document Tagging & Customizable…
Conga offers customized pricing for their CLM product. The pricing prioritizes:
Business needs
Commitment to partnership
Flexibility
Budget alignment
Competitive pricing
Transparency
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ContractWorks offers low, transparent pricing plans to meet the needs and budget of any business.
And I mean that wholeheartedly, only because my experience has been so wonderful, and one of the things that I was warned against moving to Conga CLM was support. "Oh, their support's not that great." Absolutely wrong. I have received nothing but top-notch service support and there have been a lot of service requests for me only because of my gap in knowledge and every single person, one person in particular, always was jumped right in, very quick to respond, didn't just throw a knowledge article at me, actually said, "Hey, let's get on a Zoom together. Let's figure out what the issue is, and let's figure out what the solution is. " And it's that game changer for me. I'm very big on customer service, and Conga's support staff is amazing. I give a 12 on that. The product itself is just easy, and the team loves it. It works great. I work directly with sales, and we're actually wanting to get more of our documents into Conga CLM. Right now, we just have our master service agreement and some of our order forms, but we have other amendments and addendums and other business lines that we're trying to get into the system. It's just finding time.
The most powerful features are the fact that you can see when your clients have viewed your quote, and that it can pull in real-time information about the products you are selling. It is all online-based, so you can use it from anywhere which is a big advantage over other quoting tools that I have used. We don't use the procurement capabilities, but for quoting pricing and customer visibility it works fantastically.
[A] user-friendly platform that allows multiple users to store and organize documents across various departments within the company for easy access. [A] tagging feature is a helpful tool in sending reminders for upcoming renewals, etc.
ConnectWise Sell does an excellent job of neatly presenting quotes and proposals to the end user. There are multiple different options for the look and function of the quotes. There are also options for custom quote templates that are designed directly for your organization.
ConnectWise Sell does a reasonably good job of connecting to and working with Autotask. It took our organization about 6 months to figure out the correct way to flow from quote to invoice with our systems. Sell will easily pull in your customer information from Autotask into a quote and allow you to send the quote direct from your email.
I'd like to see ConnectWise Sell develop a more user-friendly environment for advanced form and template design that doesn't require developer skills or consulting engagements. in order for us to develop these forms makes us reliant on consultants. These engagements are worth the cost, but sometimes we just don't have time to wait for them to be delivered.
I'd like to see ConnectWise Sell automatically generate a quote for items such as warranties or services that are expiring in ConnectWise Manage. This would save us a tremendous amount of time preparing quotes.
I'd like to see a new version automatically created when changes are made to a quote with the ability to reverse or revert back to a particular version. Sometimes people make mistakes and delete or change something they shouldn't have. Or customers want a change to version 1 only to change their minds when you send them the updated one, and want to go back to the original one.
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
We are in our 4th year with Quosal and fully expect to renew again and again. With their development of additional features such as the Order Porter, Visual Quoting and others, we see the adoption rates continuing to rise while making our time to quoted shorter and shorter. Quosal and ConnecWise's vision of automated quoting is an exciting frontier that we are very happy to be a part of
Current Supply Chain users find great value in ContractWorks. We've been able to demonstrate a better, faster, efficient, cost effective way to solve document and data requirements. ContractWorks is gaining greater interest and acceptance across the Enterprise.
I would give it a 10 because it's easy. The way that we've set it up and the process, you know, when you're working with a sales team, which is what I work with, they need something easy to learn and quick because they need to concentrate on making sales. So you got to give them that. And that's exactly what Conga CLM has offered to us, a very easy platform that they can get their contracts out the door, we can get to clients and then they can move on to their next sale.
Quosal is a very solid product with a LOT of functionality. Quosal has two main products that they offer, 'Quosal Sell' and 'Quosal Create.' If you are looking for an "out-of-the-box" or "ready to use" quoting software, I would recommend Quosal Sell. If you are interested exploring advanced functionality and integration or have a resource on staff willing to assume an "admin" role, I would highly recommend Quosal Create.
If you can browse [folder-based] software, then you are good to go from the start. [On] more than one occasion I have offered a tour to new users, just to be told: "thank you, I got it this is easy to use". [The search] feature works exactly as expected, [making] your life so much easier.
Conga CLM’s availability has been solid in my experience as for a logistics company like ours that needs access across time zones and departments, Conga CLM is a great solution.
Conga CLM performs reliably across our organization. It handles large volumes of contracts without lag, keeps workflows flowing smoothly, and processes automation tasks efficiently. The system remains responsive, even during busy days, no performance lag.
We haven't integrated ContractWorks with other systems. Otherwise, reasonably sized documents load fairly quickly and reports extract quickly. I work remotely sometimes it takes an extra minute
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
Have to wait till 11pm EST time to get someone knowledgeable. That sucks truly. Almost half my day is gone. They need to provide premium support, where I can contact a "real" Quosal rep, anytime of the day or night 24/7
My questions are answered just about immediately, and this is true for all members of my team who have reached out for support. Furthermore, when we have asked about features that do not yet exist, we received detailed commentary from the company and its developers letting us know whether we could realistically expect any of those features to come to be. I am beyond satisfied with support.
Conga University is the best! loved it. The courses are very well designed which makes learning easy and great. I have taken courses for conga contracts, composer, conga sign, and conga batch. Courses are beneficial if you want to implement Conga products for your clients or for your organization. Highly recommended to sign up for Conga university and start learning
Great implementation, the Quosal team has a smart and well planned process to guide your team through the process. More importantly, they understand the challenges with change and user adoption.
Conga CLM capabilities and speed is very good compared to other CLM solutions and also scalable and easy to configure and manage the enhancements. Conga CLm is also great for multiple verticals and users from various departments can easily adopt to the CLM applications or tool. The eas of use is also a factor
When it comes to the quoting layout Sell gives you so many more customization options. The item inventory is also easier to maintain. Sell is by far the best selling module that I have used thus far and it has helped keep us more organized.
Based on my experience using Conga CLM across a growing logistics operation with varied departments, I’d confidently rate its overall scalability a 9 out of 10. Provides multi site support, has proven ready for the long haul and provides a secure environment.
Connectwise Sell is listening and building their software to fit the needs of their customers. Sell is consistently looking to us for feedback and making sure their product is working for us as partners/customers. We feel we are generally behind on getting to know their updates and software upgrades. They are a great vendor and wonderful corporation.
Tasked with finding a cost conscious Contract Management platform, we knew change and acceptance across the Enterprise would come slow. Using ContractWorks means not overspending in initial months with fewer users. As our core group becomes more proficient and we demonstrate/prove ease of use to other departments with scale up use and cost together
The time saved for our Legal team to generate and go through redlining for customers allows us to process the create the multitude of contracts that come through the system daily quickly and correctly.
Sales is able to get accurate information relatively quickly and get contracts in customers hands faster due to the tools available. This provides our business a much more sustainable and quick ability to grow.
Customer satisfaction improvement. It's an impressive and professional way to present information that our customers appreciate. They not only have a clear way of knowing exactly what is being proposed, but now have another method they can use to easily track and organize approved/ not-approved quotes.
Improved brand consistency. We have a reputable, trusted image that projects across our client portfolio (not to mention within our community) and this system helps to promote and maintain our transparency and professional image.
Following up and referencing past quotes is made easy and quickly, which has benefited us from a time-cost savings perspective.
