Conga CLM vs. Gatekeeper vs. Knowify

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.

Incentivized

One of the things I appreciate about Gatekeeper, is that all of the documents are housed in one place. I no longer have to chase department people down for contracts. Having all the terms of the contracts entered into the system helps with keeping track of each of the contracts, and having the ability to monitor them in one place. Coming from a place where there was no system in place, it was a given that auto-renewals would happen regularly. Our Accounting Dept. has also benefited greatly using Gatekeeper. Before, they would have to rely on other departments to get the contracts and terms, which would create a backlog for them, especially if they didn't get it in time before the invoices from the vendors started to come in. Gatekeeper isn't a tool that is specific to one team/department, Gatekeeper can assist everyone that needs to access contract terms/information

Incentivized

This is great if only used for job costing.

Incentivized

• Contract Management is the biggest selling point. With Conga CLM, it's easy to search, audit, and reference documents.
• Syncs beautifully with Salesforce (and some others), so contracts and customer data stay connected. Saves time and reduces manual work.
• Live dashboards let you track contract statuses without having to dig through emails or call someone.

Incentivized

• Customer service/support, they're always responsive and eager to jump on calls whenever we need their support. They've never once treated us as "paid invoice" and moved on. They build relationships there at Gatekeeper.
• They're innovative, improving on their product, when it is already a fantastic resource tool.
• They have the ability to customize features to fit your needs, that was one feature important to us.

Incentivized

• Job costing.
• Job tracking.
• Progressive invoicing.

Incentivized

• 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.

Incentivized

• This might be more of a personal thing to me, rather than an issue for anyone else, but when I'm working on a specific vendor, with multiple contracts, I have to click the back arrow to get back out to the other contracts within that vendor. It would be helpful to have a feature that you could click on to take you back to that vendor where the other contracts are kept.

Incentivized

• Syncing with QuickBooks could be a little better, only syncs to main customer and not projects.
• Does not have the ability to be used in the field.
• Cannot collect payment or invoice from the field, only office staff can do this which makes for a lot of missed money collection.

Incentivized

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

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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

Incentivized

Whenever I've reached out to Gatekeepers customer service and/or support team, they've always been prompt in getting back to me, whether it's via an email, text or setting up a zoom call, Gatekeeper's support is impeccable.

Incentivized

Conga University is very well made. Loved it!

Incentivized

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

Incentivized

The process involved Salesforce object creation and fields with installing conga contracts and conga composer and setting up security for the users

Incentivized

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

Incentivized

Knowify does job costing which HouseCall Pro does not, it syncs with QuickBooks a little better than HouseCall Pro but does not allow our technicians to invoice from the field which is crucial.

Incentivized

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.

Incentivized

• 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.

Incentivized

• Since using Gatekeeper we have a better understanding of what contracts we have, and with the customized Workflow they created for us, the contracts flow through the Pipeline based on our DOA. It's a smooth process from the start of redlining and finalizing to finishing it up with Gatekeepers digital e-signature feature.
• Contracts are not flying all over the place with no structure.

Incentivized

• Keeps good track of all bills and expenses.
• It would be nice to be able to see a list of all bills and not have to look under each project/job.
• Allows us to see if a job is headed south and quickly correct it.

Incentivized