Conga Collaborate Reviews

20 Ratings
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Score 8.6 out of 100

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Reviews (1-8 of 8)

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March 16, 2020
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Our team utilizes Conga Collaborate as a hub for all sales collateral and documents. We have it integrated with Opportunity stages so that our Opportunity info populates in the templates in Conga. We also utilize the e-signature piece for contracts. We are able to see when someone views a document and when it's been signed.
  • Integrate with Salesforce
  • Open tracking
  • Building templated documents
  • It could have more intuitive design
  • Better visuals for tracking
  • Easier sorting of documents
Conga Collaborate works well being tied to Salesforce opportunity stages. We have different documents that are generated for each stage. It is easy to create and send out proposals, which saves our team a lot of time. Their support team is quick and helpful.

It's not as great for general sales presentations or slide decks.
Their support team is top-notch--very quick to reach out to help on any issues or questions we have.
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April 10, 2017
Anthony Antonicello | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Review Source
We integrate Octive with Salesforce to create, send and accept proposals. It has been very helpful in the past for keeping track of clients and contracts, etc. though the latest update has been very buggy and difficult to use.
  • Integrates with SFDC
  • Allows me to see if my client has opened my proposal
  • Helps to keep track of proposal financials and particulars
  • User interface is not user friendly
Integrates with sfdc
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November 26, 2018
Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
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We use it to generate statements of work (SOWs) during the final stage of our sales process. It offers a consistent look at our contracts. It is used by our entire organization. It allows us to track revisions and client questions. It integrates with Salesforce and when a SOW is signed, the opp is closed, or "won", which saves us time during our process. It also allows us to track when people are in the SOW and monitor what they spend time on which is helpful.
  • Looks good, our SOW has a clean look and feel and is very easy to read on all devices
  • Offers to track. You can view all the pages someone looks at. This helpful when determining when the project will close.
  • Multiple revisions. Really easy to make multiple updates to the SOW and keep track of those revisions.
  • 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.
It works or our organization. For an organization with a much larger product sales scope, I could see it being clunky to format every single time. I have used other tools in the past like SFDC CPQ. Octiv seems, to me, to be the same thing. Web based proposal tool that offers to track, and e-signing. It seems to work for us.
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November 13, 2018
Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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We use Octiv to create customized, branded digital proposals across the entire outbound and internal sales teams. It streamlines the creation of proposals while also allowing each to be personalized to prospects.
  • I appreciate the flexible options for adding branded art, content, and pages to proposals, which helps to customize without spending hours doing so.
  • Managing the sales proposal through the cloud eliminates the need for re-sending proposal files each time it needs updating.
  • Electronic acceptance of sales proposal cuts down on administrative time.
  • The editing tool which runs the platform is not very user-friendly, so sometimes it's frustrating to make custom wording or formatting changes to a proposal.
Octiv is particularly useful in situations where your key solutions can be boiler plated while still adding some room for customization. If your proposals need to be completely custom for every client, you likely will be frustrated with the editing interface.
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February 06, 2015
Douglas Karr | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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Being a boutique agency with a large social following, we get dozens of requests for proposals each month. The time it was taking us to create, edit and review these proposals was so time-consuming that it was impacting our ability to fulfill the engagements we already had. TinderBox has evolved into an incredible platform for us - we're now able to template our proposals with substitution strings for the client information. We're able to send and track the proposals. And we're able to redline them with customer feedback when necessary. Where it used to take hours, it now takes minutes to assemble and deliver a proposal that looks fantastic online. It provides a professional and sophisticated impression of our company - an absolute differentiator in our industry.
  • 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.
  • Mobile and Tablet Applications would be great!
Very well suited for large corporations that are processing a lot of proposals. This platform can reflect your brand physically and ensure that the proposals your staff are distributing are accurate.
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March 30, 2017
Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source
It's currently in beta mode at our company. We've tried rolling it out to everyone but there's a lot of confusion/backend fixes that are need to be made.
  • It removes the need to send proposals/SOWs
  • It saves our team time
  • It allows us to keep track of where our customers are getting held up on certain pages.
  • Product knowledge. Everytime we get on the call with our rep, she never knows the answers to our questions and has to follow-up.
  • Service. We've found that many times our rep is unresponsive.
  • Customizing templates takes a lot of time and knowledge. They should create an easier way to have the platform easier to learn.
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.
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March 07, 2014
Sunil Parmar | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source
We used TinderBox to create client proposals which are elegant and beautiful.
TinderBox had provided a great platform. The users around me were able to send and track the proposals. It saved us lots of time and, of course, resulted in significant monetary value.
  • Nice fast elegant document
  • Better integration with existing tools
  • Tracking capability
  • Keep it up to date with all new technologies
  • Improve touch and mobile experience
If your day to day life requires exchanging documents and other exchange within or outside the company, you should use it.
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March 30, 2017
Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source
It's currently used in sales and marketing departments. It helps streamline the process of template creation and product and service consistency.
  • Helps with brand consistency.
  • Can integrate with SF.
  • Helps time saving in proposal creation which is a huge plus!
  • The editor is wonky and feels finicky. I am constantly having to push around the table of contents. Did you get rid of the hand burger bar?
  • Undo redo will auto save not letting me go back and undo something.
  • Because of finicky editor I had to start a proposal from scratch.
Octiv is well suited for marketing, sales and client services departments. Generally it is a good software which more often that not helps save time. As I mention below, the editor and customization piece is cumbersome but I hope that functionality improves in time and keeps process and vice consistent. I think it less appropriate for organizations with custom services.
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What is Conga Collaborate?

Conga Collaborate (formerly Octiv) enables companies to build and automate document workflows that connect systems and data for a better end-user experience. Conga Collaborate integrates data from CRM, CPQ, ERP and other systems to streamline workflows, save time and accelerate sales opportunities.

Conga Collaborate Features

Has featureDynamic, mobile-responsive document templates
Has featureRepository for content and assets
Has featureIntegrations with applications and tools (CRM, CPQ, etc.)
Has featureStreamlined document workflow automation

Conga Collaborate Integrations, DocuSign, Box, Dropbox, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)

Conga Collaborate Competitors

Conga Collaborate Pricing

  • Does not have featureFree Trial Available?No
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional

Conga Collaborate Support Options

 Paid Version
Social Media
Video Tutorials / Webinar

Conga Collaborate Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Mobile Web
Supported Countries:United States, Canada, EMEA