Conga Collaborate Reviews

20 Ratings
<a href='' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.6 out of 100

Do you work for this company? Learn how we help vendors

Overall Rating

Reviewer's Company Size

Last Updated

By Topic




Job Type


Filtered By:

Reviews (1-1 of 1)

Companies can't remove reviews or game the system. Here's why.
February 06, 2015
Douglas Karr | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source


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.
Read Douglas Karr's full review

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