Conga Sign

we are able to streamline contract execution by implementing Conga Sign into our . Addressed being able to route for signature based on DOA.

• The impact Conga Sign has on our organization's overall business objectives is Reduced bottlenecks

We use it for sign and send on our Plan Administration Agreements, First set of Documents (Reinsurance, Investment Agreement, Disbursement Agreement)

• We are growing our Strategic Partners and each requires a signed agreement, very essential to growing our business
• We need to update our Plan Administration agreements and having automation for getting and tracking all of the signatures is vital
• Conga Sign is good enough for all our use cases so we don't have to worry about using 3 or 4 solution platforms to gather signatures.

DocuSign

Conga Composer, Batch, Conga Grid

In our organization, We use Conga Sign to execute agreements with subconsultants

• ROI is good
• Has all the functionalities

Clause for DocuSign and Adobe Acrobat Sign

DocuSign, Adobe Acrobat Sign

We send onboarding documents via Conga Sign as they require signatures and date/time stamps. We also use Sign to implant information from the form onto a related Salesforce record. This saves our staff valuable time by limiting the amount of effort required to take information from the documents and record it in Salesforce.

• Cuts down time spent recording data from signed documents
• Allows for us to view an audit trail
• Integrates easily with Salesforce

DocuSign

Salesforce CRM Analytics, Tableau Cloud, GridBuddy Connect

Our organization utilizes Conga Sign to execute a variety of documents annually. In conjunction with other Conga products, the Sign platform makes for a seamless experience for internal users by being naturally integrated. Feedback on the external signer experience also improved since using this product.

• Our team members all operate the same system
• Every customer experience aligns no matter the department

DocuSign