Sign Off on Conga Sign
Use Cases and Deployment Scope
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.
Pros
- Merge Field Formatting
- Formula Fields
- Write back functionality
Cons
- Document formatting ease of use
- More types of formula fields or conditional formatting
- More type of write back fields available
Likelihood to Recommend
Our use case for Conga Sign is pretty straightforward. Because of this, there is not much about it that would be considered excessive or inappropriate. It suits our needs as a tool to record data provided by a signer. It can also be launched from inside Salesforce via a custom button for ease of use.