Conga Collaborate for sales team using SFDC
March 16, 2020

Conga Collaborate for sales team using SFDC

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Conga Collaborate (formerly Octiv)

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
  • Quicker closing of deals
  • Better insights into deal stage
  • Formalizing sales process
Conga Collaborate has pricing that worked for our small team. The Salesforce integration is better suited for our needs with Conga.
Their support team is top-notch--very quick to reach out to help on any issues or questions we have.

Do you think Conga Collaborate (formerly Octiv) delivers good value for the price?


Are you happy with Conga Collaborate (formerly Octiv)'s feature set?


Did Conga Collaborate (formerly Octiv) live up to sales and marketing promises?


Did implementation of Conga Collaborate (formerly Octiv) go as expected?


Would you buy Conga Collaborate (formerly Octiv) again?


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.