Have room for major improvement.
Updated August 22, 2024

Have room for major improvement.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Octiv /TinderBox (legacy product)

Modules Used

  • Conga Composer
  • Conga Batch

Overall Satisfaction with Conga Composer

I use Conga Composer to send documents for signatures to clients, such as proposals and approval forms, and to sign relevant documents for our business. I love the system, but there are flaws, such as limited options to edit email templates with bold fonts, highlights, etc. There are also several issues with the write-back into Salesforce, which has caused numerous delays in our business and, ultimately, a poor client experience. We manually entered data into the system, so we used Conga and Conga Merge/ Write Back codes to avoid this tedious task. Conga didn't provide much documentation or assistance in getting the data entered or the documents saved. We had over 100 clients' documents that disappeared over the month. It took Conga to fix the write-back issue, and then once it was fixed, the documents were never saved nor written back into client accounts.

Pros

  • Coding is easy.
  • Adding fields are easy.
  • Option for formulas.

Cons

  • Write back.
  • Resolving issues in a quicker manner- should not take a month.
  • They save documents once one signer completes them, regardless of whether other signers have not yet completed them.
  • Save time on documents.
  • Negative - manually enter data that should have been automatically inputted into the record.
  • Negative - not storing documents properly and can not find them/ disappear.
Coding could be easier. It is easier to find the needed codes and provide a test with errors highlighted instead of manually trying to find errors or merge errors.
Still have to do this since the system does not write back effectively 60% of the time. this is a huge issue with our process right now and have not been able to solve for this.

Do you think Conga Composer delivers good value for the price?

Not sure

Are you happy with Conga Composer's feature set?

Yes

Did Conga Composer live up to sales and marketing promises?

No

Did implementation of Conga Composer go as expected?

Yes

Would you buy Conga Composer again?

Yes

Better support and quicker resolution are needed. Compensation should be provided when the system is down for an entire month and does not work correctly for a client. This hinders our business.

Relationship with Conga

Sales process was misleading. Was told they would have it set up within minutes and took a week. Was not provided any instructions on how to use and was given misinformation when purchased / not what I thought we purchased. No follow through after payment was received. Left in the dark with inexperienced people
Not at all. Didn't release the product for half a week after payment was received when we stated it was urgent and was told it would be installed that day. Then took four hours with them to get installed - they had no clue what they were doing with their own product. Given no clear information on how to use the product or the capability of the product
Needs additional training on what they are selling, how to install and use to explain to customers
Price and time
Not fair. Its an upfront cost and then pay per use
Negotiate with other vendors before signing any contracts. Make sure they understand they can't just sell a product and not install it for you nor give you zero help with using it

Comments

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