Conga Contracts Makes Sales & Customer Service More Productive
March 01, 2021

Conga Contracts Makes Sales & Customer Service More Productive

Kelly Michael Skelton | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Conga Contracts (formerly Novatus)

Many departments in our organization are using and enjoying the productivity benefits of Conga Contracts. Our sales, tech team and customer service members communicate in various ways with customers and suppliers. The Conga Contracts application is built into our CRM, Salesforce, which allows for easy quoting and price checks. Conga allows us to utilize pre-formatted plug and play templates.

Pros

  • Integrates with Salesforce seamlessly.
  • Available to setup in button format for users.
  • Works quickly to pull in existing information from various sources.

Cons

  • Difficult to learn at first.
  • Lacks conditional formatting capabilities.
  • Expensive.
  • Faster quote creation.
  • Better customer service.
  • Employee productivity boost.
We did not have an automated solution for quoting previously to Conga Contracts. Instead, we were using Microsoft Word and it took much longer and was less trackable.

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

Yes

Are you happy with Conga CLM's feature set?

Yes

Did Conga CLM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Conga CLM go as expected?

I wasn't involved with the implementation phase

Would you buy Conga CLM again?

Yes

For users, the software is very intuitive. For admins, there's a learning curve.
Conga support is slow but helpful for smaller businesses.
If an organization is doing a high volume of sales or supply chain requests, Conga Contracts would be very useful. If the format of these invoices, quotes, etc. happen to be following a format, it's even more compelling of a situation to use Conga Contracts. Low volume or variable format customers may not see the same benefits.

Conga CLM Feature Ratings

7.5
Contract creation
5
Contract templates
10
Clause library/saved fields
9
Guided logic
6
7.2
Contract sharing
6
Contract editing
6
Collaborating on contracts
5
MS Word plug-in
7
Approval process
10
Interdepartmental workflows
9
8.8
Contract database
8
Contract search
8
Contract milestone reminders & alerts
9
Custom contract reports
9
Tracking contract status
9
Compliance check
10
Contract Management ()
Not Rated

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