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CongaSign is an effective solution for automating Enterprise sales contracts.
April 24, 2022

CongaSign is an effective solution for automating Enterprise sales contracts.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Other

Modules Used

  • Conga Collaborate
  • Conga Composer

Overall Satisfaction with Conga Document Generation (Composer + Collaborate)

Conga Composer and Collaborate were used to automate rather fickle documents that needed a lot of fields modified on the fly. Conga allowed us to use templates that had pre-configured fields that would be pulled directly from Salesforce in order to save time with the actual creation process of the document. For templating purposes, CongaSign and Collaborate worked exceedingly well.
  • Templates
  • Automation
  • Multiple Configurations
  • Supporting Multiple Users
  • Salesforce Integration
  • Speed - can be slow to load.
  • UI can be clunky
  • Sometimes things break.
  • Decreased time on document generation.
  • Reduced manual errors.
  • Increased speed-to-lead with easy to setup and fix templates.
It is very easy to use once it is set up and configured properly. There are some bumps in the road to a smooth and friendly implementation, however. Even as a more prominent software user, there were times when I could not figure out where Conga wanted me to go, or where it just couldn't "talk" to Salesforce quite right.
Implementing Conga was a choice that was made by accounting to reduce manual time spent by the sales team on document creation. In e-learning, document creation can be a laborious, tedious process (especially when things like redlining come into play)... implementing Conga saved many hours of time working on fleshing out manual documents, especially because the information can be pulled directly from Salesforce.com, leaving less of a margin for error.

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

Yes

Are you happy with Conga Composer's feature set?

Yes

Did Conga Composer live up to sales and marketing promises?

Yes

Did implementation of Conga Composer go as expected?

I wasn't involved with the implementation phase

Would you buy Conga Composer again?

Yes

If you have a sales team that has several sales departments or has a sales team with many different functions that need to be able to quickly generate contracts of multiple types on the fly, CongaSign and Collaborate are good options. You will have to spend some time with engineering to get it properly configured, however, and it does have a learning curve for less tech-savvy users.