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Best product to create and send contracts
Updated February 28, 2024

Best product to create and send contracts

Neha Pant | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Octiv /TinderBox (legacy product)

Modules Used

  • Conga Collaborate
  • Conga Composer

Overall Satisfaction with Conga Composer

I like how seamlessly the tool interacts with Salesforce and how the automatic renewal takes place with no chance of missed opportunities because of 1-year funnel visibility, specifically in a sales vertical like us. It has also helped to streamline the quoting process for complex products because it allows a large volume of products and pricing rules. It definitely has saved a lot of time and streamlined the sales process.
  • End to End sales process.
  • Saving a lot of time to quote and draft contracts.
  • Streamlining the entire quote process and help to deliver the contracts accurately and faster to the clients.
  • Automatic renewal.
  • No missed opportunities.
  • Streamlining the entire quote process and helping to deliver the contracts accurately and faster to the clients.
  • End to End sales process.
  • Saving a lot of time to quote and draft contracts.
  • Saved time on document generation process.
  • Less manual errors while sending a quote to a client.
  • Streamlining the sales process.
Because I love the product, have been using it for quite some time now, and absolutely love it.
We don't have to manually create quotes or documents anymore to send to our clients be it cross-sell, upsell, or renewal. It has saved us a lot of time and effort which we can utilize somewhere else.

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?

Yes

Would you buy Conga Composer again?

Yes

Any organization with a problem streamlining the quote or sales process should go for it. I believe it works well for all organizations.

Using Conga Composer

300 - Sales- New Business AMs, Existing Business AMs, SDRs,
3 - Generally, our SFDC Engineering team takes care of it. They are the ones who help us with support if we get stuck anywhere. Have not faced any major issues as of now.
However, it would be good to have someone completely dedicated to support and, if possible, from Conga support itself because I've heard that support is not good.
  • Quote generation for upsells and renewals
  • Reduction in error while sending contracts
  • Merging Documents
  • Easy intergation with Salesforce( we use SF)
  • We use with Salesforce for quote generation for renewals and upsells
  • Our team also uses this to merge documents
  • Templates have proved extremely well for us
  • I guess its only going to be for quote generation because we are a SaaS company, not so sure if we will use it for anything else but this.
It's very easy to use and quotes can be created with the click of a button. It can easily be integrated with SF, which makes my work easier. It saves a lot of time. It has certainly improved the productivity of our team members as we do not have to do manual work or worry about errors because that all happens with just a click.