Sign Off on Sign
May 08, 2025

Sign Off on Sign

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

Overall Satisfaction with Conga Sign

We send onboarding documents via Conga Sign as they require signatures and date/time stamps. We also use Sign to implant information from the form onto a related Salesforce record. This saves our staff valuable time by limiting the amount of effort required to take information from the documents and record it in Salesforce.

Pros

  • Merge Field Formatting
  • Formula Fields
  • Write back functionality

Cons

  • Document formatting ease of use
  • More types of formula fields or conditional formatting
  • More type of write back fields available
  • Cuts down time spent recording data from signed documents
  • Allows for us to view an audit trail
  • Integrates easily with Salesforce
Sign is pretty straightforward and user friendly. I do wish the document formatting was more straightforward and something that could be created in Salesforce without needing Acrobat or a similar PDF generator.
Conga Sign works with our existing Salesforce environment. We also use other Conga products such as Batch and Trigger, and Composer. Because of our existing Conga products, Sign was able to be implemented with minimal setup time as users were already familiar the Conga environment and knew what to expect.

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

Yes

Are you happy with Conga Sign's feature set?

No

Did Conga Sign live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Conga Sign go as expected?

Yes

Would you buy Conga Sign again?

Yes

Our use case for Conga Sign is pretty straightforward. Because of this, there is not much about it that would be considered excessive or inappropriate. It suits our needs as a tool to record data provided by a signer. It can also be launched from inside Salesforce via a custom button for ease of use.

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