Conga Sign API

Conga Sign  is our preferred platform for executing e-signatures. We use it for approving documents and contracts, ensuring that they are approved, appended with our signature, and verified in an automated manner, even when documents are in soft copy format.

A recent scenario where we used Conga Sign  is in our hiring process. When filling a position, we interview candidates and later offer contracts to successful candidates. Since many of them prefer working remotely, there was an exchange of documents and contracts over a distance. We used Conga Sign to send documents to our employees, who used the same platform to sign and return the documents to us. This helped us lessen and simplify the entire employee onboarding process and ensured that contracts and documents were received within a short period.

Another area where Conga Sign suits our workflow is with financial documents. Some of these are very sensitive and require careful handling. Handling them manually or sending them via courier services can lead to tampering.

Some of the best features of Conga Sign are that it simplifies our workflow. The simplicity and faster sending of contracts and getting approvals ensure that we are able to work smoothly, lessen our workflow, and allow our employees to work swiftly without delays from documents or contracts taking too long to get approved. Additionally, Conga Sign has improved our document security. When documents are handled through soft copy in an automated manner, fewer people come into contact with them. The fewer people who come into contact with documents, the more secure they are. When documents are sent manually, most employees or unauthorized people may access them and leak crucial customer data or information.

Simplicity and speed have positively impacted our business. With that simplicity, employees are able to work as a team and share ideas and documents. Conga Sign has brought a positive impact, and we truly enjoy working with it. One way it has impacted us is that we are able to do business faster. With faster approvals, we can do more business. Furthermore, our services have become streamlined, and our customers enjoy them, meaning that we are able to become more sellable to new and potential clients. This simplifies our entire process of marketing and selling our company. Potential clients are attracted because of the swiftness in doing business, which has brought us more revenue and growth in our portfolio.

One specific outcome I can share is on fast approvals. In procurement processes, being in the oil industry, we have to procure products and sell to clients, involving a lot of paperwork. Previously, sending or receiving products could take time, perhaps a week or even a month to verify documents. Now, we are able to get fast approvals, with products that used to take a week now taking a maximum of one or two days.

One area that Conga Sign could improve is the learning curve. Some of our employees who are less tech-savvy took time to grasp the entire idea of receiving documents, confirming them, and handling everything from a desktop device or in a soft copy manner. Some were accustomed to the hard copy way of handling documents. Improving the steep learning curve through well-prepared orientation or training by the vendor could greatly enhance the platform.

Another area is that when the product is integrated with other third-party products, it becomes somewhat sluggish to use. However, it runs well when integrated with other Conga  products from the same parent company. Improving the integrations to better suit even other third-party products would significantly enhance the usage of the platform.

I have been using Conga Sign for a period of four years.

Governance  and security are stable. I have not had any problems with data breaches. Everything that we send over the platform remains secure from one user to another. Being AI-powered ensures that it operates smoothly, which I find stable and secure. Conga Sign is stable.

Conga Sign is easy to scale up as we keep growing our workflow and adding more users. The scalability is excellent and straightforward, ensuring that it fits across our organization and even other organizations irrespective of their size, from mid-size to large enterprises, ensuring smooth usage at all times. All we need to do is contact the vendor, and they will add more licensing. We renew the contract and are able to scale up based on the users we have, making it quite smooth.

Conga Sign can sometimes get tricky, and we need guidance. The customer support is reliable and accurate. They are able to offer help or any guidance as required, ensuring that we are able to adopt the platform and use it without any complications. Customer support is accurate and reliable. They are ready to guide their users through any hurdles we face, ensuring that all users experience a smooth and positive outcome with the platform.

Previously, we used a DocuSign  platform, but we found it to be quite pricey based on our budget. After our research, we found Conga Sign to be more affordable for us, and we made the switch.

We have seen a return on investment. A metric I can share is on the time and money saved. As explained before, documents that took months and weeks to verify and receive now take just a day or two. That is significant time saved, allowing our employees to dedicate that time to other assigned tasks. Overall, it results in savings on money while having our employees handle documents since everything is automated.

I find pricing to be accurate and affordable. It is not very expensive. The setup cost and licensing depend on the organization size and the number of users we want. As we scale up, we source more, with everything being given upfront, so we know what we are getting into. The entire experience was smooth and well-explained and documented.

We did not evaluate any other solution. We conducted our research and settled on Conga Sign.

Reliability and accuracy are also stable. Being powered by AI ensures there are no errors and smooths everything. It even gives suggestions on how to improve the entire e-signature needs that we are executing, so I find it reliable and accurate. Conga Sign is very effective in meeting e-signature needs. It ensures that the entire process is secure, preventing document leakage, tampering, or handling fake documents. We can sign and approve on time and faster, including handling contracts. It is stable, not overly expensive, and suitable across all industries and organizations. I would rate this product a seven out of ten.

Conga Sign  is a built-in digital signature process similar to Adobe Sign  and DocuSign . We typically use it in our projects to avoid the manual signature process between two companies. Business users can utilize digital signatures, which are easy and compatible for business operations.

After a document has been set up with all pricing details, agreement, and contract information, one of the business users responsible for contracting and signatures generates the document. The document is then sent to the client or customer who must review it and provide digital signatures. In the background of Conga CPQ , we have integrated Conga Sign . When the document is sent through email to the customer, they can easily verify and review the entire document and complete the digital signatures. The document is then returned to the actual business companies.

The primary use case for Conga Sign is to process digital signatures. Previously, companies and customers who approached us were using manual processes. For several companies without the same headquarters to meet for signatures between organizations, which would occur in other countries, digital signatures have become very easy. They can send documents in online mode, and signatures can be completed in less time.

The best feature is the write-back feature in Conga Sign that integrates signature details into Salesforce . However, it only supports limited data types, but it is very useful to the users.

We used Conga Sign in our previous projects, allowing users to easily drag and drop the signature onto documents. Users do not have to do much work on signatures, mentioning the name, date, and all those details. They can simply click on a button, drag the signature onto the document, and it is easy to put digital signatures.

We have dealt with many customers and implemented and configured everything the customer required. After we delivered all the features the customer requested, we received positive feedback from the customer. Additionally, we received more customers from the same organization or from within the organization. The tool has been used in multiple companies and has proven very useful to customers and our company from a revenue perspective.

Previously, when Conga Sign did not exist, signatures between two companies were done either manually or in other ways where parties would meet face to face. After Conga Sign came into the picture, the two parties can connect online. Documents are sent online to put signatures, which is very easy through email or Outlook. The two parties have not wasted time. Time has been consumed more efficiently, revenue has increased, and their revenue has increased as well.

Sometimes Conga Sign creates issues where we have to go to Conga Sign setup and reconnect it again. Since we are using Conga Sign as a package in our Salesforce  ecosystem, sometimes the package versioning has changed, so we need to check for the latest version and upgrade it. Occasionally, Conga Sign troubles us, requiring refresh actions that create some issues. This does not happen often, but it happens sometimes.

Sometimes the solution that we are providing in the document does not accept all data types. We use text, lookup, and other standard fields, but sometimes it will not allow rich text, formula fields, and those kinds of data types in a Conga Sign document.

I have been using Conga  Sign for four years.

Conga Sign is stable, and it is not complex for configuration. It is pretty easy to configure all items, and it is pretty easy for users to use as well. It is not overly complex for users to operate.

Conga Sign is very scalable, and growth has increased significantly after using it.

When we raise a request to the support team about any issues with Conga Sign, they resolve the issue in less than 24 hours. When we use the solution's out-of-box functionality, sometimes Conga Sign functionality breaks, and fixing it takes some time, but the Conga  support team is always helpful and resolves the issues very soon.

Many customers who approached us were using the manual process before. They were not following digital signatures; they were following the manual signature process for trustworthiness and other reasons. After we gave an introduction and explanation about Conga Sign, they were really impressed and are now using Conga Sign.

We are a partner for Conga products and have a partnership with them.

For the pricing setup in Conga Sign itself, the document we use has all the pricing details, which can be read in the document. License-wise, I would say it is not very much higher or lower. For users to use Conga Sign, you need to buy the license in the Salesforce ecosystem to install the packages. I would say it is moderate, not pretty high or pretty low.

As we have been using Conga products for a long time and Salesforce products, we typically picked Conga Sign and are using it. I am not sure if any other alternate products exist, but I would say for now, it is the best one to use.

A signature has to be very secure and confidential. More security packages have been installed in Conga CPQ  and Salesforce. It is very secure. Using AI, you cannot have data stolen from documents sent to customers.

Using AI, we can better improve Conga Sign where digitalization has been enhanced, and documentation, the UI, the text part, and the signature part can be improved. Using AI, the accuracy of the signature process can also be improved. AI will help improve this whole process.

We are deploying documents or Conga Sign features to higher environments within the Salesforce premises and Conga platform only. We do not require any other third-party applications to deploy the changes.

Salesforce is a cloud itself. We are using the Salesforce cloud itself.

It will vary between the business-to-business use case. Many businesses have saved their money and time on digital signatures using Conga Sign.

If the document is a quote or proposal, we can send only that file. We can upload and attach any file from local storage. If the customer signs the document between the two parties, the second signature should be done by the other customer. It will be notified to the other customers, and they can do signatures at both ends. It is pretty easy and simple. The signature part of the document, the digital signature, has been completed. I advise users and customers that they can go for Conga Sign. It is not overly complex, and it is not that financially expensive for the license either. I encourage users to use Conga Sign. I would rate my overall experience with this product as an 8 out of 10.

My main use case for Conga Sign  is for signing purposes. When we have any agreements, we need to get signatures using Conga Sign . We directly assign the agreements to customers, and they receive an email. Then they get the update and sign through Conga Sign.

A quick, specific example of how I recently used Conga Sign for an agreement is that we have one agreement with many products and prices. These are all the agreement details, and the customer is the seller. We generate the document and then assign it to customers. They receive an email from us, open it, and sign the document. That automatically gets assigned to the agreement.

The best features Conga Sign offers include mostly automated systems. When we generate the document, we assign it based on the customer side. After opening the agreement, we have enabled a feature that automatically goes to the sign page. If there are fifty pages in the agreement, the page where we need to sign will come up without needing to scroll through everything. The default mailing feature assigns emails based on the primary contact and will automatically populate there. That is also a best feature.

That feature works well in practice. Our customers, based on their requirements, reach out to us. Based on that, we go through the document and reach out to Conga Sign support. They suggest features that we enable, which are very good for our customers.

Conga Sign has positively impacted my organization by being more user-friendly for customers. Their work is easier, which is why it is more impactful. The customers are also very satisfied with Conga Sign.

The specific outcomes I can share are that Conga Sign is very user-friendly, which satisfies the users. It also saves time when completing the agreement signing system.

I cannot say much about how Conga Sign can be improved. As of now, I do not see any issues or necessary improvements. I can say that it would be helpful to provide more guidance. If someone is new to using Conga Sign, they need to be more aware. Providing guidance or even videos for them would be more efficient for customers as well.

I have been using Conga Sign for around one year.

Conga Sign is stable.

The customer support for Conga Sign is good. Based on our severity, they will respond. They will automatically follow up every time if we are not responding. If we respond quickly, then they mostly respond as soon as possible.

I did not use any different solution before Conga Sign because we were only using proposal documents, which did not have signing features. Recently, we introduced CLM , and that is when we started using Conga Sign.

My advice for others looking into using Conga Sign is that it is more user-friendly and easy to set up. However, the solution is not available for everyone. Thus, you should provide KTs or videos that will be more useful for new customers. You need to promote the features better because if customers are not familiar, they cannot use them.

I saved time with Conga Sign. I cannot provide metrics for people saved.

My experience with pricing, setup cost, and licensing is that we are using everything through pricing and catalog cost, proposal, all with Conga CPQ  features, including Conga  Matrix, Conga  Pilot , and pricing. We also use Conga Callbacks if we require those advanced features.

I am not sure if I evaluated other options before choosing Conga Sign. I am not the source of selecting that feature and did not conduct this analysis and R&D.