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Great Software
What do you like best about the product?
The support team, any issue I have they are working with me and my team to make sure it is fixed.
What do you dislike about the product?
The glitches and upgrades. when little items are changed in the software
What problems is the product solving and how is that benefiting you?
Efficiency, time conserving, redlining.
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Great software - phenomenal people
What do you like best about the product?
That it's configurable - that we can create the fields that matter to us most for tracking & reporting. That it just keeps getting better with each new release... that Conga is responsive to customer concerns and listens to customer feedback. I like that each user can customize his/her view - which columns they want to see in which order they want to see them, which portlets to include on the user-specific dashboard... I like that search queries automatically pull live data... I like that it is integrateable with Salesforce... and I like that everyone is engaged in making sure we have our questions answered and have a positive experience.
What do you dislike about the product?
Some things require an advanced degree in IT to build or create (i.e., BI Toolbox).
What problems is the product solving and how is that benefiting you?
Traceability, auditability, reportability, business planning, document (source of truth) storage/ease of document access, documentation of process compliance, workflow mangement
Recommendations to others considering the product:
Absolutely - highly recommend, except that they should wait until the Analytics gliches are corrected or plan on downloading data and using other software (i.e., Tableau) for executive reporting.
Novatus review for Greg Frueh from NCH
What do you like best about the product?
The flexibility of changing the look and feel of the display
What do you dislike about the product?
The little quirks that occur like not knowing what order the dynamic forms will display on the contract form
What problems is the product solving and how is that benefiting you?
Great for putting all the contract information in a single source of where to look
Recommendations to others considering the product:
Be prepared for a learning curve. Be prepared to teach the processes over and over to people that do not access the system on an regular basis because the system does not appear to be that intuitive.
Easy Interface
What do you like best about the product?
Very easy to use interface and great customization of what your organization is looking for.
What do you dislike about the product?
Setting up flow graphics can be somewhat complex, but solution experts are very helpful.
What problems is the product solving and how is that benefiting you?
Database to house all company contracts accessible by our business based on role assigned. Complies with confidentiality and record-retention requirements. Reporting on expiration.
Novatus Review
What do you like best about the product?
Admin functionality, streamlined platform.
What do you dislike about the product?
Need upgrades that improve the tool. Right now what is upgraded and when is very sporadic.
What problems is the product solving and how is that benefiting you?
Contracts database.
Recommendations to others considering the product:
More communication between the leadership team, especially on new functionality.
Great solution for contract management needs
What do you like best about the product?
I love how customizable to our needs and processes the Novatus system is. The Novatus Professional Services team worked hard to understand our processes and needs then helped us to customize the system to those needs. I especially like the ability for our Administrators to make changes to the system on the fly. We can add new fields, delete fields, rename fields, etc all very quickly without interaction with anyone at Novatus.
What do you dislike about the product?
Novatus has had some growing pains in the area of customer support since being acquired by Conga but they are making steady improvements. Novatus does rely on client input to determine future enhancements but those enhancements do not come as quickly as we would like.
What problems is the product solving and how is that benefiting you?
Our former method of managing contracts was a share drive and an Excel spreadsheet. We had no reporting capabilities, no way to automate review requests and no automation. With Novatus we are able to give a wide range of people access allowing them to view contract documents and terms without having to engage the contracts team. We have provided sales with a very streamlined process for submitting requests for contract reviews. We have set up Workflows that help the contracts team manage the process. All of that coupled with a very robust reporting tool have given us a system that has decreased our process time and increased our accuracy.
Recommendations to others considering the product:
Conga Novatus will provide a detailed demo of the product. I'd recommend pulling together a team of different types of users, ie. contract management, legal, sales, executive management. I found the input from varying sources valuable.
Novatus is an exceptional product for full lifecycle contract management.
What do you like best about the product?
Everything in one place! Novatus has enabled our organization to go from contracts stuffed in drawers to those that are organized and accessible. We also use Flow to regulate the review, approval and signature (e-signature) process for contracts. The central repository is great for running audit and scheduled reports.
What do you dislike about the product?
Novatus is not great for the occasional user; the interface requires a little training and regular use to get accustomed to it.
What problems is the product solving and how is that benefiting you?
Making and enforcing business rules; automated reports for auditing purposes, ability to measure time from draft to execution , using alerts to be notified when contracts need renewing, etc, and discipline around central repository for contracts,
Recommendations to others considering the product:
Make sure you understand HOW all of the features and functionality work before choosing Novatus. As with any software, the devil is in the details!
Great functionality, ease of access and configurability
What do you like best about the product?
Conga Novatus harnesses the power of cloud storage to provide easy access to all of our department contracts and documents, and provides searching and reporting functionality that is easy to use.
What do you dislike about the product?
While the system is designed to be configurable by users without an IT background, the developers are still trying to find ways to make this feature even more accessible. At times, some of the configuration (with respect to workflow ad contract flow) may still be over the heads of admin users.
What problems is the product solving and how is that benefiting you?
Access to documents by users across functions and departments, ease of access for auditing purposes and quick realization of reporting metrics for managerial review.
Novatus Contract Life Cycle Management
What do you like best about the product?
Novatus has a full feature set that allows you to manage agreements through each phase of a contract's life cycle. You can initiate requests, generate the draft document, route the draft for redlines or use a document portal to share the document, compare redline versions, route the contract for final approval, and email the contract from Novatus or send it via DocuSign for signature. You can set up your dashboard to show the progress of agreements in each phase. Novatus workflow even calculates how long an agreement is assigned to each approver so you can generate metrics.
What do you dislike about the product?
It may take your contracts team some time to learn how to use all the features, but Novatus Professional Services is always available if you need extra help.
What problems is the product solving and how is that benefiting you?
In the past, we could not enforce certain rules about the quality of data entry on contract records. Now we use Novatus rules and flow models to accomplish this goal. We spend less time checking and correcting data entry errors and we have more confidence when we search for agreements based on the meta data. All in all, our contract negotiators and approvers are thrilled with the power and and flexibility of Novatus!
Recommendations to others considering the product:
Be sure to get a demonstration on site so you can ask questions and see how Novatus can work for your organization.
Streamlining our sales process with Octiv
What do you like best about the product?
I love the modern and easy to use interface. Once we put in some initial work setting up our templates and adding in assets, it's been very easy to maintain and update our proposals and training process as we go. The reporting functionality is great. I love being able to see detailed analytics about the sales team as a whole and specific metrics related to each proposal. It's helped up shape what content in the proposals are important and what needs more work.
What do you dislike about the product?
We've had some difficulties editing our proposal template. We've tried to make our proposals more image-focused and pleasing to the eye. It has been difficult to link to images within documents, but I've been able to make it work by editing the code.
What problems is the product solving and how is that benefiting you?
We've been able to streamline and easily customize our sales process. Not only has our sales team become more organized, but Octiv has been it easier to collaborate and constantly improve our sales proposals. Plus it's nice having proposals that can take on more of a presentation feel and look more visually appealing.
Recommendations to others considering the product:
We researched several other products before deciding on Octiv. They did help us set up our template to what we wanted initially and trained someone in-house to train the rest of the sales team. It was really helpful for us to make sure that one-on-one time was included.
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