Conga CLM
CongaReviews from AWS customer
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A Great Proposal Tool for Agencies
What do you like best about the product?
Octiv is an easy-to-use solution for agencies
What do you dislike about the product?
Octiv has some design/template limitations
What problems is the product solving and how is that benefiting you?
Standardizing proposals, adding analytics insight into the sales process and documentation management
Great contract repository and useful for improving efficiencies
What do you like best about the product?
Conga Novatus is very intuitive and easy to navigate. First-time users are able to easily get around without any issues. The system's most notable feature is its use as a contract repository. Contracts can be stored in a very organized and customizable manner, and the system also allows our team to easily access and maintain historical information for a contract or company (which are customers in our case). Project and contract implementation has become more efficient, and errors have been minimized. I believe that the Novatus tool that we most use is workflows.
What do you dislike about the product?
Reporting and hierarchical functions and relationships could be improved. It should be easier to connect contracts, companies, people in the system, as well as perform mass changes to such connections, including but not limited to changes to relationships and responsibilities.
What problems is the product solving and how is that benefiting you?
Effective repository that allows for organized and clean storing and access of contracts; great tool for implementing contracts and completing projects; our team is now able to keep track and history of changes and responsibilities; assignment of tasks and responsibilities has also improved; we have been able to minimize gaps in our process and ensure that all necessary contract implementation steps are captured.
Recommendations to others considering the product:
Make sure that your initial implementation is done well and correctly. Do not rush it. Ask all questions that come to mind, and imagine all potential scenarios that can result from your setup. Have clear goals and objectives presented to the Conga team implementing the system.
Secure content controls
What do you like best about the product?
Having the ability to control what fields can be edited, prevents the possibility of metadata loss.
What do you dislike about the product?
I have not any real downside of potentially using Conga Contracts.
What problems is the product solving and how is that benefiting you?
Streamlines ability to create custom contracts.
Great software
What do you like best about the product?
reduces our contract cycle time while staying in Salesforce! Nicely integrated.
What do you dislike about the product?
Could be a bit more mobile friendly, sometimes my iPhone shuts the app down
What problems is the product solving and how is that benefiting you?
Never leave Salesforce for contracts!
Recommendations to others considering the product:
More mobile integration
Conga the life saver!
What do you like best about the product?
I love the ability to streamline the entire contract process
What do you dislike about the product?
The system does need to work on glitchiness.
What problems is the product solving and how is that benefiting you?
The problem solved is taking a time consuming contracting process and putting all in one spot and automatizing everything possible to shave down the time spent on it all.
Overall positive, minor bugs
What do you like best about the product?
Novatus has been an excellent contract management software, and I've been particularly pleased with the contract trees module, as well as the differentiation between company documents and company contracts.
What do you dislike about the product?
I would like to see Novatus improve the transferability of the contract view window, for when viewing contracts through the contract family or documents tabs, i.e. i would like the metadata fields that are shown when viewing one company to be the same for all companies across the system. Once those preferences are set for one company, transferring across all would be great.
What problems is the product solving and how is that benefiting you?
My team and I are using this to manage our contracts, where we've found that it's extremeley easy to track document status, expiration dates, etc.
Better process for our University
What do you like best about the product?
Novatus allows us to store and track signed contracts. We are now able to easily find any University contract searching by a variety of indicators.
What do you dislike about the product?
We are limited to the number of people who can use Novatus, but we have dealt with that by having a few people with unlimited rights, and a few others with read-only rights.
What problems is the product solving and how is that benefiting you?
We have improved and streamlined our contract approval process and are better able to keep track of and quickly locate signed contracts upon request.
Good but tad cumbersome
What do you like best about the product?
Organized place for docs. We primarily use it for doc storage.
What do you dislike about the product?
Needs tad more flexibility to customize. Create mor euser friendly ability to store docs.
What problems is the product solving and how is that benefiting you?
Doc safe keeping
Solid, no frills document storage.
What do you like best about the product?
The flexibility of the system. I am able to create new metadata fields and generate new reports easily without relying on my company's IT support staff.
What do you dislike about the product?
I wish there was a function to create distribution lists for automatic alerts.
What problems is the product solving and how is that benefiting you?
We created a central contract repository that is utilized by a number of different business units.
Recommendations to others considering the product:
Evaluate your needs thoroughly before committing. Novatus is a reliable workhorse, not a show pony. The system does exactly what it says it will with very few additional bells and whistles. The lack of flash may seem like a downside if you come in expecting the world. The simplicity is actually a positive for someone like myself who is administering the system for wide range of users with differing levels of familiarity with its functionality. Anyone can learn to use it easily.
Worth the tedious design and implementaiton
What do you like best about the product?
I like that all my data is in one place and gives easy access to all users (saves me a ton of time searching through emails
What do you dislike about the product?
The beginning, building, data migration is a beast! I do not think I received enough information up front (we asked if there was anything we could do, and were told no! - this was not the case) There should definitely be a preparation guide on what basic steps (figuring out contract groups and contract types) BEFORE the initial design/function training. Getting put on the spot on day two that you need to have contract groups was a bit much to handle, so some hints on what will be required of us and what we can work on that before hand would have made the training go much smoother. That way the trainer is showing you how to enter your actual process and data fields, rather than showing you how processes CAN BE entered an leaving you to your own devices after they leave. The training could be more of a working training.
What problems is the product solving and how is that benefiting you?
So far, feedback from accounting being able to check on agreements on their own was positive, and Legal department having one place for all data and not having to access the company network after hours has proven fast and helpful.
Recommendations to others considering the product:
Start fresh. New process, no legacy data. Be open and try not to fit a square into a circle (like we did)
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