I usually use Conga Sign in my contract management processes. We generate a contract through the composer, and it moves to the signing application. In this case, Conga Sign, which is more fluid because it's the same application. Then we sign that template that we have just created and send it to the client.
Conga Sign API
CongaExternal reviews
External reviews are not included in the AWS star rating for the product.
Seamless contract signing workflow, good contract management, and fluid processes
What is our primary use case?
How has it helped my organization?
What is most valuable?
It integrates seamlessly with Conga Composer, making it simpler than if we had to connect Conga with DocuSign. Hence, it brings fluidity to the contract creation and signing process.
What needs improvement?
The documentation for Conga Sign could be improved. It is not very simple, and even though it is easy, you need to know what you are trying to do or where to find the information. If changes are needed, it gets complicated. Additionally, for non-technical users, customer support could be better to help them get the answers they need quickly.
For how long have I used the solution?
I have been using Conga Sign for five years.
What do I think about the stability of the solution?
There are no real issues that I've seen regarding the stability of the solution.
How are customer service and support?
For someone nontechnical, they wouldn't be able to get the answer they want as quickly or as easily.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
Before using Conga Sign, I used DocuSign.
How was the initial setup?
I haven't done the deployment or initial setup in a long time since the client already has it in place.
What's my experience with pricing, setup cost, and licensing?
I'm not sure if money-wise it is better. I'm assuming it probably is. They probably give some kind of discount, especially if they already use Conga Composer.
Which other solutions did I evaluate?
Before using Conga Sign, we used DocuSign.
What other advice do I have?
I would recommend Conga Sign, especially if they already have Conga Composer and need to send documents for signature. It is the best option if they already use Conga Composer.
I'd rate the solution eight out of ten.
Automates document signing, provides various permissions, and status updates are efficient
What is our primary use case?
We use Conga Sign with Conga Composer to send documents for signature. After they are signed, the documents are sent back, and their status is updated in Salesforce.
How has it helped my organization?
It helps in automating the process such that a document can be signed and its status updated automatically in Salesforce without manual intervention.
What is most valuable?
The most valuable feature is the integration of Conga Sign with Conga Composer to send documents for signature and generate electronic invoices. The solution also allows you to create a code for securing documents and provides various permissions, such as signature only, view only, and read-only.
What needs improvement?
The integration of Conga Sign with Conga Composer could be better.
For how long have I used the solution?
I have been using Conga Sign for one and a half years.
What do I think about the stability of the solution?
I have not experienced any issues with stability when using Conga Sign.
How was the initial setup?
The initial setup involves creating a custom button for sending documents for signature, and it is quite easy once Conga Sign is integrated with Conga Composer.
What other advice do I have?
Sign works for signing documents electronically, saving time since no physical pen is needed. It allows documents to be signed anytime, anywhere, with electronic signatures.
I'd rate the solution eight out of ten.
Used for digital signatures and has a Write Back functionality
What is our primary use case?
Like Adobe Sign and DocuSign, the Conga product has a built-in signature process called Conga Sign for digital signatures.
What is most valuable?
The solution's most valuable feature in terms of configuration is the Write Back functionality. Whenever a user signs a document with an electronic signature through Conga Sign, the system recognizes the signature type, the person making the signature, and the signature date. Salesforce captures all these details into the product Conga, and this entire process is called Write Back. The information transferred from the document to the cloud is called Write Back.
What needs improvement?
The solution accepts only a few data types and not all data types.
For how long have I used the solution?
I have been using Conga Sign for one year.
What do I think about the stability of the solution?
A few customers have reported bugs in the solution. Currently, Conga Sign is stable, but it could have a few improvements.
What do I think about the scalability of the solution?
Around 15 people are using the solution in our organization.
What other advice do I have?
Now, we need to insert a few of the packages. The solution is deployed on semi-premises. I would recommend the solution to other users. It is easy for a beginner to learn to use Conga Sign for the first time.
Overall, I rate the solution an eight out of ten.
Easy to use and allows users to sign documents digitally
What is our primary use case?
I use Conga Sign to present CDQ and CLM to the customers.
What is most valuable?
Customers can use Conga Sign to drag and drop their signatures on documents.
What needs improvement?
Sometimes, the tool creates an issue, and we have to go to the Conga Sign setup and reconnect it again.
For how long have I used the solution?
I have been using Conga Sign for more than 14 months.
What do I think about the stability of the solution?
I haven’t faced any issues with the solution’s stability.
How are customer service and support?
Sometimes, we raise a request with the support team when we face any issues with Conga Sign, and they resolve the issue in less than 24 hours. When we use the solution's out-of-the-box functionalities, sometimes the Conga Sign functionality breaks, and fixing it takes time.
Which solution did I use previously and why did I switch?
There's a built-in functionality in Salesforce where we attach a document from the local storage, and they print it. After signing the document, they'll upload it back. Apart from Conga Sign, I have used that method sometimes.
How was the initial setup?
The solution's initial setup is easy, but sometimes, we need to set it up multiple times.
What about the implementation team?
The solution’s deployment takes only one to two minutes.
What other advice do I have?
If the document is in a quote or proposal, we can send only that file. We can upload and attach any file from the local storage. If a customer signs a document, it is updated within seconds with Conga Sign, and we'll be notified via email. Conga Sign is a secure and easy-to-use tool that allows users to sign documents digitally. I would recommend the solution to other users.
Overall, I rate the solution seven and a half to eight out of ten.
NICE
you can make it wherever and whenever
it takes more days for 3 busness day
Decent electronic signature platform
E-Signature with Conga Sign
Conga Sign is really user friendly and easy to use
Easy to use for an standard user, by selecting files, drag an drop sign tags in the file, choose recipients ...etc
Easy to configure and automate by adding conga signs tags directly in template files, use url parameters, configurate business unit... etc
We dont have the possibility to customize completely the Email (header, footer parts) are automatically done by Conga, and the inside part can be customize with the Business Unit
It will be better to have the possibility to manage completely the Email
Recipient language : only some languages are managed
Conga Sign a Excellent and simplest tool for E-signature
-Supports File attachment.
-Supports parallel and serial routing.
-Support to send for e-sign for multiple users in a single transaction.
-Supports data sync from e-sign users into salesforce CRM.
-Supports integration through API to different clouds in salesforce CRM.
-Can integrate with Document generation, CLM and CPQ tools.
-simplest to configure.
- Supports document attachments from recipients of e-signature, which is reverted in salesforce and attached to relevant records in salesforce automatically.
-Supports Data Sync from e-signature documents into salesforce CRM fields.
-supports API integration to make e-signature facility available to other clouds rather than the Revenue cloud.
Efficient reliable and fast
Technical Consultant
The ability to create conga solution which fulfill customer requirements very well and the flexibility it have over its competitors.