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Conga Sign
What do you like best about the product?
Conga Sign saves us so much time and money. Our contracts can be created using relationship fields that can be modified at any time. It is easily compatible with many softwares. We use Conga through SalesForce AppExchange. Recently we had an issue with our Composer and needed to call customer support. They didn't just fix the problem, they wanted me to learn in case a similar issue was to arise in the future. The original person could not figure out the answer to my question, so they brought another person on board to help. Come to find out we had been running an old version of conga from years ago. They helped we walk through the oroginal fix, and provided links on how to update our system to match the current version.
What do you dislike about the product?
The company is currently merging and our future with Conga is uncertain. They have not provided us with much information on what will happen when they go offline. Conga can be difficult for those who are not tech savvy.
What problems is the product solving and how is that benefiting you?
Conga helps make our contract renewal process easy. It pulls information directly from our CRM program so all we have to do is select which template we need to use. Edits are extremely easy, all you have to do is copy the codes and update any new information, such as an address change. Then upload back into conga. What used to take hourse for a set of 10 documents can now be done in a set of ten clicks.
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Conga Sign Conga Sign
What do you like best about the product?
Templates can be saved to the system for future use. Documents are downloadable. Customizable. Paperless. No need to store physical paper files in my drawers, cabinets, folders, desktop etc. All documents are in central place, easily searchable. Reduction of paper and space, saves time of printing, allows contracts to be executed and reviewed in a matter of minutes.
What do you dislike about the product?
If the Internet or system is down, no access to documents. Also, Conga does not always advise of system updates etc, sometimes not able to access the system due to updates. Dislike that there is no real bulk download feature. You have to click and download each document, no way to preview a document.
What problems is the product solving and how is that benefiting you?
No busines problems are being solved with Conga Sign. We are a non profit healthcare company that does not sell any physical product. We enter into contracts with business associates that are primarily executed through Conga Novatus and DocuSign. Many of our business associates are not familiar with Conga Sign, so they use DocuSign or mail in contracts with wet signatures. We were going to purchase this feature, but many of the people we do business with use DocuSign instead.
Recommendations to others considering the product:
Positioning is creating a unique image in the customers mind that differentiates your product or services from others or competitors. You should ask, what separates your service(s) from other like DocuSign and AdobeSign? What is the key benefit? I am unable to determine, its seems that all do the same, thus redundant.
Great Way to Automate Documents for Signature
What do you like best about the product?
The ability for it to integrate with Salesforce with simplicity and automate processes. It also has very powerful omni-channel viewing capabilities and can generate Word, PowerPoint, Excel, HTML email and PDFs for signature. It even allows you to create email templates that can be personalized with changeable custom variables and dynamic fields.
What do you dislike about the product?
More cumbersome approach to field merging, compared to some other document generation and signing software. No ability to add custom notes to a particular document and some limits to the logic that would make it necessary to have some manual edits.
What problems is the product solving and how is that benefiting you?
Standardized templates that can be personalized and signed when needed, ability to generate contract PDF documents, invoices, work-orders, automatic reminder & notice email. It also has the highly rated Salesforce Lightning Connection and API support, which is great for our business.
Recommendations to others considering the product:
Make sure you know what you are getting through just using Conga's Sign product compared to their other products. Great tool overall for automation, approvals, and making things easier in Salesforce.
Great product for merging
What do you like best about the product?
Great product for merging and producing documents from Salesforce to other platforms.
What do you dislike about the product?
It is not as user friendly, if you are not fully aware of the product
What problems is the product solving and how is that benefiting you?
Helps with mail merges, staff training lists and many different reports.
A solution for every step! SIGN up 👍🏼
What do you like best about the product?
Being able to execute contracts and negotiations is one thing but taking it from beginning to end with sign allows for complete ease. Sign keeps everything in one place and is simple for the user to execute.
What do you dislike about the product?
Currently, I do not have any concerns with sign.
What problems is the product solving and how is that benefiting you?
Simplifying the sales process with notation from start to completion all on one platform allows for our small team to think big.
Amazing product!
What do you like best about the product?
I like the fact that we can generate reports easily, we can view all current and expired contracts and we can control the workflow signature.
What do you dislike about the product?
There is nothing much I dislike. For Conga to work one needs to he disciplined and upload all of their contracts.
What problems is the product solving and how is that benefiting you?
Contracts are available one one click. Easy to manage the users, the workflow of signatures, the different events and most importantly the different reminders. It is also possible to generate reports very easily.
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