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Conga Docs at its best
What do you like best about the product?
Conga Docs gets its advantage with its best integration with Salesforce and many of its Salesforce product like conga clm, cpq, sign.. Etc
What do you dislike about the product?
I don't have much for now, I'm totally enjoying it's well integrated nature with contracts
What problems is the product solving and how is that benefiting you?
Contracts generation, proposals,
Quote s.. Etc
Quote s.. Etc
Recommendations to others considering the product:
If you are using other conga products, it's a blind go
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Succinct, fast, with robust automation capabilities.
What do you like best about the product?
I like that the templates generated can be so robust and in-depth. I would say that the best features of CongaSign are the level of automation that I have for customization, as well as for creating actionable events such as "self-destructing documents."
What do you dislike about the product?
Sometimes configuration can require some fine-tuning. The UI can be a bit clunky to understand at first, but once you understand the UI, it is no longer confusing and transferrable between different parts of Conga. Conga could be more friendly for an average user but is comfortable for more advanced computer users.
What problems is the product solving and how is that benefiting you?
The problems that we are handling are digital signatures, contract templates, and workflow automation. Basically, anything to get a contract to a prospect.
Recommendations to others considering the product:
If you are looking for a document creation tool that is more robust than DocuSign, and allows for automation of tedious business practices such as making contracts that will be similar frequently, consider using Conga. I would say that Conga would be more appropriate for medium-large businesses because of the amount of setup that it requires. You would want to have a dedicated administrator for this piece of software, or at least for the junction of Salesforce and Conga.
Pretty good - not always automated correctly.
What do you like best about the product?
It's nice to have the automation in place for invoicing.
What do you dislike about the product?
The data isn't always accurate, so sometimes I have to do the process manually.
What problems is the product solving and how is that benefiting you?
Invoice automation. Love being able to not have to always do it manually.
Recommendations to others considering the product:
It's great as long as your data is great.
Using Conga with CPQ
What do you like best about the product?
It's a fairly intuitive interface, and once I preview the document, I love the fact that I can send my client the DocuSign instantly with no additional steps.
What do you dislike about the product?
I wouldn't say there is anything I dislike per se. The only thing that comes to mind is I've heard from other colleagues that their documents sometimes do not send, but I have not experienced that personally.
What problems is the product solving and how is that benefiting you?
I'm not solving any problems with Conga, but the benefits are it takes away 1 step in my contract process where instead of downloading the file, then opening up my DocuSign to send, I can do this directly from SFDC. Saving a step is a win in my book!
Useful tool
What do you like best about the product?
I can save templates that just need little details to be changed.
What do you dislike about the product?
The interface is not too user-friendly..
What problems is the product solving and how is that benefiting you?
Fast document creación. Pre-saved templates.
Best product to create and send contracts
What do you like best about the product?
I really like how seamlessly the tool interacts with Salesforce and also how the automatic renewal takes place with no chance of missed opportunities because of 1-year funnel visibility specifically in a sales vertical like us. It has also helped to streamline the quoting process for complex products because it allows a large volume of products and pricing rules. It definitely has saved a lot of time and streamlined the sales process.
What do you dislike about the product?
None that I can really think of. Giving them a score of 9 to just see what new technology or advancement they can come up with in the coming years. Really can't think of anything that i dislike so we are all good.
What problems is the product solving and how is that benefiting you?
End to End sales process
Saving a lot of time to quote and draft contracts
Automatic renewal
No missed opportunities
Streamlining the entire quote process and help delivering the contracts accurate and faster to the clients
Saving a lot of time to quote and draft contracts
Automatic renewal
No missed opportunities
Streamlining the entire quote process and help delivering the contracts accurate and faster to the clients
Recommendations to others considering the product:
go for it without any second thoughts if you have a problem streamlining your quote or sales process
Easy to use, good tool to have
What do you like best about the product?
Doesn't take much training to get folks to use this tool successfully. Easy to reach customer support when in need of assistance.
What do you dislike about the product?
I wish the tool had more built-in functionality, but I hope that is coming soon.
What problems is the product solving and how is that benefiting you?
Eliminates manual document generation, saving my team lots of time when it comes to renewal season.
Hard to set up, but powerful once you do
What do you like best about the product?
Ability to customize whatever document you need to generate through Word and then use merge fields, queries, formulas, and row burner to make the automated document variations you need
What do you dislike about the product?
High barrier to entry for configuration - need to know all the nuances of the system in Conga Solutions, Conga Queries, Conga Templates, Word, etc. Lots of trial-and-error to get it right as the documentation is at a very high level
What problems is the product solving and how is that benefiting you?
Creating automated sales orders with data flowing in from Salesforce
Very powerful tool but with a learning curve
What do you like best about the product?
Conga is incredibly versatile and allows you to create virtually anything if you know the coding required. It covers a wide variety of data sources and has been able to tackle anything we throw at it.
What do you dislike about the product?
It has a pretty steep learning curve. There is not much free training on it and I often find myself taking a long time to try to figure out how to do what I thought was an easy task.
What problems is the product solving and how is that benefiting you?
We are generating invoices and purchase orders out of financial force (Salesforce). This has allowed us to have customized branded documents that look quite professional.
Conga review
What do you like best about the product?
Salesforce integration and ease of use, quick time to generation
What do you dislike about the product?
Load timese for document generation, and user interfaced
What problems is the product solving and how is that benefiting you?
Order form generation
quicker time to value
quicker time to value
Recommendations to others considering the product:
N/A
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