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Speed up and streamline your document generation process
What do you like best about the product?
Templates with data tags to pull CRM data into documents automatically.
Accurately pull in CRM data info your documents eliminating the need for copy and paste and reducing errors.
Automate documents with connections to CRM data.
E-signature is an amazing feature right now while we're all remote. Sign from your computer or tablet.
Weblink feature allows for sending a link versus an attachment - plays well in tech space.
Notifications are great to see when something is opened or signed.
Accurately pull in CRM data info your documents eliminating the need for copy and paste and reducing errors.
Automate documents with connections to CRM data.
E-signature is an amazing feature right now while we're all remote. Sign from your computer or tablet.
Weblink feature allows for sending a link versus an attachment - plays well in tech space.
Notifications are great to see when something is opened or signed.
What do you dislike about the product?
Some clients can't esign so we have to pull docs out of the system.
Conga name recognition with customers is occasionally a concern.
Conga name recognition with customers is occasionally a concern.
What problems is the product solving and how is that benefiting you?
Time savings and consistency/accuracy are the key benefits for me.
Automating what template is selected and when is powerful and eliminates room for error and rework(copy/paste)
Automating what template is selected and when is powerful and eliminates room for error and rework(copy/paste)
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DDX
What do you like best about the product?
Conga provides the best CLM software in the industry. The software provides full transparency into each contract step. The document generation is easy, complex and easily reportable.
What do you dislike about the product?
The ability to provide customizations that are not part of the standard software. We need customizations of additional forms, flows, and AI.
What problems is the product solving and how is that benefiting you?
Reliability of information and streamlining the contract document generation.
gran producto
What do you like best about the product?
automatizacion de procesos y calidad en servicio al cliente, el equipo realmente conoce su producto y nos ayuda cada vez que tenemos alguna duda
What do you dislike about the product?
todo esta ok, algo que puedo comentar fue que no soportaban espaniol o portugues pero ya fue resuelto :)
What problems is the product solving and how is that benefiting you?
enviar contratos era una pelicula de terror, con esta solucion podemos reducir el tiempo para cerrar nuestras oportunidades
Great product with great integrations.
What do you like best about the product?
I like how simple it is to create automated solutions for my end-users.
What do you dislike about the product?
I have not been using it long enough to experience any issues yet!
What problems is the product solving and how is that benefiting you?
We are currently automating the creation of our sales Cover Sheets but will soon be expanding to other Conga products to do more with our system.
Easy process to pull data together and generate uniform documents
What do you like best about the product?
Very quick generation in a set format. Once set up it is very easy to maintain and it helps streamline sales and other processes.
What do you dislike about the product?
not available to generate in every format
What problems is the product solving and how is that benefiting you?
Allowing sales reps to generate insertion orders with the click of a button pulling in data from across salesforce. It also elimates having different versions of these documents as well as manual entry.
Conga Rocks
What do you like best about the product?
Eease of setup. Great customer support and abundant training materials.
What do you dislike about the product?
Experienced some issues that ended up being Salsforce permission settings that prevented parts of the document to generate. Took some time to investigate.
What problems is the product solving and how is that benefiting you?
Ease of use for sales reps to generate PDF quote documents.
Very user-friendly and beautiful output
What do you like best about the product?
I like that we can customize the template that is generated so it looks like our company's marketing material. It provides a nice, clear quote to the client.
What do you dislike about the product?
Sometimes it takes a while for the document to generate once you hit the button.
What problems is the product solving and how is that benefiting you?
Sending out nice, marketing-blessed quotes that look professional. Everyone was sending out their own versions of quotes before. Now, it's quick, easy, standardized and clean. We are also going to be implementing Conga Contracts soon.
Recommendations to others considering the product:
This tool makes things alot easier. The UI is nice, and very customizable.
CG
What do you like best about the product?
Templates and terms and conditions management
What do you dislike about the product?
not very intuitive. takes a lot of learning to be up to speed
What problems is the product solving and how is that benefiting you?
streamlined contracts process
Made the first step of our digital document transformation seamless!
What do you like best about the product?
Conga provides everything you need from training, templates and even to techincal assistance that allows you to get the job done even on small resource.
What do you dislike about the product?
Can something be too good? The learning curve for bringing someone new into the organization can be a little tough. We use it as an opportunity to give professional development.
What problems is the product solving and how is that benefiting you?
No problems. Load of benefits. It definitely streamlines our documents and ensures all our partners are receiving the same level of service.
Conga helps us close deals faster!
What do you like best about the product?
Conga Composer allows us to accurately and quickly generate contracts for our event clients. We no longer have to worry about user error and we are able to keep our data in a single location.
What do you dislike about the product?
The only challenge is getting our clients to adopt this technology and complete the process through Conga Sign (e-signature).
What problems is the product solving and how is that benefiting you?
We are able to easily see previous contracts provided to the client and deals that closed or were lost. We have a quick snapshot of the clients history with us and are able to work remotely without VPN access.
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