Conga Sign

4.4
(12)

Conga Sign is built for Salesforce to help speed up document execution and protect the agreements that drive your business.

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Showing 12 Conga Sign reviews
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U
User
Validated Reviewer
Verified Current User
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content

"Conga Sign"

What do you like best?

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?

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 are you solving with the product? What benefits have you realized?

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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Laura H.
Validated Reviewer
Verified Current User
Review Source
content

"Easy Signature Transactions"

What do you like best?

It allows our company to get contracts back signed immediately, rather than waiting for someone to send us the signed contract. Helps get implementation get moving too

What do you dislike?

Clients have to "adopt" the signature first before they can review and sign the contract and that scares a lot of Clients off from using the tool.

What problems are you solving with the product? What benefits have you realized?

It allows us to make sure no additional edits are being made right before signature. And the streamlining allows the contract to come right back to our Contracts Team immediately rather than waiting days, possibly weeks.

What E-Signature solution do you use?

Thanks for letting us know!
AR
Administrator in Real Estate
Validated Reviewer
Review Source
content

"Conga Sign Conga Sign"

What do you like best?

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?

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.

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.

What problems are you solving with the product? What benefits have you realized?

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.

CC
Consultant in Computer Software
Validated Reviewer
Review Source
content

"Great Way to Automate Documents for Signature"

What do you like best?

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?

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.

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.

What problems are you solving with the product? What benefits have you realized?

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.

Andrew T.
Validated Reviewer
Review Source
content

"Place great with the conga family"

What do you like best?

The fact that Sign works well with all the other Conga products makes it a compelling offering. Whether round tripping from collaborate, compose etc. it works great.

What do you dislike?

I'd like to see a few more options for checkboxes and picklists within signing docs as right now it's more just for the signatures

What problems are you solving with the product? What benefits have you realized?

Need to quickly round trip contacts to customers requiring a legal signature

Jacquelynne M.
Validated Reviewer
Review Source
content

"A solution for every step! SIGN up 👍🏼"

What do you like best?

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?

Currently, I do not have any concerns with sign.

What problems are you solving with the product? What benefits have you realized?

Simplifying the sales process with notation from start to completion all on one platform allows for our small team to think big.

Charles T.
Validated Reviewer
Review Source
content
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"A service that should be used for all your documentation needs"

What do you like best?

This can be used for any documentation that needs to be signed with data uploaded and maintained.

Simple drag and drop makes this a user friendly experience.

What do you dislike?

No issues thus far.. continue to simplify and streamline the process to make this a go to product.

What problems are you solving with the product? What benefits have you realized?

Sales pipeline contracts,

AR
Administrator in Renewables & Environment
Validated Reviewer
Review Source
content

"Amazing product!"

What do you like best?

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?

There is nothing much I dislike. For Conga to work one needs to he disciplined and upload all of their contracts.

What problems are you solving with the product? What benefits have you realized?

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.

U
User
Validated Reviewer
Review Source
content

"Great product for merging "

What do you like best?

Great product for merging and producing documents from Salesforce to other platforms.

What do you dislike?

It is not as user friendly, if you are not fully aware of the product

What problems are you solving with the product? What benefits have you realized?

Helps with mail merges, staff training lists and many different reports.

U
User
Validated Reviewer
Review Source
content

"Conga Sign is really simple to use."

What do you like best?

Conga sign makes getting contracts out to clients effortlessly.

What do you dislike?

Conga Sign can continue to streamline and simplify it’s process to make it the perfect product.

What problems are you solving with the product? What benefits have you realized?

I’m able to send out and receive contracts with no problems.

I
Internal Consultant
Validated Reviewer
Review Source
content

"Conga Sign"

What do you like best?

Easy to implement and get it up and running

What do you dislike?

Missing a lot of features in the conga sign for contracts

Recommendations to others considering the product:

Salesforce version has more features then the conga Contracts versikn

What problems are you solving with the product? What benefits have you realized?

Electronic Sign

C
Consultant
Validated Reviewer
Review Source
content

"A great tool"

What do you like best?

Conga Sign has made it easier to process contracts

What do you dislike?

It could take some work to configure and some time to adjust

What problems are you solving with the product? What benefits have you realized?

N/A

Kate from G2

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