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Close More Deals with Conga
What do you like best about the product?
It's SO easy. I love that no matter how they are accessing the contract, the prospect can very easily review the terms and accept. It's also incredibly easy to update/edit terms within the contract. I really like the analytics, specifically getting text messages when my champion is in the contract. It's also great to see how long they've been in the tool. It has a lot of great features, while still being very intuitive. From the admin side, our team has connected Salesforce to Conga, which streamlines our discounting and proposal creation process by automatically transferring over the fields within Salesforce. This is a great value to the team and to our Salesforce Admins. We've also had great support from the Conga team, whenever we have an issue they are very prompt on resolving it.
What do you dislike about the product?
Honestly, I can't think of anything. I've used a lot of other systems in past roles and this is by far the easiest method (both from the rep side and the prospect side).
What problems is the product solving and how is that benefiting you?
We wanted to streamline our end of deal cycle through giving a simple way to execute contracts and have visibility across the team in how those were developing.
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The best solution for flexible automated document generation
What do you like best about the product?
Conga is the leader in this space for a reason. You can generate contracts and many other types of documents using merge fields from Salesforce and complex business logic
What do you dislike about the product?
There was poor communication around what was needed for Conga to work in Salesforce Lightning. Templates needed to be updated to be Lightning compatible and we didn't realize it until our project was underway.
What problems is the product solving and how is that benefiting you?
Generate contracts automatically. Create automatic summary reports for Account Reviews. Create complex documents using Salesforce data
Recommendations to others considering the product:
See if you also can use their E-signature product as well, they have a good suite overall
Octiv > Conga
What do you like best about the product?
User friendly and clean UX. Fairly fast responsive time to support tickets (even if issue isn't resolved for a few days)
What do you dislike about the product?
Support experience has gone down hill since Conga acquired Octiv. The support we received when Octiv was initially implemented was phenomenal and the reps really seemed to have a strong grasp on the product. Now it seems like I have a better grasp on some of the featured offers than the actual reps do.
What problems is the product solving and how is that benefiting you?
We're able to allow our sales team to automatically generate agreements which saves both sales and our operations teams a lot of time.
Account Executive
What do you like best about the product?
Conga works seamlessly in the sales environments that I've used it in. It integrates with our other online tools as well as looking very professional to our clients
What do you dislike about the product?
At times formatting issues pop up and can be a hassle to deal with.
What problems is the product solving and how is that benefiting you?
Conga is our solution for all Client facing quotes/proposals as well as internal documents. It's so nice to have this as an online tool for group collaboration.
Recommendations to others considering the product:
You won't be disappointed. Any issues that I've ever had are solved by their amazing customer support.
Love using Conga Composer for all of my Salesforce Document Needs
What do you like best about the product?
Conga Composer is a great tool that pulls in Salesforce data into Microsoft office documents. It works well most of the time and can create multiple, complex Excel documents.
What do you dislike about the product?
There are some time issues with the server when pulling merge fields in. These resolve after a few minutes without a problem.
What problems is the product solving and how is that benefiting you?
Creating Quotes, Service Order, Proposals, Contracts, and detailed sales and marketing reports.
Love My Conga
What do you like best about the product?
The product is awesome but I believe the people are even better. I try and think up things they can't do but they always make it work.
What do you dislike about the product?
Off the top of my head I don't think there is anything I don't like about Conga.
What problems is the product solving and how is that benefiting you?
We needed a platform to generate standardized quoting for customers.
Recommendations to others considering the product:
Do it. Do it now.
Great Customer Service
What do you like best about the product?
I love the fact their customer service team is so willing to help and answer any questions I have. They respond very quickly to a case that I submit.
What do you dislike about the product?
The queries can be a pain to maintain, especially if we change something in Salesforce. Overall though, Conga has been great.
What problems is the product solving and how is that benefiting you?
Our document generation has gone from manual to automated. It is so much quicker and more efficient using Conga!
Great Salesforce integration and easy document gathering
What do you like best about the product?
The Salesforce integration is pretty good and easy to understand
What do you dislike about the product?
The UI could use some work... it takes a lot of practice to get used to it
What problems is the product solving and how is that benefiting you?
Document generation - easy and compliant
Not Quite the Right Product for Legal Users
What do you like best about the product?
It seems it was pretty easy for our business users to learn how to use and once I learned the workarounds, it became easier for legal users as well.
What do you dislike about the product?
1. There's no way for Legal to make edits to a document without having to submit it as a change request which we then have to approve ourselves. Seems circular.
2. The list of changes on the side should be presented in the order they appear in the document instead of in the order that the end user made them. It's hard to go through the changes if the user didn't make them in the order they appear.
3. The document should scroll in sync with the list of changes. It's hard to have to go back and forth and is made worse by the fact that the changes don't appear in order.
4. There's no way to handle documents that are not one of the existing templates so if we have to use the other side's paper, it has to happen outside of the system.
5. You can't upload documents that you have made offline changes to if the document is now a different number of pages than the original.
6. The edits appear in so many changes (ex: deleting one line may result in three changes) that there are too many to go through in a reasonable amount of time.
7. There are too few status choices. Basically I have to open every document to see whether it's been internally published or what stage it's at because they all appear as "open."
2. The list of changes on the side should be presented in the order they appear in the document instead of in the order that the end user made them. It's hard to go through the changes if the user didn't make them in the order they appear.
3. The document should scroll in sync with the list of changes. It's hard to have to go back and forth and is made worse by the fact that the changes don't appear in order.
4. There's no way to handle documents that are not one of the existing templates so if we have to use the other side's paper, it has to happen outside of the system.
5. You can't upload documents that you have made offline changes to if the document is now a different number of pages than the original.
6. The edits appear in so many changes (ex: deleting one line may result in three changes) that there are too many to go through in a reasonable amount of time.
7. There are too few status choices. Basically I have to open every document to see whether it's been internally published or what stage it's at because they all appear as "open."
What problems is the product solving and how is that benefiting you?
We were trying to make things easier for our business clients, but it ended up being more work for Legal. I think if you have a very simplistic contract process where redlines are rarely made, this is probably a great product for you. But when you need to make edits on a regular basis, it's actually more work to use the system than just using Word and email.
Great customer service from Conga
What do you like best about the product?
I like the option of chat. it's helpful when I am having urgent on conga
What do you dislike about the product?
SomI wish if conga will tell you exactly what errors caused the doc generation to fail, without having to look at the excel data sheet
What problems is the product solving and how is that benefiting you?
Contracts, invoices, proposals
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