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We've been here since Tinderbox
What do you like best about the product?
The user interface is the best part of the product. We appreciate the fact that the customer can look at the portions that matter to them most, and that acceptance is covered in a button. The tracking features are also key in pushing negotiations forward as it eliminates the "I haven't seen it" time buying excuse.
What do you dislike about the product?
We joined up with the Tinderbox functionality expectations. Redlining not being available in the proposal has degraded the value proposition internally because we have built so much infrastructure around that part of the product.
What problems is the product solving and how is that benefiting you?
Time to sign is constantly reducing.
Recommendations to others considering the product:
Find a way to get to the middle ground between Conga Composer and this generation of the Octiv product. Redlining is an essential function and not having it causes customers to try and work in the PDF which breaks continuity.
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Great Support
What do you like best about the product?
We started working with Tinderbox, which then became Octiv, which is now Conga Collaborate. The staff along the way has always been helpful and they provide great resources and new tips and tricks constantly.
What do you dislike about the product?
With the name changes, some of the content we used to work with has been a little confusing, but for the most part, the transition has been smooth. The only specific example I can think of is the remaining of the Assets section to Content since there used to be a separate Content section.
What problems is the product solving and how is that benefiting you?
We have been able to streamline our proposal process because of Conga. We have many different services we offer our customers and there is no one size fits all solution when it comes to our industry. Conga has made it easy to create different drag and drop content sections so our sales team is always using up to date information on our services.
Recommendations to others considering the product:
If you have multiple products or services that you constantly have to generate new proposals for, Conga is a great platform.
Conga is great!
What do you like best about the product?
Speeds up efficiency of getting contracts turned back around for our clients!
What do you dislike about the product?
Hard to edit boxes, text, and formatting
What problems is the product solving and how is that benefiting you?
Speedier turn around on agreements. Dont have to worry about paper/faxing. Closes deals quicker
Easy to Use and Professional with Great Support
What do you like best about the product?
Conga Composer produces a professional-looking document with information pulled easily right from your Salesforce Org. They have an extensive training, so you can easily learn to use the product -- interactive courses along with step-by-step guides showing you exactly how to use the product. If you have a problem, and can't find the answer online - their support chat is AMAZING. They are friendly and helpful and (of course) knowledgeable. Even when it was realized the program couldn't do what I wanted it to, they had suggestions for workarounds (until they get the program to where it could do what I wanted!).
What do you dislike about the product?
If you're an end-user, there is a little bit of a learning curve-- but it's not too bad, all things considered. And if you have a certified administrator setting things up for you, you should have no problems at all learning how to use it!
What problems is the product solving and how is that benefiting you?
Automated emails, attaching quotes and other generated documents
Good stuff for NPO
What do you like best about the product?
We’re an npo on sf and use conga all the time.
What do you dislike about the product?
It’s fine and I don’t have any complaints
What problems is the product solving and how is that benefiting you?
Sophisticated mail merge
Useful with great support
What do you like best about the product?
Their support has been excellent in finding out exactly what we want to do and leading us through how to get it done.
What do you dislike about the product?
Not quite as flexible as I'd like. I'd like some ability to add custom notes or personalization to a particular document.
What problems is the product solving and how is that benefiting you?
we've used Conga for generating invoices, automatic reminder/notice emails.
Great experience for internal requirements
What do you like best about the product?
We have had a Great experience for internal requirements gathering.
It’s a franchise organization that needs multiple logos localized contacts and content this is gonna be a great asset as we roll out CpQ in our business
It’s a franchise organization that needs multiple logos localized contacts and content this is gonna be a great asset as we roll out CpQ in our business
What do you dislike about the product?
None discovered yet we are still specking requirements
What problems is the product solving and how is that benefiting you?
Local franchise content
Review of Conga
What do you like best about the product?
Very helpful tool to forecast - goes beyond what Salesforce can provide
What do you dislike about the product?
Installation took a long time and was not an easy process
What problems is the product solving and how is that benefiting you?
We are running our forecast reporting
Recommendations to others considering the product:
They apear to be the leader in this space
Love it
What do you like best about the product?
we use conga for Univeristy events and we love it, our parents love it, our future students love it.
What do you dislike about the product?
it can be confusing at first to set it up and coding but afterwards its easy to use and clone
What problems is the product solving and how is that benefiting you?
we had an old version but now it updated and syncs with our salesforce CRM
Recommendations to others considering the product:
easy to use and connected to our CRM
Most effective document generation tool on Salesforce Platform
What do you like best about the product?
Ease of use
Ease of development and integration
Excellent support from the Support team
Ease of development and integration
Excellent support from the Support team
What do you dislike about the product?
Billing is sometimes based on different structures which can be pretty confusing. Also, there is little support for secure PDF
What problems is the product solving and how is that benefiting you?
PDF document generation for contract signing. We used to have a lot of issue managing contract documents manually and hence switched to Conga to attach the document generated to the Contract record.
Recommendations to others considering the product:
Please have a look at this software before making a selection, as they have excellent API support.
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