Conga Sign

4.3
(5 reviews)

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 5 Conga Sign reviews
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Conga Sign review by Administrator in Real Estate
Administrator in Real Estate
Validated Reviewer
Review Source

"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 business 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.

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Conga Sign review by Consultant in Computer Software
Consultant in Computer Software
Validated Reviewer
Review Source

"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 business 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.

What E-Signature solution do you use?

Thanks for letting us know!
Conga Sign review by Jacquelynne  M.
Jacquelynne M.
Validated Reviewer
Review Source

"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 business 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.

Conga Sign review by Administrator in Renewables & Environment
Administrator in Renewables & Environment
Validated Reviewer
Review Source

"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 business 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.

Conga Sign review by User
User
Validated Reviewer
Review Source

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

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

Kate from G2 Crowd

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