Conga Pricing, Features, Reviews & Comparison of Alternatives

Conga

Document Generation and Contract Management Software

4.47/5 (55 reviews)

Conga overview

What is Conga?

Conga is the leading document generation and contract management platform that enables sales teams to dramatically increase sales efficiency and improve sales effectiveness. We provide sophisticated organizations with a robust cloud platform to create, share, review, edit and sign contracts on any device.

Conga is primarily built for sales professionals who need to create and send a presentation, proposal or contract over to a prospect quickly. The platform provides the tools to easily negotiate with key stakeholders and sign contracts on the go.

Unlike other platforms, Conga allows multiple people to work on a contract together and redline the document without worrying about managing versions, accelerating the contract signature and approval processes.
conga.com

Pricing

Pricing options
Value for money

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 8 other markets, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English, Chinese (Simplified), Danish, Dutch, Finnish and 10 other languages, French, German, Hungarian, Italian, Norwegian, Polish, Portuguese, Spanish, Swedish, Turkish

Conga reviews

Value for money
Features
Ease of use
Customer support
  4.2
  4.3
  4.1
  4.5
Steven Shattuck

Revolutionized our sales process!

Used daily for 2+ years
Reviewed 2017-11-17
Review Source: Capterra

We used Google Docs / Word Docs for proposals prior to implementing Octiv, which caused two problems: 1) They looked terrible. 2) It was hard to maintain a standard format for proposals team-wide while still giving individual AEs the ability to customize proposals. 3) We couldn't get any intelligence (when they viewed the proposal, what they looked at, etc.) 4) Lacked an electronic signature. Now, our proposals look great and really 'wow' prospects, they're easy to customize within pre-defined templates, our reps can follow-up based on when proposals get viewed, and our close rate has increased since we're no longer collecting scanned signature pages.

Pros
Sales process was low-pressure. The user interface is easy-to-use, and Octiv's training/onboarding set us up for success from day one. Great company with great people! Proposals are beautiful, and we get great analytics.

Cons
We weren't able to integrate a payment /processor gateway but that has more to do with our current stack than a gap in Octiv's capabilities.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Powerful tool for meeting business document needs

Used daily for 2+ years
Reviewed 2019-08-31
Review Source: Capterra

I would recommend Conga for generating documents. It is a reliable, powerful software that plugs directly into Salesforce.

Pros
Reliable, powerful software the allows for a wide range of document creation. Our team uses this software daily for document generation for our mailings, etc. Customer support from Conga is top notch and they have been very helpful in ensuring that we can maximize its utilization.

Cons
Setting up and learning Conga can be challenging. Thankfully documentation is present and straightforward.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

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Kristen Duncan

Great Tool in Theory But Lots of Functionality Issues

Used daily for 2+ years
Reviewed 2016-11-22
Review Source: Capterra

Our proposal team has been using this tool for almost two years. When the tool was called Tinderbox, we found it to be pretty good with minor functionality issues. Since it became Octiv, we've gotten into the habit of calling customer support 2 - 3 times per month. There seem to be more bugs than before. Asset pages get lost, user privileges get messed-up, and the whole tool seems slower and clunky.

Pros
User-friendly, easy to teach others how to use, good organizational system

Cons
Since the tool became Octiv, there are more glitches.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Anonymous

Flexible, Customizable Document Generation

Used daily for 2+ years
Reviewed 2018-09-20
Review Source: Capterra

Very positive, used to get very nice customer service over the phone too, but lately they seem to have outsourced this function and response times considerably diminished.

Pros
The best thing is probably the flexibility that Ms Office merge templates provide with the help of conga. Also lots of support materials available to help admins customize the solution

Cons
The least favourite part is the speed of document generation. It does take a up to a minute to go through the whole process. I would prefer it was closer to instant.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Caleb Plante

Conga for Plans and Policies

Used daily for 1-2 years
Reviewed 2018-11-21
Review Source: Capterra

Conga has saved my team so much time and effort by allowing us to configure and manipulate templates around a single source of data to produce multiple unique documents.

Pros
Conga enabled my team to easily create and automate all of the different plans and polices that we manage through the use of templates and highly configurable fields, all while maintaining our specific branding and format.

Cons
Conga can be daunting for new users. Thankfully, they have great resources for training and getting users started with creating their own documents.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Conga features

API

Activity Dashboard (108 other apps)
Activity Tracking (71 other apps)
Automatic Notifications (60 other apps)
CRM Integration (135 other apps)
Collaboration Tools (61 other apps)
Contact Database (71 other apps)
Contact Management (72 other apps)
Customizable Templates (61 other apps)
Data Import/Export (69 other apps)
Email Integration (56 other apps)
Lead Capture (55 other apps)
Lead Management (72 other apps)
Real Time Data (67 other apps)
Reporting & Statistics (73 other apps)
Sales Analytics (67 other apps)
Sales Reporting (66 other apps)
Search Functionality (75 other apps)
Third Party Integration (109 other apps)
Workflow Management (55 other apps)

Additional information for Conga

Key features of Conga

  • Automate document creation
  • Negotiate and redline contracts online in real time.
  • Secure contract execution
  • Track documents
  • Archive and house all executed agreements in a secure and c
  • Create, edit, negotiate and sign contracts on any device
View All Features

Benefits

- Automates the Contract Process: Automate the processes associated with managing a contract from authoring, negotiating, approving, executing and reporting.

- Simple, Collaborative Document Feedback: Accelerate the negotiation and approval of a contract by making it easier to provide feedback, and make changes to a contract without having to go back and forth through cumbersome email threads to access the latest version of a contract.

- Secure Contract Execution: Capture a legally-binding electronic signature with the world’s #1 solution for digital transaction management.

- Increased Visibility & Control: Real-time alerts and notifications right on a mobile device provide visibility into who opens and views your contracts, as well as increased access control.

- Mobile: Designed for tablet and smartphone use for mobile sales.