Conga Features

Conga

Document Generation and Contract Management Software

4.47/5 (55 reviews)

Conga Feature Summary

  • 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

Sales Feature Comparison

Most popular features of all Sales apps

API (153 other apps)
Activity Dashboard (102 other apps)
Activity Tracking (64 other apps)
Automatic Notifications (56 other apps)
CRM Integration (129 other apps)
Collaboration Tools (56 other apps)
Contact Database (64 other apps)
Contact Management (60 other apps)
Customizable Templates (57 other apps)
Data Import/Export (57 other apps)
Email Integration (53 other apps)
Lead Capture (49 other apps)
Lead Management (61 other apps)
Real Time Data (60 other apps)
Reporting & Statistics (60 other apps)
Sales Analytics (62 other apps)
Sales Reporting (60 other apps)
Sales Tracking (52 other apps)
Search Functionality (71 other apps)
Third Party Integration (92 other apps)

Conga Feature Reviews

25 reviewers had the following to say about Conga's features:

Steven Shattuck

Revolutionized our sales process!

2017-11-17

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

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tim Hickle

Easy to use, and my team loved it

2017-08-15

Pros

I used this software with a sales team in the SaaS space.

Cons

It was easy to use and streamlined, and it kept our sales team happy when they used it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kristen Hay

Streamlining our sales process with Octiv

2017-08-08

We've been able to streamline and easily customize our sales process.

Pros

I love being able to see detailed analytics about the sales team as a whole and specific metrics related to each proposal.

Cons

We've had some difficulties editing our proposal template. We've tried to make our proposals more image-focused and pleasing to the eye.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Elisa Abatsis

Conga Composer

2019-04-17

Pros

Allows templates through salesforce to create record specific documents and auto-populate data.

Cons

Updates aren't always well documented, sometimes it hangs a bit while merging, but overall it's a great product.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 11-50 employees)

Great Product, once you get to know it

2019-04-23

We use this mainly for our operations department, they pull over 30 different contracts, and the templates help save them a ton of time.

Pros

Scheduled reports can be formatted for user specifications and formulas can be built right into the template.

Cons

building can be frustrating when not using reports. because if you make a change and the query doesn't update sometimes I am crawling all over SF trying to find the minor mistake.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Brandon Smith

Elimination of redundant data entry

2019-04-15

Pros

Conga Composer has helped you reduce the amount of redundant data entry involved with our sales process.

Cons

I wish there were more functionality with PDF documents.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew Thompson

It's like a SF specific DocuSign and so much more

2019-04-23

The conga product family pulls in a ton of useful business features and integrates tightly with Salesforce

Pros

This gives you pretty much all the document signing features you'd get from DocuSign but also many powerful workflow and contract creation tools in one place

Cons

I'm always a little hesitant to succumb to vendor lock in, especially for a function as critical as contacts

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Catherine Miller

A useful tool

2019-01-11

Pros

Conga allows us to quickly and easily turn our Salesforce data into documents.

Cons

It can be hard to create and edit the templates.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Michelle Catagnus

Saves me time, but does not always work

2019-04-21

We do not need to send field back and forth between departments to be redundantly looked over and data reentered.

Pros

I like that conga Composer saves me time because I do not have to go back and forth and re enter the same information- especially lots of data. I'm pretty sure that I make fewer errors because I don't have to re enter all of the data by hand.

Cons

There can be issues with its integration with Salesforce.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jacquelynne McClelland

Professional, customized, and increasing customer retention!

2018-12-10

With a template to start with and the customization that fits our patrons, Conga suffices for each of our needs.

Pros

With the vast array of templates and uses, doc gen with Conga allows our sales to be personalized and simplified.

Cons

There is a learning curve to overcome but the extensive resource library and customer support team at Conga make it all possible for even the most unique industries (or IT lacking departments).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike Lohrer

Simple one button documents

2019-04-23

We went from 16 Excel templates to one button, auto selects the correct contact and sends it via Conga Sign to the client

Pros

You, as admin get a powerful tool to create templates for your users.

Cons

Not great for small business as there are license minimums

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Adam Gonzales

Octiv is a great product and their support is top notch.

2017-11-30

Pros

I also enjoy the integration capabilities with CRM.

Cons

It didn't function perfectly with our old version of CRM, but we're upgrading now so it should be resolved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 51-200 employees)

Great tool

2019-04-24

Pros

It helps create much cleaner templates than before

Cons

Doesn't work for some complicated data models

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
CoFounder & Contributor (Internet company, 1-10 employees)
Verified Reviewer

Like Optiv, but we need more.

2018-04-19

Pros

Its integration with Salesforce is its finest attribute.

Cons

Not enough options for customization allowed on existing templates (ie editing or changing names, creating custom buttons, etc).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: GetApp
Helpful?   Yes   No
Read more
Caleb Plante

Conga for Plans and Policies

2018-11-21

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 11-50 employees)

Nice tool, but room for improvements

2018-11-14

Overall a nice tool, and in it's current condition there's some room for improvements.

Pros

Most easy is to upload presentations, or work with some fixed templates (which in our case are filled by data from salesforce).

Cons

It can be frustrating and time consuming to create presentations, as there's less features as compared to e.g. powerpoint.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Matt Pieper

Hours of work reduced to minutes

2019-04-24

This was a large administrative task that was unnecessary for the time it took.

Pros

The ability to pull in multiple objects/reports into a document within minutes.

Cons

There is a little bit of a learning curve, especially if you are not familiar with SOQL.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Nick Renfrow

Conga Doc Sign

2019-04-24

Great tool!

Pros

Ease of Use Automation Time savings fewer mistakes

Cons

Initial setup can be tricky Electronic sign functionality not available when we went with solution

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Construction company, 10001+ employees)

Does what it says in it's name

2019-05-13

Pros

Create templates to standardise common documents coming out of Salesforce Lots of parameters to customise your solution FANTASTIC customer support for when you get stuck

Cons

Learning how to use 'switches' to format output took a while Equally, learning to use advanced formulas in word templates took some practice But easy to use for basic document generation from a database.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Sue McKeown

Looking forward to implementation

2019-04-23

Since we're still in implementation I don't have real experience using Conga yet.

Pros

I like the composer and collaboration features; I'm interested in what orchestrator could do for us.

Cons

Since we're still in implementation I don't have real experience using Conga yet.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Krista Scarlett

positive, it helped cut down our time spent on proposals significantly

2017-12-14

Pros

it's customizable, we can create and store templates for future use, it cuts back on time spent producing proposals, the options to have different users, approval proceses

Cons

it's constantly glitching out on us; some pages will disappear completely while other times our edits aren't saved

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Bailey Roberts

Majorly increased efficiency

2016-12-06

The notifications and analytics allow us to better understand what drives customer engagement and how they're interacting with our proposals.

Rating breakdown

Ease of use
Features

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott Lambert

Collaborate...it really is that simple

2019-04-18

We have seen a reduction of time to create proposals by nearly 80%.

Pros

Online publishing along with viewing customer analytics.

Cons

Multi-language support is a little bit lacking as well as enterprise wide administration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Kristen Duncan

Great Tool in Theory But Lots of Functionality Issues

2016-11-22

When the tool was called Tinderbox, we found it to be pretty good with minor functionality issues.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Conga

Identify a good cataloging system before you go nuts creating templates.

Source: Capterra
Helpful?   Yes   No
Read more
K S

Great for proposal writing!

2016-12-02

We have a number of templates we've refined, which makes it easy to reproduce for future projects.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more