Conga Reviews

Conga

Document Generation and Contract Management Software

4.47/5 (55 reviews)

Pros
  • The ability to pull in multiple objects/reports into a document within minutes. Throw on top of that the community support, and it's gold.Matt P.Read the full review
  • The support team is amazing. Beth was super helpful at connect.Michelle R.Read the full review
  • I generally love this product since it helps the organization generate different types of documents using different templates.Berny B.Read the full review
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.Verified ReviewerRead the full review
  • So many glitches -- pages will disappear and shuffle in order, errors happen all the time, and other random things. Also the limited users per account can be a hassle for a company our size.Krista S.Read the full review
  • Pain to use, way too many steps to complete a document.Cynthia D.Read the full review
98%
recommended this to a friend or a colleague
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

Minimize review

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

Minimize review

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

Minimize review

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

Minimize review

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

Minimize review

Jenna Haring

At my prior job, we used Octiv (then known as Tinderbox) for contract delivery and contract signing.

Used daily for 1-2 years
Reviewed 2018-04-19
Review Source: Capterra

Pros
I liked how easy the product was to upload to Salesforce and then send to the clients for signing. It was not only easy internally for the person sending the document but also for the client to open and access (which means the most)!

Cons
I didn't really have any cons about the software. It was very easy for the client to use which is what mattered most since majority of the time we would send the document while on the phone with them and walk them through signing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

SEAN ANDREWS

Simple Automation

Used daily for 2+ years
Reviewed 2019-07-24
Review Source: Capterra

Pros
The ability to connect to Salesforce as well as DocuSign allowed us to completely automate our contract generation.

Cons
Not much to complain about, it took some time to learn how the parameters work but they are pretty simple once you get the hang of it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Michelle Catagnus

Saves me time, but does not always work

Used monthly for 1-2 years
Reviewed 2019-04-21
Review Source: Capterra

We do not need to send field back and forth between departments to be redundantly looked over and data reentered. We can just create each file and the next person can merge all of the data together with a single mail merge. Another benefit is being able to combine multiple files into a single report that is professional looking that we can then send off to a client. This program saves a lot of time and promotes accuracy by getting rid of human error.

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. There are easy to find categories to merge and then create a single professional product.

Cons
There can be issues with its integration with Salesforce. It will sometimes freeze and we have to restart Salesforce or sign in over and over. It also sometimes comes up with all of the fields blank that were supposed to be filled in by the mail marge. You always have to double check a document before submitting it because potentially all of the fields will say zero. This happens every once in a while.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

Minimize review

Denise Ruben

Composer Experience

Used daily for 2+ years
Reviewed 2019-04-23
Review Source: Capterra

Have had difficulty with documents breaking

Pros
Ability to create documents that run by a button click

Cons
Queries are finicky and don’t transfer well from sandbox

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

Minimize review

Rob Morris

Conga Doc generation

Used daily for 2+ years
Reviewed 2019-04-23
Review Source: Capterra

Pros
The ease to use this tool and how easily we can configure.

Cons
Some issues with merge fields with the document.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Jacquelynne McClelland

Professional, customized, and increasing customer retention!

Used daily for 2+ years
Reviewed 2018-12-10
Review Source: Capterra

Our marketing and sales departments are able to develop the necessary messaging for everything from single ticket buyers’ need-to-knows to the group sales invoicing. With a template to start with and the customization that fits our patrons, Conga suffices for each of our needs.

Pros
Document generation simplifies the processing while allowing for customization based on everything from single tickets to touring contracts. 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

Likelihood to recommend: 10/10

Minimize review

alexandra stehman

Conga Composer is hands down the best product on the market

Used daily for 2+ years
Reviewed 2019-04-23
Review Source: Capterra

AWESOME! Much better than other things I have used. Ultimately flexible! And performant.

Pros
It is so easy to use. Within minutes, I can set up a basic composer template. Within two hours, I can set up a dynamic document from a set of clauses. Within a day, I can set up an entire document package complete with proposal presentations, quote documents, marketing glossy PDFs, and all based on parameters determining what should be included in the package.

Cons
Sometimes the solution user interface is a little tricky and difficult to work with.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Anonymous

Great Product, once you get to know it

Used daily for 2+ years
Reviewed 2019-04-23
Review Source: Capterra

We use this mainly for our operations department, they pull over 30 different contracts, and the templates help save them a ton of time. Also helpful for sales and accounting who like to get reports wit specific margins, formatting, and print settings, etc.

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

Likelihood to recommend: 8/10

Minimize review

Laura Hicks

Conga Document Generation - Highly Recommended

Used daily for 2+ years
Reviewed 2019-04-24
Review Source: Capterra

No more going out to shared drives and looking for the right template and making sure you are inputting the correct information. You click the generate button, and your document is created instantly.

Pros
The software allows us to generate a number of different contracts, letters and other documents with a click of a button. A 10-15 minute process (sometimes even longer) down to 1 to 2 minutes.

Cons
I feel like we have to fix casing and formatting a bit too much.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

Minimize review

Elisa Abatsis

Conga Composer

Used daily for 2+ years
Reviewed 2019-04-17
Review Source: Capterra

Pros
So easy to use! Conga integrates with Salesforce to allow uses to merge and create documents. Allows templates through salesforce to create record specific documents and auto-populate data. Can also be used for report generation.

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

Likelihood to recommend: 8/10

Minimize review

Mike Lohrer

Simple one button documents

Used daily for 2+ years
Reviewed 2019-04-23
Review Source: Capterra

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. Your users get a 1 button solution to send complicated documents with ease.

Cons
Not great for small business as there are license minimums

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Kristen Hay

Streamlining our sales process with Octiv

Used weekly for 6-12 months
Reviewed 2017-08-08
Review Source: Capterra

We've been able to streamline and easily customize our sales process. Not only has our sales team become more organized, but Octiv has been it easier to collaborate and constantly improve our sales proposals. Plus it's nice having proposals that can take on more of a presentation feel and look more visually appealing.

Pros
I love the modern and easy to use interface. Once we put in some initial work setting up our templates and adding in assets, it's been very easy to maintain and update our proposals and training process as we go. The reporting functionality is great. I love being able to see detailed analytics about the sales team as a whole and specific metrics related to each proposal. It's helped up shape what content in the proposals are important and what needs more work.

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. It has been difficult to link to images within documents, but I've been able to make it work by editing the code.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Krista Scarlett

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

Used daily for 2+ years
Reviewed 2017-12-14
Review Source: Capterra

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

Minimize review

Anonymous

Great way to turn a record in Salesforce into a PDF

Used daily for 1-2 years
Reviewed 2018-11-16
Review Source: Capterra

Some customers need a graphically appealing PDF version instead of a plain text page from Salesforce. Using Conga has saved time previously wasted on manually making these files.

Pros
The default printable view in Salesforce is almost unusable. With Conga, we can now make printable versions (PDF's) of Salesforce records/pages that look great.

Cons
The setup of different templates isn't that straightforward initially. It takes longer to generate the PDF output than is ideal.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

Minimize review

Scott Lambert

Collaborate...it really is that simple

Used daily for 2+ years
Reviewed 2019-04-18
Review Source: Capterra

We have seen a reduction of time to create proposals by nearly 80%. And we now have a standard looking proposal everytime.

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

Likelihood to recommend: 7/10

Minimize review

Jennifer Pierson

Conga Composer User

Used daily for 2+ years
Reviewed 2019-04-24
Review Source: Capterra

It's definitely solved quoting issues for us. I'm excited to try Collaborate.

Pros
A lot of features for generating documents.

Cons
Templates require technical expertise. There's a lot of turnover in Conga's customer account relationship staff.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 8/10

Minimize review

Deborah Falero-essex

Letters with Conga

Used daily for 2+ years
Reviewed 2019-04-24
Review Source: Capterra

It has streamlined so much and internal staff is very happy with accurate and fast correspondence.

Pros
The ability to print letters and at the same time log comments on a client account

Cons
Iittle quirks like timing out on large files

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Michelle Ross

Support team

Used daily for 2+ years
Reviewed 2019-04-24
Review Source: Capterra

Pros
The support team is amazing. Beth was super helpful at connect.

Cons
When I get an error message I have a hard time figuring out the error. It’s often an extra space or character.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Colleen Gillett

Conga Collaborate for your web based documents

Used daily for 1-2 years
Reviewed 2019-04-24
Review Source: Capterra

Pros
Easy to configure most documents to appear professional and consistent. Our reps love the tracking capabilities as well.

Cons
I don't know html very well, so some of the cool formatting I see is more difficult to self-implement. However, we have a customer success rep that is able and willing to help.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

Minimize review

Brandon Smith

Elimination of redundant data entry

Used daily for 1-2 years
Reviewed 2019-04-15
Review Source: Capterra

Pros
Conga Composer has helped you reduce the amount of redundant data entry involved with our sales process. This has allowed us to streamline our agreement process and allow our sales team to focus more on the sale than the paperwork.

Cons
I wish there were more functionality with PDF documents.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review