Conga Sign API

We primarily use Conga Sign through our Salesforce integration when we send out contracts for sales. A small percentage, about one percent of our usage, is for internal purposes where we send documents for sales reps to sign off on, like their annual plans.

The setup is user-friendly, allowing us to easily drag and drop tags onto our document from an ad hoc standpoint. Prepopulating tags in contract templates is straightforward, making the usability of the setup a top feature for me.

If there was the ability to have some kind of warning or alert for sales reps, indicating that a contract is already out for signature before they send a second one, it would greatly reduce confusion. Currently, when reps send out a new contract for signature without canceling the previous one, it leads to unnecessary reminder notifications.

We have been using Conga Sign for about seven years now.

Outside of larger outages, there aren't specific stability issues with Conga. Our biggest problem is that some customer firewalls block the documents, preventing them from receiving or opening emails with the link.

Conga Sign is scalable, but the whitelisting issue is the biggest hurdle. Some customers question why we don't use DocuSign because their systems readily accept it.

I haven't had to use Conga Sign's technical support team. My only experience is related to the composer tool, where they were helpful for an issue we had.

Neutral

We initially used DocuSign and then a free document generator. As our business grew, we upgraded to Conga for superior Salesforce document generation and bundled Conga Sign with our contracts. The switch was primarily due to cost savings.

The initial setup was pretty straightforward, likely one of the easier implementations I've done. As long as one follows the instructions, anyone can do it.

From our experience, Conga Sign was almost half the price of DocuSign. With a smaller scale, the cost savings didn't significantly impact us despite initially having only about thirty licenses.

Our experience is limited to DocuSign from an e-signature standpoint.

I would recommend Conga Sign, especially for mid to small-sized organizations. If a company works around the firewall blocking issue, it is scalable and great to have both the composer and e-signature tool together. Prior to being acquired, Conga Sign was a perfect fit for us. On a scale from one to ten, I would rate Conga Sign an eight.

We use Conga  for digital documents and signatures to aid our clients with the sales cycle for their contacts and document generation in Salesforce . It's a solution for creating and sending documents to interested parties in the process.

Conga  has advanced functionalities that have allowed us to streamline our document management processes, which is integral for our day-to-day business operations. Its simplicity in use, even for complex configurations, has greatly facilitated our work with digital documentation.

The most valuable feature is Conga’s advanced set of functionalities, which have developed over time, especially from Salesforce  Classic to Lightning. Features like Conga Sign  and enhancing documentation for business users have significantly improved our processes. It also provides flexibility, allowing for easy interaction with just a click of a button.

There is room for improvement in ensuring data residency compliance, as some clients express concerns about data processing transitioning to other servers. Another area could be its limited features when using it outside Salesforce, especially on public websites.

I have used Conga for over five years, maybe seven, implementing solutions for clients.

Conga is impressively stable, consistently available and ranked highly among document generation packages for Salesforce. I am surprised it hasn't been acquired by Salesforce yet.

Conga is scalable due to its range of features and options that make it easy to use. However, there could be limitations when it comes to using it on public websites outside Salesforce.

I have only contacted their support once or twice. They were responsive and quick, except for one instance which was not on par. Not needing to reach out often is indicative of the solution’s simplicity and effectiveness.

The initial setup is fairly easy. It's mainly about installing the Salesforce package, setting configurations, and uploading templates, although learning to set up templates has a learning curve.

Compared to other vendors, Conga is relatively expensive. However, the features justify the cost, and it’s mainly suitable for enterprise-level clients. For smaller enterprises, this might be challenging, and they often opt for cheaper options.

I absolutely recommend Conga. It is always my top recommendation for anyone who can afford it.

I'd rate the solution nine out of ten.

Conga Sign  is primarily used to obtain signatures on documents from key individuals like main leaders, directors, or top officials. Without these signatures, the documents cannot be used for their intended purposes. The software facilitates sending emails to users who need to sign, allowing them to provide necessary details while signing.

With the integration of Conga  solutions and Salesforce , the organization has seen improvements in process management, time savings, and streamlined operations. Conga Sign  being tightly integrated with Salesforce  CRM  enhances its functionality.

The most valuable aspect of Conga Sign is its tight integration with the Salesforce ecosystem. It facilitates automated email transactions and reminders, making the signing process simple and efficient. Additionally, it features two-way authentication for secure access to documents.

I would like to see better initial setup assistance and improved documentation, which would make it easier for new users to understand and configure the solution.

The solution has been in use for around one year.

Generally, there are no performance issues. However, occasionally, the system may go down once a year for maintenance purposes, which is promptly resolved.

Conga Sign is scalable and can handle a large number of documents, making it useful for projects with many users involved in signing.

The technical support is highly rated. They provide one point of contact for projects and respond swiftly to emails, offering video call support and instant connection via Teams. I would rate their service as eight out of ten.

Positive

I have not worked with DocuSign , however, I am aware of its integration capabilities with Salesforce.

The initial setup involves configuration and authentication processes, which require careful attention. While the initial setup is manageable, a few hours are needed for SMS authentication during the first-time setup.

Two resources were involved in the initial setup and deployment.

I have not evaluated any other solutions, nor worked with DocuSign  although I am aware of its capabilities.

For effective implementation, ensure the initial setup is conducted correctly. Seek technical team assistance if unsure. It is crucial to refer to Conga  documentation for product setup and syntax. When necessary, request callbacks or consultations with the technical team. This approach saves time and cost.

I'd rate the solution nine out of ten.