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.

I usually use Conga Sign in my contract management processes. We generate a contract through the composer, and it moves to the signing application. In this case, Conga Sign, which is more fluid because it's the same application. Then we sign that template that we have just created and send it to the client.

Conga Sign makes the signing process more fluid since it is integrated with the same application that generates the contract. This simplifies the workflow significantly, especially compared to connecting Conga with DocuSign, for example.

It integrates seamlessly with Conga Composer, making it simpler than if we had to connect Conga with DocuSign. Hence, it brings fluidity to the contract creation and signing process.

The documentation for Conga Sign could be improved. It is not very simple, and even though it is easy, you need to know what you are trying to do or where to find the information. If changes are needed, it gets complicated. Additionally, for non-technical users, customer support could be better to help them get the answers they need quickly.

I have been using Conga Sign for five years.

There are no real issues that I've seen regarding the stability of the solution.

For someone nontechnical, they wouldn't be able to get the answer they want as quickly or as easily.

Positive

Before using Conga Sign, I used DocuSign.

I haven't done the deployment or initial setup in a long time since the client already has it in place.

I'm not sure if money-wise it is better. I'm assuming it probably is. They probably give some kind of discount, especially if they already use Conga Composer.

Before using Conga Sign, we used DocuSign.

I would recommend Conga Sign, especially if they already have Conga Composer and need to send documents for signature. It is the best option if they already use Conga Composer.

I'd rate the solution eight out of ten.

We use Conga Sign with Conga Composer to send documents for signature. After they are signed, the documents are sent back, and their status is updated in Salesforce.

It helps in automating the process such that a document can be signed and its status updated automatically in Salesforce without manual intervention.

The most valuable feature is the integration of Conga Sign with Conga Composer to send documents for signature and generate electronic invoices. The solution also allows you to create a code for securing documents and provides various permissions, such as signature only, view only, and read-only.

The integration of Conga Sign with Conga Composer could be better.

I have been using Conga Sign for one and a half years.

I have not experienced any issues with stability when using Conga Sign.

The initial setup involves creating a custom button for sending documents for signature, and it is quite easy once Conga Sign is integrated with Conga Composer.

Sign works for signing documents electronically, saving time since no physical pen is needed. It allows documents to be signed anytime, anywhere, with electronic signatures.

I'd rate the solution eight out of ten.

Like Adobe Sign and DocuSign, the Conga product has a built-in signature process called Conga Sign for digital signatures.

The solution's most valuable feature in terms of configuration is the Write Back functionality. Whenever a user signs a document with an electronic signature through Conga Sign, the system recognizes the signature type, the person making the signature, and the signature date. Salesforce captures all these details into the product Conga, and this entire process is called Write Back. The information transferred from the document to the cloud is called Write Back.

The solution accepts only a few data types and not all data types.

I have been using Conga Sign for one year.

A few customers have reported bugs in the solution. Currently, Conga Sign is stable, but it could have a few improvements.

Around 15 people are using the solution in our organization.

Now, we need to insert a few of the packages. The solution is deployed on semi-premises. I would recommend the solution to other users. It is easy for a beginner to learn to use Conga Sign for the first time.

Overall, I rate the solution an eight out of ten.

I use Conga Sign to present CDQ and CLM to the customers.

Customers can use Conga Sign to drag and drop their signatures on documents.

Sometimes, the tool creates an issue, and we have to go to the Conga Sign setup and reconnect it again.

I have been using Conga Sign for more than 14 months.

I haven’t faced any issues with the solution’s stability.

Sometimes, we raise a request with the support team when we face any issues with Conga Sign, and they resolve the issue in less than 24 hours. When we use the solution's out-of-the-box functionalities, sometimes the Conga Sign functionality breaks, and fixing it takes time.

There's a built-in functionality in Salesforce where we attach a document from the local storage, and they print it. After signing the document, they'll upload it back. Apart from Conga Sign, I have used that method sometimes.

The solution's initial setup is easy, but sometimes, we need to set it up multiple times.

The solution’s deployment takes only one to two minutes.

If the document is in a quote or proposal, we can send only that file. We can upload and attach any file from the local storage. If a customer signs a document, it is updated within seconds with Conga Sign, and we'll be notified via email. Conga Sign is a secure and easy-to-use tool that allows users to sign documents digitally. I would recommend the solution to other users.

Overall, I rate the solution seven and a half to eight out of ten.