Conga can help.
March 26, 2023

Conga can help.

Joseph Pryor | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Other

Modules Used

  • Conga Composer
  • Sign

Overall Satisfaction with Conga Composer

We use Conga to create documents, create agreements, create labels, capture signatures, and capture payment information. We also use Conga to generate inventory reports. I believe we have a very complex use scenario for Conga and happily, it meets all our needs.

Pros

  • Customer onboarding agreements.
  • Payment method capture.
  • Complex tables.

Cons

  • Set up difficulty.
  • Custom link difficulty
  • Query difficulty.
  • Company-wide style control.
  • Legal happy.
  • Less training for end users.
Easy for the end user but hard for the administrator.
We like how documents are automatically attached to the account record. We like to be able to track whether a customer has signed the appropriate documents.

Do you think Conga Composer delivers good value for the price?

Not sure

Are you happy with Conga Composer's feature set?

No

Did Conga Composer live up to sales and marketing promises?

Yes

Did implementation of Conga Composer go as expected?

Yes

Would you buy Conga Composer again?

Yes

It's more suited if your processes are well established and you don't change a lot. Once you get a document up and going it's good to go but it can take a long time to get there. Be careful if you have multiple record types.

Comments

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