Conga Sign reviews

Conga Sign is a built-in digital signature process similar to Adobe Sign and DocuSign. We typically use it in our projects to avoid the manual signature process between two companies. Business users can utilize digital signatures, which are easy and compatible for business operations.

After a document has been set up with all pricing details, agreement, and contract information, one of the business users responsible for contracting and signatures generates the document. The document is then sent to the client or customer who must review it and provide digital signatures. In the background of Conga CPQ, we have integrated Conga Sign. When the document is sent through email to the customer, they can easily verify and review the entire document and complete the digital signatures. The document is then returned to the actual business companies.

The primary use case for Conga Sign is to process digital signatures. Previously, companies and customers who approached us were using manual processes. For several companies without the same headquarters to meet for signatures between organizations, which would occur in other countries, digital signatures have become very easy. They can send documents in online mode, and signatures can be completed in less time.

The best feature is the write-back feature in Conga Sign that integrates signature details into Salesforce. However, it only supports limited data types, but it is very useful to the users.

We used Conga Sign in our previous projects, allowing users to easily drag and drop the signature onto documents. Users do not have to do much work on signatures, mentioning the name, date, and all those details. They can simply click on a button, drag the signature onto the document, and it is easy to put digital signatures.

We have dealt with many customers and implemented and configured everything the customer required. After we delivered all the features the customer requested, we received positive feedback from the customer. Additionally, we received more customers from the same organization or from within the organization. The tool has been used in multiple companies and has proven very useful to customers and our company from a revenue perspective.

Previously, when Conga Sign did not exist, signatures between two companies were done either manually or in other ways where parties would meet face to face. After Conga Sign came into the picture, the two parties can connect online. Documents are sent online to put signatures, which is very easy through email or Outlook. The two parties have not wasted time. Time has been consumed more efficiently, revenue has increased, and their revenue has increased as well.

Sometimes Conga Sign creates issues where we have to go to Conga Sign setup and reconnect it again. Since we are using Conga Sign as a package in our Salesforce ecosystem, sometimes the package versioning has changed, so we need to check for the latest version and upgrade it. Occasionally, Conga Sign troubles us, requiring refresh actions that create some issues. This does not happen often, but it happens sometimes.

Sometimes the solution that we are providing in the document does not accept all data types. We use text, lookup, and other standard fields, but sometimes it will not allow rich text, formula fields, and those kinds of data types in a Conga Sign document.

I have been using Conga Sign for four years.

Conga Sign is stable, and it is not complex for configuration. It is pretty easy to configure all items, and it is pretty easy for users to use as well. It is not overly complex for users to operate.

Conga Sign is very scalable, and growth has increased significantly after using it.

When we raise a request to the support team about any issues with Conga Sign, they resolve the issue in less than 24 hours. When we use the solution's out-of-box functionality, sometimes Conga Sign functionality breaks, and fixing it takes some time, but the Conga support team is always helpful and resolves the issues very soon.

Many customers who approached us were using the manual process before. They were not following digital signatures; they were following the manual signature process for trustworthiness and other reasons. After we gave an introduction and explanation about Conga Sign, they were really impressed and are now using Conga Sign.

We are a partner for Conga products and have a partnership with them.

For the pricing setup in Conga Sign itself, the document we use has all the pricing details, which can be read in the document. License-wise, I would say it is not very much higher or lower. For users to use Conga Sign, you need to buy the license in the Salesforce ecosystem to install the packages. I would say it is moderate, not pretty high or pretty low.

As we have been using Conga products for a long time and Salesforce products, we typically picked Conga Sign and are using it. I am not sure if any other alternate products exist, but I would say for now, it is the best one to use.

A signature has to be very secure and confidential. More security packages have been installed in Conga CPQ and Salesforce. It is very secure. Using AI, you cannot have data stolen from documents sent to customers.

Using AI, we can better improve Conga Sign where digitalization has been enhanced, and documentation, the UI, the text part, and the signature part can be improved. Using AI, the accuracy of the signature process can also be improved. AI will help improve this whole process.

We are deploying documents or Conga Sign features to higher environments within the Salesforce premises and Conga platform only. We do not require any other third-party applications to deploy the changes.

Salesforce is a cloud itself. We are using the Salesforce cloud itself.

It will vary between the business-to-business use case. Many businesses have saved their money and time on digital signatures using Conga Sign.

If the document is a quote or proposal, we can send only that file. We can upload and attach any file from local storage. If the customer signs the document between the two parties, the second signature should be done by the other customer. It will be notified to the other customers, and they can do signatures at both ends. It is pretty easy and simple. The signature part of the document, the digital signature, has been completed. I advise users and customers that they can go for Conga Sign. It is not overly complex, and it is not that financially expensive for the license either. I encourage users to use Conga Sign. I would rate my overall experience with this product as an 8 out of 10.

My main use case for Conga Sign is gathering customers' signatures on the final document. Capturing digital signatures is relatively easy compared to correcting signatures manually on printed documents from multiple parties, which can be time-consuming and often leads to abandoning the deal before document signatures are complete, potentially resulting in business loss.

I have used Conga Sign for all our contracts, proposals, and information forms. We use it within Salesforce, so we can have merge fields and write-back fields associated with different objects and records.

Regarding my main use case, it is excellent for contracts and anywhere else where signatures or document tracking is required. We use it on some documents for tracking only, and it is less appropriate in those instances, but the tracking history is truly valuable for our sales team.

Conga Sign has positively impacted my organization as it has helped us close deals within timelines. It allows the forwarding of documents to relevant parties, which helps in case the email is triggered to the wrong person. Conga Sign uses the latest legal regulations for digital signatures, which helps build trust with our clients.

The best features Conga Sign offers include agreements being sent digitally, which reduces the time to get printed documents. I have the option to forward to a relevant party where I might not be the correct person. It reduces turnaround time. Taking signatures from multiple stakeholders can be done digitally.

I find all the features very excellent and helpful, and they make the signing process efficient. I also love Conga Sign's Salesforce integration as it provides document tracking, which is great.

I really appreciate the point and click interface, which does not require user training from our side. The signing process is also very easy and fast for the end-user, which makes the quoting cycle relatively quicker.

It makes it relatively easy to capture digital signatures rather than collecting signatures manually on printed documents from multiple parties, thereby saving a lot of time.

Sometimes we require sending multiple documents for signatures, which is still not supported. This could be improved.

I would like to add that some businesses still do not consider digital signing of critical documents a legitimate way.

I have been using Conga Sign for three to four years.

Conga Sign is stable, fast, relevant, and reliable.

Conga Sign's scalability is impressive as it can handle my organization's growth, especially the increased volume of documents. It handles them very well.

Conga Sign customer support is very solution-oriented. They are always on time to resolve any issues. They are very proactive and active 24/7.

I previously used DocuSign and Adobe Acrobat Sign.

I switched from DocuSign and Adobe Acrobat Sign to Conga Sign because I prefer Conga Sign as it offers seamless integration with my other Conga products, such as Conga CPQ, Conga CLM, and Salesforce. Integration is very easy, and documents can get triggered for signatures with just a click.

My experience with pricing, setup cost, and licensing is that this tool is very cost-effective.

I use Amazon as my cloud provider.

I purchased Conga Sign through the AWS Marketplace.

I have seen a return on investment because agreements are sent digitally, which reduces the time to get printed documents. I have the option to forward to a relevant party where I might not be the correct person, reducing turnaround while taking signatures from multiple stakeholders digitally. It also helps increase our business as we get signatures from concerned parties easily and quickly.

My experience with pricing, setup cost, and licensing is that this tool is very cost-effective.

Before choosing Conga Sign, I evaluated other options, including Amazon Web Services and Conga Grid.

My advice for others looking into using Conga Sign is that it is well suited for most clients who have trust in digital signatures and want to reduce turnaround. However, there are still some clients who do not prefer digital signatures and prefer printed agreements with wet signatures. Conga Sign uses the latest digital signing legal regulations, so this is a customer-to-customer issue. I have given this review a rating of 9.

I have used Conga Sign mostly on the sales part. For example, for the company called XYZ, we generate the document, and once the negotiation is completed, we need to send the document for the signing part, requiring a signing sequence: first to the customers, then to the business team, which means the XYZ company heads. We use Conga Sign for that, and if we have more than one or two signers, we can add all the predefined sign tags in the document itself or include custom sign tags while sending the document in the signature part.

Conga Sign is mainly used for signing documents from the customer side and the business side, providing a digital signature solution that is easy to configure, set up, and debug. From a business perspective, users can directly send for the signature manually using the tags.

The best features are that it is easy to sign and provides immediate email notifications. We receive emails immediately and the configuration takes less than 10 to 15 minutes, plus we can add tags to any PDF documents for signing.

Conga Sign has positively impacted my organization as it is a crucial part of many projects. In fact, we use Conga Sign in most of our projects directly.

From my perspective, there is no need for improvement as all projects have been completed quickly. If it were possible to send multiple documents for signatures immediately as a batch without having a user interface, that would be useful. For example, for one year, we need to send documents for signatures for additional terms and conditions, and if we had a setup for bulk signing, it would be more beneficial.

We mostly need to update the UI for bulk document signatures. If a feature for that were available, it would be more useful.

I have been using Conga Sign for the past four years.

There have been no stability issues.

Its scalability is good.

Customer support is proactively working. If we raise any issue, we get immediate resolution, and I rate it 9.5 to 10.

Positive

I did not use another solution previously. I implemented this application for customers rather than from the business side.

Quick setup means that once we install Conga Sign, we go to Conga Sign setup from the App Launcher, and we can follow the step-by-step process on the left side, clicking one by one until it automatically sets up the signature part. For emails, we will have checkbox fields on the Conga Sign setup page; whoever needs signing can be selected with those checkboxes, allowing us to use that feature directly instead of writing code.

From the business side, we see that anyone can set up Conga Sign within 10 to 15 minutes without needing a developer, and we experience no issues with it. If more customization is needed, then we check with the product team from Conga.

We deploy Conga Sign by installing it through the AppExchange and can install this application from any of the clouds, not limited to a specific one.

For Conga Sign, we have saved a lot of time sending digital signatures and can send reminder emails automatically instead of checking with customers directly, which saves a lot of time.

I think Conga charges around $1 for one signature, but I am not exactly familiar with the cost for Conga Sign.

I did not evaluate other options. I have used Conga Sign straight away, although we also have DocuSign and Adobe Sign, we primarily use Conga Sign.

The first thing is to compare the pricing and features of Conga Sign, as it is implemented purely from the Salesforce side, unlike DocuSign or Adobe Sign, which require integration with third-party applications. That is the best feature I can highlight about Conga Sign.

My company is a partner for Conga.

On a scale of 1-10, I rate Conga Sign a 10.

My main use case for Conga Sign is for signing purposes. When we have any agreements, we need to get signatures using Conga Sign. We directly assign the agreements to customers, and they receive an email. Then they get the update and sign through Conga Sign.

A quick, specific example of how I recently used Conga Sign for an agreement is that we have one agreement with many products and prices. These are all the agreement details, and the customer is the seller. We generate the document and then assign it to customers. They receive an email from us, open it, and sign the document. That automatically gets assigned to the agreement.

The best features Conga Sign offers include mostly automated systems. When we generate the document, we assign it based on the customer side. After opening the agreement, we have enabled a feature that automatically goes to the sign page. If there are fifty pages in the agreement, the page where we need to sign will come up without needing to scroll through everything. The default mailing feature assigns emails based on the primary contact and will automatically populate there. That is also a best feature.

That feature works well in practice. Our customers, based on their requirements, reach out to us. Based on that, we go through the document and reach out to Conga Sign support. They suggest features that we enable, which are very good for our customers.

Conga Sign has positively impacted my organization by being more user-friendly for customers. Their work is easier, which is why it is more impactful. The customers are also very satisfied with Conga Sign.

The specific outcomes I can share are that Conga Sign is very user-friendly, which satisfies the users. It also saves time when completing the agreement signing system.

I cannot say much about how Conga Sign can be improved. As of now, I do not see any issues or necessary improvements. I can say that it would be helpful to provide more guidance. If someone is new to using Conga Sign, they need to be more aware. Providing guidance or even videos for them would be more efficient for customers as well.

I have been using Conga Sign for around one year.

Conga Sign is stable.

The customer support for Conga Sign is good. Based on our severity, they will respond. They will automatically follow up every time if we are not responding. If we respond quickly, then they mostly respond as soon as possible.

I did not use any different solution before Conga Sign because we were only using proposal documents, which did not have signing features. Recently, we introduced CLM, and that is when we started using Conga Sign.

My advice for others looking into using Conga Sign is that it is more user-friendly and easy to set up. However, the solution is not available for everyone. Thus, you should provide KTs or videos that will be more useful for new customers. You need to promote the features better because if customers are not familiar, they cannot use them.

I saved time with Conga Sign. I cannot provide metrics for people saved.

My experience with pricing, setup cost, and licensing is that we are using everything through pricing and catalog cost, proposal, all with Conga CPQ features, including Conga Matrix, Conga Pilot, and pricing. We also use Conga Callbacks if we require those advanced features.

I am not sure if I evaluated other options before choosing Conga Sign. I am not the source of selecting that feature and did not conduct this analysis and R&D.

My main use case for Conga Sign so far is to send documents to our merchants. A quick specific example of a document I've sent to my merchants using Conga Sign is the terms and conditions.

Conga Sign offers ease of operations as one of its best features from my brief experience. Conga Sign's ease of operations comes from its speed. Conga Sign has positively impacted my organization by eliminating a lot of overhead, and we could move our applications. The kind of overhead that has been eliminated includes manual signatures.

Everything is satisfactory based on my initial experience. However, different languages would be a needed improvement.

I have been using Conga Sign for five years.

Conga Sign is stable in my experience so far.

Conga Sign's scalability is good from what I've seen or expect.

Customer support looks good to me; I have had no interactions with them yet.

Positive

This is my first solution; I did not previously use a different solution before Conga Sign.

I purchased Conga Sign through the AWS Marketplace. My experience with pricing, setup cost, and licensing could be better.

I have seen a return on investment; I save a lot of time. I cannot really estimate how much time I'm saving now compared to before using Conga Sign.

I would have liked to see a 20 to 25% reduction in price with the pricing, setup cost, or licensing.

I did not evaluate other options before choosing Conga Sign.

My advice to others looking into using Conga Sign is to use it to reduce time overhead. My company has a business relationship with this vendor other than being a customer; we are partners. I find this interview good and do not think anything should change for the future. I am providing this review a rating of 10.

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.

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.

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.

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.