Conga Sign's standout features include seamless Salesforce integration, Write Back functionality, easy configuration, and intuitive tag placement for document signing. Users appreciate the advanced features evolving from Salesforce Classic to Lightning, integration with Conga Composer, automated email notifications, and two-way authentication. It facilitates efficient document transactions and reduces manual overhead. The setup process is user-friendly, with drag-and-drop capabilities and a swift configuration time, enhancing its impact across multiple projects.
- "Conga Sign has positively impacted my organization by eliminating a lot of overhead, and we could move our applications."
- "The setup is user-friendly, allowing us to easily drag and drop tags onto our document from an ad hoc standpoint."
- "Conga Sign has positively impacted my organization as it is a crucial part of many projects, and in fact, we use Conga Sign in most of our projects directly."
Conga Sign needs better integration with Conga Composer, improved documentation, and enhanced customer support for non-technical users. Users express a need for simpler setup assistance and data residency compliance. Also, it could benefit from a feature to prevent sending duplicate contracts and enhanced functionality for bulk document processing. Offering different languages is also suggested, along with broader data type acceptance. Enhancements outside Salesforce, particularly on public websites, are desired.
- "My experience with pricing, setup cost, and licensing could be better."
- "We mostly need to update the UI for bulk document signatures. If a feature for that were available, it would be more useful."
- "There is room for improvement in ensuring data residency compliance, as some clients express concerns about data processing transitioning to other servers."