Conga Composer vs. Responsive

From my experience, Conga Composer is particularly well-suited for generating documents, such as quotes and contracts, directly from Salesforce. It saves us a great deal of time, which is remarkably beneficial for companies with sales teams. Not suitable for companies lacking significant Salesforce expertise or administrative support.

Incentivized

1. RFPIO is perfect for searching for specific information when you are responding to an RFP. Search engine is powerful. We narrow our search using several customized filters and know we are getting a thorough search. 2. Excel responses work very well in RFPIO. 3. Typical RFPs that are formatted in Word are challenging to run via RFPIO. We struggle with this. 4. We have yet to master the template.

Incentivized

• It allows us to generate multiple documents at once using batch generation. This simple automation saves a lot of time for our team.
• Its very user friendly. Even a newbie can simply generate document by clicking a button once this is setup by the admin.
• Integrate Conga Sign with Conga Composer and it will automatically sent for e- signature once generated saving lot of time. we previously had to wait a lot for the signature.

Incentivized

• Import/export - the configurations during import and export are invaluable. This saves us so much time during export with the amount of things we have pre-formatted. Additionally, this tool can handle export into native formats OR customized templates for Word, Excel, and PDF. This means we can export into Excel from outside tools, as well as utilize client/broker formats when needed - without minimal copy/paste (RFP friends... can I get an amen??)
• Auto-response - once a questionnaire is uploaded, the system can auto-respond based on past responses. It gets smarter over time as more responses are in the system. We find this picks up 25-40% on the low end and 90% on the high end (especially when we are responding to the same broker or consultant who has their preferred template)
• Keyword Field Mapping - the system allows you to map fields into your export template as well as your responses. The system auto maps these when exporting. We use this feature a lot to map salesperson info (custom fields for the stuff we want on the cover sheet/letter), client name, client nickname (the company, the client, the City, the County, etc.). This makes it easy to have customized responses without extra effort on our side.
• Guest Question Authors - the system allows you to send single questions to guest users easily so that they can answer via a web browser on a computer or laptop without signing in. I also particularly like that I can track it as a comment which helps me go back later and find my open items.

• Not very intuitive. Once you know the system it's fine but there is a learning curve
• I would like to see training opportunities on features that I am not using or aware of
• I am sure I am only using about 3% of it's full potential

Incentivized

• For questions that contain generalized words, the ability to pinpoint better responses with AI.
• As an end user, I always start with the Answers tab. It would be nice for RFPIO to open on the Answers tab, because I always go there first (learn my preferences).
• It would be nice to have guided paths the first time I open after new enhancements have been added.

Incentivized

We most likely will renew conga because of it's strong salesforce integration and we're so engrained into it with all of our different brands and products/services. It would take a lot of time, money and resources to switch to something else.

Incentivized

UI is friendly. Basically that alone is enough to renew because it is easy to use and gives accurate and fast results. The effective cross collaboration from other colleagues in my organization also makes for this tool to be extremely effective. Now that I understand how to use it, I can also easily train others on how to use it effectively.

Incentivized

It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues

Incentivized

It was available, it just didn't always work depending on what glitches were happening within our app

Incentivized

This product appears to work well. It was not a fit for us this time, but we would consider in future

As a conga parter we have created more than 50+ cases with conga support and many times we have got the answers on the chat support itself. A very effective knowledge base and conga university give you all the study material to enhance your product knowledge. Conga support has been very effective and has always responded quickly to questions and issues

Incentivized

The response time and attitude from the RFPIO team is extraordinary. I always feel like I am their only customer - that's how exemplary their customer service is! When we have a suggestion, it is addressed and escalated - ultimately it is resolved to meet (and exceed!) our expectations. The RFPIO team works collaboratively with us, coaching us on new features until we can use them with confidence. Webinars. User conferences. Clear and useable communication. Every method of "training up" is leveraged so that users can feel comfortable and are successful using the tool. AMAZING!

Incentivized

It was painful internally to build out all of the templates, but the actual implementation of the product was okay.

Incentivized

We were able to complete an RFP during our free trial. We were already leaning toward RFPIO but that pushed us over the edge.

We have not been able to find an offering that allowed for the level of customization or could handle the complexity of the solutions we've built using Conga's products. We selected Conga originally as it was recommended at the time (2012) and there weren't any better alternatives - but we have looked recently and still can't find anything better.

Incentivized

At the time, three years ago, we evaluated Loopio as an alternative to RFPIO. Loopio didn't have the same resources as far as dynamic branding, content segmentation ability and was less price competitive than RFPIO. RFPIO also has an unlimited user model where you are not charged per user like many other RFP automation solutions. This makes the price much more scalable and also allows for creative engineering as far as use of the system

Incentivized

We used it for something simple and it was still a pain to use

Incentivized

• We have been able to standardize our branding in documents to give them a more professional appearance.
• The number of manual errors is significantly reduced, thereby improving our turnaround time by 30%.
• Our overall working efficiency has improved by over 70% with the introduction of Conga Composer.

Incentivized

• Our response time has gone from 2 weeks, to around 24hrs of addressing an RFP
• We have seen considerable savings with reallocated headcount and reduced effort spent on other critical areas
• Our previous process had a blind spot when it came to visibility. Now we have 100% visibility across the organization.

Incentivized