Conga now offers electronic signature, via Conga Sign.
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Formstack Documents
Score 7.3 out of 10
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Formstack Documents (formerly WebMerge, acquired by Formstack April 2019) is an online service that automates the document creation process. It allows users to create customized PDF and Word documents for contracts, applications, government forms, and more.
It is well-suited for most of the clients which have trust in digital signatures and want to reduce the turnaround, but there are still some clients which do not prefer digital signatures and prefer printed agreements with wet signatures. Conga uses the latest digital signing legal regulations so this is a customer-to-customer issue.
[Formstack Documents (formerly WebMerge) is] well suited for a mid-size organization that has multiple data inputs and needs to provide structure and professional document generation. As helpful as it is, the cost would prevent smaller businesses from realizing the cost savings that a larger one will.
It consumes PDF applications and prefills them from a database or form. If your file is not in PDF form it can work from applications such as Microsoft Word.
It has logic that enables you to bundle applications based on criteria. For example you could bundle state specific applications with a new business applications if a state criteria is met.
It has several integrations partners in the fields of E Signature and Forms.
If you don't know anything about these types of programs, it can be hard to learn it at first. There is a bit of a learning curve, especially when you get into the designer. It looks like MS Word, but not as expansive.
Lingo. There have been times I've delved into the more complicated pieces and the lingo used wasn't easy to understand. This hasn't occurred much.
I would like it to keep up with current upgrades for MS Office, but I also realize they can't be trying to match other companies while trying to maintain the innovation of their own.
We're a relatively high-skilled team and we all find Conga Sign's user-friendliness very low for all user types. It should not take a highly skilled tech person to complete documents. Documents need to be user friendly for all user types.
Conga Sign works with our existing Salesforce environment. We also use other Conga products such as Batch and Trigger, and Composer. Because of our existing Conga products, Sign was able to be implemented with minimal setup time as users were already familiar the Conga environment and knew what to expect
Formstack Documents [(formerly WebMerge)] has better overall integration with third-party integrators at a very competitive cost. That allowed us to have a broader range of choices than something like SharePoint at a better cost point than something like DocuSign. It was simple to implement, flexible, and gave us what we needed without a lot of extra fuss.
Formstack was an absolute necessity for us and during our busy season, it saves our client team approx. 15 hours a week. This is MASSIVE and allows us to take on more clients.
Formstack wasn't crazy intensive to set up timewise, but it took a team member a day to set up and a few days of testing. Once it was set, we have no reason to look back unless we want to add something on.
