Conga now offers electronic signature, via Conga Sign.
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GetAccept
Score 6.9 out of 10
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GetAccept is a software platform designed for sales professionals which facilitates deal design, orchestration and closure. Sales management and marketing teams are able to create automated deal workflows on behalf of sales representatives; combining video, live chat, collateral, canned emails and reminder messaging to nurture prospects through pre-nominated sales stages. Sales representatives are then able to further personalize these templates prior to use by adding personal anecdotes…
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.
GetAccept has shown great progress in the digital electronic signature market, we have had almost no problems since adopting it, although at some point we thought about stopping using the GetAccept server. It is very practical for both the client and the advisor using it. It has a very intuitive interface and the management is amazing.
The ability to forward agreements along with a video of me describing the agreements. It makes it more personalized and it's always well received by the recipient.
You can track in real time when a document has been viewed and for how long.
You can always reference the history of each client agreement. Easy access.
In some cases could be angry that software ask you for feedback many times, for example, when you are filling out a contract
something that happen occasionally is a little bit complicate find some documents in my screen, I mean if you could improve the way how the recent files appear on the screen could be great. not always happen but it is not good.
I would love to have templates that allow me create files in a easy way.
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.
The Customer Support team was responsive. I typically submitted questions while I was using the app and via the web. The FAQ support base was alright. I cannot recall a time when I used that as opposed to connecting with a rep. I believe all communication was via email. Dalius was great at soliciting feedback. I particularly valued him offering support for best practices as it related to more strategic ways to use GetAccept.
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
Ease of use is very user-friendly in order to work on any task. It has the maximum features as compared to its competitors which are a quite useful and enhanced program that enables in order to do the CRM easy. Also, it provides particular support to the problems which we faced and resolve them asap.
It has incredibly increased the efficiency of students' work thanks to the possibility to work remotely with mobile devices.
GetAccepts has made it possible to create very realistic sales simulations, even if it is not educational software. It is therefore very flexible in its uses.
The possibility of tracking each page that is viewed helps evaluate what the Client is thinking.
