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.
It is well suited for individual transactions or a couple of transactions by the same customer. Most customers making numerous purchases at different times still prefer the paper format, given that they do not need to start from scratch each time.
Document generation - it's extremely simple to integrate the data needed from our platform onto a document efficiently.
Sytem integration - having the ability to integrate to our Salesforce.com platform was a selling point, in that the open API enables us to keep documents tied to specific clients.
Email template ability - not only great for document generation, it is also great in its capability for sending and customizing the email templates along side it.
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
DocuSign was good, I used them for about 1-2 years. However we did have some issues with them as far as contract errors when sending out to the clients. There were also issues with capturing credit card information at times from the client and processing it through our billing system Overall, Sertifi is a lot more beneficial for our organization.
