Conga Sign

We send onboarding documents via Conga Sign as they require signatures and date/time stamps. We also use Sign to implant information from the form onto a related Salesforce record. This saves our staff valuable time by limiting the amount of effort required to take information from the documents and record it in Salesforce.

Our use case for Conga Sign is pretty straightforward. Because of this, there is not much about it that would be considered excessive or inappropriate. It suits our needs as a tool to record data provided by a signer. It can also be launched from inside Salesforce via a custom button for ease of use.

We use it for sign and send on our Plan Administration Agreements, First set of Documents (Reinsurance, Investment Agreement, Disbursement Agreement)

Conga Sign should buy Docu sign Developers would love that consolidation

Our organization utilizes Conga Sign to execute a variety of documents annually. In conjunction with other Conga products, the Sign platform makes for a seamless experience for internal users by being naturally integrated. Feedback on the external signer experience also improved since using this product.

Conga Sign is great for sending multiple documents at once, that all need signatures. It is less idea for providing the other party with informational documents.

We currently use Conga Sign to obtain our electronic signatures after approvals are completed. Some of our issues depend on the PDF document. If it was previously signed by a vendor and scanned over to us, Conga Sign will give us an error, and we still have to use DocuSign. Also, we hate the fact that if there is a mistake made in the PKG, we have to void it out instead of edit it like DocuSign.

Just the fact we have to void instead of edit is a huge reason

We use Conga Sign to generate Purchase Agreements and send them for signature to our customers.

This is much better than generating and attaching the file to the email manually because I don't trust that all of the sales reps would do that correctly

As an administrator, I use Conga Sign to route an authorized person to sign document

The company I work for utilized Conga Sign for executing contracts within the CLM tool. While it worked well to perform the task of signing contracts it was difficult to follow the progress of the signature process.

Just wasn't intuitive as it needed to be which is a challenge for some of our end users.

We use Conga Sign to send all documents requiring signature

already in the Conga contracts platform, no need to go outside the system to send for signature

We use it to execute agreements with subconsultants

It functions well. Not as easily understood with new users as it is not as common as other e-sign tools

We send documents for client's to sign for forms and contracts, payment options update, etc, we probably send anywhere from 10-30 Conga Signs a week if not more. Our clients do not report easy consumer usage, as they aren't prompted or taken through the signing and they're not alerted to what fields aren't completed, they simply cannot submit to sign. We like the way that Conga Sign integrates with our SalesForce service, but we're still unclear in all of the ways it can be used as we don't find it user-friendly and requiring additional tech support or a tech manager support.

There are perks that most signer companies did not have in the past, including unlimited signs. If that was not on the table, the lack of user-friendly services make it very difficult for sender and receiver quick completion.