Conga Sign is the best single solution
Use Cases and Deployment Scope
We use it for sign and send on our Plan Administration Agreements, First set of Documents (Reinsurance, Investment Agreement, Disbursement Agreement)
Pros
- Audit- who has looked but not yet signed
- Sending emails along every step of the way
- when combined with Batch, it's great for getting all existing clients signed to an updated Admin Agreement
Cons
- Perhaps email notification preferences (but honestly folks should use emails rules and filters)
- perhaps a low impact way to get internal sign offs from Stakeholders - I.e. we could use Conga Sign for internal sign off on initiatives and deliverables
Return on Investment
- We are growing our Strategic Partners and each requires a signed agreement, very essential to growing our business
- We need to update our Plan Administration agreements and having automation for getting and tracking all of the signatures is vital
- Conga Sign is good enough for all our use cases so we don't have to worry about using 3 or 4 solution platforms to gather signatures.
Usability
Alternatives Considered
DocuSign
Other Software Used
Conga Composer, Batch, Conga Grid
