#1 most frequent
United States of America
82.8%53 installations of 64
Categories & Use Cases
Media
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Screenshot of A signature solution for Salesforce
Who Buys & Uses Conga Sign
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
7.8%5 installations of 64
#3 most frequent
Canada
1.6%1 installation of 64
Pros
- Robust notification and tracking features provide users with real-time updates on document status, as highlighted by 4 of 9 reviewers.
- Efficient document execution capabilities, including marking documents as complete, streamline workflows.
- Integration with Salesforce automates data recording and updates, saving staff time.
Cons
- Usability issues related to navigation and tagging, cited by 3 of 9 reviewers, hinder user experience.
- Document formatting and size limitations restrict application in some use cases, according to 2 of 9 reviewers.
- Signature process can be slow, with delays in obtaining signatures reported by 2 of 9 reviewers.
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
Conga Sign
Use Cases and Deployment Scope
We use it to execute agreements with subconsultants
Pros
- Track progress
- Send notification
- Easy to use
Cons
- Getting to the status checking page is not as intuitive
Return on Investment
- ROI is good
- Has all the functionalities
Usability
Alternatives Considered
Clause for DocuSign and Adobe Acrobat Sign
Other Software Used
DocuSign, Adobe Acrobat Sign
Sign Off on Sign
Use Cases and Deployment Scope
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.
Pros
- Merge Field Formatting
- Formula Fields
- Write back functionality
Cons
- Document formatting ease of use
- More types of formula fields or conditional formatting
- More type of write back fields available
Return on Investment
- Cuts down time spent recording data from signed documents
- Allows for us to view an audit trail
- Integrates easily with Salesforce
Usability
Alternatives Considered
DocuSign
Other Software Used
Salesforce CRM Analytics, Tableau Cloud, GridBuddy Connect
Conga Sign Beginnings
Use Cases and Deployment Scope
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.
Pros
- Integrates
- User Experience
Cons
- The audit trail could be more descriptive
- Being able to download the audit trail would be an advantage
- There should be an easier way to check what signature is pending without going so deep into the signature package
Return on Investment
- Our team members all operate the same system
- Every customer experience aligns no matter the department
Usability
Alternatives Considered
DocuSign
Conga Sign Review
Use Cases and Deployment Scope
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.
Pros
- Gives detailed notifications
- Available through wizard within the system
- Reassignment capabilities
Cons
- The void instead of edit capability
- Size of document limitations
Return on Investment
- Its been a great tool within the system for us to house everything within one system
- Cut down on costs of DocuSign
Usability
Alternatives Considered
Conga CLM
Other Software Used
Conga CLM
