Ratings Breakdown
User Reviews Overview
Feature Ratings
Ease-of-use
4.0 / 5
Value for Money
4.0 / 5
Customer Support
4.5 / 5
Functionality
4.5 / 5
Pros
"The support team is amazing. Beth was super helpful at connect. "
"The ease to use this tool and how easily we can configure."
"Easy to configure most documents to appear professional and consistent. Our reps love the tracking capabilities as well. "
Cons
"Updates aren't always well documented, sometimes it hangs a bit while merging, but overall it's a great product. "
"Not much to complain about, it took some time to learn how the parameters work but they are pretty simple once you get the hang of it."
"It didn't function perfectly with our old version of CRM, but we're upgrading now so it should be resolved. "
Conga Document Generation Reviews
Filter by:
November 2017

Steven from Bloomerang
Company Size: 51-200 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
November 2017
Revolutionized our sales process!
We used Google Docs / Word Docs for proposals prior to implementing Octiv, which caused two problems: 1) They looked terrible. 2) It was hard to maintain a standard format for proposals team-wide while still giving individual AEs the ability to customize proposals. 3) We couldn't get any intelligence (when they viewed the proposal, what they looked at, etc.) 4) Lacked an electronic signature. Now, our proposals look great and really 'wow' prospects, they're easy to customize within pre-defined templates, our reps can follow-up based on when proposals get viewed, and our close rate has increased since we're no longer collecting scanned signature pages.
Pros
Sales process was low-pressure. The user interface is easy-to-use, and Octiv's training/onboarding set us up for success from day one. Great company with great people! Proposals are beautiful, and we get great analytics.
Cons
We weren't able to integrate a payment /processor gateway but that has more to do with our current stack than a gap in Octiv's capabilities.
September 2018
Anonymous
Company Size: 11-50 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
September 2018
Flexible, Customizable Document Generation
Very positive, used to get very nice customer service over the phone too, but lately they seem to have outsourced this function and response times considerably diminished.
Pros
The best thing is probably the flexibility that Ms Office merge templates provide with the help of conga. Also lots of support materials available to help admins customize the solution
Cons
The least favourite part is the speed of document generation. It does take a up to a minute to go through the whole process. I would prefer it was closer to instant.
November 2016
Kristen from Graphcom
Company Size: 51-200 employees
Industry: Marketing and Advertising
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
4.0
Functionality
2.0
November 2016
Great Tool in Theory But Lots of Functionality Issues
Our proposal team has been using this tool for almost two years. When the tool was called Tinderbox, we found it to be pretty good with minor functionality issues. Since it became Octiv, we've gotten into the habit of calling customer support 2 - 3 times per month. There seem to be more bugs than before. Asset pages get lost, user privileges get messed-up, and the whole tool seems slower and clunky.
Pros
User-friendly, easy to teach others how to use, good organizational system
Cons
Since the tool became Octiv, there are more glitches.
November 2018

Caleb from Express Scripts
Company Size: 10,000+ employees
Industry: Hospital & Health Care
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Functionality
5.0
November 2018
Conga for Plans and Policies
Conga has saved my team so much time and effort by allowing us to configure and manipulate templates around a single source of data to produce multiple unique documents.
Pros
Conga enabled my team to easily create and automate all of the different plans and polices that we manage through the use of templates and highly configurable fields, all while maintaining our specific branding and format.
Cons
Conga can be daunting for new users. Thankfully, they have great resources for training and getting users started with creating their own documents.
April 2018
Jenna from PERQ
Company Size: 51-200 employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2018
At my prior job, we used Octiv (then known as Tinderbox) for contract delivery and contract signing.
Pros
I liked how easy the product was to upload to Salesforce and then send to the clients for signing. It was not only easy internally for the person sending the document but also for the client to open and access (which means the most)!
Cons
I didn't really have any cons about the software. It was very easy for the client to use which is what mattered most since majority of the time we would send the document while on the phone with them and walk them through signing.
April 2019
Michelle from Harcum College
Company Size: 201-500 employees
Industry: Education Management
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Functionality
4.0
April 2019
Saves me time, but does not always work
We do not need to send field back and forth between departments to be redundantly looked over and data reentered. We can just create each file and the next person can merge all of the data together with a single mail merge. Another benefit is being able to combine multiple files into a single report that is professional looking that we can then send off to a client. This program saves a lot of time and promotes accuracy by getting rid of human error.
Pros
I like that conga Composer saves me time because I do not have to go back and forth and re enter the same information- especially lots of data. I'm pretty sure that I make fewer errors because I don't have to re enter all of the data by hand. There are easy to find categories to merge and then create a single professional product.
Cons
There can be issues with its integration with Salesforce. It will sometimes freeze and we have to restart Salesforce or sign in over and over. It also sometimes comes up with all of the fields blank that were supposed to be filled in by the mail marge. You always have to double check a document before submitting it because potentially all of the fields will say zero. This happens every once in a while.
April 2019
Denise from Cornell University
Company Size: 5,001-10,000 employees
Industry: Education Management
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
4.0
Functionality
3.0
April 2019
Composer Experience
Have had difficulty with documents breaking
Pros
Ability to create documents that run by a button click
Cons
Queries are finicky and don’t transfer well from sandbox
April 2019
Brandon from PatientPoint
Company Size: 201-500 employees
Industry: Marketing and Advertising
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Elimination of redundant data entry
Pros
Conga Composer has helped you reduce the amount of redundant data entry involved with our sales process. This has allowed us to streamline our agreement process and allow our sales team to focus more on the sale than the paperwork.
Cons
I wish there were more functionality with PDF documents.
April 2019
Rob from Information Technology and Services
Company Size: 10,000+ employees
Industry: Mental Health Care
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
April 2019
Conga Doc generation
Pros
The ease to use this tool and how easily we can configure.
Cons
Some issues with merge fields with the document.
January 2019
Jonathan from J Stokes Consulting
Company Size: 51-200 employees
Industry: Non-Profit Organization Management
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
January 2019
Endless possibilities!
I find that the system is excellent and there support is even better.
Pros
I’ve used conga for years and the functionality is the best of all document generation systems in Salesforce. There is endless possibilities with Conga and I find myself building my business processes around Conga because it truly improves my productivity
Cons
It can be a little complicated for new users to understand how conga works
December 2018
Jacquelynne from American Shakespeare Center
Company Size: 51-200 employees
Industry: Performing Arts
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
December 2018
Professional, customized, and increasing customer retention!
Our marketing and sales departments are able to develop the necessary messaging for everything from single ticket buyers’ need-to-knows to the group sales invoicing. With a template to start with and the customization that fits our patrons, Conga suffices for each of our needs.
Pros
Document generation simplifies the processing while allowing for customization based on everything from single tickets to touring contracts. With the vast array of templates and uses, doc gen with Conga allows our sales to be personalized and simplified.
Cons
There is a learning curve to overcome but the extensive resource library and customer support team at Conga make it all possible for even the most unique industries (or IT lacking departments).
April 2019
alexandra from Simplus
Company Size: 201-500 employees
Industry: Information Technology and Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Conga Composer is hands down the best product on the market
AWESOME! Much better than other things I have used. Ultimately flexible! And performant.
Pros
It is so easy to use. Within minutes, I can set up a basic composer template. Within two hours, I can set up a dynamic document from a set of clauses. Within a day, I can set up an entire document package complete with proposal presentations, quote documents, marketing glossy PDFs, and all based on parameters determining what should be included in the package.
Cons
Sometimes the solution user interface is a little tricky and difficult to work with.
August 2019
Anonymous
Company Size: 201-500 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
5.0
August 2019
Powerful tool for meeting business document needs
I would recommend Conga for generating documents. It is a reliable, powerful software that plugs directly into Salesforce.
Pros
Reliable, powerful software the allows for a wide range of document creation. Our team uses this software daily for document generation for our mailings, etc. Customer support from Conga is top notch and they have been very helpful in ensuring that we can maximize its utilization.
Cons
Setting up and learning Conga can be challenging. Thankfully documentation is present and straightforward.
Reasons for Choosing Conga Document Generation
N/A
April 2019
Anonymous
Company Size: 11-50 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
April 2019
Great Product, once you get to know it
We use this mainly for our operations department, they pull over 30 different contracts, and the templates help save them a ton of time. Also helpful for sales and accounting who like to get reports wit specific margins, formatting, and print settings, etc.
Pros
Scheduled reports can be formatted for user specifications and formulas can be built right into the template.
Cons
building can be frustrating when not using reports. because if you make a change and the query doesn't update sometimes I am crawling all over SF trying to find the minor mistake.
April 2019
Laura from Deluxe Financial Services LLC
Company Size: 1,001-5,000 employees
Industry: Financial Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Functionality
5.0
April 2019
Conga Document Generation - Highly Recommended
No more going out to shared drives and looking for the right template and making sure you are inputting the correct information. You click the generate button, and your document is created instantly.
Pros
The software allows us to generate a number of different contracts, letters and other documents with a click of a button. A 10-15 minute process (sometimes even longer) down to 1 to 2 minutes.
Cons
I feel like we have to fix casing and formatting a bit too much.
April 2019
Elisa from Citizens Disability
Company Size: 51-200 employees
Industry: Legal Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
5.0
April 2019
Conga Composer
Pros
So easy to use! Conga integrates with Salesforce to allow uses to merge and create documents. Allows templates through salesforce to create record specific documents and auto-populate data. Can also be used for report generation.
Cons
Updates aren't always well documented, sometimes it hangs a bit while merging, but overall it's a great product.
April 2019
Mike from Segue Cloud Services
Company Size: 2-10 employees
Industry: Law Practice
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
April 2019
Simple one button documents
We went from 16 Excel templates to one button, auto selects the correct contact and sends it via Conga Sign to the client
Pros
You, as admin get a powerful tool to create templates for your users. Your users get a 1 button solution to send complicated documents with ease.
Cons
Not great for small business as there are license minimums
August 2017
Kristen from Bloomerang
Company Size: 51-200 employees
Industry: Non-Profit Organization Management
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
August 2017
Streamlining our sales process with Octiv
We've been able to streamline and easily customize our sales process. Not only has our sales team become more organized, but Octiv has been it easier to collaborate and constantly improve our sales proposals. Plus it's nice having proposals that can take on more of a presentation feel and look more visually appealing.
Pros
I love the modern and easy to use interface. Once we put in some initial work setting up our templates and adding in assets, it's been very easy to maintain and update our proposals and training process as we go. The reporting functionality is great. I love being able to see detailed analytics about the sales team as a whole and specific metrics related to each proposal. It's helped up shape what content in the proposals are important and what needs more work.
Cons
We've had some difficulties editing our proposal template. We've tried to make our proposals more image-focused and pleasing to the eye. It has been difficult to link to images within documents, but I've been able to make it work by editing the code.
July 2019
SEAN from Building Materials
Company Size: 51-200 employees
Industry: Building Materials
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
July 2019
Simple Automation
Pros
The ability to connect to Salesforce as well as DocuSign allowed us to completely automate our contract generation.
Cons
Not much to complain about, it took some time to learn how the parameters work but they are pretty simple once you get the hang of it.
December 2017
Krista from Graphcom
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
December 2017
positive, it helped cut down our time spent on proposals significantly
Pros
it's customizable, we can create and store templates for future use, it cuts back on time spent producing proposals, the options to have different users, approval proceses
Cons
it's constantly glitching out on us; some pages will disappear completely while other times our edits aren't saved
November 2018
Anonymous
Company Size: 11-50 employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
November 2018
Great way to turn a record in Salesforce into a PDF
Some customers need a graphically appealing PDF version instead of a plain text page from Salesforce. Using Conga has saved time previously wasted on manually making these files.
Pros
The default printable view in Salesforce is almost unusable. With Conga, we can now make printable versions (PDF's) of Salesforce records/pages that look great.
Cons
The setup of different templates isn't that straightforward initially. It takes longer to generate the PDF output than is ideal.
April 2019
Scott from Siemens Smart Infrastructure
Company Size: 10,000+ employees
Industry: Industrial Automation
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
5.0
Functionality
4.0
April 2019
Collaborate...it really is that simple
We have seen a reduction of time to create proposals by nearly 80%. And we now have a standard looking proposal everytime.
Pros
Online publishing along with viewing customer analytics.
Cons
Multi-language support is a little bit lacking as well as enterprise wide administration.
April 2019
Jennifer from Textron Aviation
Company Size: 10,000+ employees
Industry: Aviation & Aerospace
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Customer support
5.0
Functionality
5.0
April 2019
Conga Composer User
It's definitely solved quoting issues for us. I'm excited to try Collaborate.
Pros
A lot of features for generating documents.
Cons
Templates require technical expertise. There's a lot of turnover in Conga's customer account relationship staff.
April 2019
Deborah from Plan international usa
Company Size: 51-200 employees
Industry: Non-Profit Organization Management
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
April 2019
Letters with Conga
It has streamlined so much and internal staff is very happy with accurate and fast correspondence.
Pros
The ability to print letters and at the same time log comments on a client account
Cons
Iittle quirks like timing out on large files
April 2019
Michelle from Aviation portfolio
Company Size: 2-10 employees
Industry: Airlines/Aviation
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
Functionality
4.0
April 2019
Support team
Pros
The support team is amazing. Beth was super helpful at connect.
Cons
When I get an error message I have a hard time figuring out the error. It’s often an extra space or character.
April 2019
Colleen from BigCommerce
Company Size: 501-1,000 employees
Industry: Consumer Goods
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
3.0
Functionality
4.0
April 2019
Conga Collaborate for your web based documents
Pros
Easy to configure most documents to appear professional and consistent. Our reps love the tracking capabilities as well.
Cons
I don't know html very well, so some of the cool formatting I see is more difficult to self-implement. However, we have a customer success rep that is able and willing to help.
November 2017
Adam from Indianapolis Motor Speedway
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
November 2017
Octiv is a great product and their support is top notch.
Pros
Professionalism it displays to our clients and potential clients. I also enjoy the integration capabilities with CRM.
Cons
It didn't function perfectly with our old version of CRM, but we're upgrading now so it should be resolved.
May 2019
Anonymous
Company Size: 10,000+ employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
May 2019
Does what it says in it's name
Pros
Create templates to standardise common documents coming out of Salesforce Lots of parameters to customise your solution FANTASTIC customer support for when you get stuck
Cons
Learning how to use 'switches' to format output took a while Equally, learning to use advanced formulas in word templates took some practice But easy to use for basic document generation from a database.
April 2019
Matt from JobsOhio
Company Size: 51-200 employees
Industry: Non-Profit Organization Management
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Functionality
4.0
April 2019
Hours of work reduced to minutes
We reduced our weekly agenda generation from about an hour to a under five minutes. This was a large administrative task that was unnecessary for the time it took.
Pros
The ability to pull in multiple objects/reports into a document within minutes. Throw on top of that the community support, and it's gold.
Cons
There is a little bit of a learning curve, especially if you are not familiar with SOQL.
June 2017
Krista from Graphcom
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
5.0
Functionality
3.0
June 2017
Since Octiv purchased
Pros
Templated proposals make it super easy to pump out proposals and win work fast! It's relatively intuitive and easy to use.
Cons
So many glitches -- pages will disappear and shuffle in order, errors happen all the time, and other random things. Also the limited users per account can be a hassle for a company our size

Response from Octiv
Replied June 2017
Thanks for the review! We're delighted that you're pleased with Octiv, but we'd love to ensure you have the best customer experience possible. We'll alert your relationship manager and have them contact you about the issues you listed. Thanks for being an Octiv customer!
April 2019
Mike from Filene Research Institute
Company Size: 11-50 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Great product for document needs and excellent customer support!
Pros
The automation features are super helpful for the business cases we have and our key personnel have adopted very quickly. They have the best support people who are not only friendly by are diligent about answering problems quickly.
Cons
I don't really have any Cons, other than we have to work with the team to do upgrades but I just heard that this is all changing soon and they will be able to push them out like other cloud products.
April 2019
Rich from Englhard Consulting
Company Size: 2-10 employees
Industry: Computer Software
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Great Document Generation with Salesforce Infomation
Pros
The ability to merge information from Salesforce into a document (Word template) makes it very easy to be able to send out contracts as well as give customers status updates on Projects.
Cons
Nothing, it is a fantastic product and I highly recommend it.
April 2019
Andrew from Aluma systems
Company Size: 5,001-10,000 employees
Industry: Construction
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
April 2019
It's like a SF specific DocuSign and so much more
The conga product family pulls in a ton of useful business features and integrates tightly with Salesforce
Pros
This gives you pretty much all the document signing features you'd get from DocuSign but also many powerful workflow and contract creation tools in one place
Cons
I'm always a little hesitant to succumb to vendor lock in, especially for a function as critical as contacts
April 2019
Brookes from Regence
Company Size: 1,001-5,000 employees
Industry: Insurance
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Most efficiency with least setup
Automating manual business processes with ease, at the highest satisfaction of my customers.
Pros
Ease of setup. With a few clicks it's simple to navigate the tool and setup.
Cons
No cons! I cannot think of any cons with this software specifically.
April 2019
Mark from JobsOhio
Company Size: 51-200 employees
Industry: Research
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Easy to use
Pros
All of the Conga products we use help save time and effort from all of our internal stakeholders.
Cons
We have limited licenses which can make it harder for the enterprise to adopt.
April 2019
Katie from Fluid Imaging Technologies
Company Size: 11-50 employees
Industry: Biotechnology
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Customer support
4.0
Functionality
4.0
April 2019
Easy to use!
Pros
It allows for consistent document creation across the organization.
Cons
It does take some time to learn from the admin side.
April 2019
Nick from Charter
Company Size: 1,001-5,000 employees
Industry: Telecommunications
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
April 2019
Conga Doc Sign
Great tool!
Pros
Ease of Use Automation Time savings fewer mistakes
Cons
Initial setup can be tricky Electronic sign functionality not available when we went with solution
December 2016
K from Graphcom
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
3.0
December 2016
Great for proposal writing!
We've completely changed the way we write proposals, thanks to Octiv (formerly Tinderbox). We are able to pump out proposals more efficiently (in nearly half the time), and the best part is they're automated. We have a number of templates we've refined, which makes it easy to reproduce for future projects. That's not to say that Octiv doesn't have its faults. Since Octiv acquired Tinderbox, we've experienced A NUMBER of glitches with the software (pages or content disappearing, error messages, etc.) However, the support team has always been super responsive and helpful, no matter how big or small the issue at hand. Despite these nuisances, we love this proposal software, and we're looking forward to bringing our sales team into the process to learn it too. Our creative agency is winning more work, thanks in large part to our new proposal process through Octiv.
July 2017
Prabhjeet from TUNE Inc
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
July 2017
Awesome contract management system!!!
Pros
It is very user friendly. I am normally able to troubleshoot most issues myself because of the ease of use. The UI is clean and modern looking. The customer service is out of this world - the response rate is phenomenal and they really listen to the needs of their clients.
Cons
There are often small glitches or bugs. Nothing that gets in the way of day to day workflows but they can definitely improve the UX by working bugs out quicker.
November 2018
Anonymous
Company Size: 11-50 employees
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
3.0
Functionality
3.0
November 2018
Nice tool, but room for improvements
Overall a nice tool, and in it's current condition there's some room for improvements.
Pros
In general, this tool works fine to create proposal, presentations and other documents. Most easy is to upload presentations, or work with some fixed templates (which in our case are filled by data from salesforce).
Cons
It can be frustrating and time consuming to create presentations, as there's less features as compared to e.g. powerpoint. Furthermore it happens that bugs occur while editing, or that pages are not loading while viewing presentations.
August 2017
Tim from PERQ
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
August 2017
Easy to use, and my team loved it
Pros
I used this software with a sales team in the SaaS space. They were able to integrate this into their process easily, and it streamlined our final pitch and contract management process.
Cons
Not much negative to say. It was easy to use and streamlined, and it kept our sales team happy when they used it. Sometimes user adoption was an issue, so they could probably improve their onboarding process.
April 2019
Berny from PCORI
Company Size: 201-500 employees
Industry: Non-Profit Organization Management
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Customer support
4.0
Functionality
5.0
April 2019
Conga Composer
I generally love this product since it helps the organization generate different types of documents using different templates.
Pros
This product helps us generate multiple documents based on the different specifications.
Cons
The pop up window to generate the document.
December 2020
Mehak from To The New
Company Size: 1,001-5,000 employees
Industry: Computer Software
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
December 2020
Easy to use and will save a lot of time in document generation.
Conga was mostly used in contract generation for clients and being a service company it saves a lot of time and effort for us after initial setup and configuration.
Pros
Thes best feature would be the flexibility and customization power of the tool. It uses templates with customizable fields to create and automate the policies to be maintained. There is great documentation present and it's very helpful.
Cons
The document generation is a bit slow, and PDF generation and manipulation can be tricky. Moreover, the setup of the tool can be a challenge.
April 2019
Karen from Inmar, Inc.
Company Size: 5,001-10,000 employees
Industry: Information Technology and Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Great product!
It's been good so far, we are still implementing.
Pros
The ability to generate formatted documents quickly.
Cons
Write back limitations are problematic at this time.
April 2019
Anonymous
Company Size: 2-10 employees
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
3.0
Functionality
5.0
April 2019
Document Generation at its best
Pros
The automation is seamless and extremely feature-rich
Cons
It can be complex to operate and set up, so there is definitely a learning curve.
September 2019
Anonymous
Company Size: 1 employee
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
2.0
Value for money
3.0
Customer support
3.0
Functionality
4.0
September 2019
Worth the learning curve!
Pros
It has one-of-a-kind functionality that you can't get with any other tool.
Cons
There is a very steep learning curve in order to accomplish some more technical solutions.
April 2019
Anonymous
Company Size: 51-200 employees
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
5.0
Functionality
3.0
April 2019
Great tool
Pros
It helps create much cleaner templates than before
Cons
Doesn't work for some complicated data models
December 2018
Anonymous
Company Size: 10,000+ employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
2.0
Value for money
1.0
Customer support
1.0
Functionality
2.0
December 2018
Conga
Pros
Quick generation of documents. Simple to format
Cons
Not easy to configure. Needs lots of assistance, which isn't always available
April 2019
Anonymous
Company Size: 201-500 employees
Review Source: Capterra
Ease-of-use
5.0
Functionality
5.0
April 2019
Great product
Pros
Ease of use, cut time to finish projects using this product.
Cons
As always cost is the big one. But the benefits outweigh it.
November 2016
Cory from Graphcom
Time Used: Free Trial
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
4.0
Functionality
3.0
November 2016
It does its job
This isn't the most intuitive proposal writing platform but it gets the job done. They've recently went through a change in the company (was Tinder Box, now Octiv) so there are some bugs to work out but overall, it does what it needs to do and is a reliable platform.
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