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.

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).

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.

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.

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.

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.

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.

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.

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.

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

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.

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.