Conga Document Generation
Wer nutzt diese Software?
We work with midsize to enterprise organizations in software & technology, media & communications, manufacturing, hospitality, logistics & transportation, financial services, energy and more.
Durchschnittliche Bewertung55 Bewertungen
- Gesamt 4.5 / 5
- Benutzerfreundlichkeit 4 / 5
- Kundenservice 4.5 / 5
- Funktionen 4.5 / 5
- Preis-Leistungs-Verhältnis 4 / 5
- Kostenlose Version Nein
- Kostenlose Testversion Nein
Cloud, SaaS, Web
24/7 (Live Vertreter)
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 2008
Über Conga Document Generation
Transform your document generation and create processes that connect all parts of your business. Create an easy, accurate, efficient flow of information across the document steps that make your business run.
* Set up document templates, workflows and approvals
* Wizard-based document creation
* Share and collaborate on documents securely in real time
* Keep documents safe and accessible in a central, secure cloud repository
Conga Document Generation Funktionen
- Audit Trail
- Elektronische Unterschrift
- Elektronische Unterschrift
- Optische Zeichenerkennung (OCR)
- Werkzeuge zur Zusammenarbeit
- Ziel- / Kontingentverwaltung
Die hilfreichsten Reviews für Conga Document Generation
Bewertet am 17.11.2017
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.
Vorteile: 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.
Nachteile: 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.
Bewertet am 10.12.2018
Professional, customized, and increasing customer retention!
Kommentare: 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.
Vorteile: 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.
Nachteile: 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).
Bewertet am 23.4.2019
Conga Composer is hands down the best product on the market
Kommentare: AWESOME! Much better than other things I have used. Ultimately flexible! And performant.
Vorteile: 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.
Nachteile: Sometimes the solution user interface is a little tricky and difficult to work with.
Bewertet am 31.8.2019
Powerful tool for meeting business document needs
Kommentare: I would recommend Conga for generating documents. It is a reliable, powerful software that plugs directly into Salesforce.
Vorteile: 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.
Nachteile: Setting up and learning Conga can be challenging. Thankfully documentation is present and straightforward.
Bewertet am 23.4.2019
Great Product, once you get to know it
Kommentare: 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.
Vorteile: Scheduled reports can be formatted for user specifications and formulas can be built right into the template.
Nachteile: 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.