Conga CLM
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Very good SalesForce to Document/Contract automation
What do you like best about the product?
I like the library and ability to not only create documents from SalesForce but to include cloud images and logic behind the images.
What do you dislike about the product?
A little bit more difficult to learn than some of the others mainly due to its increased capability.
What problems is the product solving and how is that benefiting you?
We do Presentations, Proposals and SOW's through the software
Recommendations to others considering the product:
If you are looking for a Document Generation product for your SalesForce CRM this is the one that has the most powerful ability when it comes to generating rich media infused material.
Well done
What do you like best about the product?
The tracking and information generated from octiv
What do you dislike about the product?
The emails sent through octiv all go to spam filters due to it being from a 3rd party resource
What problems is the product solving and how is that benefiting you?
Contracting
A Great Proposal Tool for Agencies
What do you like best about the product?
Octiv is an easy-to-use solution for agencies
What do you dislike about the product?
Octiv has some design/template limitations
What problems is the product solving and how is that benefiting you?
Standardizing proposals, adding analytics insight into the sales process and documentation management
Great contract repository and useful for improving efficiencies
What do you like best about the product?
Conga Novatus is very intuitive and easy to navigate. First-time users are able to easily get around without any issues. The system's most notable feature is its use as a contract repository. Contracts can be stored in a very organized and customizable manner, and the system also allows our team to easily access and maintain historical information for a contract or company (which are customers in our case). Project and contract implementation has become more efficient, and errors have been minimized. I believe that the Novatus tool that we most use is workflows.
What do you dislike about the product?
Reporting and hierarchical functions and relationships could be improved. It should be easier to connect contracts, companies, people in the system, as well as perform mass changes to such connections, including but not limited to changes to relationships and responsibilities.
What problems is the product solving and how is that benefiting you?
Effective repository that allows for organized and clean storing and access of contracts; great tool for implementing contracts and completing projects; our team is now able to keep track and history of changes and responsibilities; assignment of tasks and responsibilities has also improved; we have been able to minimize gaps in our process and ensure that all necessary contract implementation steps are captured.
Recommendations to others considering the product:
Make sure that your initial implementation is done well and correctly. Do not rush it. Ask all questions that come to mind, and imagine all potential scenarios that can result from your setup. Have clear goals and objectives presented to the Conga team implementing the system.
Secure content controls
What do you like best about the product?
Having the ability to control what fields can be edited, prevents the possibility of metadata loss.
What do you dislike about the product?
I have not any real downside of potentially using Conga Contracts.
What problems is the product solving and how is that benefiting you?
Streamlines ability to create custom contracts.
Great software
What do you like best about the product?
reduces our contract cycle time while staying in Salesforce! Nicely integrated.
What do you dislike about the product?
Could be a bit more mobile friendly, sometimes my iPhone shuts the app down
What problems is the product solving and how is that benefiting you?
Never leave Salesforce for contracts!
Recommendations to others considering the product:
More mobile integration
Conga the life saver!
What do you like best about the product?
I love the ability to streamline the entire contract process
What do you dislike about the product?
The system does need to work on glitchiness.
What problems is the product solving and how is that benefiting you?
The problem solved is taking a time consuming contracting process and putting all in one spot and automatizing everything possible to shave down the time spent on it all.
Overall positive, minor bugs
What do you like best about the product?
Novatus has been an excellent contract management software, and I've been particularly pleased with the contract trees module, as well as the differentiation between company documents and company contracts.
What do you dislike about the product?
I would like to see Novatus improve the transferability of the contract view window, for when viewing contracts through the contract family or documents tabs, i.e. i would like the metadata fields that are shown when viewing one company to be the same for all companies across the system. Once those preferences are set for one company, transferring across all would be great.
What problems is the product solving and how is that benefiting you?
My team and I are using this to manage our contracts, where we've found that it's extremeley easy to track document status, expiration dates, etc.
Better process for our University
What do you like best about the product?
Novatus allows us to store and track signed contracts. We are now able to easily find any University contract searching by a variety of indicators.
What do you dislike about the product?
We are limited to the number of people who can use Novatus, but we have dealt with that by having a few people with unlimited rights, and a few others with read-only rights.
What problems is the product solving and how is that benefiting you?
We have improved and streamlined our contract approval process and are better able to keep track of and quickly locate signed contracts upon request.
Good but tad cumbersome
What do you like best about the product?
Organized place for docs. We primarily use it for doc storage.
What do you dislike about the product?
Needs tad more flexibility to customize. Create mor euser friendly ability to store docs.
What problems is the product solving and how is that benefiting you?
Doc safe keeping
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