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Conga works with midsize to enterprise organizations across industries, including software & technology, manufacturing, hospitality, logistics & transportation, financial services, energy and more.
Architecture, Engineering, and Construction firms (AEC)
What I love the most is how easy it is to create amazing documents. I mean I can literally take a predefined or custom template and auto-populate it with data from other platforms.
When I get an error message I have a hard time figuring out the error. It’s often an extra space or character.
Very easy to use and as an administrator I love what I can do with it. We were able to improve all our contract templates using the tool.
It can be frustrating and time consuming to create presentations, as there's less features as compared to e.g. powerpoint.
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.
I'm always a little hesitant to succumb to vendor lock in, especially for a function as critical as contacts.
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.
Sometimes the solution user interface is a little tricky and difficult to work with.
Another great feature is the opportunity tracking, once again keeping all the pieces of a pursuit in one handy place and available 24/7 is brilliant.
The software is basically restricted for us and buy in from employees will be difficult as they will have to have email open on one screen and Cosential on another.
My favorite feature is the resume generation tool. The ability to produce multiple resumes tailored for specific pursuit types automatically updated each time they are created is beyond wonderful.
We have been waiting for 3+ months now on one issue, which is unacceptable. We are so far in at this point that it doesn't make sense to change systems now, but the thought has crossed our minds.
As a very visual person, the ease and impact of the dashboard widgets are a great. Seeing your information in charts and graphs really help to monitor our marketing progress.
Our biggest problem prior to using Cosential was that knowledge about our projects, clients, past pursuits, etc. lived primarily in the heads of our people.
The automated alerts and notifications from the workflow system are excellent as well. Easy and efficient way of letting the team know when there are new prequals, awards, proposals, etc.
We used to have to pull and drag project information out of our Project Managers after their projects were completed, while they were already working on a few others.
Conga Document Generation
Top FeaturesUnanet CRM by Cosential
Conga Document Generation
Unanet CRM by Cosential
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