Who Uses This Software?

We work with midsize to enterprise organizations in software & technology, media & communications, manufacturing, hospitality, logistics & transportation, financial services, energy and more.


Average Ratings

19 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Conga
  • www.getconga.com
  • Founded 2008
  • United States

About 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 Features

  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control
  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management

Conga - Document Generation Reviews Recently Reviewed!


Capterra loader

Revolutionized our sales process!

Nov 17, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Professional, customized, and increasing customer retention!

Dec 09, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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).

Overall: 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.

Flexible, Customizable Document Generation

Sep 20, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Capterra loader

Conga for Plans and Policies

Nov 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Capterra loader

At my prior job, we used Octiv (then known as Tinderbox) for contract delivery and contract signing.

Apr 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

Aug 08, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

positive, it helped cut down our time spent on proposals significantly

Dec 14, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

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

Nov 16, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Octiv is a great product and their support is top notch.

Nov 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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.

Since Octiv purchased

Jun 09, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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

Vendor Response

by Conga on June 09, 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!

Great Tool in Theory But Lots of Functionality Issues

Nov 22, 2016
3/5
Overall

4 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: User-friendly, easy to teach others how to use, good organizational system

Cons: Since the tool became Octiv, there are more glitches.

Overall: 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.

Recommendations to other buyers: Identify a good cataloging system before you go nuts creating templates.

Great for proposal writing!

Dec 01, 2016
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Comments: 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.

Awesome contract management system!!!

Jul 27, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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.

Nice tool, but room for improvements

Nov 14, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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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.

Overall: Overall a nice tool, and in it's current condition there's some room for improvements.

Easy to use, and my team loved it

Aug 15, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Conga

Dec 11, 2018
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Quick generation of documents. Simple to format

Cons: Not easy to configure. Needs lots of assistance, which isn't always available

It does its job

Nov 22, 2016
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money

Comments: 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.

Majorly increased efficiency

Dec 05, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Comments: With Octiv, we are now able to pump proposals out much quicker than ever before. The notifications and analytics allow us to better understand what drives customer engagement and how they're interacting with our proposals.

Like Optiv, but we need more.

Apr 19, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Its integration with Salesforce is its finest attribute. I can finally map Account and Opportunity objects!

Cons: Not enough options for customization allowed on existing templates (ie editing or changing names, creating custom buttons, etc).