Conga CLM vs. HoneyBook

With having all of our contracting through the Salesforce system, the ability to allow our legal teams to do more with generating documents, have controls over redlines, etc is ideal. When sales needs to make additional revisions to the underlying data, however, it can be lacking in strong tools.

Incentivized

I would recommend Honeybook to other coaches, consultants, and small business owners. It may not be appropriate for a large team's use, but works for the size of organization I currently own and manage. It also integrates with QuickBooks and makes financial data management fairly seamless.

Incentivized

• Unified Storage. All contracts are stored in a single, centralized repository, providing a comprehensive view of the entire contract lifecycle, including versions, negotiations, approval history, and metrics.
• Easy Search. Advanced search capabilities, including natural language search, allow users to quickly find specific contracts or clauses.
• Dynamic Approvals: Automate approval workflows to speed up the contract approval process and ensure compliance with company policies.

Incentivized

• Sending sales proposals + contracts with custom payment schedules.
• Automatic email reminders when clients have opened proposals, signed, and payed. HoneyBook even sends automated email reminders when clients haven't opened the email, reminding me to follow up.
• A very easy-to-use dashboard with templates for invoices, contracts, questionnaires, emails, and more.
• A place to see my sales pipeline with all of my clients, projects, and progress statuses in one place.
• All of my branding automatically integrated into everything that I send.

Incentivized

• X-author for Word can be improved as it does not maintain a stable connection and the org gets disconnected frequently.
• It does not support grandparent relationship for merge field population.
• A separate package needs to be installed for the integration of CPQ and CLM tools from Conga.

Incentivized

• The inability to export client data is ultimately what led us to switch to another CRM. It was great to be able to see all client project information within the specific project, but we needed everything from contracts, to general client data to form submissions and questionnaires to ALL be exportable data and that was not an option. All information only lived in HoneyBook.
• HoneyBook's forms were beautiful but I wish they would have been able to link to SurveyMonkey or Zapier to allow for more integrations. We might not have switched to another platform had that been the case.

Incentivized

Simple and easy to use for the legal team to creates contracts in Salesforce and with the help of conga contract attaches the different clauses through the bundle and sends them for negotiation and for signature. This is the primary work they do from Conga contracts. We had solution which is build using conga contracts, conga composer and conga sign

Incentivized

Since I do not use ALL the functionality in HoneyBook, I have wondered if the plan I am on is too much. That is why I rated a 9 rather than 10. I have definitely considered downgrading but not leaving HoneyBook.

The current version is probably about a five. The new version, I have not used it a lot. I've only done some testing around in it, not a lot. I'd say it's probably a seven or eight.

Incentivized

This is now a copy-paste response since this platform is asking me to answer every single question. It is such a negative experience with Honeybook that they even upset me while I'm trying to warn others of all the horrible pitfalls in working with the platform.

Conga CLM’s availability has been solid in my experience as for a logistics company like ours that needs access across time zones and departments, Conga CLM is a great solution.

Incentivized

Conga CLM performs reliably across our organization. It handles large volumes of contracts without lag, keeps workflows flowing smoothly, and processes automation tasks efficiently. The system remains responsive, even during busy days, no performance lag.

Incentivized

Very very difficult to get support. The support team is great for simple, general questions. If we ran into anything complex, we usually would figure it out before they could help us. We often were bounced around from rep to rep

Incentivized

They have ALWAYS been amazing when I needed any type of service or help. Their concierge service is also amazing vs other services I have used in the past. I have confidence when I ask for help - both through Chat or even on their Facebook group that I will get an answer quickly.

Incentivized

Conga University is very well made. Loved it!

Incentivized

Conga University is the best! loved it. The courses are very well designed which makes learning easy and great. I have taken courses for conga contracts, composer, conga sign, and conga batch. Courses are beneficial if you want to implement Conga products for your clients or for your organization. Highly recommended to sign up for Conga university and start learning

Incentivized

The process involved Salesforce object creation and fields with installing conga contracts and conga composer and setting up security for the users

Incentivized

Conga CLM capabilities and speed is very good compared to other CLM solutions and also scalable and easy to configure and manage the enhancements. Conga CLm is also great for multiple verticals and users from various departments can easily adopt to the CLM applications or tool. The eas of use is also a factor

Incentivized

Honeybook and Dubsado have a lot of similarities. I'd say the only big difference is that Dubsado still has more advanced workflow capabilities. Dubsado also is much harder to set up. Honeybook is simpler and easier to use right from the start.

Incentivized

Based on my experience using Conga CLM across a growing logistics operation with varied departments, I’d confidently rate its overall scalability a 9 out of 10. Provides multi site support, has proven ready for the long haul and provides a secure environment.

Incentivized

• Vendor onboarding process has been so much faster and better, resulting in more buisness and revenue. It's a bit costly but has also increased our overall ROI.
• Conga’s version control and clause consistency helped us to reduce the post signing disputes. That’s saved us a few awkward calls and trouble.
• Better resource optimization buisness decisions with the live dashboard, also leading to increased revenue and growth.

Incentivized

• HoneyBook has increased my efficiency, particularly when it comes to billing. I wanted to make it easier for myself to bill and HoneyBook has made it a breeze to automate my system.
• I love the forms HoneyBook provides, which fit seamlessly with my website. It makes lead generation easy, and automation has been a dream come true for my efficiency.
• HoneyBook has given me the ability to quickly follow up with professional materials that I wouldn't have had printed to hand out to potential customers. I love the digital capabilities and simplicity of the system, which has been worth the investment.

Incentivized