Conga CLM vs. PandaDoc

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

As an alternative to other electronic signature mechanisms, I can't recommend PandaDoc more highly. It works, plain and simple. It is less costly - by a lot - than most alternatives, stores signed documents online for easy access, is simple to use by both our staff and our clients, and makes our lives far easier.

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

• PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates.
• The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously.
• Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process.

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

• I would like to see the ability to LOCK a field instead of locking an entire block or document.
• I would like to see more standard features that need to be part of the service instead of add-ons.
• Would like to see an option to allow different levels of users than just the two standard options.

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

We have been using it for a few years now and find it vital to getting our bids out quickly and accurately to our customers. We can get a request for information from a customer and once we have their basic parameters create a professional bid in minutes. It's actually usually harder to find out what the customer wants than to use PandaDoc and create a document with it

Incentivized

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

Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.

Incentivized

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

We haven't had any real issues regarding downtime as of yet.

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

As I mentioned earlier - performance is near perfect as I can create, send, adjust my documents. I love the tracking feature as well as I can tell when my documents have been seen and by whom. The only issue I have run into is with saving and formatting - occasionally the file document does not save with the newly assigned name or the content of the document does not stay formatted nicely.

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

Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.

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

Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.

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

PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as fillable fields, pre-made, customizable and reusable templates also make PandaDoc stand out.

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

I agree. We have created folders for multiple departments and have been successful with the usage.

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

• We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity.
• We have been able to find older documents very easily.
• W-9 have been very difficult due to Section 3, but this was addressed with conditional logic

Incentivized