Conga Sign for Salesforce: An Official 3rd-Party Tool
What is Conga Sign?
Conga Sign is an e-signature solution designed to work with Salesforce objects so that your business can streamline signature processes. With Conga Sign, your staff can create templates for future use or have the option to work with documents in real-time by including signature tags on the go when needed. Your business can choose up to 10 recipients in the signing process and set an order for the signatures. With Conga Sign, documents can also be distributed to signees for valid electronic signatures, and rest assured that you can track the entire journey of your file within your signing process directly in Salesforce.
The Conga Sign Setup
To configure and send your documents to signees for e-signing, you must have a Salesforce license. It’s worth mentioning, at this point as well, that your signees do not need a Salesforce license in order to electronically sign your documents sent through Conga Sign.
To set up Conga Sign for digital and electronic signature solutions in your work processes, follow the high-level guide below:
1. You must purchase a Conga Sign license or subscription and ensure that you have access to the application.
2. Next, you want to integrate Conga Sign into Salesforce. You can download the Conga Sign app from the Salesforce AppExchange.
3. Now, you can set up accounts for users in your organization that will use Conga Sign. Each user can be assigned a different role and have specific permissions.
4. Create the templates that you will use in your signing process and configure the signing workflow for each of those templates, such as who will sign the document.
5. Add your recipients’ email addresses and send the document for signing.
6. You can track the status of your document with the Conga Sign dashboard or Salesforce.
A Conga Salesforce Integration
Salesforce is the world’s leading customer relationship management (CRM) platform! If you use Salesforce in your organization to manage your customer data and Conga Sign for your document signing processes, then you are going to want to integrate these two platforms. Conga Sign can help you streamline your signing process by assisting your staff with creating documents from templates to speed up the time it takes to get contracts to customers for signing. What’s more is that your team can work directly in Salesforce to track documents and close sales deals. Conga Sign also ensures that your signed files are stored back in Salesforce.
Conga Salesforce | Pricing
If you don’t want to miss out on Salesforce solutions from Conga Sign, you can head over to the Salesforce AppExchange, where you can get the e-signing application from prices starting at $6 per user per month. However, there are discounts available for nonprofit organizations, so make sure you check out the Conga Sign product page on the Salesforce AppExchange.
Alternatively, suppose you are still on the fence about committing to a Conga subscription. In that case, you can download the 30-day free trial to see if the application suits your specific business objectives.
Alternatives to Conga Sign
Conga Sign is not the only e-signature tool out on the market that integrates well with Salesforce. You could also try DocuSign to sign and manage your documents electronically.
Conga Sign vs DocuSign
For your convenience, here is a table displaying a comparison between the features and functionalities of Conga Sign and DocuSign. Let us know which e-signing app you prefer.
| Features | Conga Sign | DocuSign |
|---|---|---|
| E-Sign for Salesforce | Conga Sign users can securely e-sign documents. | DocuSign signatures are secure and legally binding. |
| Templates | With Conga Sign, your staff can create templates to automate your signing processes. | DocuSign offers customization options for your templates so that you can match your documents to your unique branding. |
| Integration Options | Conga Sign integrates exceptionally well with Conga Composer to get access to additional features that will streamline document generation processes. | DocuSign integrates well with Salesforce, Microsoft Office 365, and Google Workspace. |
| Automation Capabilities | You can use Conga Sign to set reminders for signers to sign documents. | You can use DocuSign to create complex signing processes that include conditional routing and in-person signing. |
| Tracking | Conga Sign lets you track the status of your signed documents within the signing process. | With DocuSign, you get access to multi-factor authentication to identify the individuals who have signed your document. |
| Mobile | You can use Conga Sign on iOS and Android devices as they offer mobile apps. | DocuSign supports iOS and Android mobile devices with apps for signing and managing devices. |
Titan Sign for Salesforce
As capable as Conga Sign and DocuSign are at helping you with document-signing processes, Titan Sign is still your best option for Salesforce, in our opinion. You can use Titan to seamlessly integrate with Salesforce Flow and automatically trigger your signing process from within a Flow. Here are a few features of Titan Sign:
- Titan Sign has trusted electronic and digital signatures for your Salesforce documents.
- Identify your signers with market-leading technology, such as facial recognition.
- Titan Sign’s solutions are 21 CFR Part 11 Compliant
- Titan Sign’s key features include a progress tracker, conditional logic, automation for Salesforce, and advanced reports.
- Titan Sign supports both single and multiple signer processes.
FAQ
At Titan, we love sharing questions and answers to help you automate your manual work processes. Please take a look at some common questions that we get asked frequently. They might help you with some of your Salesforce queries.
Does Conga integrate with Salesforce?
Yes, it does. Conga from Salesforce AppExchange can help you streamline your work processes by empowering your staff to create documents that pull data from Salesforce.
What is the functionality of Conga sign?
Conga Sign empowers your staff to create automated work processes that can be tracked at every stage of the signing process. Essentially, Conga Sign can help your business enhance customer and user experiences.
How do you sign a Conga Sign?
Read the general steps below to get an overview of the signing process in Conga Sign:
1. Head over to a record and click Send with Conga Sign.
2. Select the document that needs to be signed and then choose the signers in their respective signing order.
3. Add any signature tags to the document if you need any.
4. Click Send for Signature or choose in-person signing.
5. At this point, signers will sign the distributed document.
6. The signed document will be pushed to Salesforce and emailed to all signers who were involved in the signing process.
Here’s How Titan Works
As mentioned before, Conga Sign is not the only e-signature solution on the market. And, neither is DocuSign. However, both these platforms are respected as they have strong features that help you sign documents electronically.
But if you are looking for more than just an e-signature solution for Salesforce, we highly recommend you take a look at Titan. Our no-code platform provides an e-signature solution to sign, seal, and deliver documents in minutes. Everything is tracked in Salesforce, and what’s more is that you can create custom files, web applications, web forms, or even surveys with Titan. Sounds like something your business needs? Contact us for more information.
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
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