Revenue Lifecycle Solution FAQs 

Conga offers end-to-end business workflow solutions that streamline common business processes to increase operational revenue and streamline team workflows Conga's software solutions provide tackle common business processes including proposal and quote generation, negotiation and the full spectrum of the contract lifecycle. All this helps you fulfill, renew, and expand on your current and future opportunities by normalizing and removing complexity in your revenue lifecycle.

Conga has the most secure, robust, and modern APIs in the market. Our solutions integrate with key systems, including our Salesforce integration, for maximum functionality, making it easy to bring together the information in all of your key systems.

Conga's revenue operations software is used to create effortless, yet legally binding documents for revenue operations, such as quotes/contracts/agreements/invoices/renewals. Our Revenue Lifecycle Management solutions are capable of meeting any business need from enterprise to small business to small in-house legal council teams.

Existing customers can find technical support for Conga products and gain access to online resources within the Customer Community. Inside the Community you can engage with product specialists and request additional support.

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Conga’s revenue lifecycle management solutions provide a seamless Salesforce experience that allows you to provide better data visibility along with process and approval automation.

Digital transformation is an organizational adoption of digital workflow and processes. Benefits include improved efficiency across teams, increased document generation speed and accuracy.

Conga's revenue operations software speeds up the sales cycle by increasing document creation, improving contract visibility and using AI to forecast billing, invoices, renewals, and subscription services.

The Conga partner program is a tiered program that offers benefits based on our mutual business successes. Partners enjoy access to a wide range of partner tools, training, and resources.

Become a Conga partner today!

Visit the Conga Community sign-in page.

Apttus and Conga merged in 2020 creating a suite of business solutions that address the full spectrum of digital commercial operations. The resulting suite of products and services offers the most advanced revenue lifecycle management solution on the market, including document generation, quote and proposal generation and contract lifecycle management software.

Visit Conga's Documentation site to keep up to date on the latest product updates and technical documentation.

We offer everything you need to guarantee you’ll be up and running quickly, from experienced experts to implement your Conga solution, as well as a self-guided walk through the Conga Learning Center catalog for a deep dive into your software.

The Conga Revenue Lifecycle Solution empowers business to transform revenue operations for better, scalable business outcomes and ensure sales pipelines are optimized for success.

The revenue lifecycle consists of 4 quadrants that empower revenue operations and ensures optimized sales processes.

The 4 quadrants are:
- Propose and quote
- Negotiate & Execute
- Manage & Fulfill
- Renew & Expand

Contract management software is a suite of integrated automated solutions designed to replace manual processes, repetitive tasks, and disjointed workflows with a streamlined system that optimizes the contract lifecycle from start to finish.

Learn more about Conga's contract management software solutions 

CLM stands for contract lifecycle management. CLM software improves processes related to the implementation of contracts. 

Contracts are crucial to every business, which is why it’s so important to end the era of manual and disjointed contract processes. Conga’s contract management solutions empower you to improve customer and user experiences, by increasing visibility, speeding up cycle times, and lowering risk through contract automation. Customers are looking to streamline contract generation, clause management, negotiation and tracking, storage and accessibility, execution and extracting data for actionable insights.

Contract Intelligence uses best in class AI to extract unstructured text from commercial agreements and organize it into 100% accurate, structured data you can trust every time. Gain full visibility into your contracts with Contract Intelligence, so you can confidently track obligations, manage opportunities, and mitigate risks.

Conga offers CLM solutions that work inside Salesforce, providing a seamless user experience between the Salesforce CRM and Conga's suite of business solutions.

Yes! Conga provides the only compatible CLM and CPQ platforms on their market. This means that Conga can offer an end-to-end business workflow solution for all of your needs.

Document generation software is a software solution that automates common business process to improve workflow efficiency and document accuracy.

All of Conga's products work together to provide a full range of highly customizable business process solutions. Conga Composer works directly with Conga Contracts for Salesforce and Conga Contract Intelligence. 

Conga’s Document Generation Suite integrates seamlessly with Docusign, OneDrive, Google Drive, Amazon, Salesforce, and Dropbox.

Conga's document generation software was built on the Salesforce platform. Document management for Salesforce templates combine with the data that’s already stored in Salesforce to generate presentations and renewal contracts with a single click.

Conga’s end-to-end business process automation solutions eliminate tedious admin tasks while streamlining workflow, reducing errors, and accelerating the sales cycle—bringing both your teams and your customers a smoother, more enjoyable experience.

CPQ, or Configure price quote software is a sales tool designed to help companies produce accurate and highly configured quotes making all of the complex product, pricing, and business rules centralized, automatic and available in real-time, so sales has everything they need at their fingertips.

Using CPQ goes way beyond just saving you time and money. It will improve the customer experience, reduce errors in your process, shorten sales cycles - all while increasing value of deals for clients. CPQ software can have an immediate effect on revenue growth and customer experience.

An automated quoting tool not only cuts quoting time down dramatically but also saves time by minimizing error.

For any organizations with complex products, complex pricing, subscriptions, services and channels, CPQ can be a game-changer. This includes B2B, B2C, enterprise level organizations to independent owned businesses.

CPQ is the ultimate sales tool for speed and efficiency. It eliminates manual quoting processes and helps simplify business complexity, so your reps have more time to spend with customers

CPQ helps you bridge the gap between your front- and backend systems, picking up where CRM leaves off to seamlessly continue the sales process. With CPQ, you can target the root of the problems that impact your sales: manual processes and
poorly managed business complexity.

CPQ improves the sales cycle by eliminating manual quoting processes and simplifying business complexity, so your sales reps have more time to spend with customers.

Three ways CPQ transforms your sales and improves the customer experience:

1. Increase speed to quote
2. Eliminate proposal errors
3. Maximize value through consistent accurate proposal creation

CPQs are highly customizable and can support the most complex product quotes accurately and in high volume.

A sales quote is a document that states the cost of a product or service. With innovative software, users are empowered to rapidly generate automatic quotes and proposals accurately and on-brand.

Yes. Conga's CPQ solution leverages machine learning to to provide deep and actionable insights to your business.The results are data-driven insights that increase deal value and the probability to win the sale for all reps.

Machine learning can also compare customers and find patterns that connect them based on the products they own. The result is data-driven product recommendations that make sense for the customer so they are more likely to buy.

A CPQ solution with machine learning has the capability to provide deep and actionable insights to your business.

For example, if you notice that smaller customers spend more when they perceive a lower per-unit cost, you might decide to target smaller customers with volume pricing. If you notice that enterprise organizations spend more on hardware if the services are discounted, you might offer discounted services to the enterprise, with higher hardware costs. Or if you have excellent renewal rates, you might reduce the price of the first year subscription to attract more new customers.

In all of these scenarios, you’re encouraging your buyers to do the things that make sense for your business and for them. And if you are leveraging a CPQ system, you can employ these strategies automatically

An electronic signature, or esignature, is is legally recognized form of document approval.

Yes. Electronic or eSignatures are recognized as legal consent and approval of a document. In 2000, the United States passed the ESIGN Act, making e-signatures legal for virtually all uses. In the European Union, the Electronic Identification and Trust Services Regulation (eIDAS) took effect in July 2016.

Conga's eSignature seamlessly integrates with all products in the Conga software suite including document generation, CLM and CPQ.

Conga Sign is the only built for Salesforce eSignature product on the market while other competitors build integrations into the Saleforce platform. Additionally, you will receive almost immediate time to value as it takes 5 minutes from AppExchange install to sending a first doc for signature. Finally, Docusign charges by the envelope while Conga charges by the user, giving you confidence in price forecasting for you and your team.

No! You can capture esignatures in the way your customers prefer: in person or remote, drawn on a screen, via SMS, or through an email.