Propose and quote—the simpler way
Creating accurate, professional quotes shouldn’t slow down your deals. But with disconnected systems, manual pricing, and back-and-forth approvals, it often does.
The Conga Advantage Platform offers total Revenue Lifecycle Management within-built quote and proposal software that simplifies this, so you can create precise quotes, set clear pricing, and respond faster to clients—all while reducing errors and freeing up your time to focus on closing.
Go from quote to cash—all in a single sales quoting and proposal software
Configure
Configure the best solution to win more deals
Sales reps juggle complex product bundles and configurations, risking delays or costly errors if they miss key details. What if reps or customers could build accurate configurations quickly, with fewer back-and-forth, and no missed details? Conga makes it happen.
- Improve deal velocity
Streamline the quoting process with automated validation and pre-defined configuration options. - Simplify the selling of complex products
Utilize an intuitive interface that empowers sales to customize options for precise alignment with customer needs. - Respond to new revenue opportunities
Grow market share with solution sellingcombining one-time, subscription, usage, and services in one quote.
Price
Maximize profitability and margins
Pricing can be complicated and differs by customer, region, contracts, and promotions. Without the proper tools, manual processes delay quotes and frustrates all involved. Conga offers optimal, transparent pricing that wins deals, reflects contract agreements, and provides insights on margins.
- Unlimited price types
Utilize multiple price types (one-time, recurring, cancellation, etc.) for any product to support corporate goals. - Optimize pricing to win more deals
Utilize complex pricing structures and logic for promotions and discounts, while considering pre-negotiated and contracted pricing. - Decrease margin leakage
Price waterfall analysis provides easy visibility of how pricing and margins are affected by discounts and promotions.
Cart
Enable a better user experience
Finalizing carts can be tedious, delaying proposals. Complex configurations need collaboration across departments, and mass updates could mean starting over. Imagine if sellers could simplify this with mass updates or a one-click checkout that generates quotes and emails.
- Improve efficiency with express quote checkout
Finalize the cart; generate quote/proposal; and create and send an email to customers with a single click. - Optimize the cart to win deals
A central location to update and manage the best promotions, pricing, and discounts to win the deal. - Expedite the quoting process
Enable multiple contributors across the organization to work in parallel and edit multiple items in a cart with a single change.
Propose and/or quote
Efficiently deliver on-brand quotes and proposals
Creating error-free, on-brand quotes can be complex, with salespeople relying on their favorite templates and manual processes. Proposal management software provides a seamless one-click process using professional templates that meet compliance and regional standards.
Eliminate off-brand quote templates
Quickly and accurately deliver branded, professional quotes without errors and include the correct content and images for each sales opportunity.
Automate the quoting and proposal process
Easily integrate into existing email providers and/or storage with alerts that notify you when quotes are openedby prospects or customers to eliminate the guessing game.
Increase deal size with suggested up-sell items and services
Add relevant up-sell suggestions to quotes and proposals based on what is in the cart.
Approve and send
Improved accountability and margins
Pricing can drive customer purchases, but indiscriminate discounts hurt margins. Finding a balance is key. Sales quoting and proposal software provides guidance on discount thresholds requiring approval. Streamlining this process prevents lost sales from slow approvals.
Manage complex approval processes
Flexibility to define the approval process with serial and parallel approvals, delegation of authority, group (One, Majority, Quorum), and ad hoc approvers.
Improve deal speed
Include the correct expedite time to each order with streamlined approval processes and auto re-approvals.
Maximize revenue in every opportunity
Gain full insight into exactly where you are within the process and avoid over discounting.
Create accurate proposals that win deals—no matter your company size
With the tools within the Conga Advantage Platform working together, you can handle quoting, document creation, and approvals in one system—speeding up your entire propose and quote process.
Conga CPQ
Configure products, set accurate pricing, and generate tailored quotes in minutes, so you always have precise, consistent proposals.
Conga Composer
Create polished, branded proposals that pull in data directly from your CRM, making it easy to produce on-brand quotes that align with client needs.
Conga Sign
Collect eSignatures right from the platform, keeping approvals and contracts moving forward without leaving the system.
Why choose Conga for your propose-and-quote process
Conga’s quote and proposal software isn’t just another quoting tool. It transforms the way businesses create proposals—helping you quote faster, sell smarter, and close more deals.
Create quotes faster
Automate workflows and make it easy to configure, price, and approve quotes quickly so you can move from proposal to contract without waiting on paperwork.
Maintain consistent, accurate data
Keep pricing and brand details the same across every quote and contract, reducing errors and building client trust with clear, reliable proposals.
Leverage one platform for everything
Work from a single place where quotes, contracts, and renewals all connect, keeping your workflow smooth and saving time switching between systems.
Keep every step of revenue connected with RLM
Conga’s Revenue Lifecycle Management (RLM) platform, the Advantage Platform, connects each step in the revenue process, letting you move smoothly from quote to close without losing track of details or wasting time. Here’s how it all fits together:
Renew and expand
Track renewals and spot upsell opportunities with Conga’s automated tools, helping you keep clients engaged and revenue growing.
Propose and quote
Configure deals, set pricing, and create accurate quotes faster, so you can move forward without delays or data errors.
Manage and fulfill
Stay organized through order management and fulfillment, ensuring every commitment aligns with the proposal to avoid last-minute issues.
Negotiate and execute
Convert quotes to contracts instantly. Conga automates approvals and collects eSignatures in one place, so deals don’t get stalled by paperwork.
90% reduction in order configuration time
Products used:
Conga CPQ
We needed something that’s nimble, agile, and best in breed. After assessing all the vendors, we felt Conga CPQ was by far the best enterprise order capture solution—it would enable a seamless experience for our sales team while automating much of the quote process.
Craig Eiter
Vice President of Sales Enablement @ Thomson Reuters
50% increase in pricing and quotes approval speed
Products used:
Conga CPQ
Conga Composer
We’ve achieved great business outcomes from our adoption of Conga’s solutions. I’m very impressed with the benefits we’ve seen across our sales, executive management, and legal teams.
Daniel Feichas
Business Development, Services & Support @ Embraer
85% decrease in manual work
Products used:
Conga CPQ
We’ve seen a 50% drop in time it takes to create a quote. We now automate a majority of our quotes, both direct and channel. This has been a huge win for our deal desk and sales operations teams.
Anisha Vaswani
Corporate CIO @ Box
Take control of your propose and quote process
Build smarter proposals, close deals faster, and increase revenue.
Resources to help you master propose and quote
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5 sales pain points solved by CPQ automation BlogCPQ5 sales pain points solved by CPQ automation
Every business has a process for configuring, pricing, and quoting products and services. However, many haven't yet considered the transformative potential of a configure, price, quote (CPQ) tool. CPQ could be the key to generating more revenue for your business.12/05/20245 min read -
Seven ways to make your proposals work for you GuidesCLMSeven ways to make your proposals work for you
Tired of losing deals over little mistakes made on out-of-date templates? Looking polished and consistent is important but often it's these little details that instill doubt in your prospects as your team rushes proposals out the door.01/22/202110 min read -
The Quote-to-Cash Process in 10 Steps BlogCLMThe Quote-to-Cash Process in 10 Steps
Quote-to-cash (often abbreviated as QTC or Q2C) is an important set of business processes that span the entire sales cycle. QTC involves a variety of activities and many departments across the organization—which has traditionally led to unnecessary siloes and inefficiencies.03/01/20238 min read -
The ultimate guide to configure, price, quote (CPQ) tools GuidesCPQThe ultimate guide to configure, price, quote (CPQ) tools
If your business has any measure of complexity, such as complicated offerings, then your team is likely facing a number of challenges and missed revenue opportunities. Take a step back and get a step ahead with the right configure, price, quote (CPQ) tool for your business.10/10/202010 min read
Frequently asked questions
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How does Conga ensure pricing accuracy with its software for proposals?
Conga’s sales quoting and proposal software employs several strategies to maintain precise and consistent pricing, including:
- Centralized pricing data: All product and pricing information is stored in a unified repository, ensuring sales teams access the most current and accurate data.
- Automated pricing rules: Conga's system automatically applies predefined pricing rules and discount structures, reducing the risk of manual errors.
- Real-time updates: Any changes to pricing or product configurations are updated in real time across the platform, ensuring consistency.
- Approval workflows: Built-in approval processes for discounts and special pricing ensure compliance with company policies and prevent unauthorized pricing adjustments.
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Can I use Conga proposal management software with my CRM?
Yes, Conga's propose and quote solutions are designed to integrate seamlessly with various customer relationship management (CRM) systems, including Salesforce. This integration allows for:
- Data synchronization: Ensure customer information, product details, and pricing are consistent across platforms.
- Streamlined workflows: Enable sales teams to generate quotes and proposals directly within the CRM, enhancing efficiency.
- Enhanced reporting: Combine CRM data with Conga's functionalities to provide comprehensive insights into sales performance and customer interactions.
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Can Conga’s quote and proposal software handle complex product configurations?
Absolutely. Conga's Configure, Price, Quote (CPQ) solutions are built to manage intricate product configurations, such as:
- Guided configuration: Assist sales representatives in selecting the right product combinations based on customer needs and compatibility.
- Dynamic bundling: Create product bundles with dynamic pricing adjustments based on selected features and options.
- Validation rules: Quote only valid product configurations, preventing errors and enhancing customer satisfaction.
- Scalability: Handle a vast array of products and services, making it suitable for businesses with extensive and complex offerings.
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Can I customize quote templates for different customers with Conga’s online proposal software?
Yes, Conga allows for extensive customization of quote templates to cater to diverse customer requirements. You can leverage:
- Template library: Access a range of pre-designed templates tailored to your branding and customer preferences.
- Dynamic content: Automatically incorporate customer-specific information, such as names, addresses, and personalized messages, into quotes.
- Conditional formatting: Adjust the content and layout of quotes based on specific criteria, ensuring relevance and professionalism.
Multilingual support: Create templates in multiple languages to serve a global customer base effectively.