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.

Login to the Customer Community

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

Business process automation—also known as digital transformation—is a way for organizations to streamline their core functions and automate repeatable, multi-step workflows to increase efficiency and effectiveness while reducing the cost of doing business.

Automation can be used to streamline any number of business functions. Activities that typically lend themselves best to business automation are those that:

•    Involve a high volume of tasks 
•    Require multiple people to complete the tasks
•    Are time-sensitive in nature
•    Have a significant impact on other processes or systems
•    Require compliance and/or audit trails

Some common examples of business process automation include:

Document generation: Document generation software (like Conga Composer) allows companies to automate the creation and management of critical business documents. It is designed to streamline document processes and build customized digital documents in a snap, from marketing materials and welcome letters to quotes, proposals, order forms, and invoices. 

Contract lifecycle management (CLM): CLM software (like Conga CLM) is designed to optimize the end-to-end contract lifecycle by automating manual contract processes, eliminating repetitive manual tasks, and streamlining disjointed workflows. Adopting a CLM solution allows companies to accelerate sales cycles and maximize deal value, while also mitigating risk and ensuring compliance with all applicable laws and regulations. 

Configure price quote (CPQ): CPQ software (like Conga CPQ) helps companies generate quick and accurate quotes for their orders. CPQ software automates the quoting process and reduces human error by applying a preprogrammed set of rules to capture all possible product configurations, optional features, customizations, pricing models, discount structures, promotions, delivery options, payment methods, and dependencies.

Business process automation—also known as digital transformation—allows organizations to streamline their core functions and automate repeatable, multi-step workflows to increase efficiency and effectiveness while reducing the cost of doing business. 
Any number of business functions can be automated, but the best candidates are those that:

•    Involve a large number of tasks 
•    Require several people to complete the tasks
•    Are time-sensitive in nature
•    Are inter-related with other processes or systems
•    Have significant compliance or audit requirements

Business processes that are commonly automated include:

Document generation: Solutions like Conga Composer allow companies to automate the creation and management of critical business documents. They are designed to streamline document processes and build customized digital documents in a snap, from marketing materials and welcome letters to quotes, proposals, order forms, and invoices. 

Configure price quote (CPQ): Solutions like Conga CPQ help companies generate quick and accurate quotes for their orders. CPQ software automates the quoting process and reduces human error by applying a preprogrammed set of rules to capture all possible product configurations, optional features, customizations, pricing models, discount structures, promotions, delivery options, payment methods, and dependencies.

Contract lifecycle management (CLM): Solutions like Conga CLM are designed to optimize the end-to-end contract lifecycle by automating manual contract processes, eliminating repetitive manual tasks, and streamlining disjointed workflows. Adopting a CLM solution allows companies to accelerate the sales cycle and maximize deal value, while also mitigating risk and ensuring compliance with all applicable laws and regulations. 

Revenue lifecycle management is what happens when organizations begin to look beyond the initial sale, to recognize and maximize revenue opportunities throughout the customer lifecycle. Revenue lifecycle management is important because it allows companies to optimize the value of every contract and capture incremental revenue through post-signature activities like cross-sells, upsells, renewals, and more.

True revenue lifecycle management is possible with an end-to-end software platform, like Conga’s Revenue Lifecycle Management solution. This fully integrated system allows businesses to manage, transform, and scale the complete revenue lifecycle using our powerful business automation tools:

Document generation: Conga Composer allows companies to automate the creation and management of critical business documents. It is designed to streamline document processes and build customized digital documents in a snap, from marketing materials and welcome letters to quotes, proposals, order forms, and invoices. 

Configure price quote (CPQ): Conga CPQ helps companies generate quick and accurate quotes for their orders. It automates the quoting process and reduces human error by applying a preprogrammed set of rules to capture all possible product configurations, optional features, customizations, pricing models, discount structures, promotions, delivery options, payment methods, and dependencies.

Contract lifecycle management (CLM): Conga CLM is designed to optimize the end-to-end contract lifecycle by automating manual processes, eliminating repetitive manual tasks, and streamlining disjointed workflows. It allows companies to accelerate sales cycles and maximize deal value, while also mitigating risk and ensuring compliance with all applicable laws and regulations. 

Contract analytics: Conga Contract Intelligence uses AI and machine learning to extract unstructured text from existing contracts and organize it into 100% accurate, structured data. It then aggregates this output into a searchable, centralized repository, where it can be leveraged to provide end-to-end contract insights, track obligations, manage opportunities, mitigate risk, and maximize revenue. 

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. Software packages designed to help manage the contract lifecycle more effectively are typically referred to as CLM solutions, CLM tools, CLM systems, or simply CLM software.

CLM software is a suite of automated solutions built to optimize the contract lifecycle from start to finish. It does this by streamlining contracting processes, improving contract workflows, and reducing manual and repetitive tasks. Adopting a CLM solution allows companies to accelerate sales cycles and maximize deal values, while also mitigating risk and ensuring compliance with all applicable laws and regulations. 

A comprehensive CLM solution like Conga CLM can help to drive greater effectiveness, efficiency, and cost savings across every phase of the contract lifecycle, including:

1. Request phase: Automate the user request for a new contract
2. Drafting phase: Create the initial contract draft using pre-approved templates
3. Negotiation phase: Build automated workflows to facilitate contract negotiations and redlining
4. Review and approval phase: Automatically submit the revised contract to the legal team and/or other approvers for final authorization to move forward
5. Execution phase: Upon approval, automatically distribute the contract to all relevant parties for signature, collect electronic signatures, and place the signed contract in a secure repository
6. Obligations phase: Monitor the contract using auto-notifications to track important milestones and ensure that key obligations are met
7. Compliance, audit, and reporting phase: Send contracts for review to ensure all legal requirements have been met; evaluate contract performance to determine whether to renew, renegotiate, or terminate
8. Amendment/renewal phase: At the end of the contract term, set the contract to either renew, renegotiate, or expire—and the cycle starts over again 

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 is a new approach to contract lifecycle management that harnesses the power of AI to transform static contract documents into a valuable business asset. Instead of negotiating contracts and filing them away, contract intelligence puts revenue opportunities and powerful insights at your fingertips. 

How? A contract intelligence platform (like Conga Contract Intelligence) uses AI and machine learning capabilities to extract unstructured text from existing contracts, including dates, parties, terms, clauses, and other critical information. It then organizes the extracted information into 100% accurate, structured data you can trust. Finally, it aggregates the data output into a searchable, centralized repository where it can be leveraged to provide end-to-end contract insights. With full visibility into your contracts, an organization can confidently track obligations, manage opportunities, mitigate risk, and maximize revenue. 

For sales team, this unparalleled visibility empowers sellers to make proactive (and profitable) decisions about each account. By delivering powerful insights into contract renewals, cross-sells, upsells, and obligations, contract intelligence helps to ensure that you never miss an opportunity for revenue.

For legal teams, contract intelligence streamlines contract management processes and workflows to improve efficiency without increasing risk. It allows you to uncover granular contract insights in seconds, to avoid missed obligations and enable more proactive participation in post-signature revenue opportunities. And it helps to reduce low-value manual work by automating tedious administrative tasks.

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.

Contract lifecycle management (CLM) tools are a category of of automated software solutions built to optimize the contract lifecycle from start to finish. They do this by improving contract workflows, streamlining the contracting process, and reducing repetitive manual tasks. Properly utilized, CLM tools allow companies to maximize deal values and accelerate sales cycles, while also mitigating risk and improving compliance with applicable laws and regulations. 

Comprehensive CLM tools (like Conga CLM) can help to improve efficiency, effectiveness, and cost savings across all phases of the contract lifecycle, including:

1.    Request phase: Automate submission of new contract request
2.    Drafting phase: Streamline creation of the initial contract draft using pre-approved templates
3.    Negotiation phase: Build automated workflows to facilitate contract distribution, negotiations, and redlining
4.    Review/approval phase: Automate workflows to submit the contract to all necessary approvers (including the legal team) for final authorization to move forward
5.    Execution phase: Upon approval, automatically send the contract to all relevant parties, collect electronic signatures, and place the contract in a secure repository
6.    Obligations phase: Monitor contract execution using automatic notifications to keep track of important milestones and ensure that obligations are met
7.    Compliance/audit/reporting phase: Review to ensure all legal requirements have been met; evaluate performance to determine whether the contract should be renewed, renegotiated, or terminated
8.    Amendment/renewal phase: Set the contract up to either renew, expire, or renegotiate when it reaches the end of its term; then the cycle begins again 

CLM software is a suite of automated solutions designed to optimize the end-to-end contract lifecycle by streamlining contracting processes, improving workflows, and reducing repetitive manual tasks. 

Adopting CLM software (like Conga CLM) allows companies to accelerate sales cycles, maximize deal values, and improve the customer experience. On the legal side, benefits include mitigating risk and ensuring compliance with applicable laws and regulations. 

CLM software can help to drive effectiveness, efficiency, and cost savings across the entire contract lifecycle, including:

1. Request phase: Streamline the workflow for initiating the contract request
2. Drafting phase: Use pre-approved templates to create the initial contract draft
3. Negotiation phase: Automate workflows to facilitate contract disctibution, negotiation, and redlining
4. Review and approval phase: Use automated workflows to submit the revised contract to reviewers (including the legal team) for final authorization
5. Execution phase: Automatically disribute the approved contract to relevant parties for signature, collect electronic signatures, and deliver the signed contract to a secure central repository
6. Obligations phase: Keep track of contract execution using real-time notifications to key milestones and ensure that all obligations are met
7. Compliance, audit, and reporting phase: Automatically initiate the contract review process to ensure that all legal requirements have been met;  evaluate contract performance and finalize decision to renew, renegotiate, or terminate
8. Amendment/renewal phase: When a contract reaches the end of its term, set it up for renewal, amendment, or expiration—and the cycle starts again 

A contract lifecycle managment (CLM) system is a software package designed to help manage the contract lifecycle more effectively and optimize end-to-end contracting processes by improving workflows and cutting down on repetitive manual work. 

CLM systems allow companies to maximize deal value, accelerate sales cycles, and improve the customer experience. They also help legal tams to mitigate risk and ensure compliance with all applicable laws and regulations. A comprehensive CLM system (like Conga CLM) can drive greater effectiveness, efficiency, and cost savings across every stage of the contract lifecycle, including:

1. Request phase: Automate the inital request for a new contract
2. Drafting phase: Streamlne contract drafting with pre-approved templates
3. Negotiation phase: Create automated workflows to move the contract through negotiations and redlining
4. Review and approval phase: Automatically submit the revised contract to all required reviewers for final authorization
5. Execution phase: Automate distribution of the approved contract to all relevant parties for signature, collect electronic signatures, and deliver the signed contract in a central repository
6. Obligations phase: Monitor the contract obligations using automatic notifications to track important milestones
7. Compliance, audit, and reporting phase: Evaluate contract performance to determine whether to renew, renegotiate, or terminate
8. Amendment/renewal phase: Set the contract up to either renew, expire, or request amendments at the end of its term—then the cycle begins again 

The end-to-end process of contract lifecycle management can be broken down into eight distinct stages:

1. Request phase: When a user initiates a new contract request
2. Drafting phase: When the initial contract draft is created
3. Negotiation phase: When the parties to a contract work out the terms of a contract and reach an agreement
4. Review and approval phase: When the contract is submitted to the legal team and/or other approvers for final authorization to move forward
5. Execution phase: When the contract is sent to all relevant parties for signature, signatures are collected, and the contract is placed in a repository
6. Obligations phase: When the contract must be monitored to track important milestones and ensure that obligations are met
7. Compliance, audit, and reporting phase: When contracts are reviewed to ensure all legal requirements have been met and contract performance is evaluated to determine whether to renew, renegotiate, or terminate
8. Amendment/renewal phase: When contracts reach the end of their term and are either renewed, amended, or left to expire—and the cycle starts over again 

A comprehensive CLM solution (like Conga CLM) can help to drive greater effectiveness, efficiency, and cost savings across each of these stages, by streamlining processes, improving workflows, increasing visibility, and reducing manual and repetitive tasks.

On its own, artificial intelligence—or AI—is not able to write contracts. However, AI is the brains behind today’s powerful contract lifecycle management (CLM) and contract intelligence solutions. 

CLM solutions (like Conga CLM) are designed to automate contract processes, streamline workflows, and eliminate repetitive manual tasks. CLM software can drive greater effectiveness, efficiency, and cost savings across every stage of the contract lifecycle, including:

1. Request phase: Automate the inital request for a new contract
2. Drafting phase: Streamlne contract drafting with pre-approved templates
3. Negotiation phase: Create automated workflows to move the contract through negotiations and redlining
4. Review and approval phase: Automatically submit the revised contract to all required reviewers for final authorization
5. Execution phase: Automate distribution of the approved contract to all relevant parties for signature, collect electronic signatures, and deliver the signed contract in a central repository
6. Obligations phase: Monitor the contract obligations using automatic notifications to track important milestones
7. Compliance, audit, and reporting phase: Evaluate contract performance to determine whether to renew, renegotiate, or terminate
8. Amendment/renewal phase: Set the contract up to either renew, expire, or request amendments at the end of its term—then the cycle begins again 

A contract intelligence platform (like Conga Contract Intelligence) lets you turn your contracts into a powerful business asset. It uses best-in-class AI and machine learning to extract dates, terms, and other critical information from existing contracts. It then aggregates this data into a searchable, centralized repository where it can be leveraged to provide end-to-end contract insights. Its AI-driven features include:

•    Data-driven dashboards: Proactively manage every aspect of the revenue process
•    Proactive alerts: See when a contract is approaching any date-driven event
•    Contract analytics: Get insights into how contract terms are affecting your business
•    Collaborative workflows: Ensure every department collaborates seamlessly in one place
•    Integrations: Connect contract workflows to the tools and applications that drive business
•    Topic and term search: Allow powerful, contextual search of any agreement in seconds
 

Contract analytics is the process of reviewing an organization’s contracts, with the goal of extracting data and converting it into meaningful business insights. Contract analytics offers countless benefits for companies, allowing them to maximize the value of each contract, avoid missed obligations and surprise auto-renewals, minimize exposure to risk, and more.

Contract analytics is a foundational element of today’s contract intelligence solutions, like Conga Contract Intelligence. Our powerful contract intelligence program uses AI and machine learning to extract unstructured text from existing contracts, including dates, parties, terms, clauses, and other data. It then organizes the extracted information into 100% accurate, structured data and aggregates this output into a searchable, centralized repository. From there, the searchable contract data can be leveraged to provide end-to-end contract insights, allowing companies confidently track obligations, manage opportunities, mitigate risk, and maximize revenue. 

For sales team, this unparalleled visibility empowers sellers to make proactive (and profitable) decisions about each account. By delivering powerful insights into contract renewals, cross-sells, upsells, and obligations, contract intelligence helps to ensure that you never miss an opportunity for revenue.

For legal teams, contract intelligence streamlines contract processes and workflows to improve efficiency without increasing risk. It allows you to uncover granular contract insights in seconds, to avoid missed obligations and enable more proactive participation in post-signature revenue opportunities. And it helps to reduce low-value manual work by automating tedious administrative tasks.

An AI contract is one where some form of artificial intelligence, machine learning, and/or automation is used to manage contract processes, digitize contract documents, review contract data, and extract key business insights. In short, AI contracts harness the power of artificial intelligence to transform traditional static documents into a valuable business asset. The software solution that makes AI contracts possible is called contract intelligence. 

A contract intelligence platform (like Conga Contract Intelligence) uses AI and machine learning to extract unstructured text from existing contracts, including dates, parties, terms, clauses, and other critical data. It organizes the extracted information into accurate, structured data you can trust, then aggregates the structured output into a searchable, centralized repository where it can be leveraged to provide powerful business insights. 

For sales team, this unparalleled contract visibility helps sellers to make proactive (and profitable) decisions about each account. By delivering powerful insights into contract renewals, cross-sells, upsells, and obligations, contract intelligence helps to ensure that you never miss an opportunity for revenue—even after the initial sale.

For legal teams, contract intelligence streamlines contracting processes and workflows to improve efficiency without increasing risk. It allows you to uncover granular contract insights in seconds, to avoid missed obligations and reduce exposure to risk. And it enables more proactive participation in post-signature revenue opportunities, creating a mutually beneficial partnership between legal and sales.

Yes. Using Conga Contracts for Salesforce—the most powerful purpose-built Salesforce contract management solution—it’s possible to automate, generate, and execute large volumes of standard transactional contracts without leaving the Salesforce platform.

Conga Contracts for Salesforce allows you to manage complicated, enterprise-wide contract lifecycles to mitigate risk, reduce friction, and empower your business to scale. From request to amendment through renewal, Conga's workflows let you automate every step of your contract lifecycle in Salesforce. 

•    Dynamically build contracts tailored to your business rules. 
•    Maintain consistency and control of your most critical agreements. 
•    Instantly gain greater visibility to pinpoint where bottlenecks might occur. 
•    Reduce effort for general counsel by automating and facilitating contributions from other team members, within your pre-set guidelines. 
•    Negotiate faster with pre-approved clauses, alternate clauses on the fly, and changes that can be updated in Salesforce. 
•    Simplify your end-to-end contracting processes and decrease time to revenue. 

With Conga's end-to-end CLM specifically built for (and seamlessly integrated with) Salesforce, you'll be business-ready quicker. 
 

Salesforce does not have native contract management capabilities. However, with Conga's powerful, purpose-built contract management solution for Salesforce, you can automate, generate, and execute large volumes of standard transactional contracts without leaving the Salesforce platform.

Conga Contracts for Salesforce is specifically built for Salesforce, so it integrates seamlessly. It allows you to manage complicated, enterprise-wide contract lifecycles to mitigate risk, reduce friction, and empower your business to scale—all within a familiar interface.

From request and approval through amendment and renewal, Conga's end-to-end workflows let you automate every step of your contract lifecycle in Salesforce. 

•    Dynamically build contracts tailored to your business rules. 
•    Maintain consistency and control of your most critical agreements. 
•    Instantly gain greater visibility to pinpoint where bottlenecks might occur. 
•    Reduce effort for general counsel by automating and facilitating contributions from other team members, within your pre-set guidelines. 
•    Negotiate faster with pre-approved clauses, alternate clauses on the fly, and changes that can be updated in Salesforce. 
•    Simplify your end-to-end contracting processes and decrease time to revenue. 

Conga's end-to-end CLM solution for Salesforce puts everything you need for contract management right at your fingertips. 
 

Contract management in Salesforce is possible with Conga’s powerful, purpose-built contract management solution: Conga Contracts for Salesforce. This end-to-end CLM solution lets you automate, generate, and execute large volumes of standard transactional contracts without leaving the Salesforce platform.

Conga Contracts for Salesforce automates contracting workflows within Salesforce, so you can streamline every step of the contract lifecycle—from request and approval through amendment and renewal. 

•    Dynamically build contracts tailored to your business rules. 
•    Maintain consistency and control of your most critical agreements. 
•    Instantly gain greater visibility to pinpoint where bottlenecks might occur. 
•    Negotiate faster with pre-approved clauses, alternate clauses on the fly, and changes that can be updated in Salesforce. 
•    Simplify your end-to-end contracting processes and decrease time to revenue. 

For legal teams, Conga Contracts for Salesforce offers a central repository of pre-approved contract clauses, to streamline redlining and negotiation, accelerate approvals, increase compliance, and mitigate risk. It also provides a common set of workflows and analytics to monitor the end-to-end contracting process. 

Contracts are the lifeblood of every business. In fact, it’s estimated that contracts govern more than 80% of transactions in the average organization—which means the vast majority of most organizations’ value is wrapped up in contracts. 

That’s why it’s essential to get contract management right—and that’s where contract lifecycle management (CLM) comes in. 

CLM software is designed to optimize the contract lifecycle from start to finish by streamlining contracting processes, improving contract workflows, and reducing manual and repetitive tasks. Adopting a CLM solution (like Conga CLM) allows companies to:

•    Speed up the revenue cycle: Managing contracts with a CLM solution streamlines manual processes, creates greater visibility into contract status, and reduces the bottlenecks caused by lengthy negotiations and miscommunication. The end result: a faster sales cycle, fewer human errors, and better experience for both customers and internal users. 
•    Improve contract compliance: A CLM solution allows companies to reduce risk by creating standard workflows for every contract, including all required approvals. A custom library of approved language and clauses ensures consistent, compliant contracts every time. 
•    Meet complex business challenges: CLM software is built to handle complex contract processes and enterprise-wide collaboration, including variable workflows, multiple reviewers, high volume amendments, complicated negotiations, and cross-functional stakeholders.
 

Contracts are essential for any enterprise company. For the average organization, experts estimate that contracts govern more than 80% of all transactions—which means the vast majority of organizational value is wrapped up in its contracts. 

That’s why effective contract management is so important—and that’s why companies need contract lifecycle management (CLM). 

CLM software is built to optimize the end-to-end contract lifecycle by automating contracting processes, streamlining contract workflows, and reducing repetitive manual tasks. Using a CLM platform (like Conga CLM) lets companies:

•    Accelerate the revenue cycle: Using a CLM solution eliminates manual contract administration and streamlines end-to-end processes. It creates greater visibility into contract status, accelerates negotiations and approvals, and reduces process bottlenecks. The end result: faster sales cycles, fewer human errors, and a better experience for customers and internal users alike. 
•    Conquer complex business challenges: CLM software is built to handle even the most complicated contract processes, including variable workflows, multiple reviewers, frequent redlining, high volume amendments, delicate negotiations, and cross-functional stakeholders.
•    Improve compliance: CLM solutions allows companies to reduce risk by creating standard workflows for every contract, including all required approvals. And a custom library of approved language and clauses ensures contracts will be consistent and  compliant, every time. 
 

Contracts are the foundation of the procurement process. No matter what goods and services you need to obtain, contracts are critical to outline the key terms and conditions of your agreement, including vendor responsibilities, delivery timelines, payment terms, and more.

A CLM solution (like Conga CLM) allows more effective management of procurement contracts by  streamlining procurement processes, improving efficiency, and reducing errors. In addition, a CLM solution can improve reporting and analysis, ensure contract compliance, and enable more accurate evaluation of vendor performance.

The right CLM solution helps procurement teams to be more efficient and effective at every stage in the contract lifecycle:

1. Request phase: Automate new procurement contract requests 
2. Drafting phase: Create the initial contract draft using pre-approved templates 
3. Negotiation phase: Use automated workflows to facilitate contract distribution, negotiations, and redlining
4. Review and approval phase: Use automated workflows to submit the revised procurement contract to the legal team and/or other approvers for final authorization
5. Execution phase: Upon approval, automatically send the contract to all relevant parties for signature, then deliver the signed contract to a secure central repository
6. Obligations phase: Monitor contract execution using automatic notifications to track important milestones and ensure that obligations are met
7. Performance phase: Evaluate contract and vendor performance to determine whether to renew, renegotiate, or terminate
8. Amendment/renewal phase: Set the contract up to renew, expire, or renegotiate at the end of its term 
 

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.

Documents are an essential part of any business—from marketing materials and welcome letters to quotes, proposals, order forms, and invoices. They propel each function of the business forward and influence every interaction between internal teams and customers. 

But if you’re creating business documents the old-fashioned way, you know that manual, paper-driven processes are slow, inconsistent, and prone to errors—not to mention the challenge of managing paper documents after they’re created.

Document generation is a method of automating the creation and management of these critical business documents. And document generation tools (like Conga Composer) are software solutions designed to automate document processes and build customized digital documents in a snap. 

Composer lets you easily create and edit perfectly branded digital documents with just a few clicks, using pre-built templates that can be directly populated with your data. You can send documents to your customers, prospects, or partners, with real-time tracking and engagement notifications to monitor who has viewed the document and for how long. Then save completed documents to a single repository where the most current documents can be accessed whenever they’re needed.

With Conga Composer, our customers have seen massive improvements across the revenue lifecycle, including:

•    12x faster document creation
•    3x increase in sales productivity
•    50% reduction in proposal creation time
•    $60,000 in annual cost savings
•    55 working days saved each year

Documents are at the core of any business. From marketing materials and welcome letters to quotes, proposals, order forms, and invoices, documents propel each stage of the sales process forward. They also influence every interaction between internal teams and customers. 

But creating business documents using manual, paper-driven processes is slow and inefficient. It creates inconsistent experiences for your customers, and there's a high likelihood of errors—not to mention the challenge of managing paper documents after they’re created.

Document generation tools (like Conga Composer) allow companies to automate the creation of these critical business documents and streamline ongoing document management. 

Conga Composer lets you create and edit perfectly branded digital documents in a snap, using customizable templates that can be populated with your own data. Share documents with your customers, prospects, or partners, and use Composer's real-time tracking and engagement notifications to monitor who has viewed the document and for how long. Then save completed documents in a single, central location where they can be accessed whenever they’re needed.

With Conga Composer, our customers have seen massive improvements in efficiency and cost savings, including:

•    12x faster document creation
•    3x increase in sales productivity
•    50% reduction in proposal creation time
•    $60,000 in annual cost savings
•    55 working days saved each year

With the Conga Composer API, you can easily embed document generation solutions into any website or application and populate your documents with data from any system of record for a seamless customer experience.

• Embed document generation capabilities wherever they’re needed for fast, compliant transactions and an elevated experience for customers. 
• Integrate customer documents like invoices, order forms, quotes, and policy statements directly into your portal or platform for a one-stop, branded experience for your customers.
• Streamline workflows and optimize your internal processes

The standard Conga Composer product is a full document generation experience within the Salesforce ecosystem. Creating and managing documents requires visiting a unique page/site within Salesforce, and data must reside in Salesforce to be used in documents.

The Conga Composer API allows for:

• Expanded use cases for companies of any size and geography
• Use of data from ANY system of record (including homegrown systems) to populate templates
• Embedded document generation on websites, applications, portals, and platforms across your business ecosystem
• Elevated customer experience and brand consistency with embedded document generation
• A single, standardized document generation solution for every department across your company, no matter what CRM or ERP each group uses
• Streamlined processes with an embedded document generation step within your existing internal and external workflows
   

Conga’s Professional Services team is ready to implement the Conga Composer API for you. ISVs and Conga partners have experience with API implementations as well and can assist as needed. 

Typically, your in-house development team or their application administrator should receive the sample API code for testing prior to purchase. Please reach out to your Conga point of contact you’re interested in testing out the Conga Composer API.
 

Configure price quote (CPQ) software helps companies quickly and accurately generate quotes for their orders—especially those that involve complex pricing structures, large product catalogs, and limited-time promotions. CPQ software automates the quoting process and reduces human error by applying a preprogrammed set of rules that capture all possible product configurations, optional features, customizations, pricing models, discount structures, promotions, delivery options, payment methods, and dependencies.

Conga's CPQ solution gives sales teams everything they need to sell more effectively, accelerate the sales cycle, and increase win rates. It allows companies to drive better selling behavior and guide sales reps into optimal configurations for every product and service, including cross-sells, upsells, and bundles. CPQ solutions can also enable collaboration between teams, allowing them to share data and expedite the quoting process without sacrificing quality.

Using CPQ software has been shown to dramatically improve sales metrics, including:

• 25% increase in sales revenue

• 32% reduction in rogue discounting

• 51% increase in quote quality

• 30% increase in win rates

• 38% faster time to quote

• 22% increase in deal size

CPQ technology is often used in conjunction with other business solutions like CLM systems, CRM platforms, and ERP programs—which helps to improve accuracy and ensure consistent data across all business functions. Conga CPQ integrates seamlessly with other Conga products (like Conga CLM), as well as Salesforce, to streamline your commercial operations from end to end.

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

While these two terms are often used interchangeably, CPQ and Quote-to-Cash are actually two very different things. 

CPQ stands for configure price quote. CPQ solutions (like Conga CPQ) are designed to automate the quoting process, allowing companies to quickly and accurately generate quotes for incoming orders. Their overarching purpose is to accelerate the sales cycle, reduce human error, and let sales reps focus on selling—rather than managing the details of quote preparation and approval. Most CPQ solutions include pricing engines, quote generators, approval workflows, reporting, and analytics. 

Quote-to-cash (QTC) represents a much broader segment of the sales process. It begins when a customer decides to buy and ends when the seller receives payment for the sale. The quoting process is part of QTC, but it also includes a wide variety of other activities. 

The phases of the QTC process are typically defined as:

•    Lead and opportunity management
•    Product configuration
•    Pricing and quoting
•    Contract creation, management, and negotiation
•    Order fulfillment and delivery
•    Billing and invoicing
•    Payment processing
•    Customer support

A comprehensive QTC solution includes software to support every aspect of this end-to-end sales process. This includes tools like CRM (customer relationship management), CPQ, CLM (contract lifecycle management), ERP (enterprise resource planning), and more. Conga's CPQ solution integrates seamlessly with other Conga products (like Conga CLM), as well as Salesforce CRM, to streamline your QTC processes from start to finish. 

Both Conga and Salesforce offer high-quality software solutions to help streamline and automate the configure price quote (CPQ) process. Both Conga CPQ (formerly known as Apttus CPQ) and Salesforce CPQ are designed to help eliminate manual processes, drive better selling behaviors, and create a seamless buying experience for customers. 

While both products offer robust functionality, they differ in terms of feature set, customization options, ease of use, and more. As such, each organization will need to do thorough due diligence to find the solution that best meets its needs. 

TrustRadius also published a detailed, reviewer-based comparison of Conga CPQ vs Salesforce CPQ. Both products received an overall rating of 8.3/10, and each was rated higher in three categories. Conga CPQ received higher ratings for Likelihood to Renew, Availability, and Performance, while Salesforce CPQ scored higher in Likelihood to Recommend, Usability, and Support Rating. You can visit the TrustRadius comparison page to see a complete breakdown of scores and ratings. 

Conga CPQ is also fully integrated with the Salesforce platform, allowing you to manage the end-to-end quoting process without leaving Salesforce. Conga is the leading provider of business process automation solutions on the Salesforce AppExchange, with 10+ apps to handle contract management, electronic signature, document generation, enterprise CPQ, and more. 

Yes, Conga CPQ is fully integrated with Salesforce, allowing you to manage your quoting process in the same place you’re already working. 

Conga CPQ helps companies generate quick and accurate quotes for their orders. It automates the quoting process and reduces human error by applying a preprogrammed set of rules to support all your quoting needs, including complex product configurations, optional features, customizations, pricing models, discount structures, promotions, delivery options, payment methods, and dependencies.

Conga CPQ gives sales teams everything they need to sell more effectively, accelerate the sales cycle, and increase win rates. It also allows companies to drive better selling behavior, by guiding sales reps into optimal configurations for every product and service, including cross-sells, upsells, and bundles. 

Conga CPQ and Salesforce work seamlessly together to provide one cohesive place to get business done. Adding Conga CPQ to your Salesforce experience can help to improve user adoption, decrease the time it takes to get up and running, and ensure that Salesforce remains your single source of truth for all customer data. Work is completed quickly and easily, without bouncing from tool to tool—leaving you more time to focus on your customers and prospects. 

CPQ and CRM are two different types of business software that work together to support the overall quote to cash (QTC) process, which begins when a customer decides to make a purchase and ends when the seller receives payment for the sale.

CRM stands for customer relationship management. As the name suggests, CRM solutions are used to manage the relationship between a company and its customers—both current and potential. This powerful business tool is used to record account information, manage sales opportunities, document business relationships, and much more. As a cross-functional tool, the CRM platform provides insights for customized marketing campaigns, guides customer service interactions, and provides a consistent data source across all business functions.

CPQ stands for configure price quote. CPQ solutions (like Conga CPQ) are designed to automate the quoting process, allowing sales teams to quickly and accurately generate quotes for incoming orders. Their overarching purpose is to accelerate the sales cycle, reduce human error, and let sales reps focus on selling—rather than managing the details of quote preparation and approval.

Within the sales cycle, CPQ picks up where CRM leaves off, helping to bridge the gap between front-end and back-end systems. Integration between CRM and CPQ solutions can help to ensure a smooth and efficient sales process, as well as a seamless customer experience. Conga CPQ integrates seamlessly with other Conga products (like Conga CLM), as well as Salesforce CRM, to streamline your commercial operations from end to end. 

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.

As the world becomes more connected, business is increasingly transacted online—creating a greater need for virtual signatures. People often use the terms electronic signature and digital signature interchangeably, but they’re actually quite different. 

An electronic signature (or eSignature) is defined as: an electronic sound, symbol, or process attached to or associated with a contract or other record and adopted by a person with the intent to sign. For more than 20 years, eSignatures have been recognized under US law and are generally granted the same legal weight as handwritten signatures. eSignatures can be executed with the click of a mouse or a few strokes on a touchpad. They’re commonly used for business and personal contracts, employment offers, basic financial transactions, and more. 

A digital signature is a more secure form of electronic signature that is backed by a digital certificate, which provides proof of the signer’s identity. Digital signatures are electronically bound to the signed document and include encryption that prevents tampering with both the signature and the document itself. While digital signatures aren’t necessary for most everyday agreements and transactions, they provide an extra layer of security for sensitive documents and highly regulated industries like government, healthcare, and financial services.  

With Conga Sign API, you can easily embed eSignature solutions into your own applications and/or website for a seamless customer experience.  Integrate common use cases like account openings, applications, terms and conditions, purchase agreements, and more directly into your portal or platform for a one-stop, branded signing experience for your customers. 

Simply embed a signable document using Salesforce or non-Salesforce data and allow your counterparty to complete the required fields for a fast, compliant transaction. Realize higher completion rates, faster time to revenue, and a quicker time to ”yes” with Conga Sign API. 

Unlike the standard Conga Sign product, the API allows for:

• Embedded signing experiences: Directly integrate eSignature into your own business flow, including websites, portals, apps, etc. Reduce signing friction and improve the customer signing experience. 
• Flexible delivery options (send with SMS, email, Slack, etc.): In addition to direct embedding, you can deliver signing requests through email, SMS, or other internal collaboration tools of your choice. 
• Custom branding: Easily match your brand guidelines within your documents for a seamless user experience.
• Advanced qualified signature: Ensure a legally binding and compliant experience with Advanced Electronic Signature (AdES) for you and your countersigners.
• Field content validation: Ensure all fields are filled in correctly and accurately with field content validation setup.

Conga’s Professional Services team is ready to implement the Sign API for you. ISVs and Conga partners have experience with API implementations as well and can assist as needed. 

Typically, your in-house development team or their application administrator should receive the sample API code for testing prior to purchase. Please reach out to your Conga point of contact if you’re interested in testing out the Sign API.