Conga X-Author for Excel

Turn Microsoft Excel into a complete user interface for your CRM system and increase user adoption

An Excel solution for Salesforce 

No matter where you are in the revenue operations lifecycle, Conga X-Author for Excel takes valuable data out of Salesforce and lets you edit, sort, and make mass updates within a familiar Excel environment. Manage and update proposal data and contract metrics.  

Modify any changes needed throughout your revenue operations process within Excel and have that data automatically sync with the record in Salesforce.  

Conga's Revenue Lifecycle Wheel - Detailed

Conga X-Author for Excel Features 

  • One-click control

    Manage unlimited objects in any layout, any workbook, and across worksheets.

  • Data migration

    Create, read, update, and delete an unlimited number of objects simultaneously.

  • Ease of use

    Compare data across organizations and instances in a single workbook.

  • Complex reporting 

    Leverage standard Excel reporting and analytics functionality.

  • Offline functionality 

    Work offline and easily sync changes when reconnected.

Real outcomes from Conga X-Author customers

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Faster programming


Better data accuracy


Faster business process cycle time


Greater productivity


Increase in Salesforce user adoption

Statistics provided by Conga customers

Customer success

End-to-end support on Conga X-Author for Excel

With support from Conga Services, Conga Community, and our technical team, we’re able to support our customers and to solve any X-Author for Excel questions that come up along the way.

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Conga X-Author plays well with others.

Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end.

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Conga CLM

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