Document management software and solutions

Get the most out of your documents

When it comes to revenue operations, documents propel each stage of the process forward, influencing every team and customer interaction. Conga’s automated solutions provide real-time notifications, tracking, and analytics with unparalleled speed and accuracy to give you maximum value out of every document, every time.

Document generation solutions

Conga Composer

Reduce errors and improve customer communications by automating your document processes with fully customized templates you can create in a snap.

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Conga Collaborate

Grab your customers’ attention while boosting cross-team collaboration with engaging, interactive documents, automatically updated with rich media and the latest approved content.

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Improve the revenue lifecycle with automation

Don’t take our word for it—our customers tell us every day what a massive improvement our solutions have made for their teams.

12x faster

Document creation

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12x faster

Document creation

With Conga Composer, the Despatch sales team reduced the time spent generating simple quotes to less than two minutes, and for more complex quotes—five minutes or less. That's 12x faster than their old system.
55 working days

Saved per year by Hilton Worldwide

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55 working days

Saved per year by Hilton Worldwide

Conga Composer helped Hilton’s concierge agents reduce the time it takes to create itineraries from over an hour to less than 15 minutes. Agents now use one system to compile information, not only saving time, but providing customers with valuable, visually pleasing resources to enhance their experience.
$60,000+ annual savings

By Davies Office

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$60,000+ annual savings

By Davies Office

With Conga Composer, Davies Office reduced the time spent creating and sending purchase orders from three days to less than eight minutes. This time reduction resulted in an overall savings of more than $60,000 annually with an ROI payback of three days, allowing teams to increase both efficiency and customer satisfaction.
3x sales productivity increase

Experienced by Dude Solutions

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3x sales productivity increase

Experienced by Dude Solutions

With Conga Collaborate, the Dude Solutions team created an array of document templates—quotes, renewal contracts, RFP responses, and others—that automatically populate with data pulled directly from the company’s Salesforce database. Dude Solutions accelerated proposal creation by 66% and increased sales productivity by 3x.
3 to 5 minutes

Contract processing time for PatientPoint

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3 to 5 minutes

Contract processing time for PatientPoint

Conga Composer allowed PatientPoint to generate their documentation processes directly from Salesforce, creating one source of truth. With Composer, PatientPoint not only cut its contract cycle from 45 minutes to less than five, but it also received an ROI equivalent to one full-time employee.
50% reduction

In proposal creation time for Renovia

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50% reduction

In proposal creation time for Renovia

Renovia reduced proposal creation time by 50% with Conga Collaborate, generating 428 documents in 60 days. Sales and production teams now generate consistent, error-free documents in a matter of minutes, allowing them to work together more efficiently and recoup valuable time.

Work where you’re already working

Conga and Salesforce work together seamlessly so you can take care of all your business in one place from one source of truth. You can use Conga within your existing Salesforce platform to get work done quickly and easily, leaving more time to focus on your customers and prospects.

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I don’t think we could do our business without it. I really, truly believe that. We grew 35 percent year over year and I think a lot of that success revolves around the efficiencies that Conga has helped provide us.

Chase Abbott

Vice President of Sales

Cox Automotive

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By having efficient processes to complete all the paper, to do all the work for us, we can get a lot more done, with a lot fewer people and a lot faster than any of our competitors in this space.

Myril Shaw

Chief Operating Officer

Dealer Profit Services

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Get a demo

Talk to our team about how Conga document generation can deliver accurate information to your customers quicker, so you close deals faster.

Document Generation FAQs

How can automated document creation improve revenue lifecycle management?

Automated document generation allows for effective contract and lifecycle management. You can produce meaningful business outcomes like increased productivity, integration, visibility, and growth by automating your document creation and management workflows. Eliminating manual document tasks can reduce errors and result in better tracking and customer communication, ultimately boosting your revenue lifecycle management system.
Why types of business processes can be automated with Conga's document generation solutions?
We have identified seven documents that, through automation, can lead to better overall business success:
1. Standard reports
2. Sales proposals
3. Contracts
4. Account plans
5. Project report cards
6. Invoices
7. Renewals and business reviews
Automating these key documents can help you save your company time and resources, allowing you to increase your win rates and shorten your time to revenue.
How do I meet brand guidelines in document creation?

Consistent documentation is key in creating brand recognition and building trust with customers. Through automation, you can control the creation of your templates and create a consistent use of your company’s brand in your documents. Fully customized templates allow you to increase volume and scale your document generation as your business grows.
What is workflow automation software?

Workflow automation software allows you to connect all essential areas of your business that are critical to your success. Bring your revenue lifecycle management together in one system to streamline communication, boost customer satisfaction, and energize your processes.

With workflow automation software, you have visibility into each area of your operations, allowing you to automate your critical processes like document generation, quotes, proposals, data gathering, contracts, and more.