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.

Conga's document generation solution

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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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.
$150M grant funds distributed

By the William Penn Foundation

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$150M grant funds distributed

By the William Penn Foundation

With Conga Composer, the William Penn Foundation streamlined fund distribution and created a more efficient review process—all while reducing turnaround times. They were also able to improve decision making through the availability of real-time grant budget amounts in place of monthly reports.
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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Conga is a no-brainer for the spend, once I kicked the tires on Conga Composer I knew I could not find better.

Joey Len

Salesforce Admin

Enovate Medical

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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 free trial

Sometimes seeing is believing. We’re happy to tell you all about our solutions and how they work. Schedule a free trial and see the power—and simplicity—of our document generation solution.

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.