Coworkers standing around laptop

Proposal and Quoting Use Cases: Improve Efficiency & Optimize Pricing 

Eliminate manual processes to drive better selling behaviors throughout your revenue lifecycle.

Why Conga is different 

Conga helps businesses worldwide conquer the complexity of proposals and quote processes. Enable your teams to build out complex proposals, contracts, and other critical business documents with capabilities to configure pricing, discounting, carts, and more. 

Conga Revenue Lifecycle Wheel - Simple

Creating the perfect quote 

    • Quote configuration

      Quotes don’t need to be complicated. Incorrect configurations can delay the quoting process and lengthen sales cycles, tarnishing the customer buying experience, and causing the loss of sales. 

    Customers discussing the benefits of using Conga together with Salesforce
    • Sales, Sales Operations, IT, Marketing

      It can be difficult for sales, partners, and customers to find the configuration that they want and must turn to manual processes to complete the order.

    Woman smiling and working on laptop
    • Consistent quote configuration

      Improve the buying experience with faster and more accurate configuration and quoting, resulting in increased sales. Also see improved ease of use and greater adoption of the sales tool to increase sales with suggested upsell and cross-sell offers. 

    Woman smiling

Optimized pricing for success  

    • Rogue discounting and pricing

      Rogue discounting, complex and undefined pricing, lack of guidance on deal-winning pricing, and manual processes can all cause the loss of a sale.  

    Customer using Conga CPQ with Salesforce
    • Sales, Sales Operations, IT, Marketing

      Sales teams are left to quote on their own and are unable to optimize pricing based on previous quote acceptances. Necessary approvals for pricing can slow down quote creation, prevent the closing of a seal, or destroy margins.

    Man and woman looking at tablet
    • Improved margins

      Eliminate rogue discounting and see improved margins when you allow flexibility to price products based on your organizational goals. Also, see the ability to sell additional products within promotions for more upsell and cross-sell opportunities.  

    Woman smiling looking at laptop

Enable more efficient quoting 

    • Slow proposals

      When the quoting and proposals process are slow, sales are slow. These processes can and should be automatic—generating proposals based on a pre-determined on-brand template and emailed to the appropriate person, all with one click of a button. 

    Woman working on laptop
    • Sales, Sales Operations, IT, Partner  

      Quotes sent to customers are not always on-brand due to rogue templates and delayed quotes due to manual processes can cause delay the process and provide no insight as to when or if the customer has viewed the proposal. 

    Two people in suits looking at tablet
    • Improved win rate

      Professional on-brand quotes improve win rate and efficient quoting with automated processes allows for one-click finalization to generate documents and send quotes to customers. 

    Conga professional services team

Hear from Conga customers

Thomson Reuters

Thomson Reuters maximizes sales efficiency and customer experience with Conga.

Wolters Kluwer logo

Wolters Kluwer keeps its business compliant with Conga.

box company logo

Box produces quotes 50% faster with Conga.

Give Conga a try

Create accurate products and services, pricing configurations, options, and guided selling rules. Utilize a centralized repository to successfully manage all product, pricing, packages, and promotions logic in one system that is accessible, accurate, and trusted by all teams.