Conga Collaborate and Scratchpad, An In-Depth Comparison 2026

Comparison Summary

Conga Collaborate: Conga-collaborate offers document management software to streamline commercial operations. Automation, templated creation, and sharing are provided.

Scratchpad: Scratchpad, the AI-powered workspace for sales teams, eliminates stale spreadsheets and process struggles. Loved by sales teams with 1,400 reviews and a 4.8-star rating on G2.

This comparison report of Conga Collaborate vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1730 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Conga Collaborate and Scratchpad

Conga Collaborate, Octiv, Zoho Motivator, etc., belong to a category of solutions that help Sales Performance Management, whereas Scratchpad, PlanPlus Online, Pipeliner CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Conga Collaborate covers Sales Document Management, Collaboration, Engagement Management, Workflow Management, etc.

Scratchpad focuses on Forecasting, Workflow Management, Pipeline Management, Engagement Management, etc.

"We chose Conga Collaborate because it offered an all-in-one solution, whereas the other vendors we were considering could only offer one or two of the features we needed. The platform’s ability to do it all was one of the biggest selling points in o...ur decision to purchase Collaborate. " - Erica Juhl

"Before I would spend at least an hour before our weekly pipeline meetings to make updates on deals. This would mean opening up almost every opp to update next steps, dates, notes, etc. Now I will do a lot of this more ad-hoc because it's so simple t...o do in Scratchpad and I only spend about 10 minutes to make the same weekly updates I was doing before. " - Erik Long

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.

Conga Collaborate and Scratchpad: Best activities based on customer satisfaction


Conga Collaborate in Action: Unique Activities

How does Conga Collaborate address your Sales Document Management Challenges?
Conga Collaborate facilitates sales document management by automating proposal generation, tracking, and e-signing. It streamlines the proposal process, reducing administrative time and offering insight into buyer engagement. However, the editing functionality is not user-friendly, causing limitations in customization and potentially requiring users to start from scratch.
"...I appreciate the flexible options for adding branded art, content, and pages to proposals, which helps to customize without spending hours doing so...." Peer review by Account Manager in Sales
How does Conga Collaborate address your Collaboration Challenges?
Conga Collaborate automates document workflows. nThe platform integrates data from multiple systems. nThis streamlines operations, saves time, and improves the user experience.
"...Conga Collaborate has streamlined our ability to quote and has given us insight into our buyers’ attitudes...." Testimonial by Clint McVey, Chief Operating Officer, Scale Computing

Scratchpad in Action: Unique Activities

How can Scratchpad optimize your Forecasting Workflow?
Scratchpad streamlines sales forecasting by simplifying pipeline management and opportunity updates. This tool allows for efficient adjustments to forecasts, saving time and improving accuracy. As a result, sales teams experience increased productivity and a cleaner CRM system.
"...Data cleanliness, Pipeline Management, Workflow Management, Forecasting...." Peer review by Trey K.
What Are the key features of Scratchpad for Workflow Management?
Scratchpad helps users manage their workflows by providing a central location for notes, tasks, spreadsheets, and processes. Users can customize the platform to fit their specific needs and easily integrate it with existing systems like Salesforce. While Scratchpad offers a comprehensive workflow management solution, it currently lacks the ability to send emails directly through Salesloft.
"...The team at Scratchpad is also accommodating and worked with me to create a custom workflow for entering visit reports into my company's Salesforce records...." Peer review by Justin G., Area Sale Manager
What solutions does Scratchpad provide for Pipeline Management?
Scratchpad helps sales professionals manage their pipelines efficiently. nIt streamlines tasks and notes, centralizing information and improving forecasting accuracy. nThis leads to better pipeline visibility for management and saves time for sales teams.
"...Love being able to update and manage my pipeline without having to click to multiple different pages or constantly refresh SFDC...." Peer review by Michael J., Senior Account Executive
How can Scratchpad optimize your Engagement Management Workflow?
Scratchpad enhances the Salesforce experience by simplifying opportunity creation, pipeline management, and task scheduling. It provides real-time updates across accounts and opportunities, increasing efficiency and enabling timely follow-ups. nWhile Scratchpad streamlines the Salesforce experience, it might require some effort to fully transition from Salesforce.
"...Simplicity and the speed of engagement to the platform...." Peer review by Consultant
What Are the key features of Scratchpad for Training & Onboarding?
Scratchpad offers a comprehensive onboarding experience that is tailored to the user's needs. The onboarding process is designed to help new users quickly learn how to use the platform effectively. Scratchpad's customer success team is dedicated to assisting users throughout the onboarding process.
"...This has been a great experience working with their team to learn the product and share feedback that they are implementing right away...." Peer review by Shane J., Strategic Account Executive, Smartsheet

Top Processes

Customer evidence for the processes each product supports. Click Read Reviews to open peer feedback.

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management



engagement management

engaging and following up


workflow management


training & onboarding


communication management

sending & publishing communications



customer feedback management


trade show marketing


social media management

social media analytics


campaign management




pipeline management


opportunity management



helpdesk management


creating contact list


contact list management

creating contact list




account management




segmentation and targeting


business development


conversion management


promotion management


discount management


customer case management


meeting management


sales call management

meeting management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Improve digital and social presence

  • Improve ROI

  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Launch new products

  • Acquire customers

  • Enhance customer relationships

  • See 3 more

Business Setting

Conga Collaborate Scratchpad
Peer score 4.4 4.9
Peer insights 590 1140
Top industries
Computer Software 31.0%
Real Estate 18.0%
Marketing And Advertising 15.0%
Computer Software 49.0%
Information Technology And Services 18.0%
Financial Services 11.0%
SMB and Mid-Market 70.0% 79.0%
Enterprise 30.0% 21.0%

Integrations

Ecosystem partners each product commonly connects with.

News

Latest Conga Collaborate news

Conga Recognized as a Customers’ Choice for Configure, Price, and Quote Applications

Conga has been recognized as a Customers' Choice in the 2026 Gartner Peer Insights Voice of the Customer report for Configure, Price, and Quote (CPQ) applications. This recognition is based on 18 months of verified peer reviews, with 92% of 125 reviewers recommending Conga CPQ. The report highlights Conga's strong user interest, adoption, and overall experience.

18/08/2026 - source