Conga Collaborate Overview

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

Use Cases

Customers recommend Sales Document Management, Collaboration, Engaging And Following Up, as the business use cases that they have been most satisfied with while using Conga Collaborate.

Other use cases:

  • Workflow Management
  • Onboarding
  • Communication Management
  • Advertisement
  • Customer Feedback Management
  • Trade Show Marketing
  • Social Media Analytics
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Improve Digital And Social Presence are the most popular business priorities that customers and associates have achieved using Conga Collaborate.

Conga Collaborate Use-Cases and Business Priorities: Customer Satisfaction Data

Conga Collaborate's features include Templates, Personalization, Recording, etc. and Conga Collaborate support capabilities include 24/7 Support, AI Powered, Chat Support, etc. also Conga Collaborate analytics capabilities include Analytics, and Custom Reports.

Reviews

"Salesforce is the core of our business, but as a growing company, we needed ways to improve how we used it. With Conga Collaborate we dramatically improved the efficiency and effectiveness of our whole sales team by replacing inconsistent manual quo...te processes with customized automations that push and pull data to Salesforce in real-time." - Lindsay Baskervill

Conga Collaborate, monday sales CRM, Sertifi, CobbleStone Contract Insight, MeisterTask, etc., all belong to a category of solutions that help Sales Performance Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Conga Collaborate

Top Industries

  • Computer Software
  • Real Estate
  • Marketing and Advertising

Popular in

  • Mid Market
  • Enterprise
  • Small Business

Conga Collaborate is popular in Computer Software, Real Estate, and Marketing And Advertising and is widely used by Mid Market, Enterprise, and Small Business.

Conga Collaborate Customer wins, Customer success stories, Case studies

How efficiently Does Conga Collaborate manage your Sales Document Management?

What benefits does Conga Collaborate offer for Collaboration?

Why is Conga Collaborate the best choice for Engaging And Following Up?

How does Conga Collaborate facilitate Workflow Management?

11 buyers and buying teams have used Cuspera to assess how well Conga Collaborate solved their Sales Performance Management needs. Cuspera uses 590 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Performance Management needs.

CUSTOMERS TESTIMONIALS
Conga Collaborate testimonial

Lindsay Baskervill

Deal Desk Team Lead

Dude Solutions

Salesforce is the core of our business, but as a growing company, we needed ways to improve how we used it. With Conga Collaborate we dramatically improved the efficiency and effectiveness of our whole sales team by replacing inconsistent manual quote processes with customized automations that push... and pull data to Salesforce in real-time.

Testimonial By Lindsay Baskervill
Conga Collaborate testimonial

Erica Juhl

Director of Sales Operations

AllOver Media

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 our decision to purchase Collaborate. Testimonial By Erica Juhl
Conga Collaborate testimonial

Clint McVey

Chief Operating Officer

Scale Computing

Conga Collaborate has streamlined our ability to quote and has given us insight into our buyers’ attitudes. We’ve also gained more awareness of transactions while shortening our sales cycle. Scale views Conga Collaborate as a must-have addition to our sales toolbox. Testimonial By Clint McVey
CUSTOMERS TESTIMONIALS
Conga Collaborate testimonial

Lindsay Baskervill

Deal Desk Team Lead

Dude Solutions

Salesforce is the core of our business, but as a growing company, we needed ways to improve how we used it. With Conga Collaborate we dramatically improved the efficiency and effectiveness of our whole sales team by replacing inconsistent manual quote processes with customized automations that push... and pull data to Salesforce in real-time.

Testimonial By Lindsay Baskervill
Conga Collaborate testimonial

Erica Juhl

Director of Sales Operations

AllOver Media

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 our decision to purchase Collaborate. Testimonial By Erica Juhl
Conga Collaborate testimonial

Clint McVey

Chief Operating Officer

Scale Computing

Conga Collaborate has streamlined our ability to quote and has given us insight into our buyers’ attitudes. We’ve also gained more awareness of transactions while shortening our sales cycle. Scale views Conga Collaborate as a must-have addition to our sales toolbox. Testimonial By Clint McVey

Allianz Care - Financial Services - Very Large

Conga Composer helped Allianz Care automate document creation. The team used to spend days on manual paperwork. Now, they manage new business and renewals faster. Conga solutions let Allianz Care gro...w without hiring more staff. Staff can focus on building customer relationships instead of paperwork. The process is now efficient and streamlined.

Cotality - Information Services

Conga CLM helped Cotality cut contract cycle times by 75%. The company automated 28% of transactions, up from 8%. Cotality reduced data gaps from 3,000 to zero using Conga Grid. They increased automa...ted templates from five to 30. The solution delivered fast results by addressing key pain points in contract management.

Exterro - Computer Software

Conga Composer and Conga Sign helped Exterro speed up sales operations. Exterro needed faster, more agile sales processes to keep up with demand for its Forensics Toolkit software. Using Conga’s auto...mation, Exterro earned back almost a quarter’s worth of selling time in a year. The company improved workflows and closed deals faster. This helped Exterro maintain its leadership in data risk management.

Tyndale University - Education

Conga Composer helped Tyndale University modernize its admissions process. The university used dynamic merge fields and conditional formatting to issue many acceptance letters easily. They reduced th...e number of acceptance letter templates to just 9. Auditing became simpler because all data could be pulled in a single report. This improved the student experience and made operations more efficient.

Prime Time Palm Beach - Non Profit Organization Management

Conga Composer helped Prime Time Palm Beach cut manual work and paper use. Now, 65% of their internal dialogue is electronic. The team uses Salesforce integration, so they do not switch between syste...ms. This change improved productivity and efficiency. Staff save time and work faster with document automation.

PatientPoint - Healthcare

Conga Composer, Conga Grid, and Conga Sign helped PatientPoint cut contract processing time from 30–45 minutes to just 3–5 minutes. The healthcare company now processes contracts up to 10x faster. Co...mposer delivered ROI equal to a full-time employee. Switching to Sign saved $30 per seat, totaling $14,000 in annual savings. PatientPoint improved document automation, eSignature, and sales operations.

Collaborate overview

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Frequently Asked Questions(FAQ)

for Conga Collaborate

What is Conga Collaborate?

Conga Collaborate is a document management software for generating automated Sales Proposals with business branding and auto-population of data ensuring accuracy and speed in response time. The software can be used across various industries such as Non-Government, Retail, Technology, Manufacturing and more.

Conga Collaborate helps create personalized documents from templates that can be customized to include business branding. The software enables storing of the content in a common repository enabling drag-and-drop facility for adding relevant content to documents, and collaboration in real time for modifications and approvals. It also supports sending and tracking of documents through a secure link and provides alerts on prospect reads.

The Analytics and reporting feature provides insights on deal status, content effectiveness, content usage and more. The software is provided with end-to-end support by the Conga team. It also integrates easily with the other Conga Software such as Conga Sign, Conga Composer and more, in addition to integrations with other business software.

What is Conga Collaborate used for?

Conga Collaborate is a Sales Performance Management Software mainly used by its customers to Increase Sales & Revenue and Improve Digital And Social Presence by Sales Document Management, Collaboration and Engaging And Following Up .

What are the top features of Conga Collaborate?

Templates, Personalization and Recording are some of the top features of Conga Collaborate.

Who uses Conga Collaborate?

Conga Collaborate is used by Computer Software, Real Estate and Marketing And Advertising among other industries.

What are Conga Collaborate alternatives?

Monday Sales CRM, Sertifi, CobbleStone Contract Insight and MeisterTask are popular alternatives for Conga Collaborate.

Where is Conga Collaborate located?

Conga Collaborate is headquartered at 1400 Fashion Island Blvd, Suite 100, San Mateo, California 94404, US.
lightning

Peers used Conga Collaborate for sales document management and collaboration

Conga Collaborate Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.56/5 ★

Read Reviews (1)
Analytics

4.64/5 ★

Read Reviews (22)
Custom Reports

4.44/5 ★

Read Reviews (43)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.56/5 ★

Read Reviews (1)
Analytics

4.64/5 ★

Read Reviews (22)
Custom Reports

4.44/5 ★

Read Reviews (43)

Conga Collaborate Integrations

Conga Collaborate integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.18/5 ★

Read Reviews (23)
Data Export

4.08/5 ★

Read Reviews (21)

Software Failure Risk Guidance

?

for Conga Collaborate

Overall Risk Meter

Low Medium High

Top Failure Risks for Conga Collaborate

Conga Corporation News

Product

Conga Advances Platform to Power the Next Era of Connected Commerce

Conga announced platform-wide innovations at Conga Connect 2026, focusing on connected commerce. Key updates include the introduction of AiMe, an AI layer enhancing customer workflows, and expanded integrations with Microsoft Dynamics 365 and Azure Marketplace. Enhancements across CPQ, CLM, and Document Automation aim to streamline operations and improve decision-making through AI-driven capabilities.

Product

Conga Advances Platform to Power the Next Era of Connected Commerce

Conga announced platform-wide innovations at Conga Connect 2026, introducing AiMe, an AI layer to enhance commerce workflows. New integrations with Microsoft Dynamics 365 and Azure Marketplace extend CPQ and CLM solutions. Enhancements include AI-driven quote creation, price optimization, and document automation, reinforcing Conga's commitment to innovation and integration.

Product

Conga Unveils Platform-Wide Advancements to Power the Next Era of ...

Conga announced platform-wide advancements at Conga Connect 2026, introducing AiMe, an AI layer to enhance commerce workflows. New integrations with Microsoft Dynamics 365 and Azure Marketplace expand access to Conga's CPQ and CLM solutions. Enhancements include AI-driven quote creation, price optimization, and document automation, reinforcing Congas commitment to innovation and interoperability.

Product

Conga Unveils Platform-Wide Advancements to Power the Next Era of Connected Commerce

Conga has announced significant platform-wide advancements at Conga Connect 2026, focusing on enhancing its Advantage Platform with AI capabilities. The introduction of AiMe, a unified AI layer, aims to streamline operations and improve decision-making across commerce workflows. Additionally, Conga's CPQ and CLM solutions are now available on Microsoft Dynamics 365 and Azure Marketplace, emphasizing interoperability and integration. These updates reflect Conga's commitment to innovation and connected commerce.

Conga Corporation Profile

Company Name

Conga Corporation

Company Website

https://conga.com

HQ Location

1400 Fashion Island Blvd, Suite 100, San Mateo, California 94404, US

Employees

51-100

Social

Financials

PRIVATE