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

"After we implemented Conga CPQ, the functionality of our quotes for our sales reps was dramatically improved. The ability to take a quote and present it with the appropriate legal terms and conditions relevant to a customer, buying in specific fashi...on, was one of the key benefits that we got out of the project." - Jack Borland

Peer review evidence (same sources as the product rating summary)

"...AllOver is working from a few different main templates: a proposal, contract and their most-used template for internal contract details...." Case Study AllOver Media
"...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, Deal Desk Team Lead, Dude Solutions
"...But while they re changing how salespeople follow up on leads to sell more cars with a digital platform, VinSolutions manual document process involved antiquated PDFs, documents, and spreadsheets...." Case Study Cox Automotive

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

What makes Conga Collaborate ideal for Sales Document Management?

What solutions does Conga Collaborate provide for Collaboration?

How does Conga Collaborate facilitate Engaging And Following Up?

How efficiently Does Conga Collaborate manage your 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

Jack Borland

Sales Operations Manager

Wolters Kluwer

After we implemented Conga CPQ, the functionality of our quotes for our sales reps was dramatically improved. The ability to take a quote and present it with the appropriate legal terms and conditions relevant to a customer, buying in specific fashion, was one of the key benefits that we got out of... the project.

Testimonial By Jack Borland
Conga Collaborate testimonial

Jordan Easley

Director of Operations

Realync

Eleven days after purchasing Conga Collaborate, I created a 99-page document with 17 signature blocks in less than 30 minutes. My client was able to review and sign the document in less than five minutes. Testimonial By Jordan Easley
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
CUSTOMERS TESTIMONIALS
Conga Collaborate testimonial

Jack Borland

Sales Operations Manager

Wolters Kluwer

After we implemented Conga CPQ, the functionality of our quotes for our sales reps was dramatically improved. The ability to take a quote and present it with the appropriate legal terms and conditions relevant to a customer, buying in specific fashion, was one of the key benefits that we got out of... the project.

Testimonial By Jack Borland
Conga Collaborate testimonial

Jordan Easley

Director of Operations

Realync

Eleven days after purchasing Conga Collaborate, I created a 99-page document with 17 signature blocks in less than 30 minutes. My client was able to review and sign the document in less than five minutes. Testimonial By Jordan Easley
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
 

Southwest Airlines - Airlines - Very Large

Conga Advances AI Contracting and Salesforce Integration in ...

Dallas, USA

Conga showcased its AI-driven document automation tools at Salesforce's Agentforce World Tour, highlighting its integration with Salesforce and use by Southwest Airlines for contract creation. The co...mpany emphasized its role in regulated sectors, promoting its platform for contract and revenue management. Conga's AI maturity roadmap and focus on compliance-heavy industries aim to enhance enterprise adoption and support growth.

Read on →
 

DigiKey - Electronics Distribution - Large

Conga Leverages AI-Powered Pricing and CPQ as Customer Wins ...

Thief River Falls, USA

Conga's AI-driven Smart CPQ and Price Optimization and Management software have been adopted by electronics distributor DigiKey. This deployment transitions DigiKey from manual pricing to an automate...d model, enhancing pricing strategy and customer experience. Conga also emphasized its leadership in AI-powered contract lifecycle management, reinforcing its competitive position in revenue and contract management software.

Read on →
 

DigiKey - Electronics Distribution - Large

Conga Showcases Enterprise Pricing Optimization Role in ...

Thief River Falls, USA

Conga's Price Optimization and Management (POM) software is being utilized by electronics distributor DigiKey to automate and optimize complex pricing processes. This transition from manual to automa...ted pricing has enhanced DigiKey's pricing consistency, speed, and customer experience across eCommerce and B2B channels. The deployment highlights Conga's strength in enterprise pricing optimization, potentially increasing its market traction and recurring revenue opportunities.

Read on →
 

Hospice of the Valley - Hospital & Health Care - Large

Phoenix, USA

Conga Contracts helped Hospice of the Valley automate contract management. The organization struggled to track renewals and manage hundreds of vendor contracts across 25 locations. Conga's contract l...ifecycle management system provided automated alerts, real-time reporting, and customizable configurations. Facilities and IT departments now use the system for hospital agreements, insurance, and compliance. The solution supports growth and ensures timely sharing of liability certificates with city and fire departments.

 

Homeless Link - Non Profit Organization Management - Small

London, UK

Homeless Link used Conga to quickly distribute over £6 million in emergency COVID-19 funding to homelessness charities in England. With Conga Composer, Batch, and Sign on Salesforce, they processed 3...00 applications and awarded 133 grants in just four weeks. The solution automated grant assessments, document creation, and e-signatures, ensuring compliance and audit readiness. Homeless Link received an additional £5.5 million for a second funding round, supporting more frontline services. Conga streamlined the grant process and helped charities continue vital work during the pandemic.

 

HFM Investment Advisors - Financial Services - Small

Marlton, USA

Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced report preparation time from 1 hour to just 30 seco...nds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.

Collaborate overview

Video Thumbnail

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
Data Export

Software Failure Risk Guidance

?

for Conga Collaborate

Overall Risk Meter

Low Medium High

Top Failure Risks for Conga Collaborate

Conga Corporation News

Product

Conga Outlines AI-Driven Roadmap for Contract Management Maturity

Conga is advancing its contract management capabilities with an AI-driven roadmap, introducing a three-stage maturity model from rule-based automation to AI agents like LexiShift for contract negotiation. This strategy aims to enhance its software offerings, deepen customer engagement, and strengthen its market position in the legal and commercial operations sector.

Awards

Conga Gains Gartner Leader Status as It Expands AI-Driven ...

Conga has been named a Leader in the 2026 Gartner Magic Quadrant for B2B Pricing and Rebate Optimization Software, highlighting its strategic focus on AI-driven pricing and revenue optimization. The company also launched a revamped Conga Customer Community platform with AI-enhanced features, aiming to boost product adoption and customer retention.

Awards

Conga Cited as Leader in 2026 CLM Technology Value Matrix by ...

Conga has been recognized as a leader in the 2026 CLM Technology Value Matrix, highlighting its strong position in the contract lifecycle management sector.

Product

Conga launches AiMe AI agents for end-to-end deal flows

Conga has introduced AiMe, an AI layer integrated into its Advantage Platform, enhancing CPQ, CLM, and Document Automation workflows. These updates aim to simplify complex deal processes by embedding AI agents for automated decision support, price optimization, and contract management. Conga's products are now available on Microsoft Dynamics 365 and Azure Marketplace, expanding its reach beyond Salesforce-centric operations.

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