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

"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 o...ur sales toolbox." - Clint McVey

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

"...Get notifications of engagement and collect eSignatures all leading to a faster sales cycle. ..." Online cloud-based document management
"...Erica recognizes Collaborate s stellar customer service as a major contributing factor to AllOver s success with the platform...." Case Study AllOver Media
"...Access pre-built reports to gain visibility into deal statuses, document engagement, template effectiveness, content usage, and user activity. ..." Online cloud-based document management

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 does Conga Collaborate facilitate Sales Document Management?

Why is Conga Collaborate the best choice for Collaboration?

What benefits does Conga Collaborate offer 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

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
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

Jason Lakes

Vice President of Sales and Marketing

Renovia

The sales team was spending a lot of time building proposals. Our production team was having trouble merging data from Salesforce into their work orders. The right information needed to be delivered on both sides. Testimonial By Jason Lakes
CUSTOMERS TESTIMONIALS
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
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

Jason Lakes

Vice President of Sales and Marketing

Renovia

The sales team was spending a lot of time building proposals. Our production team was having trouble merging data from Salesforce into their work orders. The right information needed to be delivered on both sides. Testimonial By Jason Lakes
 

Conga Showcases Enterprise Pricing Optimization Role in DigiKey Deployment

Conga highlights its enterprise pricing optimization capabilities in DigiKey's deployment, showcasing the impact of its software on enhancing pricing strategies.

Read on →
 

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.

 

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.

 

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.

 

Global oil company - Oil & Energy - Very Large

Conga automated pricing for a global oil company. Analysts used to struggle with manual data from many systems. Conga gave them real-time pricing data and alerts. This helped them react fast to marke...t changes. In six months, they gained over $3 million in margin. In one year, they saw more than $8 million in margin improvement.

 

Global materials distributor (unnamed) - Wholesale - Very Large

Conga helped one of the world’s largest materials distributors move to digital commerce. The company faced shrinking margins and slow sales cycles due to outdated pricing and quoting processes. Conga...’s AI-powered pricing and quoting solutions enabled dynamic, omnichannel pricing and streamlined workflows. Sales reps now respond faster with accurate prices, improving customer experience and win rates. The distributor quickly replaced its old system and expects Conga to exceed ROI goals.

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

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.

Company

Conga research links slow quote approvals to lost deals

Conga's research highlights that slow quote approvals are causing significant deal losses, with 45% of respondents reporting lost deals due to delays. The study involving over 1,200 decision-makers reveals operational friction across sales, legal, finance, and IT, impacting revenue and forecasting. Conga's rebranding, merging with PROS B2B, aims to streamline commercial operations, addressing fragmentation in pricing, quoting, and contracting processes.

Product

conga-TC300 the ideal entry point into edge AI

Congatec introduces the conga-TC300, a COM Express module featuring Intel Core Series 3 processors, designed for cost-effective edge AI applications. It offers up to 41 TOPS of AI performance, supporting markets like robotics and industrial automation. The module includes advanced features such as Xe3 graphics cores, multiple connectivity options, and supports various operating systems, enhancing AI capabilities in embedded designs.

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