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

"The integration is completely seamless, because everything is in Salesforce, they never have to actually leave the CRM to create and send documents." - Elizabeth Hardman

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

"...Each proposal is dynamically generated through Salesforce, eliminating the errors introduced with Word documents...." Case Study Renovia
"...How Realync closes a deal using Conga Collaborate in less than two weeks after purchasing the solution...." Case Study Realnyc
"...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?

How can Conga Collaborate enhance your Collaboration process?

What makes Conga Collaborate ideal for Engaging And Following Up?

What benefits does Conga Collaborate offer for 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

Elizabeth Hardman

Director of Business Solutions

Lindamood-Bell

The integration is completely seamless, because everything is in Salesforce, they never have to actually leave the CRM to create and send documents. Testimonial By Elizabeth Hardman
Conga Collaborate testimonial

Chase Abbott

Vice President of Sales

Cox Automotive

I don’t think we could do our business without it. I really, truly believe that. We grew 35 percent year over year and I think a lot of that success revolves around the efficiencies that Conga has helped provide us. Testimonial By Chase Abbott
Conga Collaborate testimonial

Ed Powers

Vice President of Client Success and Marketing

InteliSecure

Collaborate lets us have a standard template that sucks in all the data from Salesforce, and then send for an electronic signature, and bang! It’s that easy. Testimonial By Ed Powers
CUSTOMERS TESTIMONIALS
Conga Collaborate testimonial

Elizabeth Hardman

Director of Business Solutions

Lindamood-Bell

The integration is completely seamless, because everything is in Salesforce, they never have to actually leave the CRM to create and send documents. Testimonial By Elizabeth Hardman
Conga Collaborate testimonial

Chase Abbott

Vice President of Sales

Cox Automotive

I don’t think we could do our business without it. I really, truly believe that. We grew 35 percent year over year and I think a lot of that success revolves around the efficiencies that Conga has helped provide us. Testimonial By Chase Abbott
Conga Collaborate testimonial

Ed Powers

Vice President of Client Success and Marketing

InteliSecure

Collaborate lets us have a standard template that sucks in all the data from Salesforce, and then send for an electronic signature, and bang! It’s that easy. Testimonial By Ed Powers
 

Southwest Airlines - Airlines - Very Large

Conga Highlights Document Automation and AI Commerce at ...

Dallas, USA

Conga showcased its document automation tools at the Salesforce Agentforce World Tour, highlighting its integration with Salesforce for contract generation at Southwest Airlines. The event included l...ive demos on AI-powered commerce, emphasizing Conga's role in revenue lifecycle management and its strategic positioning in contract and revenue management software.

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 →

Global office supply distributor - Retail - Very Large

Conga's cloud platform helped a global office supply distributor achieve a $74M revenue uplift after years of decline. The company replaced manual quoting and outdated pricing tools with Conga Smart ...CPQ and Price Optimization and Management. Sales reps now generate quotes faster and manage up to 22,000 line items per quote. The platform improved profitability and time-to-quote on over $1B in contract sales. Dynamic pricing and streamlined processes let the distributor compete effectively during inflation.

Medical Devices Manufacturer - Medical Devices - Small

Conga Smart CPQ helped a medical devices manufacturer cut quote approvals and generation times by 99%. The company managed 12 complex product families on one platform. Before Conga, quoting took up t...o 1.5 weeks and relied on error-prone spreadsheets. Now, 70 global sales reps quote autonomously and quickly. Integration with Microsoft Dynamics 365 and support from SolutionSpace drove digital transformation and sales process consistency.

B. Braun - Medical Devices - Very Large

Melsungen, Germany

Conga Smart Price Optimization and Management helped B. Braun, a global medical devices company, achieve a $40 million revenue lift in just six months. The company automated manual pricing and contra...ct processes, reducing internal meeting times by 10x. This digital transformation improved pricing accuracy, reduced deal cycle times, and enhanced customer experience. Employees could focus more on growth and customer service, moving away from spreadsheets and emails. The solution also integrated rebate management for the EMEA region, supporting profitable growth worldwide.

Collaborate overview

Video Thumbnail

Frequently Asked Questions (FAQ)

What buyers ask before choosing 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

Company

Conga Expands East Coast Presence with New Boston Office Following PROS B2B Acquisition

Conga has opened a new office in Boston's Seaport District, marking its first U.S. hub outside of Houston, following its acquisition of the PROS B2B business. This expansion aims to enhance Conga's presence in the Northeast and access Boston's talent pool. Alongside the office launch, Conga announced product enhancements, including AI integration across CPQ, CLM, and document automation, and expanded integrations with Salesforce and Microsoft Dynamics.

Company

Conga Opens Boston Hub as PROS B2B Acquisition Drives Platform Expansion

Conga has opened a new office in Boston, expanding its U.S. presence following the acquisition of the PROS B2B business. This expansion aims to enhance access to engineering talent and improve customer support for complex commercial operations. The Boston hub will strengthen Conga's integration of pricing, quoting, and contract management into a unified commerce platform.

Product

Conga Advances AI Contracting and Salesforce Integration in ...

Conga showcased its AI-driven document automation tools and deeper Salesforce integration at the Salesforce Agentforce World Tour in Boston. The company emphasized its role in regulated sectors, highlighting its LexiShift tools for predictive negotiation and its AI maturity roadmap. Conga aims to bridge contract data with operational performance to enhance compliance and risk mitigation in global supply chains.

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.

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