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)

"...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
"...Eleven days after purchasing Conga Collaborate, I created a 99-page document with 17 signature blocks in less than 30 minutes...." Testimonial by Jordan Easley, Director of Operations, Realync
"...We have standard engagements with our clients and we're able to control and update the messaging as needed, and still personalize it to each opportunity...." Peer review by Douglas Karr, CEO (Chief Executive Officer), CircuPress

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

Why is Conga Collaborate the best choice for Sales Document Management?

What solutions does Conga Collaborate provide for Collaboration?

How can Conga Collaborate optimize your Engaging And Following Up Workflow?

Why is Conga Collaborate the best choice 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

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

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
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

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

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
 

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

Executive

Conga Promotes Ian Wathen to Chief Financial Officer

Conga has promoted Ian Wathen to Chief Financial Officer, effective immediately. Wathen, with over a decade of leadership experience at Conga, will oversee global finance operations, including financial planning, analysis, and strategic financial operations. His promotion underscores Conga's focus on leadership continuity and internal talent development as the company expands its commercial operations platform.

Product

congatec adds COM-HPC module for physical AI systems

Congatec has launched the conga-HPC/cRX1, a COM-HPC module featuring AMD Ryzen AI Embedded X100 Series processors. Designed for physical AI applications, it supports up to 16 Zen 5 CPU cores, integrated Radeon RDNA 3.5 graphics, and a dedicated NPU. The module targets industries like robotics and industrial automation, offering features like AI workload processing and high-performance computing.

Product

conga-HPC/cRX1 module brings Ryzen AI X100 to the edge

Congatec has launched the conga-HPC/cRX1 module, a COM-HPC Client Size C computer-on-module featuring AMD Ryzen AI Embedded X100 Series processors. This module integrates CPU, GPU, and NPU resources to support edge AI applications in robotics, autonomous vehicles, and industrial automation. It offers up to 16 CPU cores, a Radeon RDNA 3.5 GPU, and an XDNA 2 NPU, aiming to consolidate compute, graphics, and AI workloads at the edge.

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.

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