Conga Grid Overview

Conga Grid provides powerful data insights for Salesforce, enabling users to navigate, visualize, and manage data from a single, actionable screen. Salesforce data becomes easily accessible and manageable with Conga Grid.

Use Cases

Customers recommend Sending & Publishing Communications, Proposal & Quote Management, Workflow Management, as the business use cases that they have been most satisfied with while using Conga Grid.

Other use cases:

  • Contract Management
  • Lead Management
  • Products & Pricelist Management
  • Digital Signature
  • Collaboration
  • Conversion Management
  • Category Management
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Business Priorities

Improve ROI is the most popular business priority that customers and associates have achieved using Conga Grid.

Other priorities:

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

Conga Grid works with different mediums / channels such as Offline. E-Mail. Events etc.

Conga Grid's features include Recording. and Conga Grid support capabilities include Email Support, Chat Support, Phone Support, etc. also Conga Grid analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Ability to more closely manage our leads and sales process...." Peer review by Administrator

Conga Grid, Clari, Saleschoice BI, Mediafly Intelligence360 (formerly InsightSquared), iSEEit Opportunity Management, etc., all belong to a category of solutions that help Sales Analytics. 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 Grid

Top Industries

  • Information Technology and Services
  • Computer Software
  • Education

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Conga Grid is popular in Information Technology And Services, Computer Software, and Education and is widely used by Mid Market, Small Business, and Enterprise.

Conga Grid Customer wins, Customer success stories, Case studies

How does Conga Grid address your Proposal & Quote Management Challenges?

What makes Conga Grid ideal for Workflow Management?

20 buyers and buying teams have used Cuspera to assess how well Conga Grid solved their Sales Analytics needs. Cuspera uses 280 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 Analytics needs.

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.

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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.

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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.

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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.

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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.

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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.

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lightning

Peers used Conga Grid for sending & publishing communications and proposal & quote management

Conga Grid Features

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

3.56/5 ★

Read Reviews (1)
Analytics

4.05/5 ★

Read Reviews (9)
Custom Reports

4.04/5 ★

Read Reviews (64)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.56/5 ★

Read Reviews (1)
Analytics

4.05/5 ★

Read Reviews (9)
Custom Reports

4.04/5 ★

Read Reviews (64)

Software Failure Risk Guidance

?

for Conga Grid

Overall Risk Meter

Low Medium High

Top Failure Risks for Conga Grid

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.

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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.

Read more →
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.

Read more →
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.

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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

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Financials

PRIVATE