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:

See all business priorities See less business priorities

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

"...ActionGrid allows us to view the Quote level details and their related lists in one easy view...." Peer review by Laurie L, AS9100 Mgmt Rep and Office Manager

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

"...Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list...." Peer review by Jack Borland, Senior Manager, Salesforce & Marketing Automation Operations, Wolters Kluwer Legal & Regulatory US
"...I helped implement CongaGrid for a client who was using it as a temporary solution to add Quote Line Items...." Peer review by William C, Salesforce Consultant, Information Technology and Services
"...We are highlighting workflow priorities and making sure the information in salesforce is clean and working for us...." Peer review by Beckie R, VP Service Delivery, Telecommunications

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

What solutions does Conga Grid provide for Proposal & Quote Management?

Why is Conga Grid the best choice 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.

 

Schumacher Group - Hospital & Health Care - Hospital & Health Care

Conga Composer helped Schumacher Group save over $1,000,000 by automating healthcare form filling. The company eliminated manual data entry for 7 full-time employees. They automated more than 1,400 P...DF and Word forms each month. Revenue collection increased by speeding up physician certification with hospitals. Recruitment and retention improved by pre-filling forms for healthcare professionals.

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Seagate Technology - Consumer Electronics - Consumer Electronics

Seagate Technology used Conga CLM to improve contract management. The company wanted to remove bottlenecks and speed up contract cycle times. With Conga, Seagate's legal team became more efficient. T...hey used templates and playbooks to make contracts more compliant and reduce risk. Conga CLM was launched globally for Seagate.

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Red Hat - Information Technology And Services - Information Technology and Services

Red Hat used Conga CPQ and Conga CLM to speed up quoting and contract management. The company wanted to improve the sales experience for both direct and indirect business. Conga helped automate the q...uote-to-cash process across IT, finance, legal, and operations. Teams now deliver quotes and contracts to customers and partners faster. This change supports Red Hat’s global growth and customer satisfaction.

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Rogers Communications - Telecommunications - Telecommunications

Rogers Communications used Conga CPQ and Conga CLM to unify its sales and contract operations. The company replaced legacy systems to simplify quoting and contract management. This helped Rogers stre...amline opportunity, quote, and contract management in one system. The solution supported complex pricing needs in the telecommunications sector. Rogers improved sales efficiency and customer experience with Conga.

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Ross Video - Media - Media

Conga CPQ helped Ross Video improve its sales process. Ross Video needed a flexible CPQ tool to support global growth. Their old system could not handle worldwide teams or complex quotes. With Conga,... they now create multi-currency quotes quickly. The sales process is smooth and needs less support. This lets Ross Video focus on future growth.

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Pharmaceutical company - Pharmaceuticals - Pharmaceuticals

Conga CLM helped a global pharmaceutical company automate contract creation and renewal. Before Conga, the company used four separate systems and manual processes, leading to errors and wasted time. ...With Conga CLM, they unified contract management, integrated with Salesforce CRM, and enabled e-signatures. This reduced manual work, improved compliance, and increased efficiency. The company now benefits from clause-level reporting and better risk management across sales, legal, and finance teams.

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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

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for Conga Grid

Overall Risk Meter

Low Medium High

Top Failure Risks for Conga Grid

Conga Corporation News

Awards

Conga Named Leader in 2026 Gartner Magic Quadrant for B2B Pricing

Conga has been recognized as a Leader in the 2026 Gartner Magic Quadrant for B2B Pricing and Rebate Optimization Software. This accolade highlights Conga's advanced capabilities in price optimization and usability, following its acquisition of PROS B2B business. The company's platform offers AI-powered pricing solutions, serving over 10,000 customers globally, including more than half of the Fortune 100.

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Product

How Conga Advances Connected Commerce

Conga is enhancing its connected commerce capabilities by integrating its CPQ, CLM, and document automation solutions. This advancement aims to streamline business processes, improve customer experiences, and drive efficiency in commerce operations.

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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, 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.

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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