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

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
"...Conga allows to faster access to data and improves work flow processes...." 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?

How does Conga Grid facilitate 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.

 

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.

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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.

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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.

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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.

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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.

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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.

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lightning

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

Conga Grid Competitors

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 Expands AI Across the Commerce Lifecycle with New MCP Server and AiMe Capabilities - Yahoo Finance

Conga has launched new AI-driven capabilities, including the Conga Model Context Protocol (MCP) Server and expanded AiMe intelligence across its platform. These innovations enhance contract lifecycle management, pricing, and document automation by integrating with AI assistants like Microsoft Copilot. New features include AI-powered forecasting, compliance screening, and real-time pricing guidance, aiming to streamline commerce workflows and improve decision-making.

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Product

Conga launches MCP Server to bring contract data into Claude and Copilot, expands AiMe AI tools

Conga launched the Model Context Protocol (MCP) Server, enabling integration of contract data with AI tools like Claude and Microsoft Copilot. The company also expanded its AiMe AI layer, adding over 90 tools and 19 skills, including AI-powered forecasting for Price Optimization and Management. New integrations with GC AI and SAP Ariba enhance Conga's Contract Lifecycle Management with features like redline review and compliance screening.

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Awards

Conga Recognized as a Customers’ Choice for Configure, Price, and Quote Applications

Conga has been recognized as a Customers' Choice in the 2026 Gartner Peer Insights Voice of the Customer report for Configure, Price, and Quote (CPQ) applications. This recognition is based on 18 months of verified peer reviews, with 92% of 125 reviewers recommending Conga CPQ. The report highlights Conga's strong user interest, adoption, and overall experience.

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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.

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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