Conga

What Is Conga?

Conga is a revenue lifecycle management (RLM) platform for organizations managing complex commercial processes across pricing, sales, legal, finance, and operations. More than 10,000 businesses use it across industries such as financial services, healthcare, and life sciences. It connects pricing, quoting, contracting, billing, and renewals through an open architecture that integrates with existing CRM, ERP, and cloud systems.

Conga offers contract lifecycle management (CLM), configure-price-quote (CPQ), billing, document automation, eSignatures, and price management and optimization. Its AI-driven capabilities help automate workflows and provide intelligence across the commerce lifecycle.

What Is Conga Best For?

Conga is well known for its 'Contract Management' capabilities, making it suitable for legal, procurement, and sales teams that need a centralized contract repository. Teams can generate, negotiate, and track agreements in one place, reducing manual work while improving visibility into contract status, key dates, and obligations.

How Much Does Conga Cost?

Conga starts at $35/user/month, according to industry benchmarks for enterprise-focused revenue lifecycle management and commerce platforms with CPQ, CLM, pricing, document automation, and AI-driven capabilities.

The price range below is an estimate for budgeting purposes only:

• Implementation And Onboarding: $10,000–$50,000 (one-time) - Configuration of pricing rules, quoting workflows, contract processes, user permissions, templates, and enterprise workflows
• Data Migration And Contract Transfer: $5,000–$25,000 (one-time) - Migration of existing contracts, pricing data, product catalogs, customer records, and historical commercial information
• CRM, ERP And API Integrations: $5,000–$30,000 (one-time) - Connecting Conga with CRM, ERP, e-commerce, finance, and other business systems through prebuilt connectors or APIs
• Advanced AI, Pricing And Analytics: $10,000–$50,000/year - Advanced pricing intelligence, revenue analytics, AI-assisted workflows, specialized reporting, and additional enterprise capabilities

Users generally find Conga reasonably priced for its capabilities, particularly its usability and integrations, though some consider the cost prohibitive for smaller businesses.

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

Conga Integrations

Conga integrates with the following platforms:

• Salesforce
• SAP
• NetSuite
• HubSpot CRM software
• Slack
• Zendesk
• DocuSign

How Does Conga Work?

Here's how you can get started with the software after logging in:

• Set up pricing rules, contract templates, approval workflows, and other settings based on organizational requirements
• Integrate Conga with CRM or ERP systems such as Salesforce, SAP, or NetSuite
• Generate quotes, proposals, and contracts using configured templates and workflow rules
• Review agreements through the Contract Lifecycle Management (CLM) workflow, including negotiations, redlining, and approvals
• Send documents for electronic signatures through Conga Sign and monitor their status through completion
• Monitor contract status, key dates, obligations, and renewals using automated tracking and reporting
• Track billing activity and related revenue information across the broader commerce lifecycle

Who Is Conga For?

Conga software is suitable for businesses in industries including:

• Technology
• Financial services
• Healthcare
• Life sciences
• Manufacturing
• Transportation and logistics
• Distribution

Conga Use Cases

Based on our analysis of Conga's capabilities, we have identified key scenarios where the platform is commonly used:

Replacing Legacy Pricing Systems With Scalable CPQ

A global manufacturer operating across numerous production plants may struggle when regional managers use different pricing strategies and a proprietary pricing system can no longer support the organization’s growing complexity. Conga Smart CPQ can provide a modern foundation for configure, price, and quote processes while supporting a phased approach to broader pricing transformation. Teams can first establish a manageable CPQ solution and then expand its use as their commercial requirements evolve. This approach allows the business to address immediate CPQ needs without committing to a large-scale deployment all at once.

Automating High-Volume Contract Renewals

A global sales organization managing thousands of hardware and software offerings may struggle when sellers create renewal quotes manually in spreadsheets, particularly as quarter-end approaches. Conga’s Renewals Dashboard and CPQ capabilities can automate renewal generation up to six months in advance, reducing the need for sellers to recreate quotes manually. The workflow can also include upsell recommendations, while intelligent reporting and dynamic pricing provide a consolidated view of renewal and expansion opportunities. Sellers can then manage renewal contacts and notifications through the dashboard while customers respond directly by email.

Automating Customized Quotes And Signatures

Sales teams that manage customer-specific proposals may spend significant time manually combining account data and product information before creating quotes, while limited customization can make it difficult to tailor documents to individual customers. Conga Composer can automatically pull customer information, products, and pricing into customized, branded quotes, allowing reps to generate accurate documents in seconds. Conga Sign then lets customers immediately sign the documents, with completed data syncing back to Salesforce automatically. This workflow reduces manual quote preparation and eliminates the need for sales reps to chase signatures throughout the deal cycle.

Automating Multi-Step Client Service Workflows

Wealth management firms handling hundreds of active clients may struggle to keep multi-step requests, such as distributions, Roth conversions, account changes, and trade instructions, moving in the correct sequence. Conga Orchestrate allows teams to create repeatable workflows in Salesforce that automatically generate and distribute tasks when specific conditions are met in a client record. Validation rules help ensure required steps are completed in the correct order, while task routing assigns each activity to the appropriate person. This gives advisors a defined workflow for managing complex client requests without relying on manual task tracking.

Is Conga Right For You?

Are you looking for a platform that unifies quoting, contracting, and document automation for a high volume of enterprise deals? Conga is used by more than 10,000 businesses, including T-Mobile, Adobe, LinkedIn, and Twilio, and has been named a top CLM provider in the MGI Research Buyer’s Guide.

The platform is built for high-volume, complex transactions and connects to any CRM or ERP without requiring a full technology overhaul. Conga scales from a single Salesforce add-on to a full commerce and contracting suite across sales, legal, and finance teams. Additionally, the platform is SOC 2, ISO 27001, and ISO 27701 certified. All data is encrypted at rest and in transit.

Still not sure if Conga is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision regarding Conga features and more.