Running a business? Papers everywhere. Quotes here. Contracts there. Bills and reports too. Doing it all by hand? It takes forever. Mistakes happen. Conga helps you make and manage papers. Fast. It keeps contracts right. Send quotes quickly. Keep your data neat. Sales team? Money team? Ops team? Doesn’t matter. Conga saves time. Less stress too.
What Is Conga Software
Conga is a tool for work papers. It helps with quotes and contracts. Links to Salesforce. Uses real data to make perfect files.
Think of it like this. It’s your paper helper. No more typing the same stuff. No more fixing quotes. Conga grabs info from your system. Fills in the blanks. Make perfect papers every time.
The company (now part of Apttus) helps businesses move fast. Works for small shops. Big brands too.
Why Businesses Use Conga
Every company has papers. More growth means more papers. Gets messy fast. Conga makes it simple.
Here’s why people pick Conga:
- Make papers fast (no typing!)
- Fewer mess-ups
- Close deals quick
- Keeps papers in one spot
- Stays legal and correct
Sales teams love it. Legal teams too. They deal with contracts daily.
Key Features of Conga Software
Conga has tools for every paper task. Let me break it down.
Making Papers
This is the big one. Make quotes and bills using your data.
You make templates. They fill in names and prices. Click once. Done. Full paper ready to send.
Works with Word, PDF, Excel. Add your logo too. Looks pro.
Contract Manager (CLM)
Handles contracts start to finish. Draft to sign to renew.
How? Like this:
• Use ready templates
• Send for okays
• See changes live
• Get e-signatures
• Store in one place
No lost contracts. No missed renewals. Stays legal too.
Price and Quote Tool (CPQ)
For sales folks. Pick products. Set prices. Send quotes fast.
No math needed. No price rules to remember. Pick the item. Conga does the rest.
No pricing mistakes. Follow company rules. Sales go smooth.
E-Signatures
Works with DocuSign and Adobe Sign. Send papers for signing. Track who signed.
No printing. No scanning. Fast and legal.
Auto Steps
Set up auto tasks. Send approvals. Update records. Tell your team.
Contract signed? Finance knows. CRM updates. Less work for you.
Reports and Charts
See how papers perform. Track deal speed. Find slow spots. Which templates work best?
Real data helps you decide better.
Works with Other Tools
Best with Salesforce. But also Microsoft 365. Google too. Other systems work.
Pulls data from everywhere. Keep it all synced up.
How Conga Works
Simple idea: connect, automate, deliver.
Here’s the flow:
- Connect: Link to your CRM (like Salesforce)
- Automate: Use templates and rules
- Deliver: Send, track, store safe
No manual copying. No formatting. Just clicks and templates.
Benefits of Using Conga Software
Companies using Conga see big wins. Here’s what they get.
- Save Time
Manual contract? Hours. With Conga? Minutes. It fills data for you. More time for real work. - Less Mistakes
People mess up. Wrong names. Bad prices. Old terms. Conga uses good data. No mistakes. - Faster Sales
Send quotes right away. Deals close fast. Customers are happy. - Stay Legal
Templates approved by legal. Keeps you safe and legal. - Neat Data
All papers in one spot. Search anytime. Find fast. - Team Work
Many people work together. Comment. Edit. Track changes. Easy.
Read More: Tanium Software
Who Uses Conga Software
Thousands use Conga. All types:
- Finance: Bills and contracts
- Healthcare: Patient papers
- Making stuff: Orders and quotes
- Schools: Forms and approvals
- Tech companies: Licenses and agreements
- Small shops use it. Big companies too.
How to Get Started
Starting is easy.
- Go to Conga’s site
- Pick what you need (CLM or CPQ)
- Get a demo or trial
- Install with Salesforce
- Set up templates and rules
They give training. Guides too. Support helps you learn fast.
Tips for Using Conga Right
Want the best results? Try these:
• Train everyone: Make sure all know how
• Update templates: Keep them fresh
• Check reports: Find what to fix
• Connect tools: Link what you use
Common Problems (and Fixes)
New users might hit bumps.
- Setup hard? Use their help. Watch videos.
- Is the data wrong? Check your CRM is clean.
- Running slow? Make templates smaller. Update browser.
Once you know it, no problems.
Conga vs Other Tools
Other tools exist. DocuSign CLM. PandaDoc. Adobe Sign. But Conga does it all. No need for many tools. Papers, contracts, quotes, all in one. Works with Salesforce too. Most companies have that already.
Why Companies Keep Conga
Companies stay with Conga. Why? It keeps getting better. New features. AI tools. Good support. It’s reliable. Flexible. Easy to learn. Once set up, work goes fast.
The Future of Conga Software
Conga keeps growing. Maybe AI will write templates. Find contract risks. Predict renewals. Goal? Make papers even faster. More accurate too. Automation is coming. Conga leads the way.
Real-World Use Cases
Plenty of well-known companies already use Conga every day. For example, a sales team at a global tech firm uses Conga CPQ to send thousands of quotes per month without errors. Their legal department saves time too, since all contracts are tracked and renewed automatically. Another case is a healthcare company that switched to Conga CLM to manage supplier agreements. Before, they used paper and email. After Conga, they cut approval time from weeks to days. These stories show how one software can change the pace of an entire company.
Why It’s Worth Trying
Conga isn’t just another office tool. It’s made to solve real problems that slow down work. It fits companies of any size, works smoothly with Salesforce, and offers support that actually helps. Even if you start small with just quote automation, you’ll feel the difference right away. Less typing. Fewer mistakes. Faster deals. More focus on growing your business. If your team handles lots of papers and deals, Conga could be the upgrade that makes everything simpler and smoother.
Conga is like a team member who never gets tired. Handles quotes and contracts fast. Super accurate. Sending sales stuff? Managing legal papers? Conga keeps it neat. Saves time. Cuts mistakes. Teams focus on growing. Still doing papers by hand? Time to change. Conga makes it easy. Fast. No stress. Once you start, you’ll wonder how you lived without it.