Customer stories

Product Business Settings

Conga Collaborate is popular in Computer Software, Real Estate, and Marketing And Advertising industries and is widely used by Mid Market, Enterprise, and Small Business.

Integrations

CRM
Team Collaboration
Other

Conga Collaborate Product Overview

Conga-collaborate offers document management software to streamline commercial operations. Automation, templated creation, and sharing are provided.

How satisfied the customers are with Conga Collaborate use-cases

Reviews

"We chose Conga Collaborate because it offered an all-in-one solution, whereas the other vendors we were considering could only offer one or two of the features we needed. The platform’s ability to do it all was one of the biggest selling points in o...ur decision to purchase Collaborate." - Erica Juhl
"Salesforce is the core of our business, but as a growing company, we needed ways to improve how we used it. With Conga Collaborate we dramatically improved the efficiency and effectiveness of our whole sales team by replacing inconsistent manual quo...te processes with customized automations that push and pull data to Salesforce in real-time." - Lindsay Baskervill

Conga Collaborate Customer Insights, Testimonials and Case Studies

How does Conga Collaborate address your Sales Document Management Challenges?

Why is Conga Collaborate the best choice for Collaboration?

What benefits does Conga Collaborate offer for Engaging And Following Up?

How can Conga Collaborate optimize your Workflow Management Workflow?

What is Conga Collaborate?

Conga Collaborate is a document management software for generating automated Sales Proposals with business branding and auto-population of data ensuring accuracy and speed in response time. The software can be used across various industries such as Non-Government, Retail, Technology, Manufacturing and more.

Conga Collaborate helps create personalized documents from templates that can be customized to include business branding. The software enables storing of the content in a common repository enabling drag-and-drop facility for adding relevant content to documents, and collaboration in real time for modifications and approvals. It also supports sending and tracking of documents through a secure link and provides alerts on prospect reads.

The Analytics and reporting feature provides insights on deal status, content effectiveness, content usage and more. The software is provided with end-to-end support by the Conga team. It also integrates easily with the other Conga Software such as Conga Sign, Conga Composer and more, in addition to integrations with other business software.

What is Conga Collaborate used for?

Conga Collaborate is a Sales Performance Management Software mainly used by its customers to Increase Sales & Revenue and Improve Digital And Social Presence by Sales Document Management, Collaboration and Engaging And Following Up .

What are the top features of Conga Collaborate?

Templates, Personalization and Recording are some of the top features of Conga Collaborate.

Who uses Conga Collaborate?

Conga Collaborate is used by Computer Software, Real Estate and Marketing And Advertising among other industries.

What are Conga Collaborate alternatives?

Monday Sales CRM, Sertifi, CobbleStone Contract Insight and MeisterTask are popular alternatives for Conga Collaborate.

Where is Conga Collaborate located?

Conga Collaborate is headquartered at 1400 Fashion Island Blvd, Suite 100, San Mateo, California 94404, US.

11 buyers and buying teams have used Cuspera to assess how well Conga Collaborate solved their Sales Performance Management needs. Cuspera uses 590 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 Performance Management needs.

CUSTOMERS TESTIMONIALS
Conga Collaborate testimonial

Erica Juhl

Director of Sales Operations

AllOver Media

We chose Conga Collaborate because it offered an all-in-one solution, whereas the other vendors we were considering could only offer one or two of the features we needed. The platform’s ability to do it all was one of the biggest selling points in our decision to purchase Collaborate. Testimonial By Erica Juhl
Conga Collaborate testimonial

Lindsay Baskervill

Deal Desk Team Lead

Dude Solutions

Salesforce is the core of our business, but as a growing company, we needed ways to improve how we used it. With Conga Collaborate we dramatically improved the efficiency and effectiveness of our whole sales team by replacing inconsistent manual quote processes with customized automations that push... and pull data to Salesforce in real-time.

Testimonial By Lindsay Baskervill
Conga Collaborate testimonial

Jack Borland

Sales Operations Manager

Wolters Kluwer

After we implemented Conga CPQ, the functionality of our quotes for our sales reps was dramatically improved. The ability to take a quote and present it with the appropriate legal terms and conditions relevant to a customer, buying in specific fashion, was one of the key benefits that we got out of... the project.

Testimonial By Jack Borland
CUSTOMERS TESTIMONIALS
Conga Collaborate testimonial

Erica Juhl

Director of Sales Operations

AllOver Media

We chose Conga Collaborate because it offered an all-in-one solution, whereas the other vendors we were considering could only offer one or two of the features we needed. The platform’s ability to do it all was one of the biggest selling points in our decision to purchase Collaborate. Testimonial By Erica Juhl
Conga Collaborate testimonial

Lindsay Baskervill

Deal Desk Team Lead

Dude Solutions

Salesforce is the core of our business, but as a growing company, we needed ways to improve how we used it. With Conga Collaborate we dramatically improved the efficiency and effectiveness of our whole sales team by replacing inconsistent manual quote processes with customized automations that push... and pull data to Salesforce in real-time.

Testimonial By Lindsay Baskervill
Conga Collaborate testimonial

Jack Borland

Sales Operations Manager

Wolters Kluwer

After we implemented Conga CPQ, the functionality of our quotes for our sales reps was dramatically improved. The ability to take a quote and present it with the appropriate legal terms and conditions relevant to a customer, buying in specific fashion, was one of the key benefits that we got out of... the project.

Testimonial By Jack Borland

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.

Read on →

Collaborate overview

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Peers used Conga Collaborate for sales document management and collaboration

Conga Collaborate Features

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

3.56/5

Read Reviews (1)
Analytics

4.64/5

Read Reviews (22)
Custom Reports

4.44/5

Read Reviews (43)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.56/5

Read Reviews (1)
Analytics

4.64/5

Read Reviews (22)
Custom Reports

4.44/5

Read Reviews (43)

Conga Collaborate Integrations

Conga Collaborate integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import
Data Export

Software Failure Risk Guidance

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for Conga Collaborate

Overall Risk Meter

Low Medium High

Top Failure Risks for Conga Collaborate

Conga Corporation News

Awards
 

Conga Recognized in the 2026 Gartner Magic Quadrant for Configure, Price and Quote Applications - accessnewswire.com

Conga has been recognized in the 2026 Gartner Magic Quadrant for Configure, Price, and Quote (CPQ) Applications, positioned in the Challengers quadrant. This recognition follows Conga's acquisition of PROS B2B, with both companies now offering highly rated CPQ solutions. Conga's CEO, Dave Osborne, highlighted the combined platform's ability to enhance commercial execution through AI-driven insights, improving deal cycles, and reducing risk.

M&A
 

Conga Completes Acquisition of PROS B2B Business - Thoma Bravo

Conga has completed the acquisition of the B2B business of PROS Holdings, Inc. This strategic move aims to enhance Conga's capabilities in AI-driven pricing optimization, configuration, quoting, and contracting. The acquisition is expected to expand Conga's growth opportunities and improve customer solutions by integrating the strengths of both companies.

Executive
 

Conga Strengthens Leadership Team with Proven Technology Executives to Drive Next Phase of Growth - ACCESS Newswire

Conga has appointed Brian Kyle as Chief Financial Officer and Lisa Martin as Chief Revenue Officer to strengthen its leadership team. These appointments are part of Conga's strategy to drive growth and manage the integration of PROS Holdings Inc.'s B2B business. Kyle and Martin bring extensive experience in financial leadership and revenue operations, respectively, to support Conga's expansion and customer success initiatives.

Product
 

Conga Launches Rebate Management to Maximize Margins Amidst Economic Volatility - CustomerThink

Conga has introduced Conga Rebate Management, a new solution designed to help businesses enhance revenue and maintain margins amid economic challenges. This platform offers a unified view of rebate programs, enabling companies to streamline rebate management, improve pricing decisions, and drive sales. It allows for the creation of standard rebate structures without custom development, providing transparency and supporting long-term deal negotiations.

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

Financials

PRIVATE