Conga Collaborate Overview

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

Use Cases

Customers recommend Sales Document Management, Collaboration, Engaging And Following Up, as the business use cases that they have been most satisfied with while using Conga Collaborate.

Other use cases:

  • Workflow Management
  • Onboarding
  • Communication Management
  • Advertisement
  • Customer Feedback Management
  • Trade Show Marketing
  • Social Media Analytics
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Improve Digital And Social Presence are the most popular business priorities that customers and associates have achieved using Conga Collaborate.

Conga Collaborate Use-Cases and Business Priorities: Customer Satisfaction Data

Conga Collaborate's features include Templates, Personalization, Recording, etc. and Conga Collaborate support capabilities include 24/7 Support, AI Powered, Chat Support, etc. also Conga Collaborate analytics capabilities include Analytics, and Custom Reports.

Reviews

"I don’t think we could do our business without it. I really, truly believe that. We grew 35 percent year over year and I think a lot of that success revolves around the efficiencies that Conga has helped provide us." - Chase Abbott

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

"...Categories: Proposal , Sales Acceleration , Document Management...." Peer review
"...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, Deal Desk Team Lead, Dude Solutions
"...We have standard engagements with our clients and we're able to control and update the messaging as needed, and still personalize it to each opportunity...." Peer review by Douglas Karr, CEO (Chief Executive Officer), CircuPress

Conga Collaborate, monday sales CRM, Sertifi, CobbleStone Contract Insight, MeisterTask, etc., all belong to a category of solutions that help Sales Performance Management. 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 Collaborate

Top Industries

  • Computer Software
  • Real Estate
  • Marketing and Advertising

Popular in

  • Mid Market
  • Enterprise
  • Small Business

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

Conga Collaborate Customer wins, Customer success stories, Case studies

What Are the key features of Conga Collaborate for Sales Document Management?

What makes Conga Collaborate ideal for Collaboration?

What makes Conga Collaborate ideal for Engaging And Following Up?

How does Conga Collaborate facilitate Workflow Management?

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

Chase Abbott

Vice President of Sales

Cox Automotive

I don’t think we could do our business without it. I really, truly believe that. We grew 35 percent year over year and I think a lot of that success revolves around the efficiencies that Conga has helped provide us. Testimonial By Chase Abbott
Conga Collaborate testimonial

Elizabeth Hardman

Director of Business Solutions

Lindamood-Bell

The integration is completely seamless, because everything is in Salesforce, they never have to actually leave the CRM to create and send documents. Testimonial By Elizabeth Hardman
Conga Collaborate testimonial

Jason Lakes

Vice President of Sales and Marketing

Renovia

The sales team was spending a lot of time building proposals. Our production team was having trouble merging data from Salesforce into their work orders. The right information needed to be delivered on both sides. Testimonial By Jason Lakes
CUSTOMERS TESTIMONIALS
Conga Collaborate testimonial

Chase Abbott

Vice President of Sales

Cox Automotive

I don’t think we could do our business without it. I really, truly believe that. We grew 35 percent year over year and I think a lot of that success revolves around the efficiencies that Conga has helped provide us. Testimonial By Chase Abbott
Conga Collaborate testimonial

Elizabeth Hardman

Director of Business Solutions

Lindamood-Bell

The integration is completely seamless, because everything is in Salesforce, they never have to actually leave the CRM to create and send documents. Testimonial By Elizabeth Hardman
Conga Collaborate testimonial

Jason Lakes

Vice President of Sales and Marketing

Renovia

The sales team was spending a lot of time building proposals. Our production team was having trouble merging data from Salesforce into their work orders. The right information needed to be delivered on both sides. Testimonial By Jason Lakes
 

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.

Read on →
 

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.

Read on →
 

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.

Read on →
 

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.

Read on →
 

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.

Read on →
 

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.

Read on →

Collaborate overview

Video Thumbnail

Frequently Asked Questions(FAQ)

for Conga Collaborate

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.
lightning

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

?

for Conga Collaborate

Overall Risk Meter

Low Medium High

Top Failure Risks for Conga Collaborate

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.

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.

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.

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.

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