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

"...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

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
"...ActionGrid allows us to view the Quote level details and their related lists in one easy view...." Peer review by Laurie L, AS9100 Mgmt Rep and Office Manager
"...Conga Grid makes workflow management easy, with a 360-degree view of your data on a single screen. ..." Powerful data insights for Salesforce with Conga Grid

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

What Are the key features of Conga Grid for Proposal & Quote Management?

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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Hospice of the Valley - Hospital & Health Care - Large

Phoenix, USA

Conga Contracts helped Hospice of the Valley automate contract management. The organization struggled to track renewals and manage hundreds of vendor contracts across 25 locations. Conga's contract l...ifecycle management system provided automated alerts, real-time reporting, and customizable configurations. Facilities and IT departments now use the system for hospital agreements, insurance, and compliance. The solution supports growth and ensures timely sharing of liability certificates with city and fire departments.

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Homeless Link - Non Profit Organization Management - Small

London, UK

Homeless Link used Conga to quickly distribute over £6 million in emergency COVID-19 funding to homelessness charities in England. With Conga Composer, Batch, and Sign on Salesforce, they processed 3...00 applications and awarded 133 grants in just four weeks. The solution automated grant assessments, document creation, and e-signatures, ensuring compliance and audit readiness. Homeless Link received an additional £5.5 million for a second funding round, supporting more frontline services. Conga streamlined the grant process and helped charities continue vital work during the pandemic.

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HFM Investment Advisors - Financial Services - Small

Marlton, USA

Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced report preparation time from 1 hour to just 30 seco...nds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.

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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

Company

Conga Expands East Coast Presence with New Boston Office Following PROS B2B Acquisition

Conga has opened a new office in Boston's Seaport District, marking its first U.S. hub outside of Houston, following its acquisition of the PROS B2B business. This expansion aims to enhance Conga's presence in the Northeast and access Boston's talent pool. Alongside the office launch, Conga announced product enhancements, including AI integration across CPQ, CLM, and document automation, and expanded integrations with Salesforce and Microsoft Dynamics.

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Company

Conga Opens Boston Hub as PROS B2B Acquisition Drives Platform Expansion

Conga has opened a new office in Boston, expanding its U.S. presence following the acquisition of the PROS B2B business. This expansion aims to enhance access to engineering talent and improve customer support for complex commercial operations. The Boston hub will strengthen Conga's integration of pricing, quoting, and contract management into a unified commerce platform.

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Product

Conga Advances AI Contracting and Salesforce Integration in ...

Conga showcased its AI-driven document automation tools and deeper Salesforce integration at the Salesforce Agentforce World Tour in Boston. The company emphasized its role in regulated sectors, highlighting its LexiShift tools for predictive negotiation and its AI maturity roadmap. Conga aims to bridge contract data with operational performance to enhance compliance and risk mitigation in global supply chains.

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Product

Conga Outlines AI-Driven Roadmap for Contract Management Maturity

Conga is advancing its contract management capabilities with an AI-driven roadmap, introducing a three-stage maturity model from rule-based automation to AI agents like LexiShift for contract negotiation. This strategy aims to enhance its software offerings, deepen customer engagement, and strengthen its market position in the legal and commercial operations sector.

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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