Conga Product Documentation
Conga Revenue Lifecycle Cloud
Conga Revenue Lifecycle Platform
Conga Revenue Lifecycle Platform is built to transform your unique order configuration, execution, fulfillment, and contract renewal processes within the Revenue Operations landscape.
Revenue
Billing
Learn to generate complex yet accurate invoices for any combination of products, services, and subscriptions.
Configure Price Quote (CPQ)
Learn to configure products, set up pricing, and generate quote quickly and accurately using Conga CPQ.
Deal Maximizer
Define rules and rating to negotiate a good deal using Conga Deal Maximizer.
Digital Commerce
Browse the documents to leverage CPQ and apply the base template to build your own commerce website.
Partner Commerce
Browse the documents to leverage CPQ and apply the base template to build commerce website for your partners.
Order Management
Learn to set up and manage the order lifecycle.
TurboEngines
Learn to set up and configure TurboEngines to handle complex pricing and product configurations for Conga Commerce products.
Revenue Recognition
Learn the revenue recognition process to align revenue with the delivery of goods and services.
Contracts
Adobe Sign Services
Learn to manage the eSignature process using Adobe Sign connector.
CLM
Explore how you can standardize, streamline, and automate your contract lifecycle management process.
CLM (Contracts for Salesforce)
Streamline and accelerate contract negotiations. Send contracts directly from Salesforce, compare versions and keep a complete contract history.
Conga Contracts
Explore administrative tasks, security measures, and integrations that customize Contracts for program users.
Conga for Google Docs
Conga for Google Docs streamlines the contracting and negotiation process by allowing you to work directly in Google Docs and syncs Conga CLM for Salesforce.
Contract Intelligence (Standalone)
Use augmented artificial intelligence to parse and manage your contracts and supporting documents.
Discovery AI
Discovery AI is your intelligent assistant, reviewing contracts and third-party paper at the push of a button.
Conga-Dynamics 365 Connector
Learn to use the Conga-Dynamics 365 connector application to configure and schedule syncing of master and transactional data between Conga and Dynamics 365.
Conga Quote-to-Cash for Dynamics 365
Enable your sales users, partner sales, customer service representatives, and any other customers who want to manage Conga quote functionality from their Dynamics environment.
eSignature Integration with Conga Platform
Learn to integrate Conga Sign, Adobe Sign, and DocuSign with the Conga Platform to send documents for eSignature.
DocuSign Services
Learn to manage the eSignature process using DocuSign connector.
Max
Learn to converse with Max, an intelligent virtual assistant, to manage your middle-office workflows.
Online Contract Collaboration (OCC)
Explore how to share your agreement documents with your team and customers to collaborate online.
Smart Search
Smart Search enables you to search your Salesforce org to return opportunities, agreements, and documents.
X-Author for Contracts Advanced
Manage and streamline the entire contract process right within Microsoft Word with new and improved features using the X-Author for Contracts Advanced add-in.
X-Author for Contracts
Manage and streamline the entire contract process right within Microsoft Word using the X-Author for Contracts add-in.
X-Author for Contracts 1.0 (Classic)
Create contracts and templates, maintain and streamline the entire contract lifecycle within Microsoft Word.
X-Author for Excel
Keep CRM records accurate and up-to-date by leveraging Microsoft Excel for data operations.
Digital Documents
Approvals
Learn to set up approval processes and send approval notifications to your stakeholders.
Collaborate
Speed up the document generation process by utilizing pre-built templates to create proposals, quotes, and invoices.
Composer
Create consistent, accurate, pixel-perfect digital documents using pre-built or customized templates.
Grid
Let your customers manage, visualize, and navigate data efficiently. View everything related to a record from a single Excel-like grid.
Invoice Generation
Let your Salesforce Billing customers customize and export invoices, quotes, and receipts.
Mix Forms
Explore how to generate documents from a vast repository of managed forms.
Orchestrate
Define and execute real-world processes end-to-end in a Salesforce environment.
Quote Generation
Let your Salesforce CPQ customers generate pixel-perfect quotes as part of their CPQ process.
Sign
Learn to manage the eSignature process using Conga Sign.