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.
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.
Define rules and rating to negotiate a good deal using Conga Deal Maximizer.
Browse the documents to leverage CPQ and apply the base template to build your own commerce website.
Browse the documents to leverage CPQ and apply the base template to build commerce website for your partners.
Learn to set up and manage the order lifecycle.
Learn to set up and configure TurboEngines to handle complex pricing and product configurations for Conga Commerce products.
Learn the revenue recognition process to align revenue with the delivery of goods and services.
Adobe Sign Services
Learn to manage the eSignature process using Adobe Sign connector.
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.
Explore administrative tasks, security measures, and integrations that customize Contracts for program users.
Contract Intelligence (Standalone)
Use augmented artificial intelligence to parse and manage your contracts and supporting documents.
Contract Intelligence 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.
Learn to manage the eSignature process using DocuSign connector.
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 enables you to search your Salesforce org to return opportunities, agreements, and documents.
X-Author for Contracts
Use the latest X-Author for Contracts features to create and maintain contracts and templates within Microsoft Word. This version has an all-new smart, intuitive User Interface that now works on both Mac OS and Windows and uses Push Upgrade technology to update to the latest version.
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.
Learn to set up approval processes and send approval notifications to your stakeholders.
Speed up the document generation process by utilizing pre-built templates to create proposals, quotes, and invoices.
Create consistent, accurate, pixel-perfect digital documents using pre-built or customized templates.
Let your customers manage, visualize, and navigate data efficiently. View everything related to a record from a single Excel-like grid.
Let your Salesforce Billing customers customize and export invoices, quotes, and receipts.
Explore how to generate documents from a vast repository of managed forms.
Define and execute real-world processes end-to-end in a Salesforce environment.
Let your Salesforce CPQ customers generate pixel-perfect quotes as part of their CPQ process.
Learn to manage the eSignature process using Conga Sign.