Conga Product Documentation

CLM

Explore how you can standardize, streamline, and automate your contract lifecycle management process.

X-Author for Contracts

Learn to create contracts and templates, maintain and streamline the entire contract lifecycle within Microsoft Word.

Adobe Sign Services

Learn to manage the eSignature process using Adobe Sign connector.

Conga Contracts

Explore administrative tasks, security measures, and integrations that customize Contracts for program users.

CLM (Contracts for Salesforce)

Streamline and accelerate contract negotiations. Send contracts directly from Salesforce, compare versions and keep a complete contract history.

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.

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.

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.

X-Author for Excel

Keep CRM records accurate and up-to-date by leveraging Microsoft Excel for data operations.