Conga Product Documentation

Billing Logo

Billing

Learn to generate complex yet accurate invoices for any combination of products, services, and subscriptions.

Configure Price Quote (CPQ) Logo

Configure Price Quote (CPQ)

Learn to configure products, set up pricing, and generate quote quickly and accurately using Conga CPQ.

Deal Maximizer Logo

Deal Maximizer

Define rules and rating to negotiate a good deal using Conga Deal Maximizer.

Digital Commerce Logo

Digital Commerce

Browse the documents to leverage CPQ and apply the base template to build your own commerce website.

Order Management Logo

Order Management

Learn to setup and manage the order lifecycle.

Partner Commerce Logo

Partner Commerce

Browse the documents to leverage CPQ and apply the base template to build commerce website for your partners.

TurboEngines Logo

TurboEngines

Learn to set up and configure TurboEngines to handle complex pricing and product configurations for Conga Commerce products.

CLM Logo

CLM

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

Adobe Sign Services Logo

Adobe Sign Services

Learn to manage the eSignature process using Adobe Sign connector.

Conga Contracts Logo

Conga Contracts

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

CLM (Contracts for Salesforce) Logo

CLM (Contracts for Salesforce)

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

DocuSign Services Logo

DocuSign Services

Learn to manage the eSignature process using DocuSign connector.

Max Logo

Max

Learn to converse with Max, intelligent virtual assistant, to manage your middle-office workflows.

OCC Logo

OCC

Explore how to share your agreement documents with your team and customers to collaborate online.

X-Author for Contracts Logo

X-Author for Contracts

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

AI Analyze Logo

AI Analyze

Use the power of advanced analytics to automate manual tasks, uncover potential risks, and improve compliance with detailed audit trails and flexible reporting options.

Approvals Logo

Approvals

Learn to setup approval processes and send approval notifications to your stakeholders.

Collaborate Logo

Collaborate

Speed up the document generation process by utilizing pre-built templates to create proposals, quotes, and invoices.

Composer Logo

Composer

Create consistent, accurate, pixel-perfect digital documents using pre-built or customized templates.

Courier Logo

Courier

Send an unlimited number of individual, custom-defined report emails to people inside and outside of your organization.

Grid Logo

Grid

Let your customers manage, visualize, and navigate data efficiently. View everything related to a record from a single Excel-like grid.

Invoice Generation Logo

Invoice Generation

Let your Salesforce Billing customers customize and export invoices, quotes, and receipts.

Mix Forms Logo

Mix Forms

Explore how to generate documents from a vast repository of managed forms.

Orchestrate Logo

Orchestrate

Define and execute real-world processes end-to-end in a Salesforce environment.

Quote Generation Logo

Quote Generation

Let your Salesforce CPQ customers generate pixel-perfect quotes as part of their CPQ process.

Sign Logo

Sign

Learn to manage the eSignature process using Conga Sign.

Conga-Dynamics 365 Connector Logo

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 Logo

X-Author for Excel

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

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