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Conga Product Documentation

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Adobe Sign Services

Use the Adobe Sign connector to manage the eSignature process.

Advantage Platform Administration

Streamline quoting, agreements, orders, billing and renewals for more efficient revenue management.

Approvals for Advantage Platform

Set up approval processes and triggering rules for emailing approval notifications to stakeholders, serially or in parallel. Reduce turnaround with reminders, escalation and delegation.

Approvals for Salesforce

Set up approval processes and triggering rules for emailing approval notifications to stakeholders, serially or in parallel. Reduce turnaround with reminders, escalation and delegation.

Billing for Advantage Platform

Generate billing schedules and invoices for any combination of products and services.

Billing for Salesforce

Generate billing schedules and invoices for any combination of products and services.

CLM for Advantage Platform

Standardize, streamline and automate your contract lifecycle.

CLM for Salesforce

Standardize, streamline and automate your contract lifecycle.

Contracts for Salesforce

Streamline and accelerate contract negotiations direct from Salesforce, maintaining version control and a complete contract history.

Collaborate

Use pre-built templates to speed up document generation, creating proposals, quotes and invoices.

Composer for Advantage Platform

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

Composer for Salesforce

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

Contracts

Customize contract administrative tasks, security measures and integrations.

Conga for Google Docs

Streamline contracting and negotiation by working directly in Google Docs and syncing Conga CLM on Salesforce.

Conga Upgrade Program

Identifies and installs dependent packages that are required for the latest version of packages.

Contract Intelligence (Standalone)

Use augmented artificial intelligence to parse and manage your contracts and supporting documents.

CPQ for Advantage Platform

Configure products, set up pricing and generate quotes with accuracy and speed.

CPQ for Salesforce

Configure products, set up pricing and generate quotes with accuracy and speed.

Deal Maximizer

Define rules and ratings to negotiate the best deal.

Digital Commerce for Advantage Platform

Use documents, CPQ and templates to build your best commerce website.

Digital Commerce for Salesforce

Use documents, CPQ and templates to build your best commerce website.

Discovery AI for Advantage Platform

Use this AI assistant to extract and review contracts and third-party paper.

Discovery AI for Salesforce

Use this AI assistant to extract and review contracts and third-party paper.

Docusign Services

Manage the eSignature process.

eSignature Integration with Advantage Platform

Send Conga Platform documents for e-signature with Conga Sign, Adobe Sign and DocuSign.

Grid

Manage, visualize and navigate data efficiently, and view and act on all of a record's information from a single Excel-like grid.

Invoice Generation

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

Mix Forms

Generate documents from a vast repository of managed forms.

Orchestrate

Define and execute real-world processes from Salesforce.

Order Management for Advantage Platform

Set up and manage your order lifecycle.

Order Management for Salesforce

Set up and manage your order lifecycle.

Partner Commerce for Advantage Platform

Use documents, CPQ and templates to build commerce websites for your partners.

Partner Commerce for Salesforce

Use documents, CPQ and templates to build commerce websites for your partners.

Quote Generation

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

Sign for Advantage Platform

Manage the eSignature process.

Sign for Salesforce

Manage the eSignature process.

Smart Search

Search your Salesforce org for agreements, documents and opportunities.

TurboEngines

Handle complex pricing and product configurations for Conga Commerce products.

X-Author for Contracts 1.0 (Classic)

Create contracts and templates and maintain and streamline the entire contract lifecycle from Microsoft Word.

X-Author for Contracts

Manage and streamline the entire contract process from Microsoft Word.

X-Author for Contracts Advanced for Advantage Platform

Manage and streamline the entire contract process from Microsoft Word.

X-Author for Contracts Advanced for Salesforce

Manage and streamline the entire contract process from Microsoft Word.

X-Author for Excel

Use Microsoft Excel data operations to keep CRM records accurate and up to date.

X-Author for Migration Manager

Migrate versioned and non-versioned templates from one Salesforce org to another.

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Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

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