Conga Product Documentation

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Use Case: Payment Processing with Stripe in Digital Commerce

Business Context

In many B2B and B2C sales flows, payment collection happens outside the digital storefront, requiring manual follow-ups and external systems. This results in delays, errors, and a disconnected buying experience. Integrating payments directly into Digital Commerce helps streamline checkout and accelerate the quote-to-cash cycle.

Objective

Enabling buyers to complete payments securely and seamlessly within Digital Commerce using an integrated payment gateway, starting with Stripe, while supporting future payment gateways.

Roles

  • Buyer: Completes payment during checkout.

  • Sales Representative: Creates and shares quotes for checkout.

  • Digital Commerce Platform: Manages checkout and payment flow.

  • Payment Gateway (Stripe): Processes secure payment transactions.

Prerequisites

A quote or cart is ready for checkout. Stripe payment integration is configured in Digital Commerce. The buyer is authorized for the selected payment method.

Scenario

A buyer receives a finalized quote shared by a Sales Representative and opens it in the Digital Commerce storefront. After reviewing the products, pricing, and terms, the buyer is ready to place the order and chooses to complete payment during checkout using one of the available payment options.

Task

Buyers can complete payments directly within the Conga Digital Commerce storefront during checkout. The integrated payment flow supports secure online payments through Stripe, along with flexible options such as PO Number, Pay Later, and Pay Now, enabling a streamlined and efficient checkout experience.
Note: Pay Later option is available only for logged-in user.

Refer Adding Purchase Order Number (PO Number), Using Pay Later, Using Pay Now topics.

Result

The payment is completed securely within the storefront. No sensitive payment details are stored in Digital Commerce. The order progresses without manual payment follow-up.

Best Practices

Offer multiple payment options to support different buyer purchasing models. Use embedded payment flows to reduce checkout drop-offs.