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#4

Conga is ranked #4 in the CPQ Software For Manufacturing product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Conga Reviews

Average customer reviews & user sentiment summary for Conga:

User satisfaction level icon: great

717 reviews

86%

of users would recommend this product

Key Features

  • Commerce:
    • Hybrid Delivery: Sell products and services on multiple platforms online, in person or a mixture of the two.
    • Update Operations: Update product catalogs, marketing strategies, prices and more. Ensure orders, revenue and invoices are in sync using a single data model.
    • Process Management: Use multichannel support, guided selling, asset-based ordering and more to streamline the selling process.
  • Documents:
    • Design: Build on-brand document templates to create error-free forms to send to customers based on Salesforce data.
    • Customize: Personalize documents by adding charts, videos, fonts and more.
    • Notifications: Receive alerts when a document is opened, read and signed by a customer and then review analytics to track sales pipelines.
    • Share: Send documents in any format or share them as a secure link accessible on any device.
  • Contract Management:  
    • Store: House contracts in a central repository, set up a clause library and design contract templates to ensure no crucial documents are lost. Keep contracts up to date by giving ownership of contracts to specific members. 
    • Process Flows: Keep up to date on contract processes with a built-in process flow chart, dashboard and configurable notifications. 
    • Search: Browse through documents and metadata for specific words and topics with optical character recognition. 
    • E-Signature: Allow customers to sign documents from any device. 
    • Approvals: View and manage approvals from one central location. Access and approve documents on mobile devices. 
  • Revenue:  
    • Automated Billing:  
      •  Create blended billing for one-time plans, subscriptions and more. 
      •  Customize billing based on invoice preferences by dividing them up into multiple bills. 
      •  Provide a billing forecast to allow customers to view invoices. 
    • Order Management: View the entire customer order history, including shipping dates, costs, taxes and more. Update subscriptions and quickly change orders in-flight.  
    • Promotions: Create omnichannel promotions with codes and rules to track distribution and define eligibility. Sync with approval workflows and utilize analytical tools to track promotion performance. 

Suite Support

Phone support is available Monday — Friday, hours varying depending on location.

mail_outlineEmail: Not specified. Chat with a representative or contact the customer support team via the vendor’s site.
phonePhone: +1 866-502-3334 (toll-free) US. Additional numbers for other countries available on the vendor’s site.
schoolTraining: The vendor provides the following training resources:
  • Learning Center: Build fundamental skills with instructor-led and self-paced courses. Filter the course catalog by product, skill-level, delivery method and region. Prices per course vary.
  • Resource Center: Watch videos, listen to podcasts and read articles and blogs covering topics such as contract management, analyst reports, streamline documents and more.
  • Documentation Portal: Read through an extensive database of documents providing information on billing, CLM, digital commerce and more.
  • Webinars: Register for live webcasts or watch pre-recorded webinars. Onboarding webinars and on-demand product training are also available for new customers.
  • Virtual Events: Join free virtual conferences with thousands of other participants.
local_offerTickets: Submit a technical support case via the vendor’s site.

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