Veracode transforms processes with Conga's contract lifecycle management solutions

Founded in 2006, Veracode got its start in response to the growing need to improve application security and prevent malicious actors from exploiting vulnerabilities. Veracode evolved into a global software security solution from its beginning as a code-scanning tool. Today, Veracode provides a comprehensive, intelligent software security platform that organizations of all sizes use to prevent, detect, and respond to software and application vulnerabilities while managing risk and compliance.

Veracode’s sales and legal teams use Conga’s CLM every day to process standard and negotiated contracts while the procurement team built an app within Salesforce that provided them the access and permissions needed — meeting both the sell-side and buy-side needs within the business. Sales was also able to use the extended functionality of Conga Composer’s APIs with their Configure, Price, Quote (CPQ) solution for more efficient quote generation, specifically for renewals and preapprovals.  

With Conga’s CLM, Veracode can now efficiently track, audit, and report on its contract lifecycle for the first time. Veracode mapped out various stages of each document’s lifecycle — such as draft, customer review, Veracode review, and legal negotiation. As a contract or document moves through the lifecycle, each stage is timestamped providing visibility into the status of documents at any given time and how long the document remained in each stage, allowing the business to understand where bottlenecks and delays existed in the process.  

Conga’s clause library was another important feature for Veracode’s teams, enabling sales to automatically insert clause language on their own when generating contracts while giving legal the ability to store, standardize, update, and report on clauses and term language.  

Using Conga Composer’s APIs to integrate with other systems like CPQ has been critical to the sales team in simplifying quote generation with renewals, preapprovals, and triggers around certain criteria. Sales consolidated what used to be a lengthy process into a single click. Specifically, APIs called up the proper template, merged accurate data, and auto-tagged it in one step — all within Salesforce — before seamlessly sending the quote to the customer for signature. The APIs streamline the sell-side flow, taking contracts and agreements produced with Conga Composer and quickly updating the sales order form within Salesforce.  

The simple onboarding process, conducted with the help of Conga partner Coastal, and native Salesforce functionality helped alleviate any initial concerns for users about switching to a new, automated system after having used email and Adobe Sign for so long. After communicating the switch and working with Coastal to roll it out on a team-by-team basis, Veracode showed its users that the new system could be trusted — and users fully embraced it.

The most common document Veracode generates is the sales order form, as either a straight renewal or a preapproval. The sales team was sending around 25 per month. With the Conga Composer API, the company streamlined and simplified the number of screens and clicks down to a single API callout when generating the order form, reducing the time spent on the renewal and preapproval cycle from seven minutes to less than a minute.

*Conga offers many tools, like Conga Composer, Conga Sign, Conga Orchestrate, Conga Approvals and Conga Grid, that are dynamic and can be used to automate and optimize processes across different teams and use cases to support the entire revenue lifecycle. These tools are packaged with the purchase of our purpose-built solutions, like Conga Contracts for Salesforce for contract lifecycle management, allowing our customers to not only advance their legal and sale teams and enhance their contracting process, but also use the tools to advance and enhance other functions of their business as well.