CONGA FOR BUSINESS OPERATIONS AUTOMATION
Streamline every business process—and fuel each revenue opportunity
Run smoother operations, support teamwork, and access up-to-date data with Conga’s business process management tools
Leading companies use Conga’s enterprise software to manage business operations and reduce bottlenecks
Achieve peak business efficiency with the Conga Advantage Platform
Disjointed processes, lack of visibility, and the pressure to do more with less—this is the reality of business operations. The Conga Advantage Platform was designed to solve these operational challenges. Our platform connects every workflow into one ecosystem and makes your operations efficient, agile, and aligned with strategic business goals.
Future-ready workflows
Adapt processes as your business evolves with our flexible platform. Conga scales with you, from handling routine tasks to managing complex, multi-departmental processes.
One platform, 360° visibility
Break down silos across departments with the user-friendly interface of our business automation solutions. Centralize workflows, contracts, and approvals in one place.
Friction-free operations
Eliminate bottlenecks and streamline every step of your operational workflow—freeing up your team to focus on strategic priorities.
Automate business processes into revenue powerhouses
Connect every team—from human resources management to legal—through Conga platform, which integrates seamlessly with their existing tools. Empower teams to work smarter with shared insights and consistent processes, consolidating key solutions like document generation, eSignature, CLM, and CPQ.
Unify
Centralized data for unmatched visibility
Gain complete operational clarity and simplify decision-making with a single source of truth. Conga’s centralized platform is designed to bring all your data into one easily accessible system.
Unified dashboards:
Access live updates and consolidated insights from all departments.
Proactive alerts:
Stay ahead with AI-driven notifications on risks, milestones, or trends.
Real-time reporting:
Generate custom reports for actionable insights without manual effort.
Simplify
Effortless document management
Streamline every file management step, from creation to storage, with the best business operations automation tools.
Pre-approved templates:
Standardize documents to reduce errors and maintain compliance.
Integrated eSignatures:
Accelerate approvals and eliminate delays with secure electronic signing.
Centralized storage:
Keep all documents in a secure, organized repository for easy access.
Connect
Improved collaboration between departments
Empower cross-functional team collaboration through seamless communication of shared data and workflows. Break down silos and accelerate decision-making with tools that keep everyone aligned.
Real-time data synchronization:
Keep departments aligned with the latest data updates. Our platform houses CPQ and CLM in the same place, making up-to-date information accessible to all teams.
Role-based access:
Restrict access to sensitive documents and data while granting team members permissions based on their roles. Keep workflows secure and efficient, ensuring each person sees only what they need.
Shared dashboards:
Enable transparency and joint decision-making across teams.
Monitor
Real-time performance analytics
Drive smarter decisions with business analytics tools, delivering real-time insights into key metrics. Make every decision count with clear, actionable data at your fingertips.
Customizable analytics:
Tailor dashboards to highlight the metrics that matter most.
Predictive insights:
Leverage AI to forecast trends and mitigate risks.
Comprehensive visibility:
Consolidate data from multiple sources for a complete picture.
Standardize
Accelerated routine contracting tasks
Streamline routine contract workflows—from creation to renewal—and free your team from repetitive tasks.
Dynamic templates:
Draft contracts in minutes, not hours. Leverage reusable, customizable formats and keep all your files on-brand and compliant.
Approval automation:
Automate the deal review process with predefined approval rules, keeping the approval flow smooth.
Renewal tracking:
Never miss a contract expiration date with automated reminders for upcoming renewals.
Manage
Automated workflow management
Maximize operational efficiency by automating routine tasks across departments with our business automation tools.
Custom processes:
Create workflows that fit your specific operational needs—no need to change your existing activities.
Connected systems:
Seamlessly integrate with CRMs, ERPs, and other tools.
Scalable automation:
Simplify complex tasks without adding administrative burden. Conga makes operations easier for you without additional tasks for your team.
Operational milestones reached with our business process management tools
0
%
Decrease in project and status updates
0
%
Reduction in contract creation time
0
%
Increase in contract volume
Align every revenue detail with a single platform
The Conga Advantage Platform centralizes revenue lifecycle management, giving business operations teams the tools to connect processes, eliminate inefficiencies, and maintain consistency.
Monitor and fulfill obligations
Track every contract detail and automate key steps for smooth, reliable fulfillment from start to finish.
Access actionable insights
Gain complete visibility into every revenue process with centralized data, empowering smarter, faster decisions.
Manage renewals
Stay ahead of renewals, maximize retention, and ensure every customer’s lifetime value is fully realized.
Forecast with confidence
Equip business operations with accurate forecasting to anticipate revenue trends and align resources effectively.
70% of business conducted from standardized templates
Products used:
Conga CLM
Conga X-Author for Excel
By using Conga X-Author, our staff can quickly respond to customer requests whilst using familiar Microsoft Office documents. All data entry is centrally preserved and controlled by our CRM, enabling our internal teams as well as our customers to readily access accurate information. As a result, we can better assure quality, not only in the quotes but also in the billing process.
Brian Lillie
CIO Equinix
1 Click process completions
Products used:
Conga Composer
We looked at other products but Conga Composer was the best value and experience for our needs. Its adaptability and ease of use made it easy to create templates. It provides a really good internal user experience.
Rose Reynolds
Senior Vice President of Operations
Products used:
50% Increase in quotation speed
Products used:
Conga CPQ
We now get out much more accurate quotes out with good pricing guidance and sales reps can edit from within the cart. We’ve seen a 50% drop in time it takes to create a quote. We now automate a majority of our quotes, both direct and channel. This has been a huge win for our deal desk and sales operations teams.
Anisha Vaswani
Corporate CIO
The Conga Advantage Platform: business process automation tools to drive high-impact operations
The Conga Advantage Platform creates seamless workflows, enhances collaboration, and supports data-driven decisions by bringing solutions required in your revenue lifecycle into one platform.
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Conga CPQ
Help sales teams confidently quote with accurate pricing and configuration with Conga CPQ.
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Conga CLM
Support legal, procurement, and sales departments manage contracts efficiently while minimizing risks and delays.
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Conga Composer
Simplify creation, delivery, and storage of documents, maintaining consistency across departments.
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Conga Billing
Streamline billing operations to improve collections and customer satisfaction. Connect contracts directly to invoicing and revenue management for better operational oversight.
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Conga CLM AI
Enable smarter compliance and visibility into contract obligations and transform static contracts into actionable insights.
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Conga Sign
Streamline eSignature processes to improve efficiency and ensure secure, fast, and legally compliant electronic signatures across workflows.
Discover the power of the best business process automation software
See how you can centralize workflows, automate processes, and unlock the potential of your operations team with the Conga Advantage Platform.
Frequently asked questions
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Does Conga provide visibility into contract renewal opportunities to help us plan for growth?
Yes, Conga keeps you on top of business contract renewal management by helping you identify hidden growth opportunities with:
- Centralized contract repository: Track renewal dates, terms, and opportunities in one place.
- Automated reminders: Receive notifications for upcoming renewals to avoid missed deadlines.
- Revenue insights: Analyze historical data to uncover upsell or renegotiation possibilities.
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Can Conga help us automate business operational inefficiencies?
Absolutely. Conga’s business operations automation tools were built to enable your team to focus on high-value tasks. Automate repetitive manual processes with:
- Document automation: Generate contracts, invoices, and reports in minutes using pre-approved templates.
- Approval workflows: Automate decision-making processes with predefined rules and real-time tracking.
- Integrated platforms: Sync seamlessly with your CRM, ERP, or other systems for consistent data flow.
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How does Conga support data accuracy across our business workflows?
Conga’s cutting-edge business process management tools make the data flow across your workflows accurate and updated. The data integrity creates a reliable foundation for decisions with features such as:
- Dynamic updates: Automatically reflect changes across all linked documents and dashboards.
- Error-free workflows: Eliminate manual data entry errors.
- System integrations: Connect your CRM, ERP, and financial systems to create a unified data source.
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How flexible is Conga’s business operations management software in setting up unique workflows?
Conga’s business operations management software solution adapts to your specific operational needs, helping you create custom workflows with:
- Event triggers: Automate actions like approvals, renewals, or notifications based on your business rules.
- Scalable automation: Adjust workflows as your team or operations grow without disrupting processes.
- User-friendly setup: Configure workflows directly within the platform—no coding required.
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Can we integrate Conga’s insights into our existing reporting tools?
Definitely. Conga’s business process automation software integrates easily with leading reporting tools. We offer:
- Open APIs: Connect Conga to platforms like Tableau, Power BI, or Salesforce Analytics.
- Real-time sync: Keep your reports updated with the latest contract, billing, and operational insights.
- Enhanced visibility: Consolidate data from multiple departments into a single reporting interface.
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Is Conga adaptable to changes in our business processes as we grow?
Yes! Conga grows with you, offering scalable features, including:
- Customizable workflows: Adapt processes as priorities shift or operations expand.
- Flexible licensing: Add users and functionalities without disruption.
- Modular solutions: Implement tools like CLM, Document Automation, or Approvals incrementally.