Proposal and Quoting Use Cases: Improve Efficiency & Optimize Pricing
Eliminate manual processes to drive better selling behaviors throughout your revenue lifecycle.
Why Conga is different
Conga helps businesses worldwide conquer the complexity of proposals and quote processes. Enable your teams to build out complex proposals, contracts, and other critical business documents with capabilities to configure pricing, discounting, carts, and more.
Creating the perfect quote
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Quote configuration
Quotes don’t need to be complicated. Incorrect configurations can delay the quoting process and lengthen sales cycles, tarnishing the customer buying experience, and causing the loss of sales.
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Quote configuration
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Sales, Sales Operations, IT, Marketing
It can be difficult for sales, partners, and customers to find the configuration that they want and must turn to manual processes to complete the order.
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Sales, Sales Operations, IT, Marketing
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Consistent quote configuration
Improve the buying experience with faster and more accurate configuration and quoting, resulting in increased sales. Also see improved ease of use and greater adoption of the sales tool to increase sales with suggested upsell and cross-sell offers.
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Consistent quote configuration
Optimized pricing for success
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Rogue discounting and pricing
Rogue discounting, complex and undefined pricing, lack of guidance on deal-winning pricing, and manual processes can all cause the loss of a sale.
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Rogue discounting and pricing
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Sales, Sales Operations, IT, Marketing
Sales teams are left to quote on their own and are unable to optimize pricing based on previous quote acceptances. Necessary approvals for pricing can slow down quote creation, prevent the closing of a seal, or destroy margins.
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Sales, Sales Operations, IT, Marketing
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Improved margins
Eliminate rogue discounting and see improved margins when you allow flexibility to price products based on your organizational goals. Also, see the ability to sell additional products within promotions for more upsell and cross-sell opportunities.
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Improved margins
Enable more efficient quoting
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Slow proposals
When the quoting and proposals process are slow, sales are slow. These processes can and should be automatic—generating proposals based on a pre-determined on-brand template and emailed to the appropriate person, all with one click of a button.
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Slow proposals
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Sales, Sales Operations, IT, Partner
Quotes sent to customers are not always on-brand due to rogue templates and delayed quotes due to manual processes can cause delay the process and provide no insight as to when or if the customer has viewed the proposal.
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Sales, Sales Operations, IT, Partner
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Improved win rate
Professional on-brand quotes improve win rate and efficient quoting with automated processes allows for one-click finalization to generate documents and send quotes to customers.
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Improved win rate
