AI-Empowered Digital Transformation That Automates and Optimizes Document and Contract Processes, Simplifying User Experiences and Increasing Productivity: Conga

Conga is established as a must-have for optimizing CRM processes required to interact with customers, conduct business and maintain compliance. Conga simplifies and automates many of the CRM friction points creating the ideal experience.

Conga’s suite of solutions creates more efficient organizations by simplifying and automating data, documents, contracts, and reporting. As the provider of the #1 paid application on the Salesforce AppExchange, Conga has more than a decade of experience increasing the value of the Sales Cloud by removing systems and process pain points that impede the customer lifecycle. Conga’s 8000+ customers are passionate about its platform and support giving us 5 stars on the Salesforce AppExchange.

Conga use cases are limited only by your Salesforce instance and your imagination. With a suite of solutions that addresses the needs of the entire business lifecycle in Salesforce; it streamlines and automates the tasks you run from Salesforce with data management, automated enterprise-grade document generation, and contract lifecycle management and rich reporting to drive the business forward.

Founded in 2006, The Company is based in Colorado with global operations in the UK and Australia. Conga use cases are limited only by your Salesforce instance and your imagination. With a suite of solutions that addresses the needs of the entire business lifecycle in Salesforce; it streamlines and automates the tasks you run from Salesforce with data management, automated enterprise-grade document generation, and contract lifecycle management and rich reporting to drive the business forward.

Conga Solutions

The Benefits of End-To-End Contract Automation

Managing enterprise contracting is complicated by the needs of diverse stakeholders. Your sales team wants the ability to create, send, and execute contracts fast. Your legal team wants control over language and terms to reduce corporate risk. How do you satisfy the needs of both? By providing an end-to-end solution with integrated interfaces for both sales and legal.

With Conga Contract Automation, you will gain visibility into, and control over, all the contracts in your organization, while simplifying and accelerating the contract creation and negotiation process. Conga Contract Automation gives you the flexibility to automate the entire process or just specific parts of the process.

The Complete Contract Automation Solution

• Designed for Usability across the Organization:

Expertly designed interfaces specifically built for sales and for legal, giving your teams the ability to manage contracts on their platform of choice with access to the data from both.

• Control over and Insight into Every Contract:

A common repository that makes it easy to search and view all contracts, giving you control over and insight into every corporate contract, whether generated by sales or legal.

• Automated Legal Controls to Expedite Deals:

Gives legal control with the ability to set rules and processes for sales to follow, without the need to be involved in every deal.

• Simple, Fast Contract Execution with Electronic Signature:

Creation of professional, customized and error-free contracts, regardless of length or complexity, including rich text and images—that can be sent in batch from a single screen.

• Unlimited Storage Capabilities:

Unlimited storage capabilities of the Salesforce platform so you don’t have to worry about expensive storage limits.

• Automated Approval Routing to Mitigate Delays:

The ability to automatically route approvals based on workflow rules, saving time and involving appropriate parties at the appropriate time.

Customer’s Testimonies

“Conga has so many great use cases that every business should have it. Their customer service team is always knowledgeable and will walk you through any difficulties you might be having. I am also pleased with their high level of documentation so that I can try and resolve challenges that come up. We have been using the product to send service summaries to clients after each visit.”

• Christina Moore 

“We are starting to use ActionGrid to facilitate faster batch data entry and editing of existing records. The ability to tab through and edit multiple related records at once is a huge time saver and we are looking forward to all the additional ways we can use this tool. Thank you ActionGrid!”

• David Bentz 

Greet the Chief

Matthew J. Schiltz, CEO: Matthew is an experienced senior executive with a proven track record of building successful, high growth technology and cloud companies ranging from the private start-up stage to public companies. He is responsible for setting Conga’s growth strategy, which includes financing, driving global sales and expanding product offerings.

His extensive executive management and leadership experience in driving strong company growth have resulted in several Inc. 500, Fast 50 and Top 100 Places to Work awards. Past CEO successes include Insightful Corporation, CourtLink, DocuSign, Tier 3 and Blue Box Group. Matthew has received several industry accolades in recognition of his past successes and is considered an expert on software, technology, and cloud business practices.

Matthew has an MBA from Seattle University and a bachelor’s of science from the University of Washington.

“Our applications streamline the creation and distribution of Salesforce^® reports, customized presentations and documents in multiple file formats for unlimited use cases across all organizations and industries.”