Conga Competitors: Top 13 Alternatives in 2023

Conga’s objective, which is to help businesses make the rhythm of their revenue sing, is reflected in the name, which is derived from the Cuban conga drum. Conga software is a suite of solutions that can assist your business in automating and streamlining document creation and distribution using the cloud. Several Conga products are available. Keep reading to see the best Conga composer software competitors and Salesforce

Conga Overview

Documents are used to convey vital information and data. They are the glue that holds your teams together and the guiding force behind all of your interactions with customers. Using Conga Composer software, you can save time and effort while creating documents that are perfect for your business and its consumers.  

Furthermore, with Conga Composer, you can use either pre-made or custom-made templates, and the software will automatically populate them with data from Salesforce, resulting in beautiful, accurate digital documents. Sending documents that are both standardized and unique will do wonders for your brand’s reputation and customer satisfaction.

Also, Conga Composer streamlines the process of creating error-free documents and automating workflows, regardless of your business, role, or use case. Removing bottlenecks, automating tasks, and minimizing mistakes can boost a company’s bottom line. 

Increased visibility thanks to document notifications and a complete audit trail allows teams to move faster and business cycles to be completed more quickly. Incorporate workflow automation with Salesforce to generate and distribute documents in bulk or with no user intervention. Get your messaging on the same page so that it consistently reflects your brand.

Keep your customer happy by providing the promised materials on time. The automation, templated document creation, sharing, analytics, and more that document-generating software provides can have a significant impact on the efficiency and effectiveness of your revenue operations. 

Quotes, proposals, contracts, invoices, work orders, shipping papers, account plans, and more may all be conveniently managed to facilitate rapid response to changes in customer demand.

Conga Composer streamlines the process of creating error-free documents and automating workflows, regardless of your business, role, or use case. Remove bottlenecks in procedures to boost profits.

In addition, anywhere you have access to data, you can make comprehensive, accurate papers.

What Is Conga Software?

Conga is an innovative software company whose Quote-to-Cash (QTC) offerings feature both a revolutionary Configure, Price, Quote (CPQ) platform and a powerful Contract Lifecycle Management (CLM) application for large businesses.

All company operations, from procurement to invoicing, can be streamlined with the help of the Quote-to-Cash end-to-end solution, which boosts sales across the revenue lifecycle. Pricing, discounts, shopping carts, complex proposals, contracts, renewals, and more can all be handled with ease thanks to Conga CPQ and CLM. 

Conga caters largely to enterprises, and it does so by supporting the Windows app platform. Conga’s pricing model is more malleable than that of its primary rival, Salesforce CPQ. In addition to regular phone help, it also offers live customer support and online training sessions. In contrast to Salesforce’s annual subscription model, Conga’s pricing is based on individual customer quotes.

Conga Software Features

Here are some Conga composer software features:

• Document Generation: Using the tools provided by Conga, users can draft, revise, and schedule the automatic production of various documents.
• Template Management: Users can make and manage document templates to facilitate brand and content uniformity.
• eSignature Integration: Secure electronic document signing and management is made possible by Conga’s frequent integration with eSignature systems.
• Workflow Automation: Through the use of workflows, users can streamline company activities by automating the production, review, and dissemination of documents.
• Data Integration: Conga software can integrate with your existing CRM (like Salesforce) or database to automatically fill in your documents with relevant data.
• Contract Lifecycle Management: Some Conga offerings allow you to manage your contracts from start to finish, with tools for drafting, revising, and monitoring.
• Analytics and Reporting:  Conga software may have resources for analyzing data pertaining to documents and creating reports to gain an understanding of document processes.
• Collaboration Tools: Some versions of Conga software support collaboration features, enabling teams to work together on document creation and review.
• Compliance and Governance: Help lower legal and compliance risks by making sure papers adhere to regulations and business policy.

How Do You Ensure a Smooth Rollout of Conga Software?

IT best practices exist for incorporating new technology into your business procedures and workflows, despite the fact that an enterprise software implementation project is huge, complex, and unique to every firm.

The following are essentials for a successful Conga implementation in any organization:

#1. Identify the Necessities for Your Business

Before purchasing a contract lifecycle platform like Conga, it is important to define the scenarios in which you will be using the software, including:

• Controlling the entire contracting procedure
• Using electronic signatures to streamline business dealings with vendors and customers.
• Using both pre-made and user-defined templates, document automation
• Optimize crucial touchpoints from bids through renewals by integrating Conga with your current sales suite (e.g., Salesforce).

Furthermore, Conga implementation needs, such as custom tasks, admin setup, IT goals and governance, and onboarding, must be understood through alignment with relevant business units and stakeholders.

#2. Select the Conga Software That Meets Your Business Goals

Conga is really more of a system than a standalone product. Your needs, company size, and plans for expansion should all factor into your final decision.

For instance, if your current sales process is already housed in Salesforce, you may take advantage of Conga’s suite of add-ons to fully leverage Salesforce for your quote-to-contract sales process.

Similarly, if your legal department adopts Conga’s CLM features, you’ll have an easier time drafting Master Services Agreements and Non-Disclosure Agreements, cutting down on time spent editing by hand, and speeding up the contracting process for vendors through features like document generation and agreement repositories.

#3. Design the Implementation, Including Scope, Timeframe, and Budget

Once you know for sure that Conga will streamline some aspects of your business, you can begin to put a price tag on it by asking yourself things like:

• What is the estimated price? Conga’s pricing varies by industry, so it’s important to think carefully about what features you’ll need and how much they’ll cost each year before signing up. Consider the continuous costs of training, upkeep, and support, too.
• How long till we can start using it?
• Which of our current procedures will be modified? In the meantime, what plans do we have in place?

#4. Clean and Organize Your Data for Conga

There are a number of steps that should be taken before transferring data to Conga, including the elimination of duplicates, the correction of structural problems (in databases), the exclusion of undesirable outliers and exceptions, and the inclusion of missing information. 

Also, it’s possible that you’ll require a larger team of developers to help you clean up and move your data from your old system.

#5. Adjust Conga’s Settings to Suit Your Company’s Needs

This is when features like integrations, third-party modifications, and bespoke software come into play. The Conga Composer add-on, for instance, enables document creation and management within Salesforce. At the same time, you can integrate Conga with Slack or Microsoft Teams (through Tray, Zapier, or Make) to get updates and alerts without leaving the app you’re presently using.

#6. Verify the Setup to Make Sure Everything Is Functioning as Intended

Every time you finish an integration or configuration, you should put it through a quality assurance process to make sure it will function as expected, has backups in case of problems, and can handle increased traffic when it is rolled out to the rest of the company.

#7. Staff Training on Efficient Conga Use Is Essential

You can share free and paid learning experiences from partners and training solutions like Salesforce, igmGuru, Course Hero, and HKR Trainings with your organization’s stakeholders to help them learn about the Conga ecosystem and how it works with the products they already use.

However, your team members won’t get a contextualized education from these platforms because, as was previously noted, every Conga deployment is different and complex. A digital adoption platform (DAP) like Whatfix is necessary for effective staff onboarding and training since it allows for the creation of in-app advice such as interactive flows, guided tours, nudges, tooltips, task lists, field validations, and more.

In addition, with a DAP like Whatfix, IT departments, and company executives have access to a no-code solution that allows them to build unique onboarding experiences for teams and individuals within the app. Organizations can assist their employees in becoming more productive and efficient through utilization (i.e., the process of developing software experiences tailored to the needs of particular end-users).

#8. Evaluation and Optimization of Conga Are Essential for Maximum Efficiency and ROI

Having regular (say, quarterly) feedback sessions with your stakeholders can help you determine whether or not Conga has significantly altered their workflow, increased their productivity, or stifled their ability to function at full capacity. You’ll learn how much money Conga has saved your company and what areas need improvement so that you can tailor it to your staff’s needs.

To learn how your staff uses and adopts Conga, you should also proactively gather end-user behavior metrics. While metrics like logins and employee satisfaction surveys can serve as a starting point, analytics software like Whatfix enables IT departments to monitor more nuanced KPIs such as the completion of specific tasks and workflows, the composition of user cohorts based on business unit or end-user type, and much more.

What Are Conga Software’s Benefits?

The Conga Group, of which Conga Software is a member, provides a variety of services, including document automation, contract administration, and revenue operations. Conga Software may provide the following benefits:

• Efficiency: Conga’s automation features allow for more efficient document generation and administration, cutting down on wasted time and human mistakes.
• Improved Compliance: By centralizing and keeping track of contracts, Conga’s contract management software facilitates adherence to legal and regulatory obligations.
• Enhance Productivity: By relieving workers of routine, repetitive chores, automation frees them up to concentrate on more important, strategic endeavors.
• Reduce Costs: Business operations can save money and gain leverage in contract negotiations if document and contract workflows are optimized.
• Faster Sales Cycles: Conga’s solutions help close deals faster by using electronic signatures and document automation.
• Enhance the Customer Experience: Improving the customer service experience is as simple as providing them with faster response times and error-free papers.
• Analytics and Insights: With the help of Conga’s analytics tools, you may learn how effective your documents and contracts really are.
• Scalability: As your business expands, the software can keep up with the influx of new documents and contracts.
• Integration: Conga software connects with a wide range of customer relationship management and corporate platforms, boosting data flow and interoperability.
• Security: Encryption and access controls are just two of the security measures it provides for private files and information.

In addition, the benefits your company reaps from implementing Conga Software will depend on the specific products and modules you decide to use and how well you integrate them into your existing business procedures. To see if Conga Software fits your specific requirements, you must first identify those demands.

What Are the Disadvantages of Using Conga Software?

When it comes to document automation and contract administration, Conga software can have a few drawbacks:

• Cost: It’s possible that small organizations and individuals on a tight budget won’t be able to afford Conga software.
• Complexity: Users may have a steep learning curve due to the complexity of the setup and customization processes.
• Integration Challenges: It can be difficult to incorporate Conga into preexisting infrastructure and processes, and you may need to hire a developer or consultant to help you out
• Maintenance: The need for regular upkeep and upgrades might increase the total price and the amount of effort put in.
• Reduced Capabilities: Conga’s functionality may fall short for some users, requiring them to look elsewhere for a solution or to install extra software.
• Security Concerns: Organizations dealing with sensitive information should be wary of storing sensitive documents and data in the cloud due to security issues.
• Dependency on Online Access: Due to the web-based nature of Conga, users must have constant access to the internet.
• Scalability: Conga’s not always easy to scale to meet the document and contract management needs of expanding enterprises.
• Adoption by Users: Employee resistance and problems with mass adoption may result from the software’s complexity.

In addition, Conga software may not be the best option for your company’s document automation and contract management needs without careful consideration of your unique circumstances and these limitations.

What Kind of Company Is Conga?

Conga is a software development company that focuses on automating corporate operations, including document creation and contract administration. By making it simpler for organizations to create, maintain, and communicate on papers and contracts, their software is frequently used to expedite and automate these processes.

Best Conga Competitors

Users and reviewers of Conga often contrast it to the following competitors in the field of Contract Lifecycle Management (CLM) software. A lot of people are on the lookout for trustworthy, potent software options for contract lifecycle management (CLM) that support a wide variety of file formats, metadata, and different versions of documents. When evaluating Conga Contracts alternatives and competitors, you should also look at their documentation and quality of customer service. Here are the top 13 Conga competitors:

#1. DocuSign

DocuSign CLM is an integral aspect of our business. Their dedication to helping us realize our vision of a centralized contract management system with a searchable repository and electronic signing capabilities has been unwavering. In place of manually examining every 3,500+ client papers, we can now conduct a single search over the whole corpus using our new analytics tool. In the past, this procedure took a considerable amount of time (days or weeks) and was never entirely reliable (missing documents due to volume). Though neither the AI nor the OCR are without flaws (none are), they do make the search process faster. In addition, it is a more effective tool for searching agreements due to its superior OCR/AI accuracy.

#2. Coupa

The majority of our indirect and some of our direct spending is managed using Coupa. Coupa’s user-friendliness and suppliers’ ease of doing business with us are two of the main factors in our decision to adopt it as our B2B tool. Over the course of our partnership with Coupa, we have benefited from both CAM and SAM support, which has allowed us to more aggressively pursue opportunities to apply Coupa outside its conventional scope. Because of Coupa’s cloud platform, we’ve been able to build connections and implement procedures that weren’t conceivable with our old infrastructure.

#3. OnBase

OnBase is one of the top Conga competitors. It is a cloud-based enterprise information platform that facilitates the management of content, procedures, and cases for businesses of all sizes. It offers solutions tailored to the insurance, banking, higher education, government, commercial, and healthcare sectors, allowing for enhanced capture, integration, access, measurement, and security of digital and physical documents.

Furthermore, OnBase’s functionalities include enterprise content management, file synchronization and sharing, corporate process management, enterprise search, and custom application creation. The enterprise search module offers content discovery and output technology, allowing users to locate information across a wide variety of sources, including repositories, SharePoint, email systems, network shares, intranets, extranets, websites, databases, social media, and more. Moreover, enterprise file syncing and sharing allow users to keep tabs on material that has been released to the public.

OnBase includes a license for the program and mobile apps for both Android and iOS.

#4. PinPoint

Another top competitor of Conga is PinPoint. It is a cloud-based document management service that any business can use. It is possible to implement and host it on a company’s own servers in addition to the SaaS cloud that LSSP Corporation offers.

Automated document management, workflow management, document versions, file searching, electronic signatures, and more are just some of the key features. It’s possible to consolidate files from many sources by just dragging and dropping them. Users have the ability to customize document types and data and even change the names of the screens to better suit internal operations. Mail-merge functionality, automated document filing and printing, and a customer relationship management system are also included in the software’s feature set.

Also, the software can be used in a number of languages and can connect to other programs via an API.  The solution is available on a per-user, per-month subscription basis and offers support via phone and email.

#5. Adobe Experience Manager

To facilitate the development of websites, mobile applications, and web forms, Adobe has released Adobe Experience Manager, a cloud-based content management tool that is also one of the best Conga competitors. The AI-enabled platform facilitates the use of machine learning algorithms in the production, administration, and distribution of marketing content. 

The application of NLP technology in marketing allows for the automatic encapsulation of text for usage on smaller displays and the creation of content that is neutral in terms of distribution platform. Using a drag-and-drop interface and a WYSIWYG editor, content creators can use Adobe Experience Manager to make new or updated webpages and then publish them. Furthermore, administrators can use the template editor to develop specific email templates by using predefined components such as text and photos.

The API that comes standard with Adobe Experience Manager makes it easy to connect it to other systems used for e-commerce and order fulfillment. Support is provided through a knowledge base, community forums, and a pricing structure upon request.

#6. Fluix

Another top Conga competitor we have on our list is Fluix. Fluix is a no-code, easy-to-use software solution that enables businesses to digitize documents and automate mundane operations in one centralized location.

They alleviate difficulties experienced by both headquarters and field teams in their pursuit of speedier delivery and the collection of secure, reliable data without compromising on safety or compliance. With Fluix, customers can expect lightning-fast implementation, higher productivity, and unwavering support from industry experts.

Designed after analyzing real-world business needs, Fluix eliminates the need for paper memos and helps businesses of all sizes improve their competitive edge.

#7. ZenQMS

ZenQMS is a quality management system that allows users to collaborate on and manage documents in the cloud. It facilitates the transition of paper-based and Excel-based business processes into fully automated digital ones by facilitating document lifecycle management.

Also, employees who do not have seat licenses are nevertheless able to use ZenQMS. Training records, Corrective Action Plans, Audits, and Documents are all managed by the software. The application allows users to search for documents and the information they contain using keywords. The solution’s ability to specify workflows, document approval procedures, and security permissions makes file sharing within and outside of the company possible.

ZenQMS also offers compliance management training classes. The system notifies people when it’s time for them to get some training. Customers in the pharmaceutical, chemical, biotechnology, and other relevant SIC Codes are the intended users of this system. In addition, the software is licensed on a monthly basis and features document management, supplier management, and quality management functions.

#8. GovOS

GovOS (formerly known as SeamlessDocs) is an electronic signature platform and form engine that digitizes and streamlines previously paper-based procedures. Doc Editor, included, can change PDFs into cloud-hosted Word documents. The software can detect editable fields and provide options for titling, validating, and formatting them. Users may add field elements like radio buttons and checkboxes with a simple drag and drop, as well as upload files and connect to payment gateways, all within the Form Builder. With Seamless Sign, users may fill out papers with a double-click to start typing, a right-click to sign, and a left-click to submit a legally enforceable eSignature in accordance with UETA standards.

A PDF can be easily converted into a survey or web form with the help of GovOS’s Wizard Builder. In order for users to legally submit an eSignature, each web form can be immediately populated back into PDF format.

The Government Relationship Manager (GRM) module in GovOS facilitates interactions between government agencies and their constituents and employees. The utilization of email as a means of providing help is prevalent in this top Conga competitor.

#9. Apparound 

Apparound is one of Conga’s best competitors. Because it aids sales teams in producing accurate quotes, including clients in the order configuration process, and streamlining sales administration, Apparound offers a CPQ (configure price quote) module. The approach is meant to cut down on wasteful activities like printing and training, while also increasing the rate at which contracts are closed.

With Apparound’s dashboard features, sales managers can monitor their teams’ progress from anywhere at any time.

#10. M-Files 

When it comes to managing data, M-Files has no competitors, including Conga around the world. Knowledge workers can use the M-Files metadata-driven document management platform to identify relevant information in any context in a flash, automate business processes, and maintain strict control over sensitive material. Better customer experiences and higher-quality work with reduced risk give organizations a competitive edge and a considerable return on investment.

Also, M-Files caters to worldwide B2B organizations in the middle market all the way up to the largest enterprises. Experts who need to swiftly locate, collaborate on, and process numerous documents daily may find the M-Files platform very useful.

#11. QorusDocs

QorusDocs is an artificial intelligence (AI)-driven proposal development software competitor of Conga that mechanically produces cutting-edge, successful sales answers. Proposals are tailored to each individual prospect and feature content that has been shown to increase the likelihood of a successful outcome. Quickly and effectively create winning proposals for your team.

Technology, law, consulting, healthcare insurance, and even manufacturing are just some of the fields that make use of QorusDocs. Baker McKenzie, Insight, CDW, Teladoc Health, and Manpower Health are just a few of the major customers. 

#12. IntelligenceBank

IntelligenceBank is a cloud-based Digital Asset Management (DAM) service that facilitates the streamlining of advertising operations. Users can now manage brand assets in one place, from concept to distribution, without having to rely on local file sharing or email monitoring for marketing or brand compliance purposes, all thanks to this service.

Furthermore, IntelligenceBank’s features include file versioning, emailing asset links (to both registered and public users), reviewing marketing collateral (using an image carousel slider and PDF reader), viewing lightbox collections, sharing and embedding media, managing metadata, watermarking files, integrating with multiple applications (using IntelligenceBank’s Universal Connector), and creating personalized dashboards to display file information relevant to different users/departments.

The BrandHub solution complements the DAM by facilitating an integrated procedure for asset management and user training. The BrandHub also offers implementation services, campaign tracking calendars, workflows, and approvals on files, as well as unique brand guidelines pages.

In addition, there is a knowledge base and email and phone assistance available for IntelligenceBank DAM.

#13. Veeva Vault

The last top competitor of Conga we have on our list is Veeva Vault. With its built-in collaboration features, this cloud-based document management solution is tailor-made for the life sciences sector. It’s modular, meaning that different parts of it can perform different functions.

Vault eTMF facilitates the management of clinical trial processes for life science organizations. Investors, business partners, and other stakeholders can submit all regulatory paperwork in one convenient location through Vault Submissions.

Veeva RIM is a source for submitting papers, publishing dossiers, managing authority interactions, and registering products. Users can also organize, manage, and keep tabs on product registrations with Vault RIM.

With Vault PromoMats, you can market to both new and existing stakeholders by fusing internal and external communications. Vault MedComms is an online repository for medical communication resources in all formats and languages from around the world.

Finally, the Vault Investigator Portal assists sponsors and clinical research organizations in keeping their electronic trial master files (eTMFs) audit-ready. Customers can submit online tickets for assistance requests.

Is Conga Owned by Apttus?

No. Business process automation and Contract Lifecycle Management (CLM) software are the main foci of Apttus Corporation, doing business as Conga, an American B2B software company.

Quote-to-cash, revenue management, and e-commerce management are just a few examples of the financial and commercial processes that the company’s “middle office” solutions aim to improve. Apttus was built on Salesforce; however, Microsoft Azure and IBM Cloud are now integration points.

Also, Apttus, a contract lifecycle management (CLM) specialist, merged with another industry leader, Conga, in May 2020.

Apttus acquired the contract lifecycle management (CLM) firm Conga in May 2020 and thereafter began doing business under the Conga brand. The total price of the acquisition was $715 million. Conga purchased Contract Wrangler in August 2021, thereby increasing its CLM presence.

Bottom Line

Conga Composer software is an excellent option for document generation because of its smooth integration with Salesforce. It’s a time-saver and aids in the creation of precise sales paperwork by teams.

However, the setup is complex, and the cost is high. You shouldn’t use Conga Composer if you or your team don’t have a solid grounding in technology. You can find smooth competitors and alternatives to Conga’s software composer that address its shortcomings.

Conga Competitors FAQs

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Reference

• gartner.com
• scalefocus.com
• softwareadvice.com
• windwardstudios.com
• whatfix.com