Conga is the market leader on the AppExchange for enterprise CP, contract management, electronic signing, and document generation. In order to propose and quote, negotiate and execute, manage and fulfill, renew, and expand, customers use Conga for all kinds of industry-specific documents across the revenue cycle. We will go into detail on the top Conga competitors and alternatives in this article.
Conga
Salesforce clients pick Conga to easily and effectively automate business activities. Optimize critical touch points for a seamless end-to-end user experience at all stages of the revenue cycle, from bids to contract management to renewals. Also, Conga is software for managing contracts that assists teams from sales, legal, procurement, and finance in:
- Use templates or ready-made libraries to generate documents, policies, and quotations.
- Contract negotiations with ease
- Accelerate the contracting process, work with teammates, and sign contracts more quickly
- Billing and invoicing automation
- Connect to your ERP to help with the revenue recognition process.
Conga has a solution for any problem, whether you’re looking to improve the workflows your legal team uses to review and approve contracts, empower your SDRs to sign contracts more quickly or lessen bottlenecks in your billing system. However, because Conga has an all-encompassing emphasis, it is far too sophisticated for you to hire in-house developers to handle the software implementation process on your own. You require assistance to comprehend the operation of Conga’s various capabilities and how to combine them with your current revenue lifecycle stack.
How to Implement Conga Effectively
There are still IT best practices for incorporating new technology into your company’s processes and workflows, even though an enterprise software installation project is extensive, complex, and contextual to every firm. The following eight actions are necessary for every organization to successfully deploy Conga:
#1. Establish Your Company’s Needs and Specifications.
You should first identify your use cases to understand where a platform for the contract lifecycle like Conga can assist you, such as:
- The process of overseeing the contract lifecycle
- Using eSignature software to streamline sales ties and vendor management
- Using pre-built and custom templates to automate document generation
- Conga integration will enable you to maximize important touchpoints, such as bids and renewals, within your current sales suite (for example, Salesforce).
Furthermore, to understand the requirements of your Conga implementation, from custom tasks, admin setup, IT goals and governance, and onboarding, you’ll need to align with various business units and stakeholders depending on your precise business needs.
#2. Select the Conga Solution That Fits Your Company’s Needs and Objectives.
Conga is mostly an ecosystem rather than a single product. Your use cases, business size, and growth objectives should all influence the solution you choose.
For instance, you can choose from Conga’s add-ons if your current sales process is housed inside of Salesforce in order to fully utilize Salesforce for all aspects of your sales operations, from quotes to contracts.
Additionally, Conga can assist you in creating master services agreements and non-disclosure agreements, reduce manual editing with pre-approved contract clause libraries, and automate the vendor contract process with document generation and reusable agreement repositories.
#3. Establish the Implementation’s Scope, Timetable, and Budget, as Well as Plan and Design It.
Following your confirmation that Conga will improve the efficiency of particular organizational processes, you must frame the cost consideration by posing inquiries like these:
- What will it cost? Choose the choices you require and estimate their annual cost using Conga’s varying rates for different product verticals. Likewise, take continuing expenses for maintenance, training, and help into account.
- When will we be able to put it into practice?
- Which aspect of our current activities will be modified? On what arrangements will we rely in the interim?
#4. Clean Up and Organize Your Data as Necessary in Order to Get It Ready for Conga.
You must ensure that all duplicates, structural issues (in databases), undesirable outliers, and exceptions are eliminated and that any missing values are taken into consideration before exporting your data to Conga. To clean and move your data across, you could need more substantial developer resources depending on your previous solution.
#5. Set Up Conga to Comply With Your Company’s Needs.
Integrations, third-party adaptations, and unique applications can all be used in this situation. For instance, the Conga Composer add-on must be installed if you wish to create and manage documents inside of Salesforce. Additionally, you can integrate Conga with Microsoft Teams or Slack (via Tray, Zapier, or Make) to receive notifications and real-time alerts inside the applications you already work with.
#6. Test the Setup to Make Sure Everything Is Functioning Properly.
Every integration or configuration you finish must go through a QA process to ensure it functions as intended, has redundant fallbacks in case of mistakes, and can survive large usage volumes when scaled to the rest of your organization.
#7. Show Your Staff How to Use Conga Effectively.
Conga offers a product documentation center, and third-party vendors and training programs like Salesforce, igmGuru, Course Hero, and HKR Trainings provide both free and paid learning opportunities that you can distribute to stakeholders throughout your company to help them comprehend the Conga ecosystem and how it works with the products they already use.
Best Conga Competitors
Through our in-depth customer reviews, you can find the best alternatives and competitors to Conga Composer. Conga Composer differs from its alternatives and competitors based on user experiences, essential features, advantages, disadvantages, and pricing information, which are detailed in the list of competing goods. Furthermore, the options are arranged in accordance with how frequently your peers compare each offer to Conga Composer. Below are considered the best Conga competitors and alternatives.
#1. Box
For businesses of all sizes and in all sectors, this Conga competitor and alternative, Box, is a modern content management platform. Also, the distinction Box makes is that it combines the sharing and collaboration features end users desire with the security and controls administrators require. People can now more easily and securely communicate, exchange ideas, and complete tasks more quickly thanks to Box. At this time, more than 62,000 companies, including 59% of the Fortune 500, rely on Box to manage their information in the cloud.
Pricing
- “We have great pricing and licenses. I recommend contacting Internet2 for great prices and assistance for any consumers in the higher education market.
- The price may appear high at first, but if you look at the features, you’ll discover that it is quite reasonable for what you get.
- I work in higher education, so we buy things through Internet2Net+. For higher education consumers, I wholeheartedly advise taking that course.
#2. PandaDoc
PandaDoc is a well-regarded document automation program featuring a user-friendly interface, sophisticated analytics, adaptable templates and workflows, a mobile app, and interfaces with other corporate tools. Also, it provides outstanding customer service and electronic signatures.
Pricing
Users claim that PandaDoc offers a variety of pricing plans, starting at $19 per user per month, to accommodate various corporate demands. Users find the platform simple to set up and integrate with their current systems, and setup costs are said to be low. In addition, PandaDoc provides a free trial period so that users can try the service before committing to a subscription plan.
#3. DocuSign Gen
With DocuSign Gen for Salesforce, you can quickly create professional contracts. This covers quotations, proposals, and invoices, as well as non-disclosure agreements (NDAs).
#4. Terzo
Generally, Terzo is a platform for contract intelligence and analytics that uses AI to free useful data from documents. Also, it provides workflows, supplier relationship management, contract intelligence, contract analytics, and intelligent enterprise search. Based in Los Angeles, California, it was established in 2020.
#5. Leegality
Businesses can digitize, optimize, and automate the signature of documents using the document infrastructure Leegality provides while streamlining workflow processes. It offers user management, access control, icon document security, and document analytics. Based in Gurugram, India, the business was established in 2016.
#6. Dox42
A fully functional document generation tool for agencies and startups, dox42. For Windows, dox42 offers full-service solutions. Also, batch processing, digital signatures, multiple output formats, and templates are all available in one location with this online document generation solution.
Features of Dox42
- Multiple output formats
- Batch processing
- Digital signature
- Templates
#7. EdocGen
EDocGen is a full-featured solution. From apps like the Zapier-API, Excel, XML, and other programs, it can produce business documents. Additionally, Word and PDF templates are available. Many businesses utilize it, and it is multilingual.
Features of EDocGen
- Indexing and document management
- Import and export of dashboard data
- Tracking interaction templates
- Collaboration
- Processing in batches
#8. Nintex
Nintex is a fully functional document management system created to support startups and SMEs. For Windows, Nintex offers full-service solutions. More so, this online document management solution provides full-text search, document indexing, automated routing, compliance management, and electronic signatures all in one location.
Features of Nintex
- Collaboration tools with offline access
- Workflow administration
- Archiving and retention
- Electronic signature
- Escalation management
- Approval process control
- Compliance management
- Collaboration
- Document assembly
- Document indexing
#9. The Visual Paradigm
One of the most popular wireframes is the Visual Paradigm. Drawing wireframes for iPhone, iPad, Android, desktop applications, and websites is possible with the document generation tool. You can sketch much more effectively and efficiently because of its user-friendly design.
Features of Visual Paradigm
- Collaboration
- Support for mobile
- Document management
- Screen capture
- Templates
- Dashboard
- Data import and export
- Desktop interface
- Drag and drop
#10. Documaker
Documaker is a robust document generation tool created with businesses and startups in mind. For Windows, Documaker offers comprehensive solutions. Also, this online document generation solution provides batch processing, on-demand communications, multiple output formats, template management, and templates all in one location.
Important Documaker Features
- Templates management
- Multi-Channel communication
- Distribution of email
- Content management
- Batch processing
- Several output formats
#11. Docupilot
A user-friendly document creation tool called Docupilot is used to produce precise, dynamic, and customizable documents. Sending these produced documents to Dropbox, Docusign, Zapier, or email is simple.
Features of Docupilot
- Management of documents
- Indexing of documents
- Interaction tracking
- Templates
- Dashboard data
- Import and export
- digital signatures
- Processing in batches
- Various output formats
- Analyzing documents
#12. VisibleThread Docs
Enterprises and agencies can use VisibleThread Docs, a Proposal Management Software with several features. Also, VisibleThread Docs offers end-to-end solutions made for Web apps. Furthermore, the content repository, RFP management, collaboration, requirements management, and revision management are all available in one location with this online proposal management system.
Features of VisibleThread Docs
- Document management
- audit trail
- Collaboration resources
- Requirements management
- Compliance management
- Collaboration management
- Risk management
- Version control
- Multiple output formats
- Content repository
- Managing imports and exports
Is Conga Part of Salesforce?
Salesforce Ventures invested in Conga when it first appeared on the Salesforce AppExchange in 2006. Who utilizes Conga? Companies who seek to restructure their documentation procedures With end-to-end automation, you can spend more time cultivating relationships with customers and less time managing paperwork.
What Type of Company Is Conga?
Conga is a cloud-based revenue management lifecycle and quote-to-cash (QTC) software aimed at a variety of markets, including the manufacturing, healthcare, and financial services sectors.
What Does Conga Company Do?
With the help of our revenue lifecycle management solution, they can simplify the complicated order configuration, execution, fulfillment, and contract renewal processes by using a single critical insights data model that can adapt to changing business needs and unify the efforts of all teams.
Why Conga Is Used in Salesforce?
Salesforce customers can create, alter, automate, and generate papers and quotes with only the click of a button, thanks to Conga Composer. Also, you can select from a choice of finely organized templates using data from any Salesforce object with its assistance.
How Many Customers Does Conga Have?
We have information on 1,293 businesses that use Conga. The United States and the information technology and services sectors are where you’ll most frequently find businesses using Conga. Companies that have more than 100,000 employees and $1 billion in annual revenue are most likely to adopt Conga. We have 6 years and 5 months’ worth of usage statistics for Conga.
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