Conga CPQ/CLM

Conga CPQ (Configure, Price, Quote) is a cloud-based software solution designed to simplify and automate the quoting and proposal process for businesses. Some of the key features of Conga CPQ include:

  1. Product Configuration: Conga CPQ enables businesses to configure complex products with ease, allowing users to create customized quotes for each customer based on their specific needs.
  2. Pricing Management: The software simplifies pricing management by providing a centralized platform where businesses can define and manage pricing rules, discounts, and promotions.
  3. Quote Creation and Management: With Conga CPQ, businesses can quickly create professional-looking quotes and proposals, customized to each customer’s specific requirements. The software also allows businesses to manage all quotes and proposals in one central location.
  4. Approval Workflows: Conga CPQ streamlines the approval process by providing a customizable workflow that enables businesses to define approval rules and automate the approval process.
  5. Analytics and Reporting: The software provides powerful analytics and reporting capabilities that enable businesses to track key metrics, such as quote-to-close ratios, win/loss rates, and sales performance.
  6. Integration with Salesforce: Conga CPQ is fully integrated with Salesforce, enabling businesses to leverage the data and insights within Salesforce to create quotes and proposals quickly and easily.
  7. Mobile Compatibility: Conga CPQ is mobile-compatible, allowing sales reps to create and manage quotes on-the-go from their mobile devices.

Overall, Conga CPQ is a powerful solution that simplifies and streamlines the quoting and proposal process for businesses, helping them to close deals faster and more efficiently.

Conga CLM (Contract Lifecycle Management) is a cloud-based software solution designed to streamline and automate the entire contract lifecycle, from contract creation to negotiation, execution, and renewal. Some of the key features of Conga CLM include:

  1. Contract Authoring and Management: Conga CLM enables businesses to author and manage contracts from a centralized platform, providing a full audit trail of all changes and revisions.
  2. Collaboration and Negotiation: The software streamlines collaboration and negotiation by providing a secure platform where all parties can collaborate in real-time, with version control and document comparison features.
  3. Approval Workflows: Conga CLM streamlines the approval process by providing customizable workflows that enable businesses to define approval rules and automate the approval process.
  4. Analytics and Reporting: The software provides powerful analytics and reporting capabilities that enable businesses to track key metrics, such as contract renewal rates, contract value, and compliance.
  5. Integration with Salesforce: Conga CLM is fully integrated with Salesforce, enabling businesses to leverage the data and insights within Salesforce to manage contracts more efficiently.

Advanced Approvals is an add-on to Conga CLM and CPQ that provides additional capabilities to streamline the approval process, including the ability to set up multiple approval paths, delegate approval authority, and create conditional approvals based on specific criteria.

X-Author is an add-on to Conga CPQ that enables businesses to create quotes and proposals directly within Microsoft Excel, providing a familiar interface for sales reps who are already comfortable with Excel. X-Author also provides real-time data validation and integration with Salesforce, enabling businesses to create accurate and up-to-date quotes and proposals quickly and easily.