Document Management Software for Businesses & Finance

Free up time for your clients

When you are buried in paperwork and inefficient business processes, it makes it hard to cultivate client relationships and build trust. Conga provides streamlined contract and document management solutions that enable you to devote more time to growing client relationships—and your business.

Streamline your business contracts

Contracts are necessary for business, but time-consuming to manage well. Thanks to Conga CLM, businesses can optimize contract creation, review, and management. Templates and a clause library ensure compliant contracts.

Ensure contract compliance

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Spend hours where they count

The ability to automate templates and reports will transform the way you do business. Generate documents with a click of a button, then integrate them with automated reports, and batch send to accelerate office workflows.

Enjoy shorter cycles

Adopt eSigning processes

With Conga’s secure Sign software, businesses obtain the compliant, legally binding eSignatures they need to keep work advancing. With Sign, you’ll make outdated, paper-oriented business processes a distant memory.

Adopt Conga Sign

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We tested many tools that claimed to offer an Excel®-like experience. Conga Grid is the most complete, elegant, user-friendly and responsive. Very well thought out.

Gwenn Bézard

Partner

Aite Group

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We deliver a high level of service through engagement and communication to our clients regarding their accounts and financial plans. Without Conga’s ability to automate essential document creation, updating, and delivery, we’d have to hire a part-time employee to do it all manually and it would be difficult to run our business effectively and efficiently.

Jason Gabrieli

Financial Advisor

HFM Investment Advisors

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