CONGA FOR BUSINESS OPERATIONS AUTOMATION
Streamline Every Business Process and Fuel Each Revenue Opportunity
Run smoother operations, support teamwork, and access up-to-date data with Conga’s business process management tools.
Leading companies use Conga’s enterprise software to manage business operations
Eliminate Pricing Complexity and Protect Profitability
Disjointed processes hinder growth and strain resources. Consolidate and optimize your workflows to become a more connected, intelligent business that drives measurable results.
Centralized control
Manage price strategies, discount matrices, and approval workflows in one place, for consistency across every team and region while eliminating costly silos.
Explainable insights
Replace black-box recommendations with transparent, data-driven pricing guidance your team can trust, defend, and act on without relying on external consultants.
Automated execution
Streamline slow, error-prone workflows with automated approvals and governance, so your team can price faster, reduce leakage, and focus on strategy.
Turn Pricing into a Strategic, Profitable Growth Engine
Connect every team, from HR to legal, through the Conga Advantage Platform. Work smarter with shared insights, consistent processes, and key solutions, including document generation, eSignature, CLM, and Advantage CPQ.
Deliver precise, optimized pricing
- Explainable AI guidance.
Build trust with transparent, data-driven direction. - Dynamic price adjustments.
Adjust prices in real time based on your business data. - Account-level accuracy.
Surface prices based on customer and deal data.
Turn pricing strategy into winning quotes
- Embed AI pricing into CPQ and selling flows.
Help sales select an optimal price every time. - Generate prices from centralized rules and data.
Produce quick, accurate, and consistent outputs in minutes. - Enforce pricing compliance with system‑enforced guardrails.
Prevent margin leakage from errors and unauthorized discounting.
Build and enforce pricing strategies at scale
- Centralized management.
Control rules, tiers, and discounts in one system. - Streamlined approvals.
Route high-risk deviations to stakeholders fast. - Audit-ready governance.
Maintain a traceable source of truth for every decision.
Integrate rebates into pricing execution
- Gain visibility into rebates.
Track attainment and performance in real time. - Eliminate calculation errors.
Automate accruals and manage payments to eliminate costly errors. - Optimize programs for real outcomes.
Design incentives that protect margin and drive growth and customer loyalty.
Gain full visibility into performance
- Performance dashboards.
Track price realization, impact on revenue, and win rates. - Revenue leakage insights.
Identify and reduce margin loss across all deals. - Executive reporting.
Deliver data-backed reports to leadership faster.
Expand globally without complexity
- Global consistency.
Apply price strategies across business units and regions without manual effort. - Flexible pricing models.
Support one-time, recurring, tiered and commodity pricing. - Direct integrations.
Keep pricing consistent across ERP, CRM, CPQ, and eCommerce.
Operational Milestones Reached with Our Business Process Management Tools
Decrease in project and status updates
Reduction in contract creation time
Increase in contract volume
Align Every Commerce Detail with a Single Platform
The Conga Advantage Platform gives business operations teams the tools to connect processes, eliminate inefficiencies, and maintain consistency across your entire commerce chain.
Monitor and fulfill obligations
Track every contract detail and automate key steps for smooth, reliable fulfillment from start to finish.
Access actionable insights
Gain complete visibility into every revenue process with centralized data, empowering smarter, faster decisions.
Forecast with confidence
Equip business operations with accurate forecasting to anticipate revenue trends and align resources effectively.
The Conga Advantage Platform: Business Process Automation Tools to Drive High-Impact Operations
The Conga Advantage Platform creates workflows, enhances collaboration, and supports data-driven decisions by bringing the solutions required across your commerce chain into a single platform.
-
Conga CPQ
Help sales teams confidently quote with accurate pricing and configuration with Conga CPQ.
-
Conga CLM
Support legal, procurement, and sales departments in managing contracts efficiently while minimizing risks and delays.
-
Conga Composer
Simplify creation, delivery, and storage of documents, maintaining consistency across departments.
-
Conga Billing
Streamline billing operations by connecting contracts directly to invoicing for better collections, customer satisfaction, and operational oversight.
-
Conga Sign
Streamline eSignature processes to improve efficiency and ensure secure, fast, and legally compliant electronic signatures across workflows.
-
Conga Price Optimization and Management
Apply consistent pricing rules and discounting guardrails across all teams and channels to protect margins and close deals with confidence.
70% of business conducted from standardized templates
Conga CLM
Conga X-Author for Excel
By using Conga X-Author, our staff can quickly respond to customer requests whilst using familiar Microsoft Office documents. All data entry is centrally preserved and controlled by our CRM, enabling our internal teams as well as our customers to readily access accurate information. As a result, we can better assure quality, not only in the quotes but also in the billing process.
1 Click process completions
Conga Composer
We looked at other products, but Conga Composer was the best value and experience for our needs. Its adaptability and ease of use made it easy to create templates. It provides a really good internal user experience.
50% Increase in quotation speed
Conga Smart CPQ
We now get out much more accurate quotes with good pricing guidance, and sales reps can edit from within the cart. We’ve seen a 50% drop in the time it takes to create a quote. We now automate a majority of our quotes, both direct and channel. This has been a huge win for our deal desk and sales operations teams.
Discover the power of the best business process automation software
See how you can centralize workflows, automate processes, and unlock the potential of your operations team with the Conga Advantage Platform.
Frequently Asked Questions
-
What is Conga workflow automation?
Conga workflow automation is how business operations teams replace manual, disconnected processes with connected, repeatable workflows that move faster and make fewer mistakes. It spans the full revenue lifecycle: from generating documents and routing approvals to managing contracts, collecting signatures, and triggering renewals.
Instead of chasing down approvals by email or rebuilding the same document from scratch, your teams work from standardized templates, automated approval rules, and real-time data that stays in sync across departments. Every step that used to require manual handoff can be configured to happen automatically, on the right trigger, with the right people notified.
-
Does Conga provide visibility into contract renewal opportunities to help us plan for growth?
Yes, Conga keeps you on top of business contract renewal management by helping you identify hidden growth opportunities with:
- Centralized contract repository: track renewal dates, terms, and opportunities in one place
- Automated reminders: receive notifications for upcoming renewals to avoid missed deadlines
- Revenue insights: analyze historical data to uncover upsell or renegotiation possibilities
-
Can Conga help us automate business operational inefficiencies?
Absolutely. Conga’s business operations automation tools were built to enable your team to focus on high-value tasks. Automate repetitive manual processes with:
- Document automation: generate contracts, invoices, and reports in minutes using pre-approved templates
- Approval workflows: automate decision-making processes with predefined rules and real-time tracking
- Integrated platforms: sync seamlessly with your CRM, ERP, or other systems for consistent data flow
-
How does Conga support data accuracy across our business workflows?
Conga’s cutting-edge business process management tools make the data flow across your workflows accurate and updated. The data integrity creates a reliable foundation for decisions with features such as:
- Dynamic updates: reflect changes across all linked documents and dashboards
- Error-free workflows: eliminate manual data entry errors
- System integrations: connect your CRM, ERP, and financial systems to create a unified data source
-
How flexible is Conga’s business operations management software in setting up unique workflows?
Conga’s business operations management software solution adapts to your specific operational needs, helping you create custom workflows with:
- Event triggers: automate actions like approvals, renewals, or notifications based on your business rules
- Scalable automation: adjust workflows as your team or operations grow without disrupting processes
- User-friendly setup: configure workflows directly within the platform—no coding required
-
Can we integrate Conga’s insights into our existing reporting tools?
Definitely. Conga’s business process automation software integrates easily with leading reporting tools. We offer:
- Open APIs: connect Conga to platforms like Tableau, Power BI, or Salesforce Analytics
- Real-time sync: keep your reports updated with the latest contract, billing, and operational insights
- Enhanced visibility: consolidate data from multiple departments into a single reporting interface
-
Is Conga adaptable to changes in our business processes as we grow?
Yes! Conga grows with you, offering scalable features, including:
- Customizable workflows: adapt processes as priorities shift or operations expand
- Flexible licensing: add users and functionalities without disruption
- Modular solutions: implement tools like CLM, Document Automation, or Approvals incrementally