Propose and Quote—the Simpler Way
Creating accurate, professional quotes shouldn’t slow down your deals. But with disconnected systems, manual pricing, and back-and-forth approvals, it often does.
The Conga Advantage Platform offers a connected commerce chain process, including Revenue & Commerce software that simplifies it, so you can create precise quotes, set clear pricing, and respond faster to clients—all while reducing errors and freeing up your time to focus on closing.
Go From Quote to Cash—All in a Single Sales Quoting and Proposal Software
Configure the best solution to win more deals
Sales reps juggle complex product bundles and configurations, risking delays or costly errors if they miss key details. What if reps or customers could build accurate configurations quickly, with fewer back-and-forth, and no missed details? Conga makes it happen.
- Improve deal velocity
Streamline the quoting process with automated validation and pre-defined configuration options. - Simplify the selling of complex products
Utilize an intuitive interface that empowers sales to customize options for precise alignment with customer needs. - Respond to new revenue opportunities
Grow market share with solution selling, combining one-time, subscription, usage, and services in one quote.
Maximize profitability and margins
Pricing can be complicated and varies by customer, region, contract, and promotion. Without the proper tools, manual processes delay quotes and frustrate all involved.
- Unlimited price types
Utilize multiple price types (one-time, recurring, cancellation, etc.) for any product to support corporate goals. - Optimize pricing to win more deals
Utilize complex pricing structures and logic for promotions and discounts, while considering pre-negotiated and contracted pricing. - Decrease margin leakage
Price waterfall analysis provides easy visibility of how pricing and margins are affected by discounts and promotions.
Enable a better user experience
Finalizing carts can be tedious, delaying proposals. Complex configurations require cross-departmental collaboration, and mass updates could mean starting over.
- Improve efficiency with express quote checkout
Finalize the cart, generate quotes, and create and send an email to customers with a single click. - Optimize the cart to win deals
A central location to update and manage the best promotions, pricing, and discounts to win the deal. - Expedite the quoting process
Enable multiple contributors across the organization to work in parallel and edit multiple items in a cart with a single change.
Efficiently deliver on-brand quotes and proposals
Creating error-free, on-brand quotes can be complex, with salespeople relying on their favorite templates and manual processes. Proposal management software provides a seamless one-click process using professional templates that meet compliance and regional standards.
Eliminate off-brand quote templates
Deliver branded, professional quotes without errors and include the correct content and images for each sales opportunity.
Automate the quoting and proposal process
Integrate with existing email providers and storage, and receive alerts when prospects or customers open quotes.
Increase deal size with suggested up-sell items and services
Add relevant up-sell suggestions to quotes and proposals based on the cart contents.
Improved accountability and margins
Pricing can drive customer purchases, but indiscriminate discounts hurt margins. Finding a balance is key. Sales quoting and proposal software provides guidance on discount thresholds requiring approval.
Manage complex approval processes
Flexibility to define the approval process with serial and parallel approvals, delegation of authority, group, and ad hoc approvers.
Improve deal speed
Include the correct expedite time for each order, with streamlined approval processes and auto-reapprovals.
Maximize revenue in every opportunity
Gain full insight into exactly where you are in the process and avoid over-discounting.
Create Accurate Proposals that Win Deals—No Matter Your Company Size
With the Conga Advantage Platform, you can handle quotes, document creation, and approvals in one system—speeding up your entire propose and quote process.
Conga Revenue & Commerce
Configure products, set accurate pricing, and generate tailored quotes in minutes, so you always have precise, consistent proposals.
Conga Document Automation
Create polished, branded proposals that pull in data directly from your CRM, making it easy to produce on-brand quotes that align with client needs.
Conga CLM
Manage contract terms and approvals as quotes convert into agreements, keeping every deal moving forward without delays.
Conga Price Optimization & Management
Apply intelligent pricing rules and discounting guardrails to every quote to protect margins while staying competitive.
Why choose Conga Revenue & Commerce for your propose-and-quote process
Conga’s quote and proposal software isn’t just another quoting tool. It transforms the way businesses create proposals—helping you quote faster, sell smarter, and close more deals.
Create quotes faster
Automate workflows and make it easy to configure, price, and approve quotes quickly so you can move from proposal to contract without waiting on paperwork.
Maintain consistent, accurate data
Keep pricing and brand details the same across every quote and contract, reducing errors and building client trust with clear, reliable proposals.
Leverage one platform for everything
Work from a single place where quotes, contracts, and renewals all connect, keeping your workflow smooth and saving time switching between systems.
Keep Every Step of the Commerce Chain Connected with Conga
The Conga Advantage Platform connects each step in the revenue process, letting you move from quote to close without losing track of details or wasting time.
Renew and expand
Track renewals and spot upsell opportunities with Conga’s automated tools, helping you keep clients engaged and revenue growing.
Propose and quote
Configure deals, set pricing, and create accurate quotes faster, so you can move forward without delays or data errors.
Manage and fulfill
Stay organized through order management and fulfillment, ensuring every commitment aligns with the proposal to avoid last-minute issues.
Negotiate and execute
Convert quotes to contracts instantly. Conga automates approvals and collects eSignatures in one place, so deals don’t get stalled by paperwork.
90% reduction in order configuration time
Advantage CPQ
We needed something that’s nimble, agile, and best in breed. After assessing all the vendors, we felt Advantage CPQ was by far the best enterprise order capture solution—it would enable a seamless experience for our sales team while automating much of the quote process.
50% increase in pricing and quotes approval speed
Advantage CPQ
Conga Composer
We’ve achieved great business outcomes from our adoption of Conga’s solutions. I’m very impressed with the benefits we’ve seen across our sales, executive management, and legal teams.
85% decrease in manual work
Advantage CPQ
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.
Take control of your propose-and-quote process
Build smarter proposals, close deals faster, and increase revenue.
Frequently Asked Questions
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What is quote and proposal software?
Quote and proposal software is a business tool that automates the creation, configuration, pricing, and delivery of sales quotes and proposals. It replaces manual spreadsheets and document templates by letting sales reps build accurate, branded quotes in minutes, pulling in product catalogs, pricing rules, and approval workflows.
Most platforms integrate with CRM and ERP systems to sync customer data and push closed deals into billing or fulfillment. The result: faster sales cycles, fewer pricing errors, and consistent documents at every stage of the deal.
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How does Conga ensure pricing accuracy with its software for proposals?
Conga’s sales quoting and proposal software employs several strategies to maintain precise and consistent pricing, including:
- Centralized pricing data: all product and pricing information is stored in a unified repository, ensuring sales teams access the most current and accurate data
- Automated pricing rules: Conga's system automatically applies predefined pricing rules and discount structures, reducing the risk of manual errors
- Real-time updates: any changes to pricing or product configurations are updated in real time across the platform, ensuring consistency
- Approval workflows: built-in approval processes for discounts and special pricing ensure compliance with company policies and prevent unauthorized pricing adjustments
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Can I use Conga proposal management software with my CRM?
Yes, Conga's propose and quote solutions are designed to integrate seamlessly with various customer relationship management (CRM) systems, including Salesforce. This integration allows for:
- Data synchronization: ensure customer information, product details, and pricing are consistent across platforms
- Streamlined workflows: enable sales teams to generate quotes and proposals directly within the CRM, enhancing efficiency
- Enhanced reporting: combine CRM data with Conga's functionalities to provide comprehensive insights into sales performance and customer interactions
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Can Conga’s quote and proposal software handle complex product configurations?
Absolutely. Conga's Configure, Price, Quote (CPQ) solutions are built to manage intricate product configurations, such as:
- Guided configuration: assist sales representatives in selecting the right product combinations based on customer needs and compatibility
- Dynamic bundling: create product bundles with dynamic pricing adjustments based on selected features and options
- Validation rules: quote only valid product configurations, preventing errors and enhancing customer satisfaction
- Scalability: handle a vast array of products and services, making it suitable for businesses with extensive and complex offerings
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Can I customize quote templates for different customers with Conga’s online proposal software?
Yes, Conga allows for extensive customization of quote templates to cater to diverse customer requirements. You can leverage:
- Template library: access a range of pre-designed templates tailored to your branding and customer preferences
- Dynamic content: automatically incorporate customer-specific information, such as names, addresses, and personalized messages, into quotes
- Conditional formatting: adjust the content and layout of quotes based on specific criteria, ensuring relevance and professionalism
- Multilingual support: create templates in multiple languages to serve a global customer base effectively
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What is the difference between quote and proposal software and CPQ?
Quote and proposal software helps sales teams create and send professional-looking documents—estimates, proposals, and quotes—to prospects and customers. It's focused on the output: a clean, branded document that lands in front of a buyer.
CPQ (Configure, Price, Quote) goes deeper. It handles the logic behind the document — what products can be bundled together, what pricing rules apply, what discounts are allowed, and what the final number should be. CPQ is built for complexity. When your product catalog has hundreds of options, your pricing has multiple tiers, or your deals require approvals before a quote goes out, quote and proposal software alone won't cut it.
Conga CPQ does both. It guides sales reps through accurate configuration, applies the right pricing every time, and generates a polished, professional proposal — all in one connected workflow.
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How does quote and proposal software integrate with Salesforce?
The best quote and proposal software connects directly to Salesforce, so your sales team never has to leave the platform they already use. That means pulling customer data, account details, and opportunity information directly into quotes without manual entry — and automatically pushing completed quotes back into Salesforce.
Conga CPQ is built natively for Salesforce, so the integration isn't an afterthought. Reps can configure, price, and generate quotes directly in Salesforce, with all activity logged in the correct opportunity record. No copying. No switching tabs. No version confusion.