Conga Document Automation

Automate document generation and streamline workflows for enhanced business efficiency.

by Conga · Document Collaboration

Executive Summary

Conga Document Automation is a robust software solution designed to automate the creation of various business documents, such as quotes, contracts, proposals, and reports. It integrates seamlessly with existing business systems, particularly Salesforce, to pull data and populate templates, significantly reducing manual effort and errors. The platform streamlines document-centric workflows, from generation to e-signature and storage, ensuring consistency and compliance across all documents. By automating these processes, businesses can accelerate sales cycles, improve customer onboarding, and enhance overall operational efficiency, allowing teams to focus on higher-value activities. It supports a wide range of industries, helping organizations manage complex document requirements while maintaining brand consistency and adhering to regulatory standards like GDPR and SOC 2.

Use Cases

  • Automating sales quotes and proposals generation
  • Streamlining customer onboarding documents
  • Generating contracts and agreements
  • Creating compliance and regulatory reports
  • Automating invoice and billing document creation

Features

Visibility

  • Real-time Analytics & Reporting: Gain real-time insights into document generation processes and performance.
  • Workflow Tracking: Monitor the status and progress of document automation workflows.

Intelligence

  • Document Usage Analytics: Provides insights into how documents are generated, used, and impact business processes.

Technical Specifications

Architecture
Open architecture with out-of-the-box connectors and open APIs
Deployment
SaaS
Authentication
OAuth/OIDC
API Available
Yes

AI/ML Stack

  • Purpose-built AI with embedded governance

Integrations

  • Salesforce
  • OneSpan

Security & Compliance

Certifications: SOC 2, ISO 27001

Pricing

Starting Price
Contact sales
Target Customer
Mid-Market,Enterprise

About Conga

Conga, Inc. is a technology company founded in 2010, focused on building solutions to foster more intelligent and socially relevant web experiences. It operates in the Technology, Information and Internet industry.

Founded: 2010 · Headquarters: Houston, TX, United States · Employees: 1,001-5,000 · Private

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