Conga Grid Overview

Conga Grid provides powerful data insights for Salesforce, enabling users to navigate, visualize, and manage data from a single, actionable screen. Salesforce data becomes easily accessible and manageable with Conga Grid.

Use Cases

Customers recommend Sending & Publishing Communications, Proposal & Quote Management, Workflow Management, as the business use cases that they have been most satisfied with while using Conga Grid.

Other use cases:

  • Contract Management
  • Lead Management
  • Products & Pricelist Management
  • Digital Signature
  • Collaboration
  • Conversion Management
  • Category Management
See all use cases See less use cases

Business Priorities

Improve ROI is the most popular business priority that customers and associates have achieved using Conga Grid.

Conga Grid Use-Cases and Business Priorities: Customer Satisfaction Data

Conga Grid works with different mediums / channels such as Offline. E-Mail. Events etc.

Conga Grid's features include Recording. and Conga Grid support capabilities include Email Support, Chat Support, Phone Support, etc. also Conga Grid analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Composer also makes generating a contract or proposal straight from Salesforce extremely easy...." Peer review by Administrator

Peer review evidence (same sources as the product rating summary)

"...Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list...." Peer review by Jack Borland, Senior Manager, Salesforce & Marketing Automation Operations, Wolters Kluwer Legal & Regulatory US
"...ActionGrid allows us to view the Quote level details and their related lists in one easy view...." Peer review by Laurie L, AS9100 Mgmt Rep and Office Manager
"...Conga allows to faster access to data and improves work flow processes...." Peer review by Administrator

Conga Grid, Clari, Saleschoice BI, Mediafly Intelligence360 (formerly InsightSquared), iSEEit Opportunity Management, etc., all belong to a category of solutions that help Sales Analytics. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Conga Grid

Top Industries

  • Information Technology and Services
  • Computer Software
  • Education

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Conga Grid is popular in Information Technology And Services, Computer Software, and Education and is widely used by Mid Market, Small Business, and Enterprise.

Conga Grid Customer wins, Customer success stories, Case studies

What makes Conga Grid ideal for Proposal & Quote Management?

How efficiently Does Conga Grid manage your Workflow Management?

20 buyers and buying teams have used Cuspera to assess how well Conga Grid solved their Sales Analytics needs. Cuspera uses 280 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Analytics needs.

 

Conga Showcases Enterprise Pricing Optimization Role in DigiKey Deployment

Conga highlights its enterprise pricing optimization capabilities in DigiKey's deployment, showcasing the impact of its software on enhancing pricing strategies.

Read on →
 

Homeless Link - Non Profit Organization Management - Small

London, UK

Homeless Link used Conga to quickly distribute over £6 million in emergency COVID-19 funding to homelessness charities in England. With Conga Composer, Batch, and Sign on Salesforce, they processed 3...00 applications and awarded 133 grants in just four weeks. The solution automated grant assessments, document creation, and e-signatures, ensuring compliance and audit readiness. Homeless Link received an additional £5.5 million for a second funding round, supporting more frontline services. Conga streamlined the grant process and helped charities continue vital work during the pandemic.

 

Hospice of the Valley - Hospital & Health Care - Large

Phoenix, USA

Conga Contracts helped Hospice of the Valley automate contract management. The organization struggled to track renewals and manage hundreds of vendor contracts across 25 locations. Conga's contract l...ifecycle management system provided automated alerts, real-time reporting, and customizable configurations. Facilities and IT departments now use the system for hospital agreements, insurance, and compliance. The solution supports growth and ensures timely sharing of liability certificates with city and fire departments.

 

HFM Investment Advisors - Financial Services - Small

Marlton, USA

Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced report preparation time from 1 hour to just 30 seco...nds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.

 

Global oil company - Oil & Energy - Very Large

Conga automated pricing for a global oil company. Analysts used to struggle with manual data from many systems. Conga gave them real-time pricing data and alerts. This helped them react fast to marke...t changes. In six months, they gained over $3 million in margin. In one year, they saw more than $8 million in margin improvement.

 

Global materials distributor (unnamed) - Wholesale - Very Large

Conga helped one of the world’s largest materials distributors move to digital commerce. The company faced shrinking margins and slow sales cycles due to outdated pricing and quoting processes. Conga...’s AI-powered pricing and quoting solutions enabled dynamic, omnichannel pricing and streamlined workflows. Sales reps now respond faster with accurate prices, improving customer experience and win rates. The distributor quickly replaced its old system and expects Conga to exceed ROI goals.

lightning

Peers used Conga Grid for sending & publishing communications and proposal & quote management

Conga Grid Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.56/5

Read Reviews (1)
Analytics

4.05/5

Read Reviews (9)
Custom Reports

4.04/5

Read Reviews (64)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.56/5

Read Reviews (1)
Analytics

4.05/5

Read Reviews (9)
Custom Reports

4.04/5

Read Reviews (64)

Software Failure Risk Guidance

?

for Conga Grid

Overall Risk Meter

Low Medium High

Top Failure Risks for Conga Grid

Conga Corporation News

Awards

Conga Cited as Leader in 2026 CLM Technology Value Matrix by ...

Conga has been recognized as a leader in the 2026 CLM Technology Value Matrix, highlighting its strong position in the contract lifecycle management sector.

Product

Conga launches AiMe AI agents for end-to-end deal flows

Conga has introduced AiMe, an AI layer integrated into its Advantage Platform, enhancing CPQ, CLM, and Document Automation workflows. These updates aim to simplify complex deal processes by embedding AI agents for automated decision support, price optimization, and contract management. Conga's products are now available on Microsoft Dynamics 365 and Azure Marketplace, expanding its reach beyond Salesforce-centric operations.

Company

Conga research links slow quote approvals to lost deals

Conga's research highlights that slow quote approvals are causing significant deal losses, with 45% of respondents reporting lost deals due to delays. The study involving over 1,200 decision-makers reveals operational friction across sales, legal, finance, and IT, impacting revenue and forecasting. Conga's rebranding, merging with PROS B2B, aims to streamline commercial operations, addressing fragmentation in pricing, quoting, and contracting processes.

Product

conga-TC300 the ideal entry point into edge AI

Congatec introduces the conga-TC300, a COM Express module featuring Intel Core Series 3 processors, designed for cost-effective edge AI applications. It offers up to 41 TOPS of AI performance, supporting markets like robotics and industrial automation. The module includes advanced features such as Xe3 graphics cores, multiple connectivity options, and supports various operating systems, enhancing AI capabilities in embedded designs.

Conga Corporation Profile

Company Name

Conga Corporation

Company Website

https://conga.com

HQ Location

1400 Fashion Island Blvd, Suite 100, San Mateo, California 94404, US

Employees

51-100

Social

Financials

PRIVATE