Use conga proposal software when you need repeatable proposal assembly from CRM data, configurable pricing logic, and standardized templates that reduce manual document preparation and version errors.
Responsible for overseeing proposal consistency and approving discount exceptions, a Sales Manager configures the approval flows and trains reps on template use. They monitor acceptance rates and ensure proposals reflect negotiated terms and company pricing policies.
A Contracts Analyst reviews legal language and compliance items in templates, coordinates redlines, and maintains master templates. They ensure proposals meet regulatory requirements and maintain traceability across versions.
Sales teams, revenue operations, and proposal managers commonly rely on conga to standardize proposals and reduce manual assembly time.
Organizations that combine conga with an eSignature provider achieve a clearer handoff and a verifiable signing record for compliance and audits.
A rules-driven template engine supports conditional content, repeating sections for line items, and merge tokens that pull structured CRM data into formatted proposals to ensure consistent output for diverse product and service configurations.
Configurable pricing models, product bundling, and discounting rules allow organizations to encode business logic into proposal generation, reducing manual calculations and ensuring proposals adhere to approved margins and promotional terms.
Built-in approval routing triggers mandatory reviews based on thresholds, discount levels, or contract types. Approvers receive notifications and can approve, reject, or request changes before documents are finalized for signature.
Support for multiple output formats, including PDF, Word, and HTML, enables proposals to be shared for internal review, customer presentation, or electronic signing with minimal reformatting and predictable layout fidelity.
Template versioning tracks changes to master templates and maintains an audit trail of edits, ensuring that each generated proposal references the specific template version used at creation for compliance and reproducibility.
Built-in reporting surfaces proposal generation metrics, win rates, and turnaround times so teams can identify bottlenecks, measure the impact of pricing adjustments, and support continuous process improvement.
Integrating conga with Google Docs allows teams to maintain collaborative draft templates while preserving the master template in the document management system. The connection supports exporting finalized proposals to Drive and keeps version histories intact for review cycles and audit purposes.
Native connections to Salesforce and other CRMs enable conga to pull account, contact, and opportunity data directly into proposal templates. This reduces duplicate entry, ensures pricing accuracy tied to opportunity records, and supports automated record updates after proposals are generated.
Using Dropbox with conga provides a centralized storage destination for generated proposals and signed documents. It simplifies access control, backup, and team-based sharing while preserving a folder structure for contract lifecycle management and archival policies.
conga's APIs allow programmatic generation and retrieval of proposals from other systems. This enables automated document creation from external triggers, integration with custom middleware, and embedding into portal workflows.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Approval Timeout | 7 days |
| Post-signature Storage | Dropbox folder |
| Signature Provider | signNow (Featured) |
| Notification Recipients | Sales rep + manager |
conga proposal software typically operates as a cloud service accessed through web browsers, with templates editable in desktop and mobile environments for review.
For signature completion, organizations commonly pair conga with an eSignature provider that supports web and mobile signing, SSO, and audit trails to meet organizational security and compliance needs.
A mid-market reseller used conga to auto-generate quotes from CRM line items and configured discount tiers for channel partners
Resulting in shorter sales cycles and clearer audit trails.
A healthcare vendor combined conga proposals with a compliant eSignature provider to manage business associate agreements and service contracts
Leading to faster contracting while preserving HIPAA-related controls and documentation.
| Criteria | signNow | DocuSign |
|---|---|---|
| Bulk Send capability | ||
| Team template sharing | ||
| SAML single sign-on | ||
| HIPAA compliance option |
| Plan name and features | signNow (Featured) | DocuSign | Adobe Sign | PandaDoc | Conga |
|---|---|---|---|---|---|
| Starting price per month | $8 per user | $10 per user | $9.99 per user | $19 per user | Contact sales |
| Free tier availability | Limited trial | Trial only | Trial only | Free tier available | Trial only |
| Max users per plan | Unlimited seats available | Depends on plan | Depends on plan | Depends on plan | Contact sales |
| Custom branding included | Yes on paid plans | Yes on business plans | Yes on enterprise | Yes on business plans | Yes on enterprise |
| Advanced workflow features | Workflows, templates | Advanced workflows | Integrations + workflows | Sales workflows | CPQ and workflow |
