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Conga Quote-to-cash (QTC) software review

Established

“Commerce, Lined Up”

Our verdict: Best for enterprise and SMB companies that want a cpq-first platform strong in quote and sell.

Conga is a cpq-first platform headquartered in the United States. It ranks #21 of 44 in our quote-to-cash software ranking with a score of 63.7/100, and documents capabilities in all 12 quote-to-cash stages. Its strongest area is quote and sell; its weakest is collections, tax and revenue. G2 rating: 4.3/5.

Overall score

63.7/100

21st of 44

Score breakdown

  • Quote and sell 11.8/15
  • Contracts and orders 11.1/15
  • Billing 6.9/15
  • Collections, tax and revenue 5/15
  • Reporting, platform and AI 6.6/15
  • Integration ecosystem 18/20
  • G2 rating 4.3/5

User reviews

4.3/5 on G2

Data checked on October 13, 2026

Every capability links to its public source — methodology

Pros

  • Quote templates
  • Approval workflows
  • Amendments
  • Two-way CRM sync

Cons

  • E-signature only as a paid add-on
  • Usage metering only as a paid add-on
  • Hybrid pricing only as a paid add-on

Pros and cons are derived from the capabilities Conga documents publicly, not from opinions.

Conga at a glance

Vendor
Conga Corporation
Founded
2006
Headquarters
Broomfield (Colorado), USA
Parent company
Thoma Bravo (rachat en 2020) ; Salesforce Ventures investisseur
Product type
Full suite
Sales motion
Hybrid
Regions served
Global (North America; Europe; APAC)
Pricing model
On quote
Public pricing
No
Free trial
No (no free trial shown for CPQ/Billing; self-serve product tour; generic trial terms in the Legal Center, eligible products not specified)
Free plan
No
Deployment
SaaS
Data hosting
Your choice (US; EU; APAC)
Uptime SLA
99.5% per calendar quarter (all services, with exceptions); 99.9% per month for Smart CPQ / SPOM / SPO
Certifications
SOC 2 Type II ; ISO 27001 ; ISO 27701 ; PCI DSS ; HIPAA (Security Rule) ; EU-U.S. Data Privacy Framework
GDPR
Yes
API
Yes (REST; SOAP API for Billing for Salesforce) - https://developer.conga.com/
Webhooks
Yes
Sandbox
Yes
Interface languages
English (US, UK), French, German enabled by default; other locales can be added (Advantage Platform)
Implemented by
Vendor; Partner integrator
Migration tools
No documented automatic migration tool from third-party software; transition offer from Salesforce CPQ (services); Migration Manager limited to Conga environments
Support channels
Community portal (tickets); Phone; CSM; Named support specialist (Pinnacle plan); AMS (dedicated expert, subscription)
Support hours
Depends on the plan
Customers claimed
10,000 customers (vendor claim)
Primary buyer
Sales ops ; Finance ; RevOps
Quote-to-invoice handoff
Automatic (invoice created on its own)
Deal complexity
Complex (ramps, multi-year, co-terming, multi-entity)
Contract types
Monthly; quarterly; annual; multi-year/ramp (price ramps, escalators); mid-term amendments; co-terming; renewals
Replaces
Salesforce CPQ (end of sale); manual entry and siloed tools

Integrations

CRM
Salesforce; Microsoft Dynamics 365; HubSpot
Accounting and ERP
SAP; Oracle ERP; NetSuite
Payment gateways
Stripe; CyberSource (via Conga Digital Commerce / Partner Commerce, sold separately)
Tax engines
Avalara; any engine via the Tax Callback class (development)
E-signature
Native: Conga Sign (sold separately); DocuSign; Adobe Sign
Data warehouses
No named data warehouse; Enterprise Data Connector (MySQL-compatible) for BI tools such as Power BI
Marketplaces
Salesforce AppExchange ; AWS Marketplace ; Microsoft Marketplace

Quote-to-cash capabilities

Conga documents 66 of the 79 capabilities we check, across 12 of the 12 quote-to-cash stages. Each level links to the public page that proves it.

Catalog and pricing

Product catalog Core strength
Multi-currency price books Supported
Bundles Supported
Pricing rules Core strength
Price versioning Supported
Pricing models Core strength

Configure-price-quote (CPQ)

Guided selling Supported
Configuration rules Core strength
Discounts and guardrails Supported
Quote templates Core strength
Multi-currency quotes Supported
Quote versioning Supported
Ramped and multi-year deals Supported
AI quoting assistant Supported

Approvals and deal desk

Approval workflows Core strength
Discount thresholds Supported
Parallel and sequential approvals Supported
Deal desk Not documented
Margin visibility Supported

Proposals and e-signature

Proposal documents Core strength
E-signature Add-on
Buyer deal room Add-on
Online acceptance Add-on

Contracts

Contract generation Add-on
Clause library Add-on
Redlining Add-on
Contract repository Add-on
Renewal clause tracking Add-on

Orders and provisioning

Order from signed quote Supported
Amendments Core strength
Co-terming Supported
Entitlements and provisioning Via partner

Billing and invoicing

Subscriptions Add-on
Usage metering Add-on
Usage rating Add-on
Hybrid pricing Add-on
Prepaid credits Add-on
Proration Add-on
Invoice generation and scheduling Add-on
Invoice customization Add-on
Consolidated and multi-entity billing Add-on
Credit notes Add-on
Multiple billing frequencies Add-on
Parent and child account hierarchy Not documented

Payments and collections

Payment gateways Add-on
Payment methods Add-on
Customer portal Not documented
Dunning Add-on
Accounts receivable automation Add-on
Cash application and reconciliation Add-on
Payment terms Add-on
Multiple payment providers Not documented

Tax

Tax calculation Via partner
Compliant e-invoicing Not documented
Multi-entity tax Via partner

Revenue recognition

ASC 606 and IFRS 15 Via partner
Deferred revenue Not documented
Revenue waterfall Not documented
General ledger entries Not documented
Audit trail Supported

Renewals and lifecycle

Automatic renewals Core strength
Renewal quotes Core strength
Expansion and upsell Core strength
Cancellations Core strength

Reporting and metrics

MRR and ARR Not documented
Churn Not documented
Bookings, billings and revenue Add-on
Cohorts Not documented
Forecasting Add-on

Platform and AI

API Core strength
Webhooks Add-on
Two-way CRM sync Core strength
ERP sync Via partner
AI collections agents Not documented
Roles and permissions Supported
MCP server Supported
CRM widget Add-on
Billing anomaly detection Add-on
AI customer health agents Not documented

Not published by the vendor: Currencies, Entry price, Setup fees, SOX support, SSO / SCIM, Implementation time, Onboarding included, G2 categories, G2 badges.

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