Conga
A revenue lifecycle management platform offering CPQ, contract management, document automation, and e-signature capabilities designed to streamline the quote-to-cash process.
How RevOps teams use it
RevOps teams use Conga to automate document generation from Salesforce data — producing SOWs, MSAs, order forms, and renewal notices — reducing manual preparation time and ensuring legal-approved language.
Example use case
e.g., A RevOps team uses Conga Composer to auto-generate a branded order form directly from a Salesforce opportunity, pre-populated with pricing, terms, and contact details, ready for e-signature in seconds.
Where it's used
Technical Disciplines
CPQ & Deal Desk Engineering
Designs and manages Configure-Price-Quote systems and deal desk workflows — building product catalogs, approval logic, amendment rules, and ERP handoffs that turn complex deals into accurate quotes at speed.
Pricing Operations
Operationalises pricing strategy across the revenue stack — managing discount governance, price book architecture, competitive pricing triggers, and approval logic that protect margin while accelerating deals.
Revenue Accounting Operations
Bridges RevOps and Finance by operationalising revenue recognition rules in billing systems — managing deferred revenue tracking, ASC 606 / IFRS 15 compliance, and ERP integration so financial reporting is accurate and audit-ready.
Revenue Lifecycle Operations
Orchestrates the full customer lifecycle from onboarding through expansion to renewal — stitching product usage data into CRM, triggering expansion plays, and automating renewal workflows that maximise lifetime value.