Create stronger customer relationships with reliable contract fulfillment
Every missed obligation or delay in fulfilling orders impacts revenue, relationships, and compliance. But how do you ensure the obligations are met, milestones are tracked, and data is consistently accessible?
Conga’s contract obligation management software transforms these challenges into opportunities for operational excellence.
Meet contract demands on time with the best fulfillment management solution
Rev forecasting
Understand what drives revenue
The Conga Advantage Platform connects every step in revenue capture from opportunity to pricing to contract renewal through a single, fully extensible data model to meet the specific needs of a business and provide a better understanding of revenue streams.
- Reliable revenue forecasting
Full platform offers unique analytic capabilities across all steps of the revenue lifecycle—only possible with a consistent and connected model for revenue data. - Intelligence built in
Our data model is the intelligence engine that unlocks the power of Revenue Lifecycle Management providing consistency for reporting and visibility in planning. - Identify all revenue sources
Sales leaders can more easily identify where maximum revenue is being won and have the confidence that sales teams are targeting those sources.
Billing
Improve cash flow
Conga Billing drives revenue innovation with the provision of a single invoice for a blend of business models (one-time, subscription, non-recurring, usage-based, milestone, evergreen, etc.)
- Accurate and efficient billing
Create custom billing plans per account to invoice customers how they’d prefer to pay, support negotiated payment terms and drive larger deals. - Flexible invoicing
Accurate and efficient billing management with automated invoices. Automatically adjust invoice schedules based on upgrades, downgrades, and swaps. - Support for non-recurring billing
Conga Billing provides the ability to set up milestone or a fixed percentage type to match the timing of specific projects.
Order management
Efficient sales operations
Improve the efficiency of sales operations with Conga Order Management by providing a single location to enter, modify, or delete orders and provide the visibility needed to better understand the revenue operations lifecycle.
- Streamline order processing
Single portal provides access to the order dashboard for complete view details of an order—order header, order lines, fulfillment lines, partial shipments, notes, and attachments. - Reduce order errors
Reduce errors and improve efficiencies by generating one or more sales orders from an existing customer. Validate against existing quotes or contracts to adjust, if needed. - Know your customer
Deliver a superior customer experience by providing a history of what customers have purchased and enable action on those orders for larger deal sizes and higher margins.
Obligation management
Streamline obligation management
Manage contract obligations better—stop manually tracking and missing critical dates. Unleash dependable AI to anticipate and manage customer and supplier obligations, renewals, and auto-renewals.
- Effortless obligation tracking
Contract obligation management software AI extracts and organizes obligations, ensuring nothing is overlooked. - Proactive deadline management
Track renewal and termination dates with fulfill solutions to automatically and easily meet critical timelines. - Improved compliance
Identify and manage obligations efficiently to reduce compliance risks and penalties. - Quality assurance
Optional legal review services provide an additional quality check to ensure consistent, normalized AI data extraction.
Renewal solutions to drive retention and revenue growth
Conga offers an integrated suite of tools designed to help you manage and fulfill contracts:
Conga Sign
Accelerate the renewal process with secure and flexible electronic signatures.
Conga CLM
Manage contract renewals with pre-configured workflows, ensuring consistency and compliance.
Supercharge your finance workflows
Unified financial insights
See the full picture of your revenue in one place. With real-time data across contracts, billing, and revenue, spot issues early and make better decisions.
Reliable automated compliance processes
Automate time-consuming tasks like contract approvals, invoicing, and data entry to reduce errors and free your team to focus on strategic work.
Improved cash flow
Speed up billing and collections to reduce outstanding invoices and keep your cash flow healthy to reinvest in growth.
Grow at every step—connect your revenue lifecycle on a single platform
Conga Revenue Lifecycle Management platform connects every phase of your revenue journey.
Renew and expand
Make renewals seamless, discover up-sell opportunities, and foster loyalty with AI-driven tools.
Propose and quote
Create accurate, customer-focused proposals that set the foundation for long-term partnerships.
Manage and fulfill
Deliver on promises, meeting obligations, and establishing trust.
Negotiate and execute
Close deals faster with automated workflows and secure, compliant eSignatures, ensuring contract negotiations are clear and enforceable.
50% cut in sales forecast reporting time
Products used:
Conga Grid
The best thing about Conga Grid is the time savings and that it’s so much easier and more intuitive to get the data that you want.
Jason Weinberger
National Sales Manager @ In-Situ
75% decrease in contract cycle time
Products used:
Conga Sign
Conga Composer
Conga Grid
I feel like all the different Conga solutions we've put in place are providing immediate effects. The almost instant turn around on signature time, quicker time to close, and improved customer satisfaction is just amazing.
Ann Baker
Director of Business Systems @ Edmentum
80% reduction in paperwork
Product used:
Conga Composer
Conga Sign
Conga Grid
I estimate we've reduced 16 hours’ worth of admin work in a typical candidate cycle to just 30 minutes thanks to Conga.
Jacob Hill
Managing Director & Founder @ Offploy
Ready to get started with the best financial compliance solutions?
See how Conga can help you easily manage and fulfill your sales agreements.
Frequently asked questions
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Can Conga help us manage contract obligations and deadlines?
Yes, Conga simplifies contract obligation management and deadlines with:
- Streamlined tracking: Automatically monitor obligations, deadlines, and milestones in a centralized system.
- Proactive notifications: Receive automated reminders for key contract dates, ensuring no deadlines are missed.
- Actionable insights: Use AI-driven tools to identify high-priority obligations and mitigate risks efficiently.
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How customizable are Conga’s contract templates for specific legal requirements?
Conga offers highly customizable contract templates that adapt to your unique legal needs. You get:
- Tailored templates: Modify templates to include custom clauses, fallback terms, or compliance standards.
- Dynamic updates: Apply changes organization-wide, ensuring all contracts align with evolving legal requirements.
- Integrated workflows: Link customized templates directly to approval processes, making them part of an automated system.
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Can Conga’s legal document management software meet global compliance for multi-jurisdictional contracts?
Yes. Conga’s legal document management software allows multi-jurisdictional compliance by providing tools that cater to different regional and global legal standards, such as:
- Multi-lingual capabilities: Draft contracts in multiple languages based on the region you’re in.
- Regulatory insights: Highlight compliance risks tied to specific jurisdictions automatically with AI
- Audit trails: Maintain detailed records of contract activities for regulatory reporting and legal validation.
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Does Conga support automated reminders for upcoming contract obligations?
Yes, Conga provides automated reminders to help teams stay proactive about upcoming obligations with features, including:
- Custom notification triggers: Set reminders based on deadlines, milestones, or specific contract terms.
- Real-time alerts: Receive updates via email or within the Conga platform when critical dates are near.
- Task assignments: Notify specific team members about their responsibilities related to the obligation.
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How does Conga help ensure compliance with contract terms during the fulfillment process?
Conga helps align every step in the fulfillment process with the agreed terms by providing:
- Clause and obligation libraries: Use pre-approved templates and clauses to maintain consistency in contract language.
- AI-driven audits: Monitor adherence to terms and identify deviations during the fulfillment process.
- Role-based permissions: Control access to sensitive contract data, ensuring only authorized personnel can make updates.
- Comprehensive audit trails: Record all actions taken on a contract for transparent reporting and accountability.
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What visibility does Conga provide into the fulfillment of agreement costs and resource allocation?
Conga gives you clear visibility into costs and resource allocation, making it easier to manage agreements effectively with:
- Cost tracking: Link contracts to billing and financial systems to monitor spending and payments instantly, so you’re always on top of your budget.
- Forecasting tools: Use historical data and AI insights to predict future resource needs or costs for similar agreements.
- Detailed reporting: Generate reports on financial performance, contract compliance, and resource efficiency.