Blogs

Conga Customer Community users, this is your chance to shine at Conga Connect 2027!The Conga Inspire Awards honor forward-thinking customers across the globe who exemplify bold innovation, disciplined execution, and transformative impact across the commerce chain.NOMINATE NOW  Nomination period ends: December 11, 2026 Winners announced: March 1-3, 2027 Your team has built something worth celebrating. The Inspire Awards are your invitation to share what you've built, establish your voice in the field, and take your place among the most recognized commerce leaders.  To nominate yourself, share a compelling success story that highlights your achievements, measurable results, and the meaningful impact you’ve made with Conga. Whether it’s solving a business challenge or driving broader transformation, we want to hear how you’re creating value. Great stories come from customers of every size, region, and level of complexity, so tell us what makes your success worth celebr

4 min read A mutual insurance company wanted a simple, affordable eSignature solution after an unsuccessful evaluation of another eSignature provider, whose pricing and envelope-based model did not fit the organization's needs or scale. The company’s CEO went with Conga Sign on the Conga Advantage Platform.The ChallengeThe small but mighty, six-person Claims Reps team was stuck with a manual signature process that felt outdated for their customers. They generated a Word document from their insurance-specific CRM, converted it to a PDF, and then emailed it to the claimant for signature.This process created real challenges for both the insurer and its claimants. After receiving the release claim document, claimants had to print, sign and either scan it or mail it back. Most claimants didn't have access to a printer, which led to confusion, extra calls to the claims team, and processing delays.With each release taking three to seven days to complete and 600 to 900 releases processed annua

2 min read If you've ever wondered where to find the latest Conga Product Release information, you’ve come to the right place! The Conga Customer Community Product Updates page serves as your central hub for release overviews, upgrade information, system status resources, and the product release calendar.Rather than searching through emails or digging through multiple documentation sources, you can find key release-related resources in the community. Here’s what we’ve got:Product Release Announcements Stay informed without searching through multiple sources. Filter by product to quickly find the updates most relevant to your organization. Release Calendar Plan ahead with upcoming release dates to prepare for changes, testing, and internal communications. Conga Upgrade Program Explore upgrade opportunities to take advantage of enhancements, increased efficiency, and new capabilities. Monitor System Status Subscribe to real-time updates on service availability, incidents, and maintenance

3 min read One of the greatest benefits of participating in the Conga Customer Community User Groups is the opportunity to learn from the experiences of others. While every organization has its own goals, many encounter similar challenges when it comes to adoption, stakeholder alignment, process improvement, and long-term growth.After reviewing customer successes spanning a variety of industries and use cases, we uncovered five common themes behind some of the most valuable customer stories. These not only highlight what drives meaningful results, but also why joining a user group can facilitate long-term success. Build Relationships Before Tackling Challenges The strongest customer success stories often begin with trust. We've found that customers are more willing to embrace change when they feel heard and understood. User groups provide an opportunity to connect with other Conga customers, build relationships, and learn how others have navigated similar challenges before diving into

4 min read Co-authored by Kendra Elliott, Associate Principal Customer Success Manager, and Steven Bodger, Customer Success Manager, at Conga.What Is Change ManagementA structured approach to transitioning individuals, teams, and organizations from a current state to a desired future state.Why Change Management Stalls, And How to Avoid ItWhen organizations invest in solutions like Conga CPQ, CLM, Pricing, or Document Automation, they're not just implementing new technology and changing how work gets done.They're changing how the Sales team builds quotes, how pricing decisions are made, how contracts move through review, and how documents are generated and delivered. And that's why successful change management is ultimately less about software and more about people.One of the biggest misconceptions we see is that change management only matters during implementation; it's just as important years after go-live as it is on day one.While employees may leave an organization, business process

3 min read  The Conga Developer Hub empowers developers with tools to build, test, and deploy solutions quickly and independently. This centralized self-service platform helps you integrate with Conga products using APIs, SDKs, and sample apps. The Developer Hub supports Composer, Sign, CLM, CPQ, and the Advantage Platform, giving you a consistent way to build, test, and integrate across the entire Conga ecosystem.Whether building custom applications or connecting systems, the Developer Hub is the go-to resource for technical documentation, code samples, and real-time testing capabilities. So why is it important? Because it puts the power directly in the hands of developers. No need to wait on support tickets or navigate complex documentation portals. With the Developer Hub, you get what you need when you need it. While it’s called a “Developer Hub,” it’s not just for developers. Customers across a company can also benefit by exploring sample apps and seeing Conga products in action. A

We are excited to share that the Conga Learning Center has a fresh new look — and more ways to learn!As part of our continued investment in your success, we have refreshed the Learning Center experience and are introducing an initial catalog of training courses for Smart CPQ, Price Management, and Price Optimization.What to expect:Foundational courses designed for admin users across Smart CPQ, Price Management, and Price Optimization A refreshed Learning Center landing page built for easier navigation and a more intuitive experienceWhat's coming next: This is just the beginning. We are actively developing and migrating additional courses across these product lines, with more content planned for release over the next few months. Our goal is to ensure you have the resources you need to get up and running — and stay there.Who this is for: These resources are available to current Conga customers with Conga Learning Pass (CLP) access and partners. Whether you are onboarding to a new product

Do you have questions about the Conga Customer Community? Check out these FAQs!Getting Started How do I access the Conga Customer Community?  The new URL is: community.conga.com, but what you have bookmarked will work, as we have redirects set up.   Will I still have my same username and password?  Yes, your username and password will be the same.  I forgot my password. No worries! You can reset your password by clicking, “Forgot  password” located below the password box. I’m having trouble logging in. What should I do?  Try the following:  Confirm you are using your work email address Check your email spam/junk folder  Reset your password using the “Forgot Password” link Clear your browser cache or try a different browser  If issues persist, contact community@conga.com Can I access the Conga Customer Community on mobile?  Yes. The community is mobile-responsive and can be accessed from most modern browsers on phones and tablets. Profiles and Notificatio

Your guide to finding what you need as resources come together under one roof.Hi, I'm Cody Nagy — Senior Manager of Customer Success and someone who's been part of the team for over eight years, going back to my start at PROS. I started as an Implementation Consultant deploying solutions for customers like you, moved into Customer Adoption where I helped teams get the most out of their pricing tools, and now lead Customer Success. I've been on this journey with many of you, and I'm excited to be here as we bring the PROS community into its new home at Conga. I’d like to start by welcoming you. Whether you've been with PROS for years or are just getting started, we're glad you're here in the Conga Customer Community.As you may know, PROS is now part of the Conga family, and with that comes a new community experience, extended learning resources, excellent support, and more. We know change can feel overwhelming, especially when the tools and resources you rely on are shifting. That's exa

Get Started with Conga Professional ServicesThe goal of the Conga Professional Services team is to assist with your success and give you the support and confidence you need to use our products so you can start enjoying the efficiency, productivity, and growth your business needs to thrive.A critical part of this journey is helping you prepare for your project with Conga by providing you with key information and setting expectations to ensure your project runs smoothly and efficiently, helping your team have a great experience. Get Started with Professional Services and TrainingPreparing Project RequirementsPlanning Your Project TeamOngoing Success with a Conga Application Managed Services (AMS) SubscriptionApplication Managed Services is a multi-year subscription that provides expertise to maintain, administer, and enhance Conga deployments. By leveraging AMS, our customers will improve user adoption and maximize the value of their investment.AMS partners with our customers on an ongoi

3 min read  All roads lead to the Conga Customer Community where customers gain knowledge through self-service, learn from each other in the user groups, and receive technical support from Conga experts. Another major community perk includes the ability for customers to submit an idea or new feature request to help shape the future of Conga products. Feature requests are a great way for customers to bring important product functionality to light that otherwise may not be on Conga’s roadmap. This is also an opportunity for customers to be a part of something bigger—developing important ideas for product enhancements and specific use cases.  The Conga Customer Community team recently sat down with our CPQ Product Management Leaders to discuss how well they’ve been listening to customer ideas and making their dreams a reality. We’re excited to celebrate these recently launched feature requests and here’s what we learned about Conga’s commitment to customer-driven ideas. Solving customer c

2 min read  This success story highlights one of Conga’s financial services customers who is new to Conga Composer. Despite being a small team, the Finance and Legal departments play a crucial role in helping clients plan their retirement with financial review packets.Without prior knowledge of Composer, one user took over as Salesforce Admin and began navigating the Conga Customer Community for help. They posted their challenges in the Composer user group, seeking advice on optimizing their templates and expanding their Composer usage.Their financial review forms were cluttered with errors and redundant information, overwhelming clients. As a result of these challenges, the team manually downloaded each form into Microsoft Word, removed the repetitive content, pulled data from Salesforce, and transferred numbers from Excel—an unsustainable and error-prone process.After connecting with Conga, they later learned that the redundancy was due to too many merge fields.The primary use case: 

Best Practice #1Provide a detailed description: Enter details that clearly define your Requirements. Ideally this should include:  A clearly defined use case or business problem that is not met with current functionality. Include the functional job a user is trying to accomplish, the desired workflow, and industry context.   For enhancement requests, provide detailed requirements for the functionality that you’re seeking and name the existing feature.   You can include screenshots, links to related ideas, and product docs to explain why existing functionality does not meet your needs.    Be detailed, illustrate as much as you can to bring out all the components. Make sure you are using all the Product area/module names you are aware of.  Highlight the value this feature would bring for the broader community of users. Include metrics such as time to deals closing, decrease in manual entry, faster document generation, etc.   Best Practice #2Select the right Product Area: Select the Produ

4 min read  For years, a Biotechnology Research Company struggled with outdated contract lifecycle management (CLM) processes that slowed negotiations and increased risk. Templates were tangled, workflows were inefficient, and the clause library lacked clarity, making every contract review a time-consuming challenge. Today, the organization is turning that frustration into success with Conga CLM and AI-driven innovation. The challenge: Outdated templates and manual processes The Customer Service, Sales, and Legal teams were bogged down by antiquated templates, especially the Master Service Agreement (MSA). Multi-level numbering was inconsistent; clauses were buried in formatting quirks, and exhibit references relied on brittle custom code. Negotiators faced additional hurdles with a clause library full of numeric identifiers such as “2.3,” offering no real guidance. Negotiation tips lived in disconnected Excel sheets, forcing every review into a balancing act between compliance and man

2 min read  In 2024, the technology company evaluated Conga’s Batch and Trigger (B/T) solution to aid in automating its document delivery but ultimately decided not to move forward.The conversation reignited in late 2025 when the team contacted Conga about licensing for Composer API or Batch and Trigger functionality. During these discussions, a pain point emerged: team members voiced frustration over the labor-intensive order confirmation process.The challengeAlthough forms were generated only once a week, the workflow involved too many manual steps. After generating order forms via Conga Composer, users exported documents and manually emailed them to customers through Microsoft Outlook. The entire process took at least 10 minutes per form—and with plans to scale to 5–10 forms weekly, the inefficiency was unsustainable.Beyond time loss, the manual process left room for errors, such as sending the wrong email or attaching an incorrect form. Tracking was also difficult since Outlook lac

2 min read  We know how important it is for our customers to have reliable access to Conga products and services. To help you stay informed, we want to remind you that we offer a Conga Status page—a simple, self-service tool that provides real-time updates on the availability and performance of Conga systems. That means no more phone calls or support case submittals, the information is right there at your fingertips.The Conga Status page is a public-facing site that shows the current operational status of our cloud services. Designed to give you quick visibility into whether a service is working as expected or if there’s an active incident being investigated, it will keep you in the loop and is a vital tool for ensuring continuity, planning around maintenance windows, and staying ahead of unlikely service interruptions.Here are the top three best practices we've seen customers implement to increase visibility and responsiveness during incidents:#1: Ensure key team members subscribe to

2 min read  Let’s talk about the impact training has on your organization’s success (and find the exclusive discount code!). At Conga, we’re committed to helping organizations transform into more connected, intelligent businesses. Our suite of powerful tools is designed to streamline revenue lifecycle management and elevate customer experiences—but the real magic happens when your team knows how to use them effectively. Why Training Isn’t Optional, It’s Strategic Training isn’t just a checkbox, it’s a catalyst for success. When users are confident and capable, they’re more likely to explore advanced features, solve problems independently, and contribute to smarter workflows. Here’s what the data tells us: 56% of trained users tap into more product features  68% use the product more frequently  87% operate more independently  And notably, 97% of support requests come from untrained users Training doesn’t just reduce friction, it unlocks value. Trained users are often the first to discov

4 min readJoel Saukas of Greenleaf Trust is a seasoned Senior Salesforce Administrator who's been recognized by Conga leadership, volunteered to be a Conga Composer user group co-admin, spoke at Conga Connect, won an Inspire Award, and now—is our inaugural Community Champion recipient.I was lucky enough to sit down with Joel to discuss the path throughout his exceptional Conga Customer Community engagement and how it paid off in ways he never expected.How it started.When Joel started this position at Greenleaf Trust in late 2022, learning Conga Composer wasn't even in his job description. However, by early 2023, he found himself tasked with developing a solution that would not only transform how Greenleaf Trust handled document generation for their new financial services program but also have a positive impact on his professional career."I started completely green with Conga Composer," Joel recalls. "I learned by just reviewing knowledge articles [in the Conga Customer Community] and t

4 min read At Conga, we know that some of the best product ideas come straight from our customers. That’s why our Product and Engineering teams regularly review your submitted ideas, feature requests, and feedback. It’s more than just listening—it’s about achieving together to shape the future of our products to ensure they deliver real value. It’s one of the ways we reinforce our commitment to building solutions and incorporating innovation that truly meets your needs.Discovery AI enhancements inspired by real use casesEach quarter, the Conga Customer Community receives a wide range of ideas from customers to enhance Conga products. The Conga team takes time to thoroughly review and spot customer trends and patterns—two of which recently stood out for Discovery AI (DAI). These customer ideas can be viewed by logging into the community:Allowing special characters in the folder name in Discovery AIRefining folder-level status in Discovery AI Conga discovered that both ideas were submitt

3 min read Contract management efficiency can make or break your operational success in today's constantly evolving business environment. Conga X-Author for Contracts Advanced enables you to work seamlessly with Microsoft Word directly from Conga CLM, so you can use the tools you use daily. If you're currently using older versions of X-Author, there are five reasons why upgrading is a wise business decision.  1. Seamless updates Say goodbye to manual installations and tedious update processes. As a web add-in for Microsoft Word, X-Author Advanced features automatic upgrades that happen behind the scenes without disrupting your workflow: No more downloading and installing new versions  Immediate access to the latest features and security patches  Reduced IT overhead and consistent functionality across your organization With X-Author Advanced, you'll always have the most current version without lifting a finger, allowing your team to focus on what matters—your contracts.  2. AI-powered c

3 min read When technical issues arise, a quick and effective resolution is crucial to maintaining efficiency and productivity. That’s where Conga Technical Support (TS) comes in—your go-to service for resolving break/fix issues, bugs, functionality errors, queries, and product feature concerns.All Conga subscriptions include a basic support plan that provides easy access to resources and highly skilled technical support to get answers quickly. However, Conga offers paid support plans to enhance your experience, and many customers have yet to take advantage of these valuable resources to help their businesses stay agile and competitive.The benefits of paid supportInvesting in a paid Conga Technical Support plan means more than just quick fixes—it’s about securing long-term business agility, risk reduction, and optimal software performance. Here’s how a paid support plan can transform your Conga experience:Improve business agility – Enjoy quicker response times and an enhanced support s

2 min read  A software company that provides a cloud-based platform to handle Ambulatory Surgery Centers (ASC) workflows purchased Conga Composer, which collaborates with its Conga Contracts for Salesforce solution to generate and manage its Sales team’s order forms.The Conga Customer Success team performed a Usability Assessment (UA) for the software company—a process that evaluates the current state of a product and how to configure best practices for modern use. The primary goal is to optimize the system’s usability, streamline workflows, and ensure companies fully leverage its capabilities. Soon after reviewing the results, the team raised concerns about its order form template. The team’s priority was to update the order form to a cleaner format by leveraging Composer and needed Conga’s help.The challengeThe company’s order form template posed significant challenges across multiple cohorts. Once an order form was generated, the Legal team spent several hours adjusting language, an

3 min read Conga customer user groups are essential for networking, tackling use cases, uncovering best practices, and maximizing the value of your Conga products. Through regular meetups, users gain insights and collaborate with peers facing similar challenges. For companies like Conga, user groups not only strengthen the community but also empower customers to optimize their product impact and foster continuous improvement through shared knowledge.But don’t take it from me, hear what our customers say about the value of the user groups. Overall user group experienceOur user group members enjoy virtual and in-person meetups because it’s a chance to explore product functionality and expand current usage. These sessions serve as a learning opportunity, offering real-world experiences from existing customers and inspiration for more strategic usage. "I don't always have time to focus on learning Conga's nuances. This allows me to see how other companies are utilizing the platform and how

4 min read A financial services corporation has been happy with Conga over the years. However, after a recent company acquisition, management noticed an uptick in conflicting processes. This meant that different parts of the business were operating on multiple systems. To make matters worse, the financial services corporation also experienced internal changes and has been rebuilding the team ever since.In 2021 one of the larger business units required 5,000 Composer licenses, expanding its reach, and warranting an assigned Conga Customer Service Manager (CSM). CSM Brad Shephard took over the account and began building a relationship and trust amongst the team.About 6,000 Sales team members used Conga Composer to generate retirement overview documents at the financial services corporation. To maintain accuracy, the team leveraged three templates within the solution. Unfortunately, the documents weren’t federally compliant—not because of the templates—but because the company couldn’t pro