The Conga Insider Blog

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

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 resourc

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 Training

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 r

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 redu

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 m

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 rev

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 o

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

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 thr

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 

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 so

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:

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

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 performan

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.

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

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 templa

3 min read At Conga, we provide cutting-edge document generation solutions and ensure our customers successfully adopt and maximize the value of our products. This success story involves a property management company that leverages Conga Composer to streamline its business processes after recently becoming a customer in the fall of 2023.When a property management company purchased Conga Composer in late 2023, our DocGen Team proactively reached out to encourage usage and adoption. We spoke with its Business Data Analyst about their initial journey and learned they had yet to build their first solution. They also hadn’t launched it to the broader Customer Service Team. We discovered that the company faced major issues while preparing lengthy Quality Assurance (QA) reports in Word. These reports were quite time-consuming, taking about two weeks each, and were prone to human error and inconsistent formatting. Due to the legal requirements a

3 min read You’ve got to start somewhere! Typically, we all wish we knew what we know now when we first begin a new software product journey, whether it is learning a new skill or gauging our comfort in adoption. We asked our Conga Composer user group members to think back to when they first started using the solution and to tell us what they wish they knew then that they know now. And let me tell you, we received some great responses!  1. Training is key We’ve heard time and time again about the importance of training (and the confidence it gives you!) when embarking on a software voyage. The Conga Learning Center is a great place to get your feet wet by viewing free high-level training courses. But everyone consumes training content differently, and why we offer multiple ways for you to learn—by reading, watching,

2 min read IZIVIA is a key player in the electric vehicle movement in France, managing more than 25,000 charging points. The company is a subsidiary of EDF, a global leader in energy generation and supply. As part of its commitment to advancing the digital transformation of its operations, IZIVIA has enhanced its document management and eSignature capabilities with Conga Composer and Conga Sign API.  ChallengeAs a growing business in the dynamic electric vehicle industry, IZIVIA faced the challenge of rapidly generating and electronically signing documents, including quotes and delivery proofs. With the recent adoption of Salesforce as their customer relationship management (CRM) solution, seamless integration was crucial. Additionally, they sought an eSignature solution that could enrich their Salesf

2 min read Conga’s Customer Success team (CS) leverages our products to gain back time to successfully serve and manage customer accounts, and our Conga Composer solution is the perfect tool to help CS automate and streamline document generation across multiple use cases.  As CS learns about their customers’ goals, outcomes, and renewal plans, they look to document and share this information both internally and with the customer.   Here’s an example:  Use case description: Customer Success Managers (CSMs) monitor and manage account health to increase customer retention.   Goals and desired state: Automate the generation of a consistent PowerPoint that merges key account information, facilitating visibility into an upcoming renewal.   Business outcomes: CS successfully leveraged Conga Composer to decrease time spent on manual dat

9 min read When it comes to getting sticky with Conga Composer, there’s no one better to speak with than Salesforce Enablement Leader, David Giller at Brainiate. I, along with three Conganeers, was thrilled to dig into the foundational best practices around becoming successful with Conga Composer.David, an attorney and founder of Brainiate, has years of rich experience in Salesforce consulting while working at well-known companies such as GE Capital. His expertise, coupled with a bold personality, makes David a catalyst for any company looking to achieve success with Conga Composer and working in Salesforce. Let’s hear what David had to say.Q: With regard to helping customers with Conga Composer, do you have an example of a customer that you worked w

3 min read Conga Launches First Feature Request Submitted by a Pharmaceutical Manufacturing CompanyConga’s ideas portal empowers Conga Customer Community members to actively shape the development of our products and solutions. Submitting a feature request or “idea” allows users to propose, discuss, and upvote new features or improvements, fostering a sense of collaboration and transparency. Community users submit details on the problem the idea aims to solve, its potential benefits, and any relevant use cases. These suggestions are then open for discussion, enabling valuable feedback and refinement through comments and votes. The most popular requests rise to the top, helping the Conga Product team prioritize development efforts and, if approved, prepare for implementation efforts in an upcoming product release. We are excited to share that the first customer-submitted feature request is now live in the produ

3 min read The Conga Customer Community isn't merely a portal—it's your all-inclusive hub for achieving success! As a registered member, you're granted access to a treasure trove of resources and opportunities that are tailor-made to fuel your journey to triumph. Whether your aim is to streamline the onboarding process with a personalized checklist, stay abreast of industry trends via our thought-leadership blog, or participate in expert-led webinars for continuous growth, this dynamic community has got your back. But that's not all—this is your dedicated gateway to seamlessly manage your Conga account, access the Install Center for effortless setup, and swiftly submit support tickets whenever you require assistance. Welcome to the Conga Customer Community, where the key to success is in your hands! The Power of CommunityOnce you or your team becomes part of this platform, the possibilities for connection, learning, and collaboration