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Conga 2026 review · quote-to-cash (QTC) platform

Established

“Commerce, Lined Up”

Who should pick it: Pick Conga if deal to cash is your first priority and you sell to enterprise and SMB customers.

Conga scores 61.9/100 on the Quote-to-Cash Scorecard, #21 of 44. It is a cpq-first platform based in the United States that documents 14 of 79 capabilities as core strengths. Its best buyer job is deal to cash; its thinnest is finance operations. Rated 4.3/5 on G2.

CPQ-first platformUnited StatesCatalog and pricingConfigure-price-quote (CPQ)Approvals and deal deskProposals and e-signatureContractsOrders and provisioningBilling and invoicingPayments and collectionsTaxRevenue recognitionRenewals and lifecycleReporting and metricsEnterpriseSMBSalesforceMicrosoft Dynamics 365HubSpotSAPOracle ERPNetSuiteSaaS and softwareFintech and financial servicesHealthcare and life sciencesManufacturing and industrialTransportation and logisticsRetail and distributionFlat feeTieredUsage-basedHybridPrepaid creditsMilestonesOne-timeEstablished

Overall score

61.9/100

21st of 44

Eight criteria

  • Finance operations 7/20
  • Depth 11.2/20
  • Monetization 10.3/15
  • Connectivity 13.5/15
  • Deal to cash 7/10
  • Automation and AI 5.8/10
  • Customer lifecycle 2.8/5
  • G2 rating 4.3/5

User reviews

4.3/5 on G2

Evidence checked on October 13, 2026

Every capability links to the vendor's page — scoring criteria

Strengths

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

Gaps

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

Strengths and gaps come from what Conga documents publicly, not from opinions.

// best for

Where Conga ranks by use case

// key facts

Conga at a glance

Company

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)
Customers claimed
10,000 customers (vendor claim)

Pricing

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

Platform and security

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)

Rollout and support

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

Best fit

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

// connectivity

Integrations

CRM 3

  • Salesforce
  • Microsoft Dynamics 365
  • HubSpot

Accounting and ERP 3

  • SAP
  • Oracle ERP
  • NetSuite

Payment gateways 2

  • Stripe
  • CyberSource (via Conga Digital Commerce / Partner Commerce, sold separately)

Tax engines 2

  • Avalara
  • any engine via the Tax Callback class (development)

E-signature 3

  • Native: Conga Sign (sold separately)
  • DocuSign
  • Adobe Sign

Data warehouses 2

  • No named data warehouse
  • Enterprise Data Connector (MySQL-compatible) for BI tools such as Power BI

Marketplaces 3

  • Salesforce AppExchange
  • AWS Marketplace
  • Microsoft Marketplace

// 79 checks

The 79 capabilities, by buyer job

Conga documents 66 of the 79 capabilities we check, 14 of them as a core strength. Each level links to the vendor page that proves it.

Core strengthSupportedAdd-on or partnerNot documented

Monetization

13/13 documented

Deal to cash

24/25 documented

Finance operations

14/21 documented
  • Invoice generation and scheduling Add-on
  • Invoice customization Add-on
  • Consolidated and multi-entity billing Add-on
  • Credit notes Add-on
  • Parent and child account hierarchy Not documented
  • 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 calculation Via partner
  • Compliant e-invoicing Not documented
  • Multi-entity tax Via partner
  • ASC 606 and IFRS 15 Via partner
  • Deferred revenue Not documented
  • Revenue waterfall Not documented
  • General ledger entries Not documented
  • Audit trail Supported

Customer lifecycle

6/9 documented

Automation and AI

9/11 documented

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

// faq

Questions buyers ask about Conga

Is Conga good quote-to-cash software?

Conga scores 61.9/100 on the 2026 Quote-to-Cash Scorecard, 21st of 44. Its strongest criterion is connectivity (13.5 of 15); its weakest is finance operations (7 of 20).

What is Conga best for?

Conga ranks 11th of 19 for deal approval workflows, 12th of 18 for co-terming, 16th of 22 for CPQ and billing in one tool. Pick Conga if deal to cash is your first priority and you sell to enterprise and SMB customers.

What does Conga not do?

On its public site and documentation: e-signature only as a paid add-on; usage metering only as a paid add-on; hybrid pricing only as a paid add-on.

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