Conga alternatives: 9 tools that’ll boost your revenue operations and improve your business outcomes

In this article, we’ll cover 9 alternatives to the Conga software suite.

Key takeaways

• Conga is a cloud-based contract management software platform designed to work primarily with Salesforce CRM.
• The Conga platform is modular, meaning that you can upgrade its capabilities by purchasing more platform tools or keep things simple by paying only for the tools you need.
• When fully enabled, the Conga suite becomes a no-code management system for sales documents and contracts, providing document automation and generation services that integrate seamlessly with Salesforce.

What is Conga?

Conga is a suite of digital software tools designed to help users improve their configure price quote (CPQ) and contract lifecycle management (CLM) processes.

To date, the company offers 13 separate products that are designed to integrate together into a single, unified platform.

This includes tools like Conga Composer for document generation and editing, Conga Sign for electronic signatures, and other tools.

The company tries to be an all-in-one solution in a wide range of scenarios.

However, the overall suite is broken into a wide selection of components.

While you’ll get more functionality by paying for multiple apps, your subscription price will rise with each app you purchase.

Why switch from Conga?

Conga is a robust software solution with a battery of tools to help you create and manage contracts more efficiently.

However, while Conga might be the right fit for many businesses, other platforms may be better suited to your specific needs and may offer a more holistic set of tools that you can use to maximize productivity and output.

Here are a few reasons to consider switching:

Platform modularity

At first glance, Conga’s platform modularity seems ideal because users only need to pay for what they want.

But modularity often results in useful features becoming siloed behind separate software components, which necessitates additional purchases.

Salesforce dependence

Many of Conga’s solutions are built around Salesforce.

They can’t be used as standalone products.

If your company is onboard with Salesforce, that may not matter.

However, for companies who rarely rely on the CRM, or who are split across different CRMs and pipelines, this could be an issue.

Prohibitive costs

While Conga doesn’t display their pricing publicly, the modularity of the system drives up monthly costs.

This is particularly true when you compare Conga to a platform like PandaDoc, which provides most of the features in Conga’s platform but sells them in a single bundle.

Difficult learning curve

Software is tricky and, between Salesforce and Conga’s multiple integrations, it can be difficult to figure out how to get all the systems talking to one another.

This is a challenge that organizations will overcome in time — but that comes at the cost of slower business processes while everyone learns how to use the software.

While every platform on the market will have some foibles and hurdles to overcome, there’s no better time to consider switching from Conga than right now.

With so many great alternatives out there, finding the perfect solution might be easier than you think!

What are the best Conga alternatives?

Now that you know the basics, let’s take a look at a few alternatives to Conga and see what they have to offer.

It’s a crowded market, and there are a lot of options to choose from.

Here are our top picks to replace the Conga Suite.

1. PandaDoc

Pricing: Free eSign ($0); Essentials ($19 user/month); Business ($49 user/month); Enterprise pricing available.

Ease of use: 4.6/5

Functionality: 4.5/5

Support options: Chat; email; knowledge base.

Free plan/trial: Free plan available; 14-day trial available.

Inherent bias aside, PandaDoc is easily one of the most robust competitors in the e-signing / docgen market today.

Equipped with all the functionality you need to enhance your CLM and CPQ processes, PandaDoc is a user-friendly document solution that can push your business into the realm of error-free document generation.

Documents created with PandaDoc merge effortlessly with your sales process, creating a standout user experience for both reps and customers.

Unlike Conga Composer, which integrates with Salesforce and allows users to pull CRM data into premade templates, the PandaDoc document editor is a flexible tool that allows you to create fully editable documents from scratch — much like you would in Google Docs or Microsoft Word.

PandaDoc users can also take advantage of our Salesforce integration, but it’s not required to use our platform to its maximum potential.

Coupled with other built-in tools like an onboard CRM, custom branding, approval workflows for teams, and 24/7 customer support, PandaDoc can help you collaborate with customers, build incredible documents, and close deals at lightning speed.

Why switch?

• No modular pricing.
• Complete end-to-end document creation.
• Standalone solution (no Salesforce required).
• Dozens of native integrations available.
• API access (Enterprise plans only).
• 24/7 support (premium support options also available).

2. Icertis

Pricing: Customized by customer/use case.

Ease of use: 4/5

Functionality: 3.8/5

Support options: Email; chat; phone, knowledge base.

Free plan/trial: None available.

Like Conga, Icertis offers a program suite aimed at improving CLM processes through automation.

From compliance to collaboration, Icertis has a use case and business application for nearly every industry.

The company leverages AI to improve business operations, ensure compliance, improve intelligence around contracts, and much more.

This approach has been extremely popular with major companies like 3M and Microsoft, where thousands of contracts need to be managed simultaneously.

If your company is operating at such a large scale, CLM is even more frustrating due to sheer volume.

In those scenarios, the Icertis suite of AI-powered organizational tools may make it a top pick over Conga.

Why switch?

• Heavy focus on AI, including generative AI tools.
• Offers scalability for large enterprises.
• Integrates with SAP, Workday, and similar platforms.

3. Nintex Docgen for Salesforce

Pricing: Plans starting at $2,400/year for 10 users.

Ease of use: 3.9/5

Functionality: 3.7/5

Support options: Email; chat; phone; knowledge base.

Free plan/trial: 30 days; demo available.

Docgen for Salesforce might best be described as a compiler.

The integration can generate any type of document within Salesforce, provided that it has the required information and a template.

To create templates, you’ll need to use Microsoft Word in conjunction with the Nintex Field Tagger (Word add-in) to create variables and map the data appropriately.

Once this is done, Nintex Docgen will merge the requested data when the automation is triggered within Salesforce.

The app will also generate PDF files and send them via email as part of your standard process workflow.

Strangely, however, e-signing is entirely separate from Docgen and must be purchased separately.

On top of that, it’s worth pointing out that Docgen is a very small portion of the Nintex Automation Cloud platform.

The company offers far more robust (and expensive!) automation solutions. Companies looking to scale even further as an organization expands may find a home here.

Why switch?

• Can technically be used as a standalone tool.
• Document agnostic; can be used to generate any document.
• Uses a no-code approach for document generation.
• Good for teams who prefer building templates in Word.

4. Formstack (Salesforce & standalone)

Pricing: Core Plans starting at $66/month (annual billing); Salesforce Native Plans starting at $225/month (annual billing); enterprise plans available.

Ease of Use: 4.2/5

Functionality: 4/5

Support Options: Email; chat; phone; knowledge base.

Free Plan/Trial: 14-day trial available.

The Formstack product line has experienced significant growth in previous years as the company has purchased competitors and consolidated its platform into a multipronged software offering.

More recently, the company has added Salesforce Native Plans alongside their Core Plans, differentiating themselves from many competitors while enabling native document management and creation to take place directly inside Salesforce CRM.

Specifically, the Salesforce Native Plans allow the use of drag-and-drop form builders and use those forms to capture and update information within Salesforce records.

The forms also assist in automated document creation, since you can use the captured data to generate contracts in a single click.

One downside is that, as with Conga, you’ll need to purchase the signing module separately if you need a digital signature for your forms.

Because Formstack can be used as a standalone product, you can also use it outside of Salesforce to build forms, prepare documents, and improve productivity around document creation.

In this scenario, you can purchase each component of the platform separately or as a bundle with a significant discount.

The setup provides a huge amount of variation in how teams approach interacting with Salesforce.

Whether your team wants to work directly inside Salesforce or you’d rather take your data outside the platform, Formstack provides plenty of options to adjust your workflow.

Why switch?

• Plans for both standalone and native Salesforce integration.
• Both modular and bundle packages available.
• Can be used to update records automatically.
• Route form-captured data to multiple outputs.

5. Docomotion

Pricing: Starter ($10); Gold ($20); Platinum ($30). Minimum $3,000 usage fee per year. All plans per single user and billed annually.

Ease of use: 4.4/5

Functionality: 4.1/5

Support options: Email; phone; knowledge base.

Free plan/trial: 30-day free trial.

Much like Conga and other alternatives, Docomotion integrates with Salesforce to accelerate document generation.

Users can gather data from any field or object inside Salesforce and, using the Docomotion Designer, create documents in Microsoft Word (Windows only) that allows Salesforce to automatically insert data during the document creation process.

Perhaps the most unique feature Docomotion brings to the table is the ability to edit templates on the fly with its live editor.

After documents are generated, it’s possible to make any last-minute changes manually before sending.

This platform also features a low-level e-signing tool. It’s not as secure as DocuSign or PandaDoc (both of which are compliant with international regulations), but you won’t have to pay for an extra module in order to add signatures to documents.

Why switch?

• Live editing environment for generated documents.
• Template designing tools.
• E-signature capture. (Onboard, limited security.)
• Multiple document export options (PDF, HTML, etc.).

6. DocuSignCLM

Pricing: Customized by customer/use case.

Ease of use: 4/5

Functionality: 3.6/5

Support options: Email; phone; chat; knowledge base.

Free plan/trial: No free trial available; demo available.

As part of the DocuSign product line, DocuSign CLM integrates seamlessly with DocuSign eSignature and DocuSign Agreement Cloud.

For many users, DocuSign CLM is the next big step into the DocuSign environment after working with the company’s e-signature tool.

The CLM platform allows you to be more efficient when tracking your contracts through their entire lifecycle.

Documents can be generated through a mix of preconfigured templates and customer data, which can be added using Salesforce and other CRM tools.

For sales reps, this transforms everything from lead capture and contract generation into a plug-and-play system where they simply fill in the required contact information, add a few details, and generate a contract automatically.

Changes and revisions are tracked through the CLM platform, and the collaboration tools make it easy for multiple team members to contribute without the need for endless emails, legal reviews, and out-of-sync updates.

In fact, CLM’s workflow is similar to how PandaDoc handles CLM processes — just without our onboard document editor.

However, for Conga users, it’s worth noting that CLM only pulls data from Salesforce through integrations.

It doesn’t exist within Salesforce as an add-in like Conga Composer.

Switching to CLM will take you out of the software and to an entirely different user interface for contract generation and management.

Why switch?

• Powerful contract generation and lifecycle management tool.
• Standalone product with hundreds of integrations.
• Integrates with DocuSign e-signature software.
• Notable collaboration and negotiation functionality.

7. Cobblestone Contract Insight

Pricing: Customized by customer/use case.

Ease of use: 4.7/5

Functionality: 4.3/5

Support options: Email, Knowledge Base, Phone, Chat

Free plan/trial: 30-day free trial available.

In the same way that Conga offers end-to-end contract management, Cobblestone Software offers a diverse range of features, including the ability to store and search contracts, run advanced reports to optimize time allocation and monitor spend, and improve customer collaboration.

As with some of the other, more robust options on our list, Conga users switching into this platform will see a significant upgrade to CLM abilities in exchange for switching from Salesforce to a dedicated contracting platform.

All of these automation tools make it easier for account managers and reps to close deals quickly and continue to monitor each deal after it completes — all without ever having to worry about missing a deadline overlooking a key contract detail.

Going beyond contract management, Cobblestone also offers tools to assist with procurement, vendor management, and e-signing, so you’ll have the tools you need whether you’re drawing up a sales contract or purchasing a product/service for your own business.

Why switch?

• Standalone CLM platform with dozens of integrations.
• Offers deployed solutions in addition to cloud/web.
• Can connect to Salesforce for data collection.
• Add-ons / expansions available for PO tracking, vendor management, shipping/receiving, and more.

8. Agiloft

Pricing: Customized by customer/use case.

Ease of use: 4.2/5

Functionality: 3.4/5

Support options: Email, chat, phone, knowledge base.

Free plan/trial: No free plan available. Demo available.

As a Conga alternative, Agiloft is definitely a choice worth considering.

The company is used by major brands and boasts a 99.6% success rate for implementation.

It’s well-known, well-respected, and — for many — the final word when it comes to contract management solutions.

Compared with Conga, Agiloft offers a variety of similar features and services designed to help reps stay on top of contracts while providing customers with the ability to quickly view, sign, and return contracts.

However, while the platform can integrate with a variety of different platforms, including Word, Gmail, and Teams, using Agiloft for Salesforce requires the Advanced or Premium plan, plus an additional add-on fee.

The tradeoff is that you’ll be working with a platform that offers the majority of what you can get with Conga without the complications that come from modularity.

Like PandaDoc, Agiloft offers its CMS as a single product with multiple pricing tiers.

The advanced plans also feature document generation, clause libraries, approval workflows, and more, so you’ll have everything you need to build effective contracts and push them through the pipeline while mitigating risk and improving team visibility along the way.

Why switch?

• Standalone CLM platform with dozens of integrations.
• Includes document generation tools on advanced plans.
• Syncs and integrates with Salesforce data.
• Offers advanced tracking and storage tools for contracts.

9. Concord

Pricing: Customized by customer/use case.

Ease of use: 4.2/5

Functionality: 3.4/5

Support options: Email, chat, phone, knowledge base.

Free plan/trial: No free plan available. Demo available.

As a Conga alternative, Agiloft is definitely a choice worth considering.

The company is used by major brands and boasts a 99.6% success rate for implementation. It’s well-known, well-respected, and — for many — the final word when it comes to contract management solutions.

Compared with Conga, Agiloft offers a variety of similar features and services designed to help reps stay on top of contracts while providing customers with the ability to quickly view, sign, and return contracts.

However, while the platform can integrate with a variety of different platforms, including Word, Gmail, and Teams, using Agiloft for Salesforce requires the Advanced or Premium plan, plus an additional add-on fee.

The tradeoff is that you’ll be working with a platform that offers the majority of what you can get with Conga without the complications that come from modularity.

Like PandaDoc, Agiloft offers its CMS as a single product with multiple pricing tiers.

The advanced plans also feature document generation, clause libraries, approval workflows, and more, so you’ll have everything you need to build effective contracts and push them through the pipeline while mitigating risk and improving team visibility along the way.

Why switch?

• Standalone CLM platform with dozens of integrations.
• Includes document generation tools on advanced plans.
• Syncs and integrates with Salesforce data.
• Offers advanced tracking and storage tools for contracts.
• Offers document repository and reporting tools.

How we sourced our data

In order to accurately select and assess all the tools on our list, we analyzed reviews, feedback, and criticism from over 20 different websites and weighted what we saw based on website views and perceived authority.

To determine authority, our data sources were grouped into five cohorts based on monthly visitors (which we took from Semrush):

• >1.000.000 visitors;
• 500.000 – 1.000.000 visitors;
• 250.000 – 500.000 visitors;
• 50.000 – 250.000 visitors;
• <50.000 visitors

The websites with the highest visitor traffic and greatest domain authority were given more weight in our calculations and analysis while lower-traffic web and less authoritative websites were scored lower.

However, in-depth reviews and feedback were given considerable analysis and weighed carefully as part of our calculation.

We also closely reviewed a variety of websites, including several not listed in our final selection, in order to determine the best-fit alternatives to Conga, what features were offered, and which software tools were the closest fit to what we believe alternative shoppers are looking for.

Lastly, we also checked with our team and customers to better understand how businesses actually use sales tools, what features they were looking for, and which collaborative tools had been most beneficial to them.

Go beyond Conga with PandaDoc

If you’re looking for a stable and consistent platform with the ability to deliver a powerful experience to both users and customers, PandaDoc can help.

PandaDoc powers over 40,000 businesses, from freelancers to major corporations.

We offer competitive pricing options and can scale to match your needs.

Sign up now for a free 14-day trial or get in touch with one of our PandaDoc experts for a personalized demo.

Disclaimer

Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.

Originally published March 9, 2021, updated December 11, 2023