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The Fashion Genome platform for hyper-personalized sizing and conversion optimization.

Unifying Revenue Lifecycle Management through AI-driven CPQ and CLM automation.

Conga, formerly Apttus, is a pioneer in the Quote-to-Cash and Revenue Lifecycle Management (RLM) space. In 2026, its architecture is centered around the 'Conga Revenue Lifecycle Cloud,' a multi-tenant SaaS platform that bridges the gap between CRM and ERP systems. The technical core leverages the 'Max' AI engine, which uses machine learning to provide real-time pricing guidance, contract risk scoring, and automated renewal insights. Unlike legacy systems, Conga offers deep bi-directional integration with both Salesforce and Microsoft Dynamics 365, utilizing a unified data model to eliminate silos between sales, legal, and finance departments. Its 2026 market position is defined by its ability to handle complex, high-volume configuration rules through a high-performance calculation engine that processes thousands of line items in seconds. The platform has evolved into an 'Intelligent Commerce' ecosystem, where AI doesn't just automate tasks but proactively identifies revenue leakage and cross-sell opportunities within existing contract portfolios.
Conga, formerly Apttus, is a pioneer in the Quote-to-Cash and Revenue Lifecycle Management (RLM) space.
Explore all tools that specialize in e-signature workflows. This domain focus ensures Conga (formerly Apttus) delivers optimized results for this specific requirement.
Conversational AI built on proprietary LLMs for querying contract data and generating quotes via voice or text.
A patented technology that turns Microsoft Excel into a UI for Salesforce/Conga data management.
OCR and ML-driven extraction of data from legacy third-party paper contracts.
An off-platform calculation service designed to handle millions of price calculations without hitting CRM governor limits.
Integrated e-signature solution native to the revenue workflow.
A single schema connecting leads, quotes, contracts, and invoices.
Server-side logic for merging complex data into pixel-perfect branded documents.
Provisioning of Conga Revenue Lifecycle Cloud instance.
Integration setup with Salesforce or Microsoft Dynamics via Managed Package or OAuth2.
Configuration of the 'X-Author' for Excel plugin for administrative data mapping.
Definition of Product Catalogs, Price Lists, and Constraint Rules in the CPQ engine.
Setup of Template Library for CLM using the Conga Composer engine.
Mapping of Workflow Rules for contract approvals and legal review cycles.
Training and Activation of 'Max' AI for contract metadata extraction.
User Role and Permission Set assignment within the Conga Grid.
Execution of UAT (User Acceptance Testing) in a dedicated sandbox environment.
Final production cutover and historical data migration for existing contracts.
All Set
Ready to go
Verified feedback from other users.
"Users praise the deep integration with Salesforce and the robustness of the document generation engine, though some find the initial configuration complex."
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