- Certified Partner
We're a Conga Partner.
From Quote to Contract to Cash. Automated.
Conga is the leading Revenue Lifecycle Management platform built on Salesforce. It replaces manual document creation, disconnected contract processes, and spreadsheet-based quoting with a unified, automated revenue workflow.
Certified Consulting Partner
80% +
Reduction in document generation time
2 days → hrs
Typical contract turnaround improvement
Zero
Pricing errors with CPQ guardrails
100%
Contract visibility inside Salesforce
About Conga
The Revenue Lifecycle Platform Built for Salesforce
Most sales teams close deals in Salesforce — then immediately leave it to build proposals in Word, route contracts through email, chase signatures in DocuSign, and track renewals in a spreadsheet. Every one of those steps is a risk: a wrong number, a missed approval, a lost contract, a renewal that slips.
Conga brings all of it inside Salesforce. Document generation pulls live data directly from your records. CPQ enforces your pricing and discount rules. Contract workflows route approvals automatically. E-signature happens in one click and the signed document lands back on the record. Renewals are tracked and triggered proactively.
As a certified Conga partner, Cloud Nexus implements the full product suite — configured to your document templates, approval rules, product catalog, and contract processes.
Document Generation
Auto-generate proposals, contracts, quotes, and SOWs from Salesforce data — formatted, branded, and ready to send in seconds.
CPQ (Configure, Price, Quote)
Guide reps through complex product configuration with guardrails, discount approvals, and accurate pricing every time.
Contract Lifecycle Management
Manage the full contract lifecycle — drafting, redlining, approval workflows, e-signature, and renewal tracking — inside Salesforce.
E-Signature
Send contracts and agreements for signature directly from Salesforce with real-time status tracking and automatic record updates.
Revenue Lifecycle Management
Unify quoting, contracting, billing, and renewals into a single revenue workflow — from opportunity to cash.
Renewal Automation
Surface expiring contracts, auto-generate renewal quotes, and alert the right reps before revenue is at risk
The Document Chaos Problem — And How Conga Fixes It
A pattern we see at almost every mid-market company that has outgrown manual document and contract processes.
Their Quote-to-Cash Process Was Held Together by Copy-Paste and Email
A professional services firm with 120 employees was closing deals in Salesforce but doing everything downstream manually. Proposals took 45 minutes to build — pulling data from Salesforce, pasting into a Word template, reformatting, sending as a PDF. Contracts were emailed back and forth with no version control. Approvals were routed via Slack. Signed documents lived in someone’s email inbox. Renewals were tracked in a shared spreadsheet that was always out of date.
- Reps copy-pasting data from Salesforce into Word documents to build proposals
- Pricing errors on quotes because product catalog and discounting rules live in spreadsheets
- Signed contracts stored in email inboxes instead of linked to Salesforce records
- Contracts going back and forth over email with no version control or audit trail
- Legal and finance approval loops taking days to route through email chains
- Renewals missed because no system was tracking contract end dates proactively
We Implemented Conga Across the Full Revenue Lifecycle
We implemented Conga Composer for document generation, building their proposal, SOW, and MSA templates with dynamic clauses that pull directly from Salesforce fields. We configured contract workflows with staged approvals that route to legal or finance based on deal size and contract type. We connected e-signature so executed documents land back on the Salesforce Opportunity automatically. Finally, we built renewal automation that surfaces at-risk contracts 90 days out and auto-generates the renewal quote.
- One click generates a fully formatted proposal or quote from live Salesforce data
- CPQ enforces pricing rules, bundles, and discount limits — no more spreadsheet math
- E-signature collected and signed contract stored directly on the Opportunity record
- Full audit trail on every document — who opened it, who changed what, when it was signed
- Contract templates with dynamic clauses eliminate copy-paste errors entirely
- Built-in approval workflows route legal and finance reviews inside Salesforce
- Renewal workflows trigger 90/60/30 days before expiry with auto-generated renewal quotes
45 min → 2
Minutes to generate a proposal
3 days → 4 hrs
Average contract turnaround time
0 missed
Renewals in the first year post-launch
"We went from building proposals in Word and emailing contracts around to clicking a button and having everything done inside Salesforce. Our reps spend their time selling, not formatting documents."
— VP of Sales, Professional Services Firm
"The renewal automation alone paid for the implementation. We had three major contracts expire without a renewal conversation last year. This year we haven't missed one."
— Chief Revenue Officer, Technology Company
Conga Product Suite
Which Conga Products We Implement
We implement the full Conga suite — individually or as an integrated platform depending on your needs.
Conga Composer
Document generation — proposals, SOWs, NDAs, invoices, reports
Best for: Any team generating repetitive documents from Salesforce data
Conga CPQ
Configure, price, quote — product rules, bundles, discount approvals
Best for: Sales teams with complex products, tiered pricing, or approval workflows
Conga Contracts (CLM)
Contract lifecycle management — drafting, redlining, approvals, storage
Best for: Legal and finance teams managing high contract volume
Conga Sign
Native e-signature with Salesforce record integration
Best for: Teams that want signature without leaving Salesforce or adding another tool
Conga Billing
Best for: SaaS and services companies managing recurring revenue
Best for: Any team generating repetitive documents from Salesforce data
Conga Revenue Intelligence
Document generation — proposals, SOWs, NDAs, invoices, reports
Best for: Any team generating repetitive documents from Salesforce data
Our Approach
Document Templates Are the Easy Part.
The Process Design Is What Matters.
Most sales teams close deals in Salesforce — then immediately leave it to build proposals in Word, route contracts through email, chase signatures in DocuSign, and track renewals in a spreadsheet. Every one of those steps is a risk: a wrong number, a missed approval, a lost contract, a renewal that slips.
Every engagement includes Salesforce data model review, because Conga is only as good as the data it’s pulling from your records.
Revenue Process Audit
We map your current quote-to-cash workflow — every document, every approval step, every handoff — to identify what Conga should automate.
Template & Logic Design
We design your document templates and conditional logic before building — defining which fields pull from Salesforce and how dynamic clauses work.
Salesforce Data Model Review
We validate that your Salesforce objects and fields are structured to support the data Conga needs to generate accurate, complete documents.
Configuration & Workflow Build
We configure Conga, build approval workflows, connect e-signature, and set up renewal automation — tested against real deal scenarios.
Training & Adoption
We train reps, operations, and admins — and document every template, workflow, and configuration decision for long-term maintainability.
GET STARTED
Ready to Automate Your Quote-to-Cash Process?
Book a free 90-minute audit and we'll map your current document and contract workflow — and show you exactly where Conga would eliminate the most friction.