Best Conga Alternatives Shortlist
Here’s my shortlist of the best Conga alternatives:
Managing document lifecycles can be a headache for project managers. You might find yourself overwhelmed by complex workflows, compliance issues, or just looking for a more intuitive interface than what Conga offers. These challenges can slow down your team's productivity and cause bottlenecks in the sales process.
I've spent time testing and reviewing various software solutions, and I'm here to share what I've found. In this article, I'll introduce you to some of the best alternatives to Conga. These tools offer unique features that can help alleviate your document management woes.
You'll get an unbiased look at each option, focusing on how they can meet your specific needs. Let's find the right fit for your team.
What Is Conga?
Conga is a document lifecycle management tool that helps businesses manage their documents from creation to storage. It's commonly used by professionals in sales, legal, and operations to ensure documents are accurate, compliant, and easy to access.
Its automation, contract management, and eSignature capabilities help improve workflow efficiency and reduce errors. Overall, Conga provides a centralized platform for managing business documents effectively.
Best Conga Alternatives Summary
This comparison chart summarizes pricing details for my top Conga alternative selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for flexible contract management | Free trial available | Pricing upon request | Website | |
| 2 | Best for electronic signatures | Free plan available | From $10/user/month | Website | |
| 3 | Best for cloud storage integration | Free plan available | From $20/month for 3 users (billed annually) | Website | |
| 4 | Best for integration with SAP systems | 90-day free trial + free demo available | From $3,200/user | Website | |
| 5 | Best for enterprise-level compliance | Free demo available | Pricing upon request | Website | |
| 6 | Best for procurement focus | Free demo available | Pricing upon request | Website | |
| 7 | Best for legal teams | 14-day free trial + free demo available | Pricing upon request | Website | |
| 8 | Best for public sector use | Free 30-day trial | From $59/user/month (min 5 seats, billed annually) | Website | |
| 9 | Best for AI-driven insights | Free demo available | Pricing upon request | Website | |
| 10 | Best for no-code customizations | Free demo available | Pricing upon request | Website |
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Zoho Projects
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Best Conga Alternatives Reviews
Below are my detailed summaries of the best Conga alternatives that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Agiloft is a contract lifecycle management platform designed for businesses needing customizable contract solutions. It serves industries like healthcare, government, and technology, focusing on contract creation, negotiation, and compliance management.
Why it's a good Conga alternative: Agiloft offers flexible contract management with features like customizable templates and automated workflows, making it a great choice for businesses with unique contract needs. The no-code platform allows your team to tailor the system to your processes without technical expertise. Its advanced reporting tools provide insights into contract performance and compliance. These features ensure that your team can efficiently manage contracts while adapting to changing business requirements.
Standout features & integrations:
Features include advanced reporting tools that give you insights into contract performance and compliance. Automated workflows help improve contract processes, reducing manual intervention. The no-code platform allows you to customize contract templates to fit your specific business needs.
Integrations include Salesforce, Microsoft Dynamics 365, SAP, Oracle, Docusign, Adobe Sign, Slack, Google Workspace, Box, and Dropbox.
Pros and cons
Pros:
- Real-time dashboards and reporting tools for insights into contract performance
- No-code architecture allows non-technical users to tailor workflows
- Customizable, dynamic templates and clause library for no-code authoring
Cons:
- Limited drag-and-drop tools
- Some fields don’t allow for auto-fill content
Docusign is an electronic signature and agreement cloud platform used widely by professionals in the legal, finance, and real estate sectors. It facilitates the signing, sending, and managing of documents digitally, ensuring fast and secure transactions.
Why it's a good Conga alternative: Docusign excels in providing secure electronic signature capabilities, making it a top choice for businesses needing reliable digital agreements. The platform offers features like real-time tracking and automated reminders to enhance document workflow. Its intuitive interface simplifies the signing process for both senders and recipients. These features make it highly effective for teams that prioritize quick and secure document handling.
Standout features & integrations:
Features include real-time tracking that lets you monitor the status of your documents. Automated reminders ensure timely actions from all parties involved. The platform's user-friendly interface makes it easy for anyone to sign and send documents without hassle.
Integrations include Salesforce, Microsoft 365, Google Workspace, Slack, SAP, Oracle, Workday, Box, Dropbox, and NetSuite.
Pros and cons
Pros:
- Automated signer reminder follow-ups for improved completion rates
- Real-time document tracking for visibility into views, signatures, and declines
- Provides secure electronic signatures (e-signatures) that comply with global laws
Cons:
- Version changes can be difficult to track
- Complex bulk-send setup
Box is a cloud content management and file sharing service designed for businesses to manage, store, and collaborate on documents securely. It serves industries like finance, healthcare, and media, focusing on secure document storage and collaboration.
Why it's a good Conga alternative: Box offers cloud storage integration, making it ideal for teams needing secure document access and collaboration. Its collaboration tools allow multiple users to work on documents simultaneously, ensuring efficient teamwork. The platform's security features help protect sensitive data and comply with industry standards. These capabilities make it a strong choice for businesses that prioritize secure document management.
Standout features & integrations:
Features include advanced security settings that protect your documents and data. Collaboration tools allow your team to work together in real-time, providing a smooth workflow. The platform's file-sharing capabilities ensure that documents are easily accessible to authorized users.
Integrations include Salesforce, Microsoft 365, Google Workspace, Slack, Docusign, Adobe Sign, Okta, Zoom, Trello, and Asana.
Pros and cons
Pros:
- Real-time collaboration with co-authoring features via integrations
- Enterprise-grade security, including encryption and granular access controls
- Strong cloud storage integration with 1,500+ applications
Cons:
- Slow to render PDFs
- Limited metadata fields
SAP is a document management solution tailored for businesses needing to manage, store, and access documents within their SAP ecosystem. It serves industries like finance, manufacturing, and retail, focusing on document storage, retrieval, and compliance with business processes.
Why it's a good Conga alternative: With its deep integration capabilities with SAP systems, this tool ensures smooth document workflows within your existing SAP environment. Features like centralized document storage and advanced search functions improve efficiency. Compliance tracking tools help your team adhere to industry regulations. These functionalities make it ideal for businesses already using SAP platforms.
Standout features & integrations:
Features include centralized document storage that simplifies access and retrieval across your organization. Advanced search capabilities make finding documents quick and easy. Compliance tracking ensures your business meets industry standards and regulations.
Integrations include SAP S/4HANA, SAP ERP, SAP Ariba, SAP SuccessFactors, SAP Concur, and Microsoft Office 365.
Pros and cons
Pros:
- Compliance tracking tools include version control, audit trails, and access controls
- Centralized document storage in a secure repository
- Deep integration with core SAP systems
Cons:
- Limited collaboration tools
- Slow document search speed
Icertis is an enterprise contract management platform designed to handle complex contract needs for large organizations. It serves industries such as automotive, healthcare, and financial services, focusing on contract compliance, risk management, and operational efficiency.
Why it's a good Conga alternative: Icertis excels in enterprise-level compliance with features like compliance tracking and risk management tools, making it ideal for large organizations. Its advanced analytics provide insights into contract performance and risks. The platform offers customizable workflows to fit your specific business processes. These features ensure that your team can manage contracts efficiently while adhering to industry regulations.
Standout features & integrations:
Features include advanced analytics that help you gain insights into contract performance and potential risks. Customizable workflows allow your team to tailor the contract management process to your specific needs. The platform also offers automated contract authoring to save time and reduce errors.
Integrations include Microsoft Dynamics, SAP, Oracle, Salesforce, Workday, Slack, Adobe Sign, Docusign, Box, and Dropbox.
Pros and cons
Pros:
- Standardized clause libraries, templates, and AI authoring
- AI-powered reviews provide advanced risk management insights
- Platform enforces internal policies and regulatory requirements
Cons:
- Complexity in initial setup
- Custom workflows can be less flexible than some competitors
Coupa is a cloud-based spend management platform designed for businesses to manage procurement, invoicing, and expense reporting. It mainly serves industries like retail, finance, and healthcare, focusing on optimizing spend and procurement processes.
Why it's a good Conga alternative: Coupa offers a dedicated focus on procurement, making it ideal for businesses that need to manage spending and supplier relationships effectively. Its procurement analytics provide insights into spending patterns and savings opportunities. The platform's automated approval workflows ensure efficient processing of purchase orders and invoices. These features help your team maintain control over procurement activities and drive cost savings.
Standout features & integrations:
Features include procurement analytics that help you understand spending patterns and identify savings opportunities. Automated approval workflows refine the processing of purchase orders and invoices. Supplier management tools ensure that you maintain strong relationships with vendors, enhancing procurement efficiency.
Integrations include Salesforce, SAP, Oracle, NetSuite, Workday, Microsoft Dynamics 365, QuickBooks, Xero, Slack, and Box.
Pros and cons
Pros:
- Automated approval workflows for requisitions, purchase orders, and invoices
- AI-powered procurement analytics
- End-to-end platform specifically for source-to-pay (S2P)
Cons:
- Limited document version control
- Report load times can lag with large amounts of data
Ironclad is a contract lifecycle management platform tailored for legal teams to manage contracts efficiently. It serves industries such as technology, retail, and manufacturing, focusing on contract creation, negotiation, and compliance tracking.
Why it's a good Conga alternative: Ironclad provides legal teams with tools like dynamic templates and automated workflows, ensuring quick contract turnaround. Its collaboration features allow multiple stakeholders to work on contracts simultaneously. The platform's compliance tracking ensures that your contracts meet industry standards. These features make it a strong choice for teams needing efficient and compliant contract management.
Standout features & integrations:
Features include dynamic templates that help you create contracts quickly and accurately. Automated workflows reduce manual steps in the contract process, saving time. Collaboration tools allow your team to work together efficiently, with real-time updates and feedback.
Integrations include Salesforce, Docusign, Adobe Sign, Google Workspace, Microsoft Office 365, Slack, Box, Dropbox, SAP, and NetSuite.
Pros and cons
Pros:
- In-platform editor and real-time redlining foster collaboration
- No-code workflow designer refines the contract process
- Dynamic templates and automated intake forms for quick contract generation
Cons:
- Clause tracking capabilities are not intuitive
- Customization adds complexity to workflow setup
CobbleStone Software is a contract management solution designed to support public sector organizations in managing contracts, compliance, and procurement processes. It serves industries like government, education, and healthcare, focusing on contract lifecycle management and vendor tracking.
Why it's a good Conga alternative: CobbleStone Software offers features such as vendor management and compliance tracking, which are important for public sector organizations. Its reporting tools provide insights into procurement processes and contract performance. Automated workflows help your team handle contracts more efficiently. These features ensure that public sector organizations can manage contracts while meeting regulatory requirements.
Standout features & integrations:
Features include vendor management tools that help you track and manage vendor relationships. Compliance tracking ensures your contracts meet industry standards and regulations. Reporting tools offer insights into procurement processes and contract performance.
Integrations include Salesforce, Microsoft Dynamics 365, SAP, Oracle, Docusign, Adobe Sign, Google Workspace, Box, Dropbox, and Slack.
Pros and cons
Pros:
- Detailed audit trails, version control, and alerts adhere to strict compliance requirements
- Workflow automation features speed approvals, notifications, and assignments
- Tools for managing the entire vendor lifecycle
Cons:
- Users report that template adjustments could be more intuitive
- Slow loading on large repos
Aavenir is a contract lifecycle management solution designed for organizations looking to enhance contract processes with AI-driven insights. It serves industries like finance, healthcare, and manufacturing, focusing on contract creation, negotiation, and compliance.
Why it's a good Conga alternative: Aavenir leverages AI to provide insights into contract data, helping your team make informed decisions. Its automated workflows reduce manual tasks, enhancing efficiency. The platform's analytics tools offer a deeper understanding of contract performance. These features enable your team to optimize contract management and drive better outcomes.
Standout features & integrations:
Features include automated workflows that save time and reduce manual intervention. Analytics tools provide insights into contract performance, helping you make data-driven decisions. The platform also offers customizable templates to fit your specific contract needs.
Integrations include ServiceNow, Salesforce, Microsoft Dynamics 365, Docusign, Adobe Sign, SAP, Oracle, Google Workspace, Slack, and Box.
Pros and cons
Pros:
- Analytics tools provide real-time visibility into key contract portfolio metrics
- Platform automates the entire contract lifecycle
- Avy AI automatically extracts data, flags contract risks, and provides insights
Cons:
- Occasional notification delays
- Limited template customization
Feathery is an AI-driven form builder and document automation platform, mainly serving insurance brokers, carriers, and wealth management firms. It excels in automating client onboarding, document management, and data collection processes.
Why it's a good Conga alternative: With its no-code customization capabilities, Feathery allows you to build tailored workflows without technical expertise. Its customizable visual layouts and conditional workflows enhance flexibility in managing documents. The platform's e-signature capabilities ensure secure transactions. These tools are helpful for teams looking to simplify complex data intake processes.
Standout features & integrations:
Features include a no-code form builder, which lets you create forms without needing coding skills. Document intelligence helps with data extraction and organization. E-signatures provide a secure way to finalize agreements, while automated workflows refine client onboarding.
Integrations include Salesforce, HubSpot, Plaid, Dropbox, Google Drive, Microsoft Teams, Slack, Docusign, Adobe Sign, and Box.
Pros and cons
Pros:
- Certified as HIPAA, SOC 2, and GDPR compliant
- Flexible document generation with auto fill, generation, and sign
- No-code, drag-and-drop editor
Cons:
- Limited automation depth
- No form-recovery option
Other Conga Alternatives
Here are some additional Conga alternatives that didn’t make it onto my shortlist, but are still worth checking out:
- HyperStart CLM
For quick contract setup
- Aline
For small business teams
- Laserfiche
For digital transformation
- Qwilr
For interactive proposals
- Concord
For contract collaboration
- Proposify
For proposal management
- Formstack
For form building
- Salesforce CPQ
For Salesforce users
- Oracle CPQ
For complex pricing needs
- OneSpan Sign
For secure e-signatures
Conga Alternatives Selection Criteria
When selecting the best Conga alternatives to include in this list, I considered common buyer needs and pain points related to document lifecycle management products, like compliance with industry regulations and the need for secure document storage. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Create, edit, and store documents
- Automate document workflows
- Track document versions
- Support e-sign functionality and electronic signatures
- Ensure compliance with regulations
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- AI-driven contract analysis
- Customizable templates
- Advanced reporting tools
- Real-time collaboration
- Mobile access capabilities
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive user interface
- Ease of navigation
- Accessibility across devices
- Speed of performing tasks
- Customization options
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to document templates
- Supportive chatbots
- Webinars for new users
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- Availability of live chat
- Response time to inquiries
- Help center resources
- Access to support tickets
- Availability of phone support
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Pricing transparency
- Features included in basic plans
- Cost compared to competitors
- Discounts for annual billing
- Free trial availability
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction and user experience, I considered the following when reading customer reviews:
- Consistency of positive feedback
- Commonly reported issues
- Praise for specific features
- Reported ease of use and learning curve
- Customer service experiences
Why Look For a Conga Alternative?
While Conga is a good choice for document lifecycle management, there are a number of reasons why some users seek out alternative solutions. You might be looking for a Conga alternative because…
- You need better integration with existing tools
- Your team requires more customization options
- You're looking for a more intuitive user interface
- You need a solution with lower pricing plans
- Your team needs faster implementation times
- You require better compliance tracking features
If any of these sound like you, you’ve come to the right place. My list contains several document lifecycle management options that are better suited for teams facing these challenges with Conga and looking for alternative solutions.
Conga Key Features
Here are some of the key features of Conga, to help you contrast and compare what alternative solutions offer:
- Document Automation: Creates professional documents with tools like Conga Composer and uses Conga Sign for eSignature solutions.
- Contract Lifecycle Management (CLM): Automates contract processes and makes quick decisions with AI support.
- Revenue & Commerce Solutions: Use Configure Price Quote (CPQ) for accurate quoting and automate billing systems.
- Integrations: Merge data from various CRMs and ERPs to simplify operations.
- Smart Conditional Logic: Customizes document sections and calculations for personalized outputs.
- Real-Time Editing: Edits documents on the go to ensure accuracy before sharing.
- Custom Branding: Maintains consistent brand visuals in documents and user interfaces.
- Secure Document Sharing: Shares documents via secure links to avoid email size limits.
- Cloud Storage Options: Store documents in preferred cloud services for easy access.
- eSignature Support: Integrates with eSignature providers to expedite transactions.
What’s Next:
If you're in the process of researching document lifecycle management, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.
