Optematic Conga implementation and integration services for CPQ, contract automation, and revenue operations workflows.
Enterprise Platforms

Conga Implementation, Integrations & Managed Services

What Conga Is

Conga is a suite of solutions commonly used to support quote-to-cash and contract/document workflows—including Conga Composer (document generation), Conga CPQ (configure/price/quote), and Conga CLM (contract lifecycle management).
Optematic provides Conga implementation, Conga integration services, and Conga managed services to help teams deploy Conga correctly, integrate it with systems of record (especially Salesforce), and keep it stable as processes change.

Document Generation and Output Automation (Conga Composer)

Conga Composer is used to generate proposals, order forms, invoices, and other documents from Salesforce data using templates and merge fields—often built and maintained using tools like Template Builder and Composer configuration settings.

Quoting and Commercial Logic (Conga CPQ)

Conga CPQ supports quote configuration, pricing logic, and guided selling workflows—typically tied closely to Salesforce objects and your sales process.

Contract Lifecycle Management (Conga CLM)

Conga CLM supports contract request/intake, clause and template standardization, negotiation, approvals, execution, and contract repository operations—often implemented with admin setup steps and package configuration.

Conga Composer Implementation

Optematic implements Conga Composer solutions including:

  • Template strategy and standardization (Word/PDF templates, outputs)

  • Merge field mapping and formatting for accurate document generation

  • Template build approach using Template Builder where appropriate

  • Composer configuration (solution behaviors, repositories, defaults)

  • Deployment patterns (buttons/launch points, solution records, governance)

Conga CPQ Implementation

Optematic provides Conga CPQ implementation services focused on:

  • Product/catalog structure and quoting workflows

  • Pricing rules, approvals, and quote generation alignment

  • Salesforce data model alignment and sales process fit
    Conga’s CPQ implementation guidance emphasizes defining the project, preparing for implementation, rollout, and long-term success.

Conga CLM Implementation

Optematic implements Conga CLM with emphasis on:

  • Contract request/intake workflow design

  • Template/clause standards and approval routing

  • Repository and metadata strategy for searchable contracts

  • Admin setup and configuration steps required to establish CLM in Salesforce environments

Systems Commonly Integrated With Conga

Optematic delivers Conga integrations connecting Conga to:

  • Salesforce (primary system of record for many Conga deployments)

  • ERP and finance platforms (NetSuite, SAP, Sage, Dynamics)

  • Billing and payments platforms (Stripe, Zuora, etc.)

  • Data and analytics environments for reporting and audit support

Reliability, Monitoring, and Error Handling

Conga workflows break in production when templates drift, field mappings change, or downstream systems reject payloads. Optematic designs integrations with:

  • Clear mapping ownership and change control

  • Failure visibility and rerun patterns where appropriate

  • Documentation and runbooks to keep operations stable

Ongoing Support After Go-Live

Optematic provides Conga managed services including:

  • Ongoing template maintenance (merge fields, formatting, outputs)

  • Composer configuration updates and governance

  • CPQ rule updates as pricing/packaging evolves

  • CLM workflow changes as legal processes evolve

  • Integration monitoring, fixes, and continuous optimization

Conga Implementation + Integrations + Operational Ownership

Many Conga projects fail due to template debt, inconsistent logic across CPQ/CLM, and poor ownership after launch. Optematic differentiates by:

  • Implementing Conga with scalable standards (templates, workflows, governance)

  • Integrating Conga into the revenue + finance stack (not just Salesforce)

  • Providing managed services so Conga stays reliable as your business changes

What You Get

With Optematic, Conga becomes:

  • Faster, more consistent document generation

  • More reliable quoting and approvals

  • Cleaner contract workflows and searchable contract records

  • Stable integrations that don’t silently fail

Optematic — Conga implementation, integrations, and managed services.

  • “Our quoting process was slow and inconsistent. Optematic implemented Conga CPQ rules and approvals that match how we sell, and reduced the number of exceptions that required manual intervention.”

  • “Optematic rebuilt our Conga Composer templates and standardized merge fields across teams. Document output is consistent now, and we’re no longer chasing formatting issues every time Salesforce fields change.”

  • “We needed contracting to be operational, not ad hoc. Optematic implemented Conga CLM workflows and continues to manage updates as legal and sales processes evolve. It stays stable even as we change templates and policies.”