Octiv
Octiv (doing business as Conga) provides an enterprise revenue and commerce platform built around automated document generation, eSignature, contract lifecycle management, CPQ, billing, and AI-driven price optimization, serving sales, legal, finance, and operations teams across 60+ countries.
- Company typePrivate
- Founded2010
- HeadquartersIndianapolis, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Octiv does
Octiv, operating under the trade name Conga, is a privately held enterprise software company founded in 2010 and headquartered in Indianapolis. The company provides a unified revenue and commerce platform centered on document automation and agreement execution. Its core technology stack comprises Conga Composer, which automatically generates branded Word, PDF, PowerPoint, Excel, and HTML email documents by merging real-time data from any CRM, ERP, or cloud source, and Conga Sign, an enterprise-grade eSignature solution with built-in authentication. These are extended by platform modules covering contract lifecycle management (Conga CLM), configure-price-quote (Conga CPQ), billing (Conga Billing), price management and AI-driven price optimization, and the AIME AI-powered intelligence layer.
The business model is subscription-based enterprise SaaS with quote-based, annual pricing and no publicly disclosed tiers. Go-to-market is direct enterprise sales supported by a partner ecosystem and a deep co-marketed integration with Salesforce. The platform serves horizontal business functions (Sales, Legal, Finance, Support, Marketing, HR) across seven named verticals: technology, financial services, healthcare, life sciences, manufacturing, transportation and logistics, and distribution. Conga reports presence in 60+ countries and adoption by over half of the Fortune 50, with named customers including Mitsubishi HC Capital America, Patient Point, and Accesso among others. Leadership includes Chairman Scott Dorsey, VP of Product Rachel Clark, and VP of Enterprise Sales John Kwiatkowski; the company has raised approximately $18.15M across five funding rounds from 2013 to 2016, with investors including Allos Ventures, GE Ventures, Greycroft, High Alpha, Hyde Park Venture Partners, TMD Ventures, and FundersClub.
Octiv firmographics
Firmographics- Name
- Octiv
- Legal name
- Conga Corporation
- Website
- https://octiv.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Octiv (doing business as Conga) provides an enterprise revenue and commerce platform built around automated document generation, eSignature, contract lifecycle management, CPQ, billing, and AI-driven price optimization, serving sales, legal, finance, and operations teams across 60+ countries.
- Ownership category
- akta.pro rank
Octiv industry classification
Industry- Product category
- Document Automation & Revenue Lifecycle Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Enterprise Content Management (ECM) Suites (HDAEAGAB)
- akta.pro secondary industries
- Contract Lifecycle Management (CLM) & Document Generation/Templating (HDAEAGAL), eSignature, Forms & Digital Workflow Platforms (HDAEAHAJ), E-Signature & Digital Transaction Management (DTM) (HDAEAGAF)
Keywords
Where Octiv is headquartered
LocationHeadquarters
- HQ city
- Indianapolis
- HQ country
- United States
- HQ region
- North America
Markets served
Octiv business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Document Automation Software: Subscription-based document automation and eSignature solutions. Pricing is quote-based and not publicly disclosed, indicating enterprise-focused sales with custom pricing based on usage, features, and company size.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise pricing - custom quote-based |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Octiv product offering
Product offeringCore offering
Octiv provides a document automation and revenue lifecycle platform that enables businesses to generate, negotiate, sign, and manage contracts and other business documents from data housed in CRM and ERP systems. The product suite includes document generation (Composer), electronic signature (Sign), contract lifecycle management (CLM), configure-price-quote (CPQ), billing, and AI-driven price optimization (Price Management, Price Optimization, AIME) for mid-market and enterprise customers.
Product overview
Conga offers a unified Revenue and Commerce platform combining document automation and agreement execution with pricing and contract management solutions. The core products are Conga Composer for document generation and Conga Sign for eSignature, which work together as the trusted duo in automated document creation and agreement execution. Additional modules include Conga CLM for contract lifecycle management, CPQ for configure-price-quote, Conga Billing for invoicing, and Price Management/Price Optimization for AI-driven pricing intelligence. AIME provides AI-powered intelligence across the commerce chain. The platform integrates with any CRM, ERP, or system of record and is used in 60+ countries with Fortune 50 customers.
Differentiator
Problem solved
Functional benefit
Brands
- Conga Composer: Automated document generation software that creates polished, on-brand documents using real-time data from any system
- Conga Sign
- Conga CLM
- Conga Billing
- AIME
- Conga CPQ
Products and services
- Conga Composer Document generation product that merges data from CRM, ERP, and other systems into customized, branded business documents for sales, legal, and operations teams.
- Conga Sign Electronic signature solution that enables digital transaction management and signing of generated documents, supporting agreement execution workflows.
- Conga CLM Contract lifecycle management software that manages the full contract workflow from authoring through negotiation, execution, and renewal.
- Conga CPQ Configure-Price-Quote solution that enables sales teams to configure products, apply pricing rules, and generate accurate quotes for customers.
- Conga Billing Billing product that automates invoicing and revenue recognition processes as part of the end-to-end revenue lifecycle.
- Price Management Pricing management product that centralizes price lists, rules, and approvals across products, customers, and channels.
- Price Optimization Optimization product that uses analytics to recommend prices that improve margin and competitiveness across the portfolio.
- AIME AI-driven pricing engine that powers Octiv's price optimization capabilities, applying machine intelligence to pricing decisions.
Quantifiable outcome
- Reduces errors and ensures compliance through automated document creation
- +1 more outcomes
Companies that use Octiv
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles2 records
Octiv technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature4 records
Octiv partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- SalesforcecoreDeep integration with Salesforce CRM enabling document generation and eSignature directly within Salesforce workflows. Document automation embedded into Salesforce processes for seamless sales operations.
- Conga and SalesforcecoreDedicated Salesforce partnership page (conga.com/salesforce) for customers using Salesforce to access Conga document automation solutions.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Octiv competitors and assessment
Company assessmentDirect peers
- Icertis: Icertis is a leading enterprise Contract Lifecycle Management (CLM) vendor. It competes directly with Conga CLM for Fortune 500 legal and procurement contracts, often in head-to-head enterprise deals.
- Coupa Software: Coupa provides CLM and procurement solutions alongside its spend management platform. It overlaps with Conga CLM and Conga Billing for enterprise procurement and contract workflows.
- DocuSign: DocuSign is the dominant eSignature and agreement management platform. It directly competes with Conga Sign and increasingly with Conga CLM, serving the same enterprise sales, legal, and procurement buyer personas.
- Agiloft: Agiloft is a CLM vendor focused on customizable contract management for enterprise and government. It competes with Conga CLM and is a frequently shortlisted alternative in enterprise CLM evaluations.
- PandaDoc: PandaDoc offers document automation, proposal, eSignature, and CPQ functionality aimed at sales teams. It is a direct peer to Conga Composer, Sign, and CPQ, especially in mid-market and SMB segments.
- OneSpan (formerly VASCO): OneSpan provides eSignature, identity verification, and agreement security solutions. It directly competes with Conga Sign for compliance-heavy enterprise and regulated-industry eSignature use cases.
Broad incumbents
- Adobe (Acrobat Sign): Adobe bundles Acrobat Sign and PDF tools across its broader Document Cloud and Creative Cloud portfolio. Adobe is a broad incumbent that competes with Conga Sign and competes for document/CLM workflows as part of a much larger content and productivity suite.
- Salesforce (CPQ / Steelbrick / Sales Cloud): Salesforce bundles CPQ, document generation, and eSignature capabilities natively within its CRM. It is both Conga's deepest integration partner and a broad incumbent competitor for document automation, CPQ, and CLM workloads.
Emerging players
- Ironclad: Ironclad is a fast-growing CLM platform with strong AI-native positioning. It competes with Conga CLM in mid-market and enterprise segments and is a credible emerging challenger in digital contracting.
- Proposify: Proposify is a proposal and document automation tool for sales teams. It is an emerging competitor to Conga Composer in the SMB/mid-market proposal automation segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Octiv social profiles
Digital presenceOctiv financial estimates
Financial estimateRevenue estimate
Valuation estimate
Octiv leadership team
Management profileNumber of profiles
Profiles3 records
Octiv funding detail
Funding detailFunding overview
Funding rounds5 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Octiv M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Octiv
What does Octiv do?
Octiv provides a document automation and revenue lifecycle platform that enables businesses to generate, negotiate, sign, and manage contracts and other business documents from data housed in CRM and ERP systems. The product suite includes document generation (Composer), electronic signature (Sign), contract lifecycle management (CLM), configure-price-quote (CPQ), billing, and AI-driven price optimization (Price Management, Price Optimization, AIME) for mid-market and enterprise customers.
Is Octiv a public or private company?
Octiv is a private company. It is classified as venture growth investor backed and is currently operating.
When was Octiv founded?
Octiv was founded in 2010. It employs 51 to 100 people.
Where is Octiv based?
Octiv is headquartered in Indianapolis, United States, in the North America region.
How does Octiv make money?
One revenue line is on record: document Automation Software.
Who are Octiv's main competitors?
Direct peers on record are Icertis, Coupa Software, DocuSign, Agiloft, PandaDoc and OneSpan (formerly VASCO). Broad incumbents are Adobe (Acrobat Sign) and Salesforce (CPQ / Steelbrick / Sales Cloud). Emerging players are Ironclad and Proposify.
Does Octiv have an API?
No public API is recorded for Octiv.
What industry is Octiv in?
Octiv's product category is Document Automation & Revenue Lifecycle Software. Its primary akta.pro industry code is HDAEAGAB, Enterprise Content Management (ECM) Suites, with a secondary code of HDAEAGAL, Contract Lifecycle Management (CLM) & Document Generation/Templating. Its NAICS code is 5132 and its SIC code is 7372.