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Conga X-Author for Excel | Microsoft Office & Excel Connector
Work in Excel. Stay in Salesforce. Utilize the Power of Microsoft Office
- Business Need
- Productivity
- Requires
- Sales Cloud
X-Author for Excel by Conga is a Salesforce Excel Connector which can update opportunities, assign leads, create quotes, upload data & more. Users have the power of Microsoft Office inside Salesforce. Admins drive toward 100% Salesforce adoption.
Highlights
Use Excel as a Salesforce UI for an infinite amount of use cases: opportunity forecasts, forms, grids for any object, territory re-assignments, compliance forms, data migration between orgs, multi-worksheet processes, risk assessments, import/export data
Use unlimited related and unrelated standard or custom objects simultaneously to create, retrieve, update, delete and upsert data across an infinite number of Microsoft Excel worksheets for a powerful data loader.
Formats include lists, parent-child (n-tier), matrices, transpositions and forms. Name lookups are resolved automatically with no need for IDs in most cases. Use existing Excel workbooks, Excel templates or start fresh in new Excel documents.
Provider Details
Conga
Houston, TX, United States
Conga is a B2B Software as a Service (SaaS) company that provides enterprise software for document generation, eSignature, configure‑price‑quote (CPQ), contract lifecycle management (CLM), and price optimization and management (POM). Founded in 2006, Conga is headquartered in Houston, Texas. The company serves organizations across multiple industries and supports commercial processes related to pricing, quoting, contracting, rebates, and revenue management. Conga’s software is designed to connect people, data, and workflows involved in commercial operations, helping organizations manage these processes within a unified system.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
X-Author is the complete Microsoft Excel Solution for Salesforce. Chooose between a variety of pricing packages for Pre-Configured Apps and Products to Build Your Own Apps!
Default Plan
$40 USD/user/month
Free trial available for 30 days
Lowest Starting Price