Watch the Demo
What you’ll see in this demo
Many people in your organization are likely focused on making commerce successful, but are they able to all see the view they need to be successful while ensuring they have a complete and consistent commercial picture? Well, what if there was an intelligence layer that does just that?
Welcome to One Amazing About Conga. Today we’re talking with Elise Terrill, Senior Manager, Demo Excellence at Conga and they will be sharing one amazing thing about Conga’s AiMe with us today.
About The Guest
Elise Terrill leads demo excellence and pre-sales enablement at Conga, where she is redefining how
enterprise revenue teams communicate value at scale. With a career rooted in complex SaaS sales —
including three-plus years at Oracle and a rise through Conga's own sales engineering ranks — she
brings rare fluency across the full revenue lifecycle: from CPQ and contract management to AI-driven
automation.
In her current role, Elise architects the programs, content, and coaching frameworks that equip pre-
sales and field teams to win in competitive enterprise deals. She has taken the stage at Conga's flagship
events — SKO and Conga Connect — and is recognized for her ability to translate technical complexity
into business impact. Her work sits at the intersection of strategy, storytelling, and execution.
Elise Terrill on LinkedIn: https://www.linkedin.com/in/elise-terrill/
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Resources
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From the creators and host of the award-winning The Agile Brand™ with Greg Kihlström podcast, comes One Amazing Thing About… with Greg Kihlström, a show that puts the spotlight on the latest and greatest MarTech products and platforms by showcasing one feature that makes them… amazing.
Transcript
Greg Kihlström (00:00)
Many people in your organization are likely focused on making commerce successful, but are they able to see the view they need to be successful while ensuring they have a complete and consistent commercial picture? Well, what if there was an intelligence layer that does just that?
Welcome
to one amazing thing about Conga Today we’re talking with Elise Terrill, Senior Manager Demo Excellence at Conga, and she’s going to be sharing one amazing thing about Conga’s AiMe with us today. Elise, welcome to the show.
Elise Terrill (00:36)
Hi Greg, thank you so much for having me. Super excited to chat with you today.
Greg Kihlström (00:41)
Yeah, looking forward to seeing this in action in a in a second here. Before we do that, why don’t you give us a little background on yourself and your role at Conga?
Elise Terrill (00:48)
Yeah, absolutely. My background is in SaaS, primarily client-facing deal work. I spent a few years at Oracle in the CPQ and e-commerce space, which was a great foundation because you’re constantly in the weeds, right? Voting, price and complexity, the handoffs between sales and legal and finance. Then I joined Conga, where I continued to help clients find friction in their commercial processes and uncover any areas for potential growth.
Now I equip our go-to-market teams to do the same with their clients. So a lot of my career has been spent in quoting, contracting, renewals, revenue recognition, which I know probably sounds a little unsexy, unglamorous, but it’s actually where a lot of that revenue risk lives, and organizations are constantly looking to improve.
Greg Kihlström (01:39)
Yeah, yeah, I love it. So we’re gonna take a look in a second here, but before we do, what are you gonna show us today? What what’s the you know, who’s the audience for this and and why is it important to them?
Elise Terrill (01:48)
Yeah, absolutely. Today we’ll be talking about AiMe, which is Conga’s unified AI built to connect intelligence across the entire commerce engine, from pricing and quoting to contracting and ultimately to those renewals. Now, most organizations struggle to move deals efficiently across their departments, often resulting in delayed or even sometimes lost revenue, which impacts everyone from sales and finance all the way to business ops, legal, ID.
Big implications, right, when the bills aren’t getting paid. Now, there are a few big reasons for this, right? Fragmented data, manual processes, a lack of user adoption, just to name a few, right?
But
because Conga connects the full commerce chain with a comprehensive platform of CBQ, price optimization, CLM, and Billy, AMI really sits on top of your connected data and eliminates the manual handoff between those departments and teams. AiMe can also solve for user adoption, which is what we’ll primarily be talking about today. Now, quoting leveraging AMI creates the most frictionless process for your
Sales reps to both create, modify, discount, and send that quote out the door. Now, I chose this AiMe workflow specifically because quoting is one of those places where almost everyone sees some struggle, sees room and areas for improvement. Now, at the end of the day, nobody wants to be responsible for a delayed deal, a deal that takes three days to get out the door from a sales rep point of view.
From a sales leadership point of view, you have a quota to hit, right? And being able to hit that quota is imperative to ultimately answer to everyone else in the business. Finance and ops also don’t want discounts to go untracked, errors to creep in. So this workflow really benefits everyone within that full commerce chain.
Greg Kihlström (03:55)
Yeah, love it. So yeah, let’s take a look. Why don’t you share your screen?
Elise Terrill (03:59)
So here we are in Conga, right? And today I’m a new sales rep, just joined the team, looking to see all of my quotes with Kanga. Now, by the way, I could also surface this information in Microsoft Dynamics, in Salesforce, or in HubSpot. So really connecting in the system that you’re working in today.
Now, I very well could go through the process of manually creating a quote. I could put in some information, but today we’re going to leverage AiMe to help us with that process. Now
You can see here AiMe in kind of a full screen view. In a few minutes, we’ll talk about how AiMe is able to meet you where you are in an actual quoting context. Now, the first thing that we’re going to do with AiMe here is ask AiMe what it can help with. So, some frequently used prompts that we can leverage in this process to expedite our workflows. AiMe is
Thinking through the question that we’re asking it, we can see that thought tracing here. I can see from just a quick glance that AiMe can help create a quote, it can help us find our quotes, it can search products, approvals, really everything within that quoting process. Now, today my goal is clear. So I am going to ask it to create a quote for Alpha Industries. We’ll be leveraging a specific price.
List here and simply once I kick that process off, it’s going to do a couple of things. So, one, it’ll obviously synthesize the information that we’re providing. It will also tell us if there’s another quote that exists with that same name. So in this case, we’re just going to ask it to proceed anyway.
With that iterative back and forth process. Now it’ll tell us if it needs additional information to create this quote with that conversational UI. Now, our quote has been created. I can see here that Alpha Industries Office Improvement. If I wanted to continue the process within this UI, I absolutely could. I could do things like ask it to add products. But today let’s take a look at the quote it’s actually created. So it’s taken all of the data.
That we entered first, it’s created an actual quote record, it’s normalized that data to include everything that we need here on this actual quote record. Now you can see just from a quick glance, and also because we went through this just a couple of seconds ago, that we don’t have any line items or products added to our cart just yet. But leveraging AiMe from this user interface, we can start to interact with this quote.
I could go through, I could add manually, I could do all the things that I was doing in that last UI, but today we’re going to use voice to text to ask it to give us a little bit of help. So my client is interested in an industrial printer. What are my options? Using that voice to text, I’m able to ask the
AI to query that entire catalog and pull everything that’s relevant to this particular client because they’re looking for an industrial printer. So it’s synthesizing that catalog in just a second we’ll be able to see all of the products that are relevant to this particular query.
Alright, so here are all of our printer options. Now I’m a little bit curious as to what the difference is between the FB700 model and the LX850. So I’m simply just going to ask it to compare FB7600 and LX850.
It will pull all of the details for this particular product and compare it to another. We can also prompt it with things like what is best given the context of this particular customer. So in this case, which is best for high resolution printing?
So, really guiding that sales rep who may be new to your organization through this process so that they’re able to surface what they need to get this quote out the door. Now that helps with the context, right? Because in this case, I can see the LX 850 is the better choice for that high-resolution printing. So driving that decision and that deal forward. So let’s go ahead and add.
10 of the LX 850 and 5 of the FB 7600. In just a second, it will add those to cart. You’ll those line items surface on that left-hand side. So, really pulling in what we need here, I can see those quantities have been added. It’s given me a success here. And at this point, I can do a number of things. So I’m going to add a 10% discount.
To the total, and you can see that 10 million cost reduced down to 9,000. So really being able to interact with the AI here to be able to get that deal to a point where we can create a proposal and send it out to our customer.
Now, in this case, I’m not going to go through an approval. I know that a 10% delta isn’t going to move the needle for my organization, so the approval process isn’t necessary. In this case, I’m simply just going to review and finalize the quote, which will allow me to move this further on through the process. Now
Once that’s done, I can do a number of things. So I can generate a quote document, I can send that for e-signature. We’re going to jump ahead just a little bit and take a look at what that contract or that quote looks like once we’ve created the proposal. Now
Conga, like I said, is a connected commerce experience. So not only are we providing that quote capability and that contract capability, but we have the ability here to leverage Conga’s e-signature as well. So if your organization wants everything with one vendor, we absolutely can accommodate that here. So I can see here, I can simply sign my quote and confirm its receipt.
Now, when we take a look back at our record here, I can see we’ve got a document, our executed document has come through, right? That is going to be the quote that we just signed.
So at this point, this can take on any form or fashion, right? I can accept this quote. Maybe if they rejected this quote, it would go back through, we would continue to make changes. In this case though, I am going to simply accept the quote, moving it into kind of a different status.
You can see here when I accept that quote, we’ve got an order that’s created. So really continuing that process through. We can also create a contract directly from this quote as well. So I can see here create contract.
At this point, I’m going to create an MSA. I’m going to include those two line items, really moving this information from this quoting process into a legal space, right? Where they continue on through terms and conditions after that contract has been created, and I enlist their help in this process.
So I can quickly see our contract here. Our line items will flow downstream, and you can see those here on the record as well. So really connecting those two systems or those two teams rather between that quoting process with AiMe and now within that contracting space.
Greg Kihlström (12:40)
Love it. Well, yeah, no, it’s great, great to see this. And I mean, I think, you know, there’s there’s a number of things that just get made so much more simple just with, you know, you previewed the voice feature, the as well as the the chat feature as well. So, you know, I I would imagine I mean the the system already has a lot of s of features available, but just being able to rely on AiMe in this case to be able to do some of those things must save time and
And just streamline things quite a bit.
Elise Terrill (13:07)
Absolutely.
I mean it’s it’s a user adoption story, right? A lot of organizations, especially now, are growing. You may not have that tribal knowledge from your organization to know how to actually interact and quote with the system. It really just expedites your knowledge of the quoting process and allows you to really bridge the gap between maybe a previous organization who le have leveraged something else and your organization that now uses Conga.
Greg Kihlström (13:34)
Yeah, yeah, love it. Well, Elise, thanks so much for joining today. if people want to learn more, get learn a little bit more and and get in touch, what’s the best way for them to do that?
Elise Terrill (13:44)
Yeah,
absolutely. So Conga’s website is a great a great place to observe all of the various different aspects of that commerce chain that we really sit within. That’s actually what makes commer or what makes Kanga really worth talking about beyond just that quoting use case is everything else that Kanga provides, whether it’s contracting, whether it’s billing, rebates, everything is all within the same platform. and you can
See more on CONGA’s website. Thank you so much for having me today.
Greg Kihlström (14:18)
Yeah, yeah, thanks so much for joining. Again, I’d like to thank Elise Terrill, Senior Manager Demo Excellence at Conga for joining the show. You can learn more about Elise and Kanga by following the links in the show notes.
