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Conga Billing
Implementation
Services

Your finance and RevOps teams deserve billing that runs itself. Perigeon delivers end-to-end Conga Billing implementation on Salesforce — from subscription and usage-based billing configuration to CPQ integration, consolidated invoicing, and automated billing adjustments.

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Subscription &
Renewal Automation

CPQ & Order
Integration

Assessment &
Billing Audit

Billing Configuration
& Rules

Usage Billing
Setup

Managed Services
& Support

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Platform Overview

What Is Conga Billing, and Why Do Salesforce Revenue Teams Need It?

Conga Billing is an enterprise billing automation platform that runs natively inside Salesforce, turning your accepted CPQ quotes into automated billing schedules, consolidated invoices, and accurate billing adjustments — without a single manual step.
Without dedicated billing automation, finance and RevOps teams are stuck stitching together CRM data, spreadsheets, and disconnected invoicing tools. Billing errors cascade into revenue leakage. Subscription renewals get missed. Revenue recognition requires manual journal entries prone to audit risk. Finance close takes weeks instead of days.
Conga Billing replaces that fragmented process with a structured revenue engine. Every billing model — recurring subscriptions, usage-based charges, milestone invoices, one-time fees, or hybrid combinations — is handled inside the same Salesforce org that drives your sales motion. For organizations managing significant recurring revenue or running multiple billing models simultaneously, the operational and financial impact is transformational.
Need the full revenue stack?
Explore our Conga CPQ Implementation Services — Perigeon implements CPQ and Billing together as a unified Quote-to-Cash platform.
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Billing Model Expertise

All Billing Models. One Salesforce Platform.

Conga Billing supports every billing model your business runs — often simultaneously within the same customer account. Perigeon configures the rules, proration logic, co-terming policies, and automation for each.

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Recurring / Subscription

Monthly, annual, or multi-year billing cycles with automated renewal, mid-term upgrade/downgrade handling, and co-terming for mixed-term portfolios.
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Usage-Based / Metered

Charge customers based on actual consumption — API calls, seats, transactions, or any measurable unit. Perigeon configures the usage rating engine and consumption ingestion pipeline.
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Milestone / Project

Invoice customers on completion of defined project deliverables or contract milestones. Used by professional services, construction, and healthcare organizations billing on outcomes.
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One-Time Charges

Setup fees, implementation charges, professional services, and hardware purchases billed alongside recurring subscriptions within the same invoice and billing schedule.
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Hybrid / Mixed

Multiple billing models applied to a single customer account simultaneously — a base subscription plus usage overages plus professional services milestone charges on one consolidated invoice.

What Perigeon Delivers

Our Conga Billing Consulting & Implementation Services

From initial billing architecture design through ERP integration and post-launch managed services, Perigeon covers every layer of your Conga Billing deployment with certified consultants who specialize in revenue operations complexity.
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Billing Configuration & Setup

  • Billing rules engine setup for all billing models
  • Catalog, pricing, and billing alignment.
  • Billing schedule automation, trigger, frequency, and proration logic
  • Invoice template design with Conga Composer integration
  • Credit memo, refund, and adjustment workflow configuration
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CPQ & Salesforce Integration

  • Conga CPQ → Order → Billing handoff configuration
  • Order activation rules and billing trigger setup
  • Product catalog synchronization between CPQ and Billing
  • Salesforce Flow automation for billing lifecycle events
  • Payment gateway integration — Stripe, Braintree, Adyen
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Usage Billing & Adjustments

  • Usage-based billing setup — tiered and consumption pricing
  • Billing adjustment automation for upgrades, downgrades, cancellations
  • Mid-term order change handling with automatic invoice recalculation
  • Credit memo and refund workflow configuration
  • Revenue tracking dashboards and billing performance reporting
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Managed Services & Optimization

  • Post-launch billing rule updates and product catalog changes
  • New billing model configuration as business grows
  • User training and change management for finance and RevOps teams
  • Quarterly health checks and Conga Billing version upgrades
  • Priority support SLAs — US and India time zones

Our Delivery Methodology

How We Implement Conga Billing

Billing implementations fail when the product catalog is misaligned with the billing engine. Our methodology resolves that upstream — before any rules are configured — so every downstream process works correctly the first time.

Step 1

Discovery & Billing Architecture Design
We begin with a deep audit of your current billing operations — how charges are currently calculated, what billing models you need, what your CPQ product catalog looks like, and what your customers need to see on their invoices. This phase produces a Billing Architecture Document that drives every configuration decision that follows.

Billing model audit

Product catalog review

ERP mapping

Invoice requirements audit

Architecture document

Step 2

Billing Configuration & Rules Build
Our certified Conga Billing consultants configure the billing rules engine within your Salesforce org — setting up billing schedules, proration logic, co-terming policies, charge types, and invoice generation triggers for every billing model your business runs. Usage rating rules are configured for metered billing customers during this phase.

Billing rules engine

Proration & co-term logic

Usage rating setup

Invoice templates

Credit memo workflows

Step 3

CPQ, ERP & Payment Integration
We connect Conga Billing to your CPQ quote-to-order flow and your payment processing infrastructure. The CPQ-to-Billing handoff is configured so that every approved quote automatically creates the correct order and billing schedule — no manual steps between the sales close and the first invoice.

CPQ order handoff

Order activation rules

Payment Gateway Setup

Flow Triggers

Billing Triggers

Step 4

Usage Billing, Adjustments & Reporting
For organizations using usage-based or metered billing, we configure the usage rating rules during this phase — setting up tiered pricing tiers, consumption record ingestion, and accurate per-cycle invoice calculation. Billing adjustment workflows for mid-term upgrades, downgrades, and cancellations are tested against real order scenarios. Revenue tracking dashboards are configured to give finance and RevOps full visibility into billing performance.

Usage rating rules

Tier pricing setup

Adjustment automation

Revenue dashboards

Finance reporting

Step 5

UAT, Finance Sign-Off & Go-Live
Structured UAT sessions with your finance, RevOps, and IT stakeholders validate that every billing rule, invoice calculation, and billing adjustment produces the exact output your business requires. Finance and RevOps team sign-off is a go-live gate — not a post-launch fix. Production deployment is followed by 30 days of dedicated hypercare support.

Finance UAT sessions

Revenue recognition testing

ERP reconciliation checks

Production deployment

30-day hypercare

Full Revenue Stack

Conga CPQ + Billing: The Complete Quote-to-Cash Stack

Perigeon implements CPQ and Billing as a unified revenue platform — not two separate projects. The result is a seamless flow from the first sales quote to the consolidated invoice, entirely within Salesforce.
Most Conga partners implement CPQ and Billing as separate projects with a manual handoff between them. Perigeon implements them as a single, end-to-end revenue workflow — because the CPQ product catalog, pricing rules, and order structure directly determine how Billing schedules are created and how invoices are generated.
When CPQ and Billing are configured in isolation, the result is product catalog mismatches, incorrect billing schedule triggers, and invoicing errors that your finance team has to manually correct. When they are implemented together with a unified data model, the entire Quote-to-Cash workflow runs without manual intervention from accepted quote to generated invoice.
What this means for your team: Sales closes a deal in CPQ. Billing schedules are created automatically. Consolidated invoices go out on schedule. Finance has real-time visibility into billing performance from Salesforce dashboards — no spreadsheet reconciliation required.
Explore our Conga CPQ Implementation Services

Vertical Expertise

Conga Billing Implementation Across Key Industries

Billing complexity varies significantly by sector. Compliance obligations, billing model mix, and ERP environments differ between SaaS, manufacturing, and healthcare. Our industry-specific billing templates and configuration experience mean you are not starting from zero.
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SaaS & Hi-Tech

Subscription lifecycle management, usage-based metered billing, proration for mid-cycle changes, automated renewal management, and billing adjustment automation. The complete SaaS billing stack on a single Salesforce platform.
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Financial Services

Subscription and usage-based billing for fee-based financial services. Flexible billing plans to match complex payment terms. Consolidated invoicing for customers with multiple products and services. Customized reporting and billing performance dashboards.
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Healthcare & Life Sciences

GPO contract billing and milestone-based clinical trial invoicing. Per-procedure usage billing configured in Conga Billing. Subscription billing for recurring healthcare service agreements and consolidated invoicing for multi-service accounts.
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Manufacturing

Equipment-as-a-service and pay-per-use billing for servitization models. Hardware + software + support bundle billing on consolidated invoices. Warranty and maintenance contract recurring billing with automated schedule management.

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Logistics & Transport

Usage-based billing for per-mile, per-pallet, and per-shipment pricing models. Carrier agreement billing automation. Volume-tier pricing with automated rate recalculation based on actual consumption data.
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Professional Services

Milestone and project-based billing tied to contract deliverables. Time and materials billing from Salesforce project records. Retainer billing automation. SOW billing integrated with Conga CLM contract lifecycle management.

Our Differentiators

Why Choose Perigeon as Your Conga Billing Partner?

There are several Conga partners in the market. Here is what makes Perigeon the right choice for organizations that need a reliable, experienced team behind their billing deployment.
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CPQ + Billing Full Stack

Most Conga partners specialise in CPQ or Billing — not both. Perigeon implements CPQ and Billing together as a unified Quote-to-Cash platform, eliminating the catalog mismatches and data handoff errors that occur when two separate partners configure them independently.
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Global Delivery & Managed Services

Delivery teams across the US and India provide coverage across time zones — so your billing configuration issues are resolved without waiting for the next business day. All communication runs through a single accountable project manager, with post-launch managed services for ongoing billing rule updates and Conga version upgrades.
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Consolidated Multi-Model Invoicing

Conga Billing’s most powerful feature is generating a single, consolidated invoice that combines subscriptions, usage charges, milestone payments, and one-time fees for the same customer. Perigeon configures the invoice consolidation rules, custom billing plan structures, and flexible invoice templates so your customers receive clear, accurate invoices regardless of how complex their billing mix is.

Salesforce-Native Billing Depth

Because Conga Billing runs entirely within Salesforce, there is no external system to maintain, no integration layer to break, and no data sync to manage. Perigeon configures the billing engine, product catalog, and invoice rules directly inside your existing Salesforce org — giving your finance and RevOps teams a single source of truth for all billing operations.
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Billing Model Breadth & Complexity

Most billing implementations handle one or two models cleanly. Where Perigeon adds distinct value is in organizations running hybrid billing — a base subscription plus usage overages plus milestone payments for the same customer, all consolidated on a single invoice. We configure the billing plan structures, proration logic, and adjustment rules that make complex models work without manual workarounds.
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Renewal & Subscription Automation

Subscription renewals are one of the highest-value automation opportunities in Conga Billing. Perigeon configures the renewal automation triggers, subscription term management, and mid-term change handling — upgrades, downgrades, swaps, cancellations — so your RevOps team manages the entire subscription lifecycle without manual billing intervention at each customer change event.

Frequently asked questions

How long does a Conga Billing implementation take with Perigeon?
A Quickstart Conga Billing implementation focused on standard recurring subscription billing typically takes 4–6 weeks with Perigeon. More complex deployments involving usage-based billing, CPQ integration, multiple billing models, and consolidated invoice configuration typically range from 8–12 weeks. Every engagement begins with a scoped project plan so you know the timeline before work starts.

Yes. Conga Billing natively supports usage-based and metered billing models, where customers are charged based on actual consumption — API calls, seat counts, transaction volumes, or any measurable unit. Perigeon configures the usage rating engine, sets up consumption record ingestion, and builds the billing rules that translate raw usage data into accurate invoices. This is one of the fastest-growing billing models in SaaS, and Perigeon has the configuration expertise to implement it correctly.

Yes — this is one of Conga Billing’s most powerful features. A single customer can have a recurring subscription charge, a usage-based overage, a one-time professional services fee, and a milestone payment all consolidated onto a single, clean invoice. Perigeon configures the invoice consolidation rules, custom billing plan structures, and invoice templates so your customers receive one accurate invoice regardless of how complex their billing mix is. This eliminates the problem of customers receiving multiple separate invoices for a single order.

Conga Billing automates billing adjustments when a customer upgrades, downgrades, swaps, or cancels their subscription mid-term. Rather than requiring your billing team to manually calculate prorated charges or issue credit memos, Conga Billing recalculates the billing schedule automatically based on the order change — reducing errors and eliminating the manual workload that typically falls on finance and RevOps teams when subscription changes happen mid-cycle. Perigeon configures these adjustment rules during implementation to match your specific billing policies.

Conga CPQ and Conga Billing are designed to operate as a unified Quote-to-Cash stack within Salesforce. When a CPQ quote is approved and accepted, it automatically generates an Order in Salesforce. Conga Billing then picks up that Order, creates the appropriate Billing Schedule based on your configured billing rules, and generates invoices on the correct cadence. Perigeon implements both products and specialises in configuring the CPQ-to-Billing handoff — product catalog alignment, order activation rules, billing trigger configuration, and invoice generation setup across the full workflow.

Conga Billing provides comprehensive subscription management within Salesforce — covering subscription term setup, renewal automation, mid-term change handling (upgrades, downgrades, cancellations, swaps), co-terming for accounts with mixed subscription end dates, and automatic billing schedule adjustments when any of these changes occur. Perigeon configures the subscription rules, renewal automation triggers, and change-order workflows so your team manages the entire subscription lifecycle from within Salesforce without manual billing intervention.

Conga Billing supports all major billing models: recurring/subscription (monthly, annual, multi-year), usage-based/metered (charged by consumption), milestone/project-based (invoiced on deliverable completion), one-time charges, and hybrid models combining multiple types within a single customer account. Perigeon configures the billing rules, proration logic, co-terming policies, and adjustment workflows for each model — ensuring your billing engine handles real-world complexity without manual workarounds.

Ready to Automate Your Revenue Operations?

Talk to a certified Conga Billing consultant at Perigeon. We’ll review your current billing operations, map your billing models to Conga’s capabilities, and walk you through a realistic implementation plan — no obligation, no sales pressure.
sales@perigeon.com
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Ujval Shah

CEO, Perigeon Software Pvt. Ltd.
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+1 (302) 405 3258

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