Conga CollaborateConga
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SalesDoc ArchitectCors Productivity Solutions
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Related Products
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About
Cut back on the time your sales teams spend creating content and piecing together information for their proposals with Conga Collaborate. Gain time back with engaging online documents. Say hello to increased productivity and streamlined workflows. Create customized documents with the right content at the right time, based on the data in Salesforce. Your reps will be able to focus on selling, instead of pulling together their proposals. No more errors and more time to connect. Your proposal makes your case. Engage your audience quickly with rich media like video. Real-time notifications, tracking and analytics let you see how your prospect is interacting with the document you sent for timely follow up. Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end.
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About
SalesDoc Architect (SDA) automates and streamlines your entire sales process. Your sales team will collaborate better and use SDA’s automation to generate customized proposals, statements of work, and other sales documentation eliminating mistakes and scope creep that can erode margins long after the sale. SalesDoc Architect utilizes Excel formulas to create rules and workflow logic starting at the initial configuration level. Workflows can be programmed to automatically include products and services that are often forgotten. Answers to qualification and discovery questions can drive solution configuration rules and also flow into output documents such as proposals and statements of work. Workflow rules can also be used to require engineer or management approvals based on margin, total sale price, product configuration scenarios, or any variety of conditions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Mid-size to large enterprises
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Audience
Proposal Management solution for individuals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationConga
Founded: 2006
United States
conga.com/products/documents/conga-collaborate
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Company InformationCors Productivity Solutions
Founded: 2003
www.corspro.com
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Categories |
Categories |
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Proposal Management Features
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control
Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Integrations
Conga Contracts
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