Audience
Mid-size to large enterprises
About Conga Collaborate
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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XaitPorter is a cloud-based solution that provides complete control over the document production. The functionality includes built-in workflow, easy reuse of content and automatic formatting, layout and numbering.
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PandaDoc
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- Proposals
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- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
Learn more
Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Conga
Founded: 2006
United States
conga.com/products/documents/conga-collaborate
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online
Conga Collaborate Frequently Asked Questions
Conga Collaborate Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control
Document Capture
Forms Management
Print Management
Proposal Management
Automatic Formatting
Collaboration
Content Repository
Document Management
Electronic Signature
Knowledge Library
Revision Management
Task Management
Templates
Version Control
Calendar Management
Contact Management
Pipeline Management
RFP Management
Requirements Management
