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.
Other Popular Alternatives & Related Software
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
Proposify
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals.
Create impressive sales documents that stay consistent and error-free.
Receive the insights to scale your process, make timely engagements, and accurately forecast.
Deliver a seamless sign-off experience for your customers and prospects.
Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.
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XaitPorter
XaitPorter is the benchmark team co-authoring and document automation software solution. Ideal for complex tenders, proposals, reports and other high-impact, high-value documents. Implemented by major corporations around the world.
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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Conga Grid
Are you looking for a faster way to manage your Salesforce data? Conga Grid empowers you to quickly navigate, visualize, and manage Salesforce data across multiple objects from a single grid. You’ll get clean and up-to-date data every time, resulting in better documents and happier customers. Ensure your data is always accurate and up-to-date so you can provide insights that drive meaningful action. Conga Grid makes workflow management easy, with a 360-degree view of your data on a single screen. Say goodbye to endless clicks with Conga Grid. Inline edit saves you from clicking through Salesforce records over and over to access data. Plus, update data 50% faster and increase productivity 10x with bulk edits. Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end. Bring all your Salesforce data together.
Learn more
Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Conga
Founded: 2006
United States
conga.com/products/documents/conga-collaborate
Videos and Screen Captures
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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
Supported
Archiving & Retention
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Supported
Document Conversion
Supported
Document Delivery
Supported
Document Indexing
Supported
Document Retention
Supported
Electronic Signature
Supported
Email Management
Supported
File Recovery
Supported
File Type Conversion
Supported
Full Text Search
Supported
Offline Access
Supported
Optical Character Recognition
Supported
Version Control
Supported
Document Capture
Not Supported
Forms Management
Not Supported
Print Management
Not Supported
Proposal Management
Automatic Formatting
Supported
Collaboration
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Supported
Knowledge Library
Supported
Revision Management
Supported
Task Management
Supported
Templates
Supported
Version Control
Supported
Calendar Management
Not Supported
Contact Management
Not Supported
Pipeline Management
Not Supported
RFP Management
Not Supported
Requirements Management
Not Supported
