Collaborate speeds up the document generation process by utilizing pre-built templates to create proposals, quotes, invoices, and more from a variety of CRM systems in an online format. Share digital documents and collaborate online in real-time with people throughout your organization.


Conga Collaborate features easily configurable, "no-coding required" solutions that enable teams to instantly generate accurate, branded documents with a couple of clicks, share it with other stakeholders, and collect digital signature, closing deals faster. Conga Collaborate's web-based application offers the ability to embed videos, images, forms, and other multimedia directly into the document.


Conga Collaborate offers document generation capabilities to create documents, contracts, and presentations that are entirely customizable for your needs. You can also create documents integrated with Salesforce.


Customize your documents with Conga Collaborate's editing features.


Share your documents with your prospects by emailing directly from Conga Collaborate.

Send an Online Document.


Track your proposals from within Conga Collaborate to know when prospects open and engage them.

Tracking a Document.


Close deals faster with Conga Collaborate's eSignature capabilities.

Conga Sign: Integration with Conga Collaborate

DocuSign: Integrating with Conga Collaborate

Key Terminology

DocumentA document is a type of content you can create with Collaborate. Once created, you can customize, share, and design documents using the Document Information Panel. Examples of documents are Proposals and Marketing Slicks. 
Document Information Panel The Document Information Panel is provides several options for managing your document, such as details, design, metadata, privacy, and integrations. 
Theme BuilderThe Theme builder is a point and click tool that gives you a high degree of control over the branding in your documents.
TagsYou can attach tags to your content for organization and easy filtering. 
Content LibraryThe Content Library stores pages, images, files and text snippets for use in your documents. 
Text SnippetsText snippets are small chunks of reusable text stored in your Content Library that you can easily insert into your documents. 
Font ManagerThe Font Manager allows you to search and load Google fonts into your Collaborate account. 
Cloud StorageYou can integrate Collaborate with Cloud Storage providers to store your content externally. 

For more information about terms used with Conga products, see Conga Product Glossary.