Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Page Sections

download

About Collaborate

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.

Overview

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.

Share

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

Send an Online Document.

Key Terminology

Term

Definition

Document

A 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 Builder

The Theme builder is a point and click tool that gives you a high degree of control over the branding in your documents.

Tags

You can attach tags to your content for organization and easy filtering.

Content Library

The Content Library stores pages, images, files and text snippets for use in your documents.

Text Snippets

Text snippets are small chunks of reusable text stored in your Content Library that you can easily insert into your documents.

Font Manager

The Font Manager allows you to search and load Google fonts into your Collaborate account.

Cloud Storage

You 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.