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.
Create
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.
- Create a Proposal Document / Contract / Presentation / Document Integrated with Salesforce.
- Insert Images / Files.
- Use Text Snippets.
Customize
Customize your documents with Conga Collaborate's editing features.
- How to use the Document Information Panel.
Share
Share your documents with your prospects by emailing directly from Conga Collaborate.
Track
Track your proposals from within Conga Collaborate to know when prospects open and engage them.
- Find info through the Reporting Feature.
Close
Close deals faster with Conga Collaborate's eSignature capabilities.
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.
