Conga Collaborate

Optimize sales processes with online document generation and collaboration

Optimize sales processes with online document generation and collaboration Don’t leave your customer communications to chance. Document Automation speeds up communication, provides polished content that is representative of your brand, helps to close deals faster and shrink time to revenue. Conga provides organizations of all sizes with the solutions they need to solve the key challenges in document automation. With more than a decade of experience, Conga helps to address document automation with world-class solutions, support, and services.

Our newest addition, Conga Collaborate, speeds up the document generation process by utilizing pre-built templates to create proposals, quotes, invoices, and more from any CRM system in an online format. Now you can share documents and collaborate in real- time with people throughout your organization


Benefits of online document generation

  • Create documents in a variety of formats to meet your business needs including HTML, Microsoft Word, and PDFs.
  • Bulky email attachments are a thing of the past. Documents are instead delivered via email with a link to view the document online.
  • Easily embed videos, images, dynamic forms and other multimedia into your online documents.
  • Create and review documents in real time. Marking up documents, making edits and collaborating has never been easier.
  • Access and deliver documents in the field with mobile capability.
  • Track and view document engagement with email, text messages, chatter, custom alerts and reports.


  • Select from pre-built web-editable document templates or create a brand new document.
  • Merge data from any external source into your documents from external data sources (CRM, homegrown databases, forms, etc.).
  • Dynamically drive the selection of the appropriate template choice based on the customer’s situation (e.g., industry, deal size, region, etc.), or by established business rules/logic.
  • Embed mobile responsive web forms into documents.
  • Add your company logo, change colors, and customize emails.
  • Supports multiple document formats such as native HTML5 documents, Microsoft Word and PDF.
  • CRM integrations for Salesforce®, Microsoft Dynamics, Netsuite, and Pipedrive.
  • Automatically pull in files from sites like Box, OneDrive, and Google Drive.


  • Ensure documents have the right messaging with logic-based rules for including or excluding content.
  • Use existing workflows and business rules to route, send, and store documents.
  • Create, edit, and sign documents anywhere, anytime, from any device.
  • Native eSignature and DocuSign capabilities.


  • Distribute documents via a web link through email or directly to contacts through the Conga Collaborate open API.
  • Save the document as an attachment in your CRM system, or upload it to file sharing sites like Box, OneDrive and Google Drive.
  • Archive and house all generated documents in a secure and central repository.

Conga Octiv

About Conga

Conga ® is modernizing customer engagement through digital transformation by delivering data management, automated enterprise-grade document generation, contract lifecycle management and workflow automation solutions to drive business forward. For over a decade, Conga has provided enterprise applications with superior support and industry expertise to over 650K+ users in more than 85 countries.