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Ratings and Reviews 0 Ratings
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What is SalesDoc Architect?
SalesDoc Architect (SDA) streamlines and automates the entire sales process for your team, enabling sales representatives to collaborate more effectively. With SDA's automation capabilities, they can create customized proposals, statements of work, and other sales-related documents that minimize mistakes and help avoid scope creep, which can adversely affect profit margins long after a deal is finalized. The platform utilizes Excel formulas to define rules and workflows starting from the initial configuration, ensuring a smooth setup experience. Additionally, it facilitates the automatic incorporation of often neglected products and services into sales documents. Solutions can be tailored according to answers provided during qualification and discovery phases, which can subsequently be reflected in output documents like proposals. Furthermore, the system allows for workflow parameters that mandate approvals from engineers or management based on various criteria such as profit margins, total sale price, product configurations, or other specific conditions. This thorough and detailed approach not only boosts productivity but also guarantees meticulous management of every element within the sales process, leading to a more organized and efficient workflow. Ultimately, adopting SDA can significantly transform how sales teams operate, yielding better outcomes for both employees and clients alike.
What is Conga Collaborate?
Streamline the effort your sales teams invest in creating content and gathering information for proposals by leveraging Conga Collaborate. This innovative platform not only saves precious time by offering engaging online documents that boost productivity and simplify processes but also allows for the creation of customized documents with the most relevant content at just the right moment, all sourced from Salesforce data. As a result, your sales representatives can focus more on selling rather than getting bogged down in the proposal compilation. This shift minimizes errors and opens up more avenues for engagement. Additionally, your proposal transforms into a compelling instrument that quickly captures attention by including dynamic elements such as videos. The incorporation of real-time alerts, tracking, and analytics provides insights into how prospects interact with your shared documents, making it easier to follow up promptly. Conga's solutions are tailored for seamless integration, empowering automation and optimization of commercial operations from beginning to end, which can significantly enhance your team's success rates. By adopting this robust tool, you can elevate your sales approach and stimulate growth in your organization, ensuring that every proposal is not only a document but a strategic asset.
Integrations Supported
Conga Contracts
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Cors Productivity Solutions
Date Founded
2003
Company Website
www.corspro.com
Company Facts
Organization Name
Conga
Date Founded
2006
Company Location
United States
Company Website
conga.com/products/documents/conga-collaborate
Categories and Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Categories and Features
Document Collaboration
Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control