Conga Document Generation: Quotes, Proposals


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Document Generation: Automating Proposals, Quotes, Statements of Work

Conga increases productivity and streamlines workflows with online document generation. Share, collaborate, review and approve documents in real-time from anywhere. Manage and track document engagement with custom alerts.

  • Proposals, quotes, invoices, SOWs, agreements and more consistently generated from any CRM object
  • Create, collaborate, send, and track documents online. Integrated with Yammer, DocuSign, Box, DropBox, Oracle CPQ & more

Generate and deliver sales proposals, quotes, invoices and other documents from any Microsoft Dynamics CRM object and leverage data to drive the most relevant content. Enable users to edit and collaborate on documents online internally and externally after generation.