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Conga Collaborate | Online Document Creation and Collaboration

Starting at $50 USD per user per month 5 user minimum. Call 317-550-0148 schedule a demo.

Rating

(60)

Listed On

9/7/2011

Latest Release

11/10/2017

CATEGORIES

Collaboration
Document Generation: Online documents for real-time collaboration

Conga Collaborate increases productivity and streamlines workflows with online document generation. Share, review and approve documents in real-time from anywhere. Manage and track document engagement with custom alerts.####Watch demo to learn more.

60 Reviews
81%
13%
1%
1%
1%
4.7
Average Rating
Share your experiences with the community.
Top Favorable Review

Proposal creation dream

I've used Tinderbox for more than 3 years. It's simple to use and will cut the time you spend crafting proposals dramatically, while improving the quality of the proposal. Tinderbox also gives an unprecedented ability to track progress to help navigate the final proposal process to signature. It helps yield a higher percentage of accepted proposals, impacting the top line; revenue generation. The app can automatically pull opportunity and product info from Salesforce records to auto-complete/customize a proposal. This helps align proposals with the selling process, making forecasting more accurate as well. ####Not only do we use Tinderbox for proposals, its become our go-to tool for creating informational documents that include video content. This allows me to create a short, succinct email in the sales process while linking to a professional looking (branded) document for the greater depths of detail. I know if my prospect actually reads the document and I LOVE the text/email alerts I get telling me someone is viewing my content. No better time to follow up with a sales phone call than immediately after they've read the proposal or document! With the new Enterprise features like Red-Lining, Tinderbox just keeps getting better. I highly recommend this app for any size business.


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Top Critical Review

New Platform Ruined Ease of Use For Us

We customize various aspects of our presentations--and they're very data heavy. The ability to copy and paste from Word was critical--which they got rid of without even a perfunctory heads up. New rollout just pulled it off the map and left us unable to use the product. Beware if you expect to copy and paste information over!##We loved it before this change--now we're scrambling for a new product to handle our proposals!


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Jesse Kurth
Apr 13, 2015 at 3:44 PM

Thank you Andrea for this critical feedback and for working with us through your experience. We've released an enhancement that we hope will help you and others with a similar need, pasting content into TinderBox from Word more conveniently than ever before. The experience of our users is a top priority and I hope the change we've made is helpful for you. As always, contact us any time with thoughts or questions.

Customer Reviews 60 Reviews Rating: Any Rating Sort By: Review Date

Another great product from Conga - Collaborate

This app is a gamechanger for organizations and companies who want to collaborate on smart document creation and want to connect the data to their Salesforce and have great automatic follow up. Non-technical people are even able to use it. I see use cases for grants, contracts, SOW(s), invoices, presentations, etc. ####Another thing worth noting is that Conga's support is fantastic. I one time had an issue and the first person couldn't solve it, so then they transferred me to another person who couldn't solve it, so what did they do? They grabbed their best support folks who called me back and I participated in a conference call with 3+ techs who stayed on the phone with me until the issue was solved....which ended up being user error :).####I don't work for Conga, I just love their products.


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Very helpful support

Conga Composer has been a very useful tool for us, but Conga's support has been great at making it do exactly what we want.


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More Than a Proposal Generation Tool

From a proposal perspective, Octiv does an incredible job. All of your relevant information can easily be transferred from your CRM directly into your documents. The documents are easy to build, and their integrations are simple to connect. When you first implement Octiv, I think sales proposals are the way to go, BUT DON'T STOP THERE! In the past year alone we've built out 9 additional workflows using Octiv automated documents. The majority of these new workflows have come from our Production team; Change Orders, Work Orders, Master Service Agreements, Warranties, etc. It's an incredible tool, and with it, we've been able to transform into a completely paperless company. Can't speak highly enough of this tool!


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Proposal Creation Tool

Helps you create proposal based on fields within Salesforce. You would use merge fields to pull in the data required (i.e. Contract Start Date, Amount). Pretty straightforward to use, ideally you want to run the users through at least one demo/training session so they tool in action.


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Tinderbox makes proposal generation and submission simple!!

Tinderbox has made our proposal creation and submission incredibly easy. Thanks for the great product


2  likes · Comment · Report Abuse
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New Platform Ruined Ease of Use For Us

We customize various aspects of our presentations--and they're very data heavy. The ability to copy and paste from Word was critical--which they got rid of without even a perfunctory heads up. New rollout just pulled it off the map and left us unable to use the product. Beware if you expect to copy and paste information over!##We loved it before this change--now we're scrambling for a new product to handle our proposals!


1  like · Comment · Report Abuse
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Jesse Kurth
Apr 13, 2015 at 3:44 PM

Thank you Andrea for this critical feedback and for working with us through your experience. We've released an enhancement that we hope will help you and others with a similar need, pasting content into TinderBox from Word more conveniently than ever before. The experience of our users is a top priority and I hope the change we've made is helpful for you. As always, contact us any time with thoughts or questions.

Fantastic team and product!

We use TinderBox for proposal creation and electronic signature. It works fantastic for us and the team at TinderBox is fantastic with support. As an administrator, you are able to customize your templates however you want (HTML formatting) and be able to create arrays of products to show on an order form with the data from Salesforce. Very happy and I would recommend TinderBox to any organization!


2  likes · Comment · Report Abuse
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Missed the Mark

Our company decided to try TinderBox as a quick way to create professional proposals that we easily derive from our current cost data and rates. We do technical work and provide services as well as lump sum proposals and there are often many optional items. TinderBox was very difficult and to set up themes, there were constant bugs and errors in the theme. The cover page is not flexible or adequate. This software is not geared towards building a printable proposal that looks professional. We spent 6 weeks of time trying to get it to work right and look professional. Ultimately, we never sent a single proposal with this app because it did not look as good as word created proposals and took much more time on an ongoing basis to create.####We don't recommend. SteelBrick appears to be a better alternative but we are gunshy after spending so much time and money here.


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Once it's setup - you're golden

Once TinderBox templates are formatted and set, you're golden. It's to modify and follow up quickly right when prospects want information to share. ####I have to mark it down a star because the templates are a pain to format, preview and make pretty. ####However, they have a solid support base and my account rep Shelby is incredibly helpful and makes sure I have the answers I need.


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AwesomeBox

This tool is great on it's own, but the integration into Salesforce is really what made this shine for our team. It is amazing and is helping our team drive not only sales, but better SalesForce adoption within the company as well. The deployment team was super helpful and really helped us get going. Get it.


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