Conga Collaborate

Salesforce CPQ integration

The Collaborate + Salesforce CPQ integration allows you to automate document creation, configure-price-quote (CPQ) and billing processes all in one. Salesforce CPQ and Collaborate help sales teams accelerate the configure-to-quote-to-contract process. The combined solution enables sales teams to easily configure complex product and service offerings; create customer-friendly proposals, quotes and contracts with consistent pricing and discounting; and manage subscription sales and renewals using Salesforce CPQ. The solution also provides collaboration tools, tracking, analytics, redlining capabilities and electronic signature through Collaborate.

  • Configure products, solutions and bundles.

  • Create dynamic contract terms and conditions.

  • Build accurate quotes in any international currency.

  • Offer consistent pricing and discounting options.

  • Negotiate agreements in real time.

  • Streamline the review and approval process.

  • Capture legally binding electronic signatures on any mobile device.

  • Easily obtain renewals for existing customers.

  • Report on quotes, orders, invoices and payments.

Salesforce, the global CRM leader, empowers companies to connect with their customers in a whole new way.

For more information about Salesforce CPQ, please click here.

See for yourself.

Websites are full of words that tell you things. And that's great. But sometimes you just need to see how stuff works. So we made a demo for those occasions. We'd love to show it to you.