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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Reduce the time your sales teams dedicate to crafting content and assembling information for proposals by utilizing Conga Collaborate. This will free up valuable time with engaging online documents that enhance productivity and simplify workflows. With the ability to create tailored documents featuring the right content at the perfect moment, all derived from Salesforce data, your representatives can prioritize selling rather than compiling their proposals. This transition eliminates errors and provides more opportunities for connection. Your proposal becomes a persuasive tool, capturing audience attention swiftly through the incorporation of rich media such as videos. Furthermore, real-time notifications, tracking, and analytics allow you to monitor how prospects engage with the documents you’ve shared, ensuring timely follow-ups. Conga’s solutions are specifically designed to integrate effortlessly, enabling you to automate and optimize commercial operations from start to finish, ultimately leading to more successful outcomes for your team. Embrace this powerful tool to elevate your sales strategy and drive growth.

Description

Efficiently handling proposal resources can be quite challenging. Meridian for Proposal Teams simplifies these processes by equipping Proposal Managers with essential tools to ensure that timelines are adhered to while allowing subject matter experts to engage in the proposal development seamlessly and efficiently. Users can promptly access approved content and easily integrate it into any active document. Additionally, they can search for and extract a wide range of company resources, including technical data, drawings, biographies, product specifications, and more. Notable features and advantages include the ability to monitor and assess proposal progress at a glance, publish content to reusable libraries, collaborate on proposal volumes within a shared workspace, create and oversee virtual teams, maintain consistent document formatting, and ensure accountability through checks and balances, all built upon the robust Microsoft SharePoint platform. Ultimately, this solution streamlines the entire proposal process, enhancing both collaboration and efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Conga Contracts Yes 
Microsoft SharePoint No 

Integrations

Conga Contracts No 
Microsoft SharePoint Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$8 per month
1 user included
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Conga

Founded

2006

Country

United States

Website

conga.com/products/documents/conga-collaborate

Vendor Details

Company Name

XRSolutions

Founded

2002

Country

United Kingdom

Website

xrsolutions.com/products_Proposal.html

Product Features

Document Collaboration

Access Control / Permissions No 
Autosave No 
Chat / Messaging No 
Cloud Storage No 
Comments / Annotations No 
Edit / Change Tracking No 
Electronic Signature No 
Multiple File Formats No 
Pre-made Templates No 
Search No 
User Tagging No 
Version Control No 
Workflow / Approval Process No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management No 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

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