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Manage Sales and Marketing Collateral
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KnowledgeTree helps customer-facing teams use and improve their best content. Sales people instantly find content that closes deals. Managers identify what collateral works best – and where gaps are. And marketing improves content to drive more sales.

Find out why Network World called KnowledgeTree one of the 10 SaaS companies to watch. And learn why Software AG, Alcatel, Genesys, Fuji Chemical, and 500 other global companies use KnowledgeTree to unlock the value of their collateral.

Funded by River Cities Capital Funds, Hasso Plattner Ventures, Core Capital, and Hatteras Funds, KnowledgeTree is headquartered in Raleigh, NC.


Intended Users
Freelancers, Large Enterprises, Mid Size Business, Non Profits, Public Administrations, Small Business
Devices Supported
Android, iPhone-iPad, Mac, Web-based, Windows
Supported Countries
Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages
Supported Platforms
Open API


Pricing model: Subscription

Please contact us for pricing information.

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Apparound CPQ
  • · Automated offer configuration for any products and service
  • · Product Catalogue for the distribution of sales materials
  • · Side-by-side comparison of products
  • · Up-selling, cross-selling and bundles guidance
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Selectica CLM
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  • · Amendment consolidation in an auditable “effective view”
  • · Pre-configured, best-practice contract types and workflows
  • · Microsoft Word plug-in for comfortable contract creation
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  • · Share files up to 250MB (free) or 10GB (paid plan)
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  • · Secure delivery (all plans)
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Organize and Find Documents

Where is that document I need? That feeling is all too common – especially when you have thousands of documents. You need your documents to be well-organized and easy to find.

KnowledgeTree makes organization a snap. You can create folders and sub-folders that structure your documents. That makes it easy for your colleagues to browse for what they need. You can even set up folder templates so that new folders, say for a new client, can be created with a click.

You also can tag documents with terms that help users quickly find them. Plus, you can add information like date, content type, author, and more to your documents. You can even create your own custom pick lists, text fields, and other tools to help users classify a document.

Finding documents is also easy. Our advanced search options let you search within a document’s name, its descriptions, and even within the content itself. The result is that you find what you need fast.

Collaborate with Co-Workers

Creating a document is often a team effort. Content might come from one person, edits from another, and comments from a third. So, you need a platform that makes collaboration effective.

KnowledgeTree gives you a powerful tool for collaboration. You can create and share documents with colleagues around the world, right from within the Microsoft Office tools you use daily. You can even edit and co-author your documents online with browser-based tools. And if you use fax servers and scanning tools, it’s easy to load massive numbers of documents into KnowledgeTree.

Once documents are created, you can efficiently share your information with team members. You can send documents as attachments or links back to your secure vault. Your co-workers can provide feedback and update your documents if you give authorization. And if you need to, you can roll-back their changes to previous versions to protect your files.

Manage Document Lifecycles

Documents need to be approved by the right members of your team. With KnowledgeTree you can quickly set-up standard workflows so your documents follow the processes that you demand. You can even create rules so that documents in a specific folder are automatically added to a workflow.

Over time a document may need to be revised. With KnowledgeTree you can set up document alerts for you and your colleagues. So, on a specific date or after a period of time you receive a message reminding you to take action. That means no more missed renewals or deadlines.

Access Anywhere

You and your teams are always on the move. So, you need to manage your documents from wherever you are: at the office, at home, or on the road. KnowledgeTree’s cloud-based solution gives you control from wherever you are.

From any internet-accessible device you can securely log into your account. You don’t need complex VPNs to access your secure vault. Instead, you can find, view, and download the documents you need from wherever you are. You can even organize your documents, set up new alerts, and advance a workflow when you’re away from the office.

Secure Document Vault

It is critical that your documents remain securely protected. You can rely on KnowledgeTree. Our solution is built on the most robust commercial infrastructure in the world. SAS70 II compliant data centers keep unwanted parties out. At the same time, we protect your data as it moves with bullet-proof 256-bit SSL encryption.

KnowledgeTree puts a range of user control tools at your hands. You can select which roles and groups of users have access to specific documents and folders. And with integration into LDAP, Active Directory, and Single Sign-On you avoid complex administration by reusing your existing processes, like password policy enforcement.

Key Features

  • Access documents from anywhere
  • Manage document lifecycles
  • Collaborate with team members online & in Microsoft Office
  • Secure documents in a protected vault
  • Organize and share documents with team members


Get Started!

With KnowledgeTree you can efficiently create, organize, and share documents with your team and authorized external parties. KnowledgeTree makes document management simple.

You can even get started with a complimentary trial to see the power of the tool first hand. For more information, please visit KnowledgeTree.
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