Conga CLM

What do you like best about the product?

Conga has helped us centralise and streamline our contract lifecycle management processes within Salesforce. The platform provides strong automation for contract creation, approvals, document generation, e-signatures, and SAP integration workflows. While complex implementations require thoughtful design and governance, the flexibility and scalability have allowed us to support a wide range of commercial contracting scenarios across multiple regions. Overall, Conga has become a key component of our contract management ecosystem and has significantly improved process visibility and efficiency.

What do you dislike about the product?

Performance with large carts in the quote

What problems is the product solving and how is that benefiting you?

Conga helps organizations automate and manage the entire contract lifecycle, from deal creation and pricing approvals to document generation, negotiation, e-signatures, and post-execution management. It reduces manual effort, improves compliance, increases visibility into contract status, and keeps sales, legal, finance, and operations aligned through a single process. Without a CLM platform, contracts tend to live in email chains, shared drives, spreadsheets, and someone's memory which is usually the most dangerous database in the company.

What do you like best about the product?

It really makes contract storage and creation centralized and easier to track

What do you dislike about the product?

Some features are not always available / working properly

What problems is the product solving and how is that benefiting you?

Contract storage and agreement creation. Helps standardizing processes and reducing the risk to the business

What do you like best about the product?

Process is intuitive for users. Best used for standard agreements

What do you dislike about the product?

Review process can be cumbersome for tailored or complex agreements

What problems is the product solving and how is that benefiting you?

Contract storage (central repository), reporting, standardised process

What do you like best about the product?

Conga offers a great deal of flexibility and this allows us to build many document templates that may be used by the team in a variety of quoting scenarios and proposal situations. This makes life much easier to work in Salesforce. The integration with Salesforce was straightforward and Conga support has always been responsive and helpful.

What do you dislike about the product?

There is still a mix of the old and new interfaces.

What problems is the product solving and how is that benefiting you?

We have many different quote templates, depending on customer circumstances. Conga allows our team to quickly and easily choose the right template. Creating these templates would be next-to-impossible in Salesforce with out Conga.

What do you like best about the product?

Efficient, automation, centralize workflow

What do you dislike about the product?

The number and cost of price for licenses to use CLM

What problems is the product solving and how is that benefiting you?

The ability to automate data into boilerplate templates. This has improved the time taken to expedite contracts.

What do you like best about the product?

it is seamless Salesforce integration and easy contract management process

What do you dislike about the product?

some features can feel complex for new users and take more time to learn

What problems is the product solving and how is that benefiting you?

contract creation, approval, and management in one place,
It reduces manual work, saves time

What do you like best about the product?

The new way to approach the Contract management process in an AI era. This can improve the employee efficiency and overall Customer experience

What do you dislike about the product?

Nothing specific I dont like about the system at this stage

What problems is the product solving and how is that benefiting you?

The complexity of the contract signing and contract management as well as tracking of the contract signature

What do you like best about the product?

It integrates seamlessly with Salesforce CRM and helps automate key processes for sales teams. It’s also well suited to handling complex, enterprise-level contracts and obligations.

What do you dislike about the product?

Setup can be lengthy and challenging, and it often requires specialized expertise or additional support. Migrating templates between environments can also be difficult and may take extra effort to get right.

What problems is the product solving and how is that benefiting you?

This update resolved an issue where OCR processing was failing in Stage 3 and returning an error related to "AcroForm field 'Sig' with no AP".

What do you like best about the product?

The Simplicity of the admin process and now AIME so excited to see how can we implement that as admins

What do you dislike about the product?

the interface is different than Salesforce is not bad but a bit confusing sometimes

What problems is the product solving and how is that benefiting you?

the process of creating contracts and signatures as well

What do you like best about the product?

Enhanced workflows, native salesforce configuration, customization

What do you dislike about the product?

Adoption challenges, process change management

What problems is the product solving and how is that benefiting you?

Contracting workflow management, document standardization, reporting, clause tracking, risk reduction