Conga CLM
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Streamlined Contract Management with Seamless Salesforce Integration
What do you like best about the product?
I really like how Conga CLM keeps the whole contract process organized and hassle-free. Approvals, versions, templates, and compliance are all handled smoothly, and being connected through Salesforce means nothing slips through the cracks. It's flexible enough to work even in complex setups, and every new update makes it easier for users. Approvals are super useful because they make sure the right people sign off at the right time so nothing gets stuck or overlooked. Versions and templates save a ton of time and reduce errors since teams are always working with the latest, approved content. Compliance features give everyone confidence that contracts follow the right rules and guidelines. The Salesforce integration is a game changer; it keeps all the contract data tied to the right accounts and opportunities, so nothing gets lost and everything stays organized.
What do you dislike about the product?
Honestly, there aren't many downsides, but a few things could be smoother. Onboarding can feel a bit tricky for new users because there's a lot to learn, and the documentation could be clearer with more step by step examples. Sometimes, exploring advanced features means leaning on support or admins, though support always does a fantastic job helping out. a few more self service tools or guided in app learning would make it easier for teams to get confident on their own.
What problems is the product solving and how is that benefiting you?
I use Conga CLM to manage contracts faster and with accuracy, solving bottlenecks by centralizing everything. It streamlines approvals, ensures compliance, automates tasks, and enhances collaboration while keeping us organized.
Effortless eSign and Seamless Agreement Management
What do you like best about the product?
Its quick esign process & smoother execution flow of entire agreement lifecycle.
What do you dislike about the product?
No as such. I do not find anything because I have used DocuSign CLM also and I found Conga CLM way better than that.
What problems is the product solving and how is that benefiting you?
It is solving contract lifecycle management processes which were cumbersome earlier.
Great Capabilities, But Needs More Robustness
What do you like best about the product?
Capabilities of the package to leverage customer needs and deliver.
What do you dislike about the product?
Could be more robust, more refined approach to the process.
What problems is the product solving and how is that benefiting you?
Contract management has become easier for our stakeholders
Intuitive Contracts with Complicated Setup
What do you like best about the product?
I find Conga CLM to be valuable for its out-of-the-box functionality, which streamlines our contracting process within the enterprise business segment. The software's intuitive contract generation process is a standout feature, as it significantly expedites the creation of complex contracts based on input from the sales team and pre-existing information in Sales. Additionally, Conga CLM integrates effectively with Salesforce, enhancing our overall workflow efficiency.
What do you dislike about the product?
The implementation of Conga CLM was not well-handled, as it involved custom solutions that were excessively complex and difficult to manage. These solutions could have been better designed to facilitate easier maintenance. Furthermore, the support teams did not effectively transfer the knowledge of the implementation to the ongoing support from the Account Management Support (AMS), leading to a lack of understanding of our custom solution. Additionally, the tool for managing templates and redlining, XAuthor, is glitchy and slow, which frustrates our users. It would be preferable to have a different tool for redlining contracts that either is not a Word add-in or functions as a more effective Word add-in. A separate tool for managing the templates would also be ideal. Overall, the setup was overly complex, and the team prioritized meeting deadlines over designing and implementing a sustainable solution that would truly benefit our company.
What problems is the product solving and how is that benefiting you?
I find Conga CLM expedites contract generation by drafting complex contracts using pre-existing criteria and sales information. Its intuitive process and extensive functionality are beneficial, although I struggle with complex custom solutions and glitchy tools like XAuthor.
Flexible Customization and Effortless Contract Management
What do you like best about the product?
As both an admin and a developer, I really appreciate how flexible Conga CLM is when it comes to customizing templates and workflows without requiring extensive coding. It also makes it much easier for our stakeholders to generate, review, and approve contracts with just one click.
What do you dislike about the product?
The X-author extension tool could be enhanced. At present, it allows us to view only two objects: contracts and templates. It would be beneficial to include an option that lets users add related objects within the tool.
What problems is the product solving and how is that benefiting you?
It has shortened the time needed to switch between tabs, and we were able to implement a parallel approval process within Salesforce with just one click.
Seamless Office 0356 Process Implementation
What do you like best about the product?
Office 0356 Review Process (Internal and External)
Seamless Easy Process Implementation in CLM.
Generation and Merge using a Template with Multiple clause.
Multiple Signature integration tool (Adobe, Docu and Conga Sign)
Conga API to handle custom mass process.
Seamless Easy Process Implementation in CLM.
Generation and Merge using a Template with Multiple clause.
Multiple Signature integration tool (Adobe, Docu and Conga Sign)
Conga API to handle custom mass process.
What do you dislike about the product?
The time it takes for Customer Support to resolve certain system issues could be improved.
What problems is the product solving and how is that benefiting you?
Digitalization of CLM Process and Improve KPI for Contract Lifecycle.
Excellent Support and Effortless Usability
What do you like best about the product?
Conga support team and it is easy to use
What do you dislike about the product?
Heavy or big uploads can take a bit sometimes
What problems is the product solving and how is that benefiting you?
Creating quotes and proposals for clients
Resolved Approval Issues, Smooth Performance
What do you like best about the product?
I appreciate that Conga CLM resolved the issue with legal users' inability to submit approvals in the QA environment, which has been effectively fixed. This resolution allowed me to proceed with important tasks, such as creating records and submitting them for approvals, without interruptions. The product's performance is satisfying as it works fine and smoothly for our needs. Moreover, the initial setup of Conga CLM was straightforward with no significant challenges encountered, making the process good and efficient overall.
What do you dislike about the product?
No
What problems is the product solving and how is that benefiting you?
I find Conga CLM resolved issues with function approvals, enabling us to submit approvals smoothly. It works fine without any challenges.
Flexible, Reliable, and Seamless Integration with Salesforce
What do you like best about the product?
As a system administrator, I really value how flexible and configurable Conga CLM is. The integration with Salesforce is seamless, which simplifies user management, data consistency, and workflow automation. The platform’s customization options make it easy to adapt templates, approval flows, and metadata without heavy coding. It’s also quite stable and reliable once properly set up, which helps minimize maintenance issues.
I use Conga CLM almost daily to monitor system performance, troubleshoot user issues, and support new configuration requests. The customer support team has generally been responsive and helpful — they provide clear guidance and good follow-up, although response times can vary depending on the issue’s complexity. Overall, it’s a powerful and dependable system that gives administrators solid control while keeping business users productive.
I use Conga CLM almost daily to monitor system performance, troubleshoot user issues, and support new configuration requests. The customer support team has generally been responsive and helpful — they provide clear guidance and good follow-up, although response times can vary depending on the issue’s complexity. Overall, it’s a powerful and dependable system that gives administrators solid control while keeping business users productive.
What do you dislike about the product?
While Conga CLM is a powerful platform, some areas could be more intuitive from an admin perspective. The configuration options are extensive, but certain settings are buried deep in the interface and can take time to locate or adjust. System updates and new releases sometimes introduce minor issues that require additional troubleshooting. The learning curve for new administrators can also be steep, especially when managing complex workflows or integrations. Additionally, the reporting tools, while functional, could be more flexible and user-friendly. Overall, these are manageable challenges, but improving usability and documentation would make system maintenance smoother.
What problems is the product solving and how is that benefiting you?
Conga CLM has helped our organization centralize and standardize the entire contract lifecycle, which used to be spread across multiple tools and manual processes. It automates key stages like drafting, approval, and signature, reducing errors and saving a lot of time for both administrators and business users. From my perspective as a system administrator, it’s made managing user permissions, templates, and workflows much easier and more consistent. The integration with Salesforce keeps contract data synchronized, improving visibility across departments. Overall, Conga CLM has increased operational efficiency, reduced compliance risks, and given us better control over our contract data and reporting.
Seamless Contract Management with Powerful Salesforce Integration
What do you like best about the product?
Conga CLM offers excellent flexibility and automation across the contract lifecycle. Its deep integration with Salesforce makes it easy to manage contracts directly within existing sales and legal workflows. The dynamic document generation, clause library, and approval automation features help ensure consistency, compliance, and faster turnaround times.
What do you dislike about the product?
Conga CLM can be complex to configure and maintain, especially when setting up advanced workflows or custom integrations. The learning curve for administrators and end users is relatively steep, and some tasks require technical support or development effort.
What problems is the product solving and how is that benefiting you?
Conga CLM is helping streamline and automate the entire contract lifecycle — from creation and negotiation to approval and execution. It eliminates manual document handling and version control issues by centralizing all contracts in one system. The standardized templates and clause library ensure compliance and consistency across agreements, while automated approval workflows reduce turnaround time.
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