Conga CLM
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Document Assembly Ruleset Makes Clause Management Effortless
What do you like best about the product?
We appreciate the Document Assembly Ruleset feature, which allows us to filter multiple clauses using child object fields. For example, if we want to display three clauses based on line item fields, we can do so easily. This approach creates only a single content control in the template, making it much simpler for us to review the template if any issues arise.
What do you dislike about the product?
X-Author is a very hard product to work with. We face many issues, such as it sometimes stops working, crashes MS Word, or the extension itself gets disabled. Even after changing our system, we still experience these issues intermittently. We need to reach out to support to fix this, which delays our work.
What problems is the product solving and how is that benefiting you?
We use Conga CLM and its X-Author for Contracts for template development. X-Author makes it easy to develop templates for our Order Forms, MSA, and other types of Agreements. CLM also provides query filters through which we can filter templates for specific agreements, ensuring the end user selects the right template and avoids sending the wrong document to the client.
Comprehensive and User-Friendly contract management solution
What do you like best about the product?
What I appreciate most about Conga CLM is its comprehensive capabilities in contract creation, analysis, execution, and maintenance. It standardizes, streamlines, and automates the entire contract process, beginning with initial requests and continuing through drafting, redlining, sending for signatures, securing documents, supporting negotiations, managing obligations, and renewing contracts. The platform is easy to use, simple to integrate, and straightforward to implement, making it suitable for the business needs of organizations at all levels.
What do you dislike about the product?
At times, we find that Conga implementation partners are not fully equipped with knowledge of the complete end-to-end solution. This often leads us to depend heavily on support or experts from Conga itself, which can be quite time-consuming, especially during implementation phases or critical periods such as upgrades or when handling high contract volumes.
What problems is the product solving and how is that benefiting you?
This tool has significantly reduced the time required for contract management, especially during periods when we handle a high volume of contracts and need to secure deals quickly. Its integration and compatibility with Salesforce have made it easier for us to manage page layouts, customize agreement actions, add custom links, and handle user and profile management through user permissions. Additionally, we can secure agreement documents by implementing agreement protection features. Previously, we faced issues with support services from another vendor, but with Conga, we have experienced excellent customer support. Their teams are highly knowledgeable and technically proficient.
Outstanding Support, But Frequent Release Issues Cause Delays
What do you like best about the product?
Even though there are so many integration options, some might think that it would require a lot of time to integrate these capabilities into Conga — but no, it is very easy to integrate all these options. The documentation provides detailed steps on how to do this and also mentions which teams need to be involved during the process.
What do you dislike about the product?
For bug fixes, the Conga team takes quite a lot of time, and we are not happy with this. Taking one or two months just to fix a small issue is not good, as it delays our entire business cycle. They really need to make significant improvements in this area.
What problems is the product solving and how is that benefiting you?
We are using this product for its services and standard out-of-the-box functionalities. The services and product capabilities are what make this a highly recommended product for us.
Real-Time Collaboration Makes Contract Review a Breeze
What do you like best about the product?
Conga CLM enables multiple reviewers to collaborate and redline contracts in real time, significantly speeding up and simplifying the review process. Once the review is finished, the finalized version is automatically saved in Salesforce and prepared for signature..
What do you dislike about the product?
Regression issues appear in newer releases is quite frustrating.
What problems is the product solving and how is that benefiting you?
Contract flow is very straightforward and easy to understand for end users
Interface is clean, easy to learn, and integrates smoothly with Salesforce.
Interface is clean, easy to learn, and integrates smoothly with Salesforce.
Fast Sync and Powerful AI, But Integration Setup Needs Improvement
What do you like best about the product?
The synchronization of documents from Conga Platform to CLM is super fast and that is the reason we are utilizing its AI features. It supports two-way sync from Platform to CLM and from CLM to Platform which is great, as we can create a sync from either side and get the required data.
What do you dislike about the product?
The integration between CLM and Platform is not smooth, as we are facing multiple issues related to document and data synchronization. The documentation does not have enough details on how to perform this configuration, requiring us to reach out to Conga Support every time we need to refresh an environment and reconfigure it again.
What problems is the product solving and how is that benefiting you?
Conga CLM is a great product, and now Conga has its own CLM on the Conga Platform where AI capabilities have been added. From Salesforce, the document goes to the platform and is processed via AI to fetch the required fields and important clauses, and then it moves back to Salesforce. The AI capabilities are limited, but at least they are available.
Conga CLM: Streamline Contract Life cycle, but template migration needs to be improved
What do you like best about the product?
Conga CLM is very useful tool. It manages contracts in one place from moment user requests the contract, negotiation, approval, signing, and even renewal. This tool keeps everything organized and speeds up the process
What do you dislike about the product?
Sometimes migrating the template from one environment to another is getting difficult.
What problems is the product solving and how is that benefiting you?
Conga CLM makes contract lifecycle easier. it helps in managing different type of agreements like MSA, NDA etc...
Absolutely Love This Software!
What do you like best about the product?
Conga CLM is straightforward to use and simple to implement, thanks to its extensive and helpful documentation, as well as its various customer-focused teams such as Technical Support, AMS, and Customer Success. What sets Conga CLM apart is its architecture, which emphasizes modularity and maintainability, making it a suitable choice for organizations of any size or complexity.
What do you dislike about the product?
Conga CLM has a few drawbacks that I have noticed. One issue is the limited customization available for some of its out-of-the-box or managed flows. Another concern is the licensing cost, which can sometimes make it less appealing for smaller organizations that are more budget-conscious.
What problems is the product solving and how is that benefiting you?
Conga CLM streamlines the complex contract management process for our enterprise and services by shortening deal and contract cycles. It improves approval workflows across different departments and increases transparency through dynamic reporting and reliable real-time dashboards. The platform also simplifies our negotiation cycles with its award-winning tool, X-Author Contracts, which not only audits and tracks changes in contract documents but also improves readability and comprehension thanks to its extensive AI capabilities.
Excellent API Performance
What do you like best about the product?
API documentation around Conga CLM is the best, and due to this, we are able to automate our use cases quickly and easily. API performance is quick and accurate.
What do you dislike about the product?
Which Conga API requires which package installation is not documented properly on the Conga Documentation Portal, causing confusion.
What problems is the product solving and how is that benefiting you?
We are utilizing Conga CLM integrated with Conga CPQ, through which we are creating Agreements from Quotes, moving all Quote data to the Agreement, and completing the Agreement. CLM is helping handle this complex process through automations and APIs.
CLM Copilot: Fast, Accurate Document Insights at Your Fingertips
What do you like best about the product?
CLM Copilot is an amazing feature where we can upload our documents and ask questions about them. It is fast and accurate with its answers.
What do you dislike about the product?
Configuring Conga Copilot is a complex task that takes a lot of time and can be improved.
What problems is the product solving and how is that benefiting you?
It is helping us ease our process with its AI feature so that we are no longer required to open the document or even download it, and without doing so, we can get our answers quickly.
Conga CLM APIs are best to use for integrating CLM with other products.
What do you like best about the product?
What I like is that CLM has many supporting products such as X-Author for Contracts, X-Author for Excel, Migration Manager, and Conga Sign, which help scale this product and make integration with CLM very easy.
What do you dislike about the product?
Customization around Conga CLM is hard to do, and for large data scenarios, Conga CLM does not work properly and slows down, so optimization is needed.
What problems is the product solving and how is that benefiting you?
We use CLM for managing our Agreements, X-Author for Contracts to manage our templates and clauses, and X-Author for Excel for generating Excel sheets out of Agreement data. Migration Manager helps migrate these templates from one environment to another.
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