Conga CLM
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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.
Doc Assembly Rulesets Make Document Generation Effortless
What do you like best about the product?
Conga CLM offers a range of highly useful features, and one of them is Doc Assembly Ruleset feature. This feature automatically selects the right clauses and attachments based on predefined rules. It makes document generation so much smoother and saves me from manually checking every detail. The flexibility to control what gets added through rulesets and dynamic sections is a big plus.
What do you dislike about the product?
The initial setup of CLM is technical and little time-consuming. It took me a while to understand how CLM and X-Author settings work together. But Once I familier, it becomes much easier to use.
What problems is the product solving and how is that benefiting you?
It has significantly reduced the time we spend generating contracts and proposals. The accuracy and consistency have improved a lot. Overall, it’s helped our team work faster, stay compliant, and deliver documents more efficiently.
Conga CLM Review
What do you like best about the product?
What I appreciate most about Conga CLM is the wide range of options it offers for generating and sending documents. Depending on the scenario, you can choose from various processes, which makes it very adaptable to different needs.
What do you dislike about the product?
When working with large documents, Conga CLM can occasionally become sluggish, which is frustrating since our business depends on the fast generation and processing of documents.
What problems is the product solving and how is that benefiting you?
Without standard templates, clause libraries, central visibility of obligations (e.g., renewals, expiries, termination rights), organisations face legal, financial and reputational risk.
With templates, pre-approved clause libraries, automated workflows and integration (e.g., with CRM like Salesforce), contracts can be generated, negotiated, approved and signed more quickly. This means you (or your team) spend less time chasing paperwork and more time on value-added work.
With templates, pre-approved clause libraries, automated workflows and integration (e.g., with CRM like Salesforce), contracts can be generated, negotiated, approved and signed more quickly. This means you (or your team) spend less time chasing paperwork and more time on value-added work.
Agile Contracting Process That Drives Efficiency
What do you like best about the product?
The contracting process has become more agile, showing noticeable improvement.
What do you dislike about the product?
One drawback is the reporting, compliance, and integration, which limit the product's full functionality.
What problems is the product solving and how is that benefiting you?
CLM has improved our workflow by serving as a reliable contract repository. The addition of new AI features has further streamlined our internal operations, making our processes more efficient overall.
Seamless Salesforce Integration and Strong Automation Features Drive Real Results
What do you like best about the product?
We value Conga CLM's ability to automate the entire contract lifecycle, from renewal tracking to drafting and approval workflows. Version mistakes have been avoided, and manual labor has been reduced because we now have total visibility into every stage of the contractual process.
What do you dislike about the product?
The product would benefit from improved user documentation and training resources. Despite the platform's benefits, comprehending all of the setup options and best practices is not always straightforward.
What problems is the product solving and how is that benefiting you?
All things considered, Conga CLM has shown to be a reliable contract lifecycle management technology. By simplifying our contract preparation, approval, and storage processes, we were able to drastically minimize turnaround time and manpower. The Salesforce interface works flawlessly, and the automation tools have increased departmental visibility and compliance.
Conga CLM Streamlines Contract Stages with Intuitive Status and Action Panels
What do you like best about the product?
Conga CLM is a major improvement over spreadsheets and manual tracking. With contract generation, clause libraries, and e-signature built in, our turnaround time has improved.
We appreciate the flexibility to use our preferred e-signature providers which making adoption easy.
We appreciate the flexibility to use our preferred e-signature providers which making adoption easy.
What do you dislike about the product?
Nested clauses sometimes cause metadata errors and misaligned fields in output documents
What problems is the product solving and how is that benefiting you?
Is giving us the option of create all the company offers in a central platform
Easy Template Mapping, But New Version Lacks User-Friendliness
What do you like best about the product?
It is easy to map fields on the templates and migrating the templates from different orgs
What do you dislike about the product?
The newer version of X-Author for CLM is not very user friendly like version 1 so it gets difficult when you have clauses for multiple templates
What problems is the product solving and how is that benefiting you?
Its allowing us to use multiple different templates for our customers and using clauses and segments for conditional
Great Field Mappings, But Scrolling to Find Clues Is Tedious
What do you like best about the product?
The system provides great flexibility in configuration, an intuitive user interface, and powerful features for efficient contract creation and renewals.
What do you dislike about the product?
Perhaps we can consider adding a more intuitive and user-friendly way to search for clauses, segments, or pricing grids, along with an easier interface to view and work with them efficiently. This enhancement would help users quickly locate the required components and streamline their workflow.
What problems is the product solving and how is that benefiting you?
Product Functionality and Performance:
Conga CLM offers robust and scalable contract lifecycle management capabilities with strong integration support, reliable performance, and automation features that streamline complex contracting processes.
Conga CLM offers robust and scalable contract lifecycle management capabilities with strong integration support, reliable performance, and automation features that streamline complex contracting processes.
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.
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