Conga CLM
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AI-Powered Agreement Creation—A Game-Changer with Conga CLM
What do you like best about the product?
Conga CLM now supports AI features, which is a huge achievement for this product. For the AI feature, we need to purchase the Conga Platform, which is a separate product, and it will extract content from our documents and create agreements automatically — this is exactly what we needed.
What do you dislike about the product?
It is not good that, just to use this AI feature offering of CLM, we are asked to purchase the Conga Platform, as this is an extra product we need to have to use the AI features of CLM.
What problems is the product solving and how is that benefiting you?
Previously, we used to create an Agreement and then enter some custom field details and generate a document out of it. Now, we just upload a document, and it automatically creates the document in the Conga Platform and syncs it back to Salesforce automatically.
Powerful AI Automation and Customization for Enterprise Contract Management
What do you like best about the product?
Conga CLM provides powerful automation through advanced AI analytics, addressing the contract management needs of enterprises. Its wide range of features, along with an easy-to-configure and customizable approach, makes it a robust and effective solution for automating every stage of the contract lifecycle. In-house reporting, supported by continuous workflows and customizable dashboards, ensures that businesses have complete visibility into contract status and performance metrics. Additionally, it offers enterprise-wide integration capabilities that meet the requirements of managing high-value contracts within an organization.
What do you dislike about the product?
Continuous changes to X-author contracts over the past three years have led to increased costs and have required additional user-level training. If changes in versions are unavoidable, there should be support available for all versions.
What problems is the product solving and how is that benefiting you?
Guided workflows help reduce errors and make it easier for sales and legal teams to manage their contracts and tasks. In this era of AI, Conga CLM digitizes every stage of the contract lifecycle—including creation, negotiation, approval, signature, activation, renewals, amendments, and termination—removing the need for manual steps such as emailing Word or PDF documents, which often leads to mistakes and wasted time. Conga CLM also provides robust approval processes that route contract approvals to the appropriate stakeholders, minimizing bottlenecks and accelerating the review cycle. This ultimately enhances the efficiency of contract generation for businesses.
Very stable, but complex setup and missing audit history
What do you like best about the product?
The stability of the product is very good.
What do you dislike about the product?
Setting up a new product / new feature is very complex. The configuration must be done in several places. Error messages are not descriptive. Audit history is missing.
What problems is the product solving and how is that benefiting you?
Our contract documents are relatively complex. There are various dependencies that need to be considered.
Streamlines Contract Management, But Setup Can Be Challenging
What do you like best about the product?
What I like best about Conga CLM is its ability to streamline the entire contract lifecycle — from creation to negotiation, approval, and e-signature — all in one place. The automation of workflows, clause library, and seamless Salesforce integration make contract management much faster and more accurate. It’s user-friendly, reduces manual errors, and provides complete visibility into contract status and compliance tracking
What do you dislike about the product?
What I dislike about Conga CLM is that the initial setup and configuration can be quite complex, especially for new users. Customization often requires technical expertise, and the learning curve can be steep at first. Additionally, large document processing can sometimes slow down performance. However, once it’s properly configured, the platform works very efficiently
What problems is the product solving and how is that benefiting you?
Conga CLM is solving the problem of manual and time-consuming contract management. It automates contract creation, approval workflows, and tracking, which helps reduce human errors and speeds up the entire process. The integration with Salesforce ensures all contract data stays accurate and easily accessible. This has improved collaboration between teams, increased compliance, and provided better visibility into contract performance and renewals
Versatile Document Generation Options for Every Scenario
What do you like best about the product?
The amount of options that Conga CLM provides for generating and sending documents is what I like, as for different scenarios, you can use different processes.
What do you dislike about the product?
With large documents, Conga CLM sometimes becomes slow, and that frustrates us as we require quick generation and processing of documents for our business.
What problems is the product solving and how is that benefiting you?
Conga CLM solves major contract-management challenges like slow manual drafting, scattered files, inconsistent terms, risky version control, and lack of visibility across contract stages. It centralizes all contracts, templates, and clause libraries in one system, automates workflows for drafting-to-signature, and integrates deeply with platforms like Salesforce to eliminate manual data entry. As a result, users benefit from faster deal cycles, fewer legal risks, better compliance, improved collaboration between sales, legal, and procurement, and full visibility into contract status, obligations, and renewals—ultimately improving revenue speed and operational efficiency.
Seamless Workflow and Integrations, but Template Deployment Needs Improvement
What do you like best about the product?
The ease of use for the user and its integrations with Conga approvals and Conga CPQ make the E2E workflow seamless
What do you dislike about the product?
The deployment involved for templates is a process which can be improved for admins
What problems is the product solving and how is that benefiting you?
The contract generation process for our users which involves faster quoting to customers.
Streamlines Contract Management, But X-author Error Handling Needs Improvement
What do you like best about the product?
Conga CLM streamlines the contract process throughout the contract lifecycle, covering contract creation, negotiation, and tracking. By centralizing contract data, it helps minimize risks and errors during contract execution and supports compliance. Its flexible customization options, built on top of standard workflows, enable businesses to accelerate revenue. The solution is user-friendly, straightforward to implement, and is backed by excellent customer service and after-sales support.
What do you dislike about the product?
The error handling in X-author for Contracts could be improved to provide more specific error messages, rather than just displaying a generic statement like 'An error has occurred. Please contact Conga Administrator.' This can be quite frustrating at times. Additionally, the X-author Migration Manager tool could use some enhancements, as it occasionally stops working for the same set of data, even though it usually functions as expected.
What problems is the product solving and how is that benefiting you?
Conga CLM is beneficial for businesses with scattered processes that involve multiple teams throughout the contract lifecycle. It has helped us streamline our contract workflows and processes, enhance compliance, and achieve greater visibility into our operations. Since most of our contract and user data is stored in Salesforce, we needed a solution that integrates seamlessly with it, and Conga CLM fits this requirement perfectly. It has also improved collaboration and the overall customer experience for our Salesforce users.
Seamless Contract Generation and eSign Directly from CRM
What do you like best about the product?
It enables contract generation directly from CRM and supports native eSign, Contract Creation & Analytics. Offers functionalities like version comparisons, redlining and complete contract histories.
What do you dislike about the product?
Sometimes contract templates gets corrupted and difficult to restore it.
What problems is the product solving and how is that benefiting you?
The best thing is about to boost productivity and integrations. also making contracting process standardized.
Amazing pruduct Conga CLM
What do you like best about the product?
Conga CLM has really helped us bring structure to our contract process. It’s reliable, fast, and simple to manage inside Salesforce. We’ve been using Conga for a few years now, and it continues to deliver great value. Their support and account teams are very professional and approachable.
What do you dislike about the product?
UI customization could be a bit more flexible. Like, we can not customize UI for send for review page. Advanced automation features can take some extra setup time.
What problems is the product solving and how is that benefiting you?
What stands out the most for me is the parallel review feature, which has made the contract review process much smoother. It allows multiple parties to review a contract simultaneously without any manual intervention and once the review is complete, the final document is automatically retrieved in the Salesforce agreement which is fantastic.
Conga CLM - A power tool to boost your contract management process
What do you like best about the product?
Conga CLM is straightforward to implement, and its managed package code is robust, offering the flexibility to integrate with key vendors such as DocuSign and Adobe Sign for eSignatures. The platform supports a seamless workflow, guiding users from agreement creation and document generation all the way to contract activation. It has become an essential tool for both our sales and legal teams, who rely on it daily to handle various contract types and collaborate across different departments with ease.
What do you dislike about the product?
At times, it seems that their service pricing model is tailored more toward enterprise clients, which can make it less accessible for smaller organizations because of the higher costs and significant resource demands. One frequent example of this is the Conga CLM upgrade cycle.
What problems is the product solving and how is that benefiting you?
The major advantage with Conga CLM is the acceleration it provides to revenue cycles by shortening the contract cycle times and businesses can close the deals faster thus improving revenue realization and operation agility. It is a highly scalable solution that addresses large scale contracting needs making it easier for the sales and legal users to handle increased contractual volumes without any loss of control and efficiency. This solution with helps of its internal tools and features automates negotiations, approval and contract tracking which not only reduces administrative overheads but also increase efficient contract handling.
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