Conga CLM
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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...
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.
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.
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
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