Overview
Product Information on Conga CLM
What is Conga CLM?
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Overall experience with Conga CLM
“A Salesforce-native CLM that adds structure and visibility to contract management, with the best results achieved through careful planning and implementation”
“Strong OOTB functionality but below average UI/UX and customer support”
About Company
Company Description
Conga is a B2B software solution provide whose contract lifecycle management (CLM); configure, price, and quote (CPQ); document generation; electronic signature; subscription management; and other associated solutions drive predictable revenue by aligning processes, teams, and technology under a unified data model throughout the revenue management lifecycle. Conga is the aggregate of two SaaS providers, Conga and Apttus. Conga was originally founded to prove what was possible in the space of digital documentation, while Apttus was an innovator in quote-to-cash (QTC) solutions. On May 7, 2020, the companies merged with the goal to provide a comprehensive solution offering to manage the revenue lifecycle. Today, Conga’s global operations span North America, Europe, and Asia.
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User Sentiment About Conga CLM
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Performance of Conga CLM Across Market Features
Conga CLM Likes & Dislikes
The flexibility of the field architecture is the standout feature. When we realized our organizational data was incomplete, the platform didn't lock us out; instead, it allowed us to create custom required fields that bridged the gap. This modularity is exactly why we were able to transition to our second use case so quickly. Its a builder-friendly tool that rewards teams who have a clear logic for their contract workflows.
Version control functionality, clause library, ability to create self-serve vs legal assisted workflows based on entered criteria.
The X-Author for Word functionality stands out as the most valuable feature for us. Our legal team can continue working directly in Microsoft Word for drafting and redlining, while all contract data stays synchronized with Salesforce in the background. Additionally, Congas native Salesforce integration feels seamless. Unlike some CLM tools that sit outside the CRM, Conga operates as a natural extension of Salesforce, which greatly simplifies user adoption and reporting.
The Service and Support experience could be more proactive. During our first use case, we encountered a few technical blockers regarding field dependencies, and the resolution time from the support desk was slower than expected. We ended up solving many of the issues through internal trial and error. Additionally, for organizations starting with thin data, the initial cleanup required to make the most of the automation features is significant.
Lack of consistent resources involved, resulting in significant gaps in knowledge, which often leads to duplicative or conflicting designs (i.e., a new custom object is build to address a need rather than leveraging a previously custom-built object due to the current resource not knowing about or fully understanding the original object). Also, the tool for template management (X-Author for Templates) and for redlining contracts (X-Author for Contracts) is very glitchy and not effectively built.
Some parts of the user interface feel outdated and less intuitive compared to newer CLM platforms. Navigation in certain areas can be cumbersome for first-time users. The initial configuration is also quite complex. Without a dedicated Salesforce/Conga administrator or an experienced implementation partner, organizations may struggle to design advanced workflows and templates correctly.
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Conga CLM Reviews and Ratings
- Senior Mobile Developer<50M USDIT ServicesReview Source
A Salesforce-native CLM that adds structure and visibility to contract management, with the best results achieved through careful planning and implementation
Our experience has been "Truly Exceptional" because of the platform's ability to adapt to our evolving data maturity. We recently closed out our first use case, which was a challenge due to limited internal data and missing fields in our legacy records. However, the system allowed us to define mandatory fields and build the necessary structure to move forward. We are now actively deploying our second use case. While the software itself is powerful, we found the support response times to be "Average" during the more complex configuration phases, often requiring our internal team to drive the troubleshooting. - Salesforce Developer<50M USDSoftwareReview Source
Implementation Complexity and Steep Learning Curve Reported for Conga CLM Setup
Our overall experience with Conga CLM has been very strong, largely because our organization is already heavily invested in Salesforce. Consolidating contract creation, negotiation, approvals, and storage into a single system significantly improved transparency and reduced dependency on emails and shared folders. That said, implementation was more complex than we initially anticipated. This is not a lightweight solution you can enable quickly. Configuration, data modeling, and workflow design require careful planning and skilled administration. Once everything is properly set up, however, the system runs reliably and supports large-scale contract operations very well. - Manager of IT Services10B+ USDTelecommunicationReview Source
Conga CLM offers enhanced usability and stronger compliance controls.
Conga CLM has enabled our Salesperson to perform and process the contracts almost independently. Thus, reducing the time investment required from other departments. Previously, a process that took days to ensure the contract meets all the compliances from other departments, can now be done in hours. Thanks to Conga CLM, end-to-end automation across the contract lifecycle. Data and information can be automatically passed between different operations and teams, thus saving time and effort. - Senior Mobile Developer<50M USDIT ServicesReview Source
Salesforce-centric CLM that works well once stabilized, but requires careful setup and patience
Our experience with the vendor has been outstanding, particularly in how they supported our phased rollout. We are currently transitioning from our first primary use case to the second. While our organization initially faced some challenges due to a lack of legacy data and certain missing fields in our internal records, the platform’s flexibility allowed us to add the necessary mandatory fields and keep moving. The vendor's team was instrumental in helping us structure our data environment so we could maintain momentum without getting bogged down by our initial data limitations. - .net Developer<50M USDIT ServicesReview Source
A Powerful Salesforce-Native CLM That Delivers Strong Collaboration, but Requires Careful Planning and Expertise
Our experience with Conga CLM has been positive overall. We use it primarily to manage complex contracts within Salesforce, and it has helped bring better alignment between our Sales and Legal teams. Sales users continue to work inside Salesforce, while Legal can manage documents in a way that fits their day-to-day workflow. That said, Conga CLM is clearly built for enterprise use. To get real value from it, you need well-defined internal processes and time invested in proper configuration.