Conga CLM

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.

Version control functionality, clause library, ability to create self-serve vs legal assisted workflows based on entered criteria.

There are many things which we like about the product. The following are a couple of them. 1. Contract type and versatility:- Conga CLM offers a great tool to manage contracts by giving the feasibility to choose from different agreement types like NDA, MSA, etc. This allows you to add your own contract types as well that fit best with your business use cases. This also allows you to define your own custom layouts for these agreement types that help you display the fields that serve the best purpose for your organization. 2. Clause and Template Management:- Conga CLM helps template and contract managers to manage their templates and clauses to ensure risk mitigation, proper auditing and versioning. Conga CLM offers support for multiple language templates for different languages and locales, supporting global business needs. It offers a centralized clause library to store your clauses in a single, searchable repository. This ensures everyone uses the latest approved language and reduces any risk of outdated or non-compliant terms being used in contracts. 3. Smooth Integrations: Conga CLM offers seamless integration with Salesforce, Office365, Power BI, different eSignature solutions and other enterprise systems. APIs and connectors allow users to work with their preferred tools and keep contract data synchronized across platforms. Detailed audit logs track every change, providing transparency and accountability throughout the contract lifecycle.

Some parts of the user interface feel outdated and less intuitive compared to newer CLM platforms.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.

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.

1. Sometimes the implementation phase can be challenging when you are a partner involved, but it often becomes smoother over time. 2. Sometimes documentation is lacking in some areas, but it is good that Conga offers great support that compensates the occasional documentation gaps and proactively works with internal teams to bridge the gaps in the documentation itself.