Conga CLM
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Flexible Customization and Effortless Contract Management
What do you like best about the product?
As both an admin and a developer, I really appreciate how flexible Conga CLM is when it comes to customizing templates and workflows without requiring extensive coding. It also makes it much easier for our stakeholders to generate, review, and approve contracts with just one click.
What do you dislike about the product?
The X-author extension tool could be enhanced. At present, it allows us to view only two objects: contracts and templates. It would be beneficial to include an option that lets users add related objects within the tool.
What problems is the product solving and how is that benefiting you?
It has shortened the time needed to switch between tabs, and we were able to implement a parallel approval process within Salesforce with just one click.
Seamless Integration and Effortless Signing with Conga CLM
What do you like best about the product?
The most helpful thing about Conga CLM is its integration with signing tools like AdobeSign, DocuSign, etc. This helps us to complete the signining process without any much manual efforts. The UI is also user friendly and it can be easily implemented on Salesforce CRM. There are very less issues reported, however, if there is any need, we get an excellent support for this product.
What do you dislike about the product?
There are no major downsides as such however, it has been observed at times that the document generation takes some time when the templates are complex.
What problems is the product solving and how is that benefiting you?
In our organization, the negotiation and signing process is an important process, as there can be multiple users working on the same contract. In this scenario, Conga CLM's parallel review feature along with its integration with Docusign helps us greatly to manage these contracts.
Effortless Contract Management with Seamless Integration and Stellar Support
What do you like best about the product?
The Conga CLM helps greatly in managing all the legal contracts efficiently. Specially, the negotiation process of the contract is very helpful as it enabled multiple users to review the contracts parallely. The implementation is also very easy and its integration with signing tools such as DocuSign and AdobeSign helps us complete the contract signing process very effectively. The overall support provided by the Conga for Conga CLM is excellent. Our issues gets resolved very quickly and it helps us reduce the turn around time with our end users.
What do you dislike about the product?
Overall the document generation process using Conga CLM is quite simple, however, at times if becomes difficult to create complex templates using XAC tool.
What problems is the product solving and how is that benefiting you?
In our organization, generally as per the customers requirement there will be a need to modify the templates. However, it is important for us to preseve the previous versions as well. Conga CLM provides document as well as template versioning functionality which helps us greatly in achieving this use-case. We can easily navigate back to any of the previous version and can make the necessary changes to create a new version.
Seamless Office 0356 Process Implementation
What do you like best about the product?
Office 0356 Review Process (Internal and External)
Seamless Easy Process Implementation in CLM.
Generation and Merge using a Template with Multiple clause.
Multiple Signature integration tool (Adobe, Docu and Conga Sign)
Conga API to handle custom mass process.
Seamless Easy Process Implementation in CLM.
Generation and Merge using a Template with Multiple clause.
Multiple Signature integration tool (Adobe, Docu and Conga Sign)
Conga API to handle custom mass process.
What do you dislike about the product?
The time it takes for Customer Support to resolve certain system issues could be improved.
What problems is the product solving and how is that benefiting you?
Digitalization of CLM Process and Improve KPI for Contract Lifecycle.
Effortless Contract Management with Powerful Template Generation using Conga CLM
What do you like best about the product?
Conga CLM helps us grealty in managing our contracts, starting from the document geration, review process till the approvals. This is great tool to manage all the contracts and interface is also UI friendly. However, the best thing about Conga CLM is the ease with which it helps in generating complex contracts. The X-Author for Contracts Add In helps in creating complex templates which then can be generated using Conga CLM without much manaul efforts. The implemention of Conga CLM is very simple and it easily integrates with Salesforce. The support provided by the Conga for this is also exceptional as the issue get resolved in a timely manner.
What do you dislike about the product?
Although the CLM's document generation capability is exceptional, at times it is observed that there is some performance degradation observed specifially for large and complex contracts. In some scenarios, it takes more than the expected time to generate the document which can be improved a bit.
What problems is the product solving and how is that benefiting you?
The complexity of our contracts is very high. We have lenghty contracts with multiple repeat sections, however, Conga CLM is just the perfect tool for this. Conga CLM helps us generate complex documents very easily and without much manual efforts which is very benefitting for our organization.
Excellent Support and Effortless Usability
What do you like best about the product?
Conga support team and it is easy to use
What do you dislike about the product?
Heavy or big uploads can take a bit sometimes
What problems is the product solving and how is that benefiting you?
Creating quotes and proposals for clients
Resolved Approval Issues, Smooth Performance
What do you like best about the product?
I appreciate that Conga CLM resolved the issue with legal users' inability to submit approvals in the QA environment, which has been effectively fixed. This resolution allowed me to proceed with important tasks, such as creating records and submitting them for approvals, without interruptions. The product's performance is satisfying as it works fine and smoothly for our needs. Moreover, the initial setup of Conga CLM was straightforward with no significant challenges encountered, making the process good and efficient overall.
What do you dislike about the product?
No
What problems is the product solving and how is that benefiting you?
I find Conga CLM resolved issues with function approvals, enabling us to submit approvals smoothly. It works fine without any challenges.
Flexible, Reliable, and Seamless Integration with Salesforce
What do you like best about the product?
As a system administrator, I really value how flexible and configurable Conga CLM is. The integration with Salesforce is seamless, which simplifies user management, data consistency, and workflow automation. The platform’s customization options make it easy to adapt templates, approval flows, and metadata without heavy coding. It’s also quite stable and reliable once properly set up, which helps minimize maintenance issues.
I use Conga CLM almost daily to monitor system performance, troubleshoot user issues, and support new configuration requests. The customer support team has generally been responsive and helpful — they provide clear guidance and good follow-up, although response times can vary depending on the issue’s complexity. Overall, it’s a powerful and dependable system that gives administrators solid control while keeping business users productive.
I use Conga CLM almost daily to monitor system performance, troubleshoot user issues, and support new configuration requests. The customer support team has generally been responsive and helpful — they provide clear guidance and good follow-up, although response times can vary depending on the issue’s complexity. Overall, it’s a powerful and dependable system that gives administrators solid control while keeping business users productive.
What do you dislike about the product?
While Conga CLM is a powerful platform, some areas could be more intuitive from an admin perspective. The configuration options are extensive, but certain settings are buried deep in the interface and can take time to locate or adjust. System updates and new releases sometimes introduce minor issues that require additional troubleshooting. The learning curve for new administrators can also be steep, especially when managing complex workflows or integrations. Additionally, the reporting tools, while functional, could be more flexible and user-friendly. Overall, these are manageable challenges, but improving usability and documentation would make system maintenance smoother.
What problems is the product solving and how is that benefiting you?
Conga CLM has helped our organization centralize and standardize the entire contract lifecycle, which used to be spread across multiple tools and manual processes. It automates key stages like drafting, approval, and signature, reducing errors and saving a lot of time for both administrators and business users. From my perspective as a system administrator, it’s made managing user permissions, templates, and workflows much easier and more consistent. The integration with Salesforce keeps contract data synchronized, improving visibility across departments. Overall, Conga CLM has increased operational efficiency, reduced compliance risks, and given us better control over our contract data and reporting.
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.
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