Conga CLM (formerly Conga Contracts, or Novatus) is a contract management software solution built around features such as contract creation, automated notifications, and approval and workflows.
$35
per month per user
PandaDoc
Score 9.0 out of 10
N/A
PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$19
per user/per month
Pricing
Conga CLM
PandaDoc
Editions & Modules
No answers on this topic
Essentials
$19
per user/per month
Business
$49
per user/per month
Enterprise
Contact sales team
Offerings
Pricing Offerings
Conga CLM
PandaDoc
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Optional
Optional
Additional Details
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PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation starting at $19 per month per user. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial.
CLM is best suited for Medium to Large size corporations, in my opinion. Organizations need to be informed in order to be successful; they must have a team prepared to own and manage the CLM tool once implementation is complete. Great for B2B and B2C. Highly recommend it to those in question about purchasing for their organization.
It is very well suited for proposal/quotation/contract writing, including adding lots of marketing-type content and sales copy. It also works well for employment contracts. However, it struggles with having more than one user looking at the same document, which hinders collaboration. If you want something very flashy, it may not be the best fit, as the layouts are more simple.
You don't have to worry about different clauses. You can just create them and bundle them based on your Contract.
Conga contracts come with great redline and true-up features which makes the negotiation process way easy.
You can integrate it with Conga composer to generate the Contract document and also can integrate it with Conga sign to send the generated contract for signature.
Simple and easy to use for the legal team to creates contracts in Salesforce and with the help of conga contract attaches the different clauses through the bundle and sends them for negotiation and for signature. This is the primary work they do from Conga contracts. We had solution which is build using conga contracts, conga composer and conga sign
The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new
Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.
Very very difficult to get support. The support team is great for simple, general questions. If we ran into anything complex, we usually would figure it out before they could help us. We often were bounced around from rep to rep
Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
Features and Functionality: Conga CLM offers a range of features such as contract authoring, automated workflows, collaboration, version control, reporting, and analytics. It is designed to streamline the entire contract lifecycle. When comparing against other solutions, organizations should assess the specific features and functionalities they require and evaluate how well Conga CLM meets those needs.Scalability: Conga CLM is suitable for large enterprises and organizations dealing with high contract volumes and complex contract processes. It provides the scalability to handle a significant number of contracts, multiple users, and integration with other systems. Organizations should consider the scalability of Conga CLM in relation to their own contract management needs.
PandaDoc offers a free version with basic features and several tiered pricing options. The pricing is generally considered to be competitive and offers good value for the range of features provided. we often find PandaDoc intuitive and user-friendly. Its interface is designed to facilitate easy document creation and management, even for users who aren't particularly tech-savvy. PandaDoc is known for its robust document management capabilities. It offers a wide range of features such as document creation, a rich content library, customizable templates, and a user-friendly interface for creating interactive and engaging documents. It also includes CRM integrations, automated workflows, and analytics.
We really never saw a great ROI. We installed and then were left alone for many years despite many calls for help.
We were able to get out of a spreadsheet.
We did have an approval flow that allowed us to view where in the process each contract was, but the approval flow was also very difficult to manage and was not able to handle complex approval flows.
It's valuable to see when a prospect or an existing client views their proposal.
If you have a good designer to create the templates, the proposals will look professional. The existing templates Pandadoc provides are nearly worthless and very difficult to customize.
