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
DealHub.io
Score 7.9 out of 10
N/A
DealHub (formerly Valooto) is a CPQ and sales proposal solution that runs natively on Salesforce.com and other cloud-based CRMs.
Conga allows for native integration with Salesforce (built on the Salesforce platform) and integration with Conga’s own e-signature solution. Conga has a centralized repository containing all executed contracts (past and present) organized based on predefined categories or relationships and maintained revision history in the system of record. Using automated workflow, Conga also drives the contract documents for internal reviews/approvals.
DealHub is well suited to put controls on the contracting process. You are able to create price books in DealHub and run all calculations through their system to then push back to Salesforce opportunity/opportunity line items. The system can handle everything from the first meeting pipeline (We require all pipeline $$ to originate from a DealHub Proposal sync) to signature within Dealroom -- Their electronic signing tool. Where DealHub may not be appropriate is if you have a very complex selling motion or have very different selling operations within multiple regions. We have two core regions and each one is essentially set up as its own entity, requiring double work to update.
Unified Storage. All contracts are stored in a single, centralized repository, providing a comprehensive view of the entire contract lifecycle, including versions, negotiations, approval history, and metrics.
Easy Search. Advanced search capabilities, including natural language search, allow users to quickly find specific contracts or clauses.
Dynamic Approvals: Automate approval workflows to speed up the contract approval process and ensure compliance with company policies.
Nothing too specific here since this is the first CPQ tool I've used; maybe the training around how the actual DealRoom presents to a customer would have been helpful, but I operate more in an old-school way and like to send my contracts directly to the people I'm working with via email or DocuSign... the whole DealRoom thing scares me a little.
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
Once it's configured it's relativley maintenance free. Our sales opps team effectively manages the tools It's easy to add new products to the CP-Q. It's flexible for product and service sales. It's security is robust. The approval workflow is easy to understand and use. The integration with CRM is essential for the business
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
I personally haven't had to reach out directly to the DealHub team, but they did a great job enabling our director of RevOps, who is basically our one-stop shop for all DealHub related questions. We've never had a question (in my experience) that needed to be raised to the actual DH support team.
Conga University is the best! loved it. The courses are very well designed which makes learning easy and great. I have taken courses for conga contracts, composer, conga sign, and conga batch. Courses are beneficial if you want to implement Conga products for your clients or for your organization. Highly recommended to sign up for Conga university and start learning
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.
We had the basic quoting functionality within Salesforce but were quickly outgrowing that as our deals grew in size, structure and complexity. The primary competitor we evaluated against Valooto was SteelBrick and we chose Valooto due to the promised faster implementation, lower cost and it being a more streamlined solution.
DealHub has saved me at least 30 mins on each proposal/quote that I've created. Gone are the days of having to update a Google Sheet, double-check the math, and all the misc. terms or incentives that come along with driving a deal forward.
DealHub reduces my time in Salesforce each quote that's created by about 5 minutes.
DealHub makes the internal approval process much faster as well; Sales Director receives approval via email, if CRO approval is needed, the approval-needed notification is sent right to the CRO, following Director level approval. Clicks not emails.
