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Conga CLM

Score8.8 out of 10

185 Reviews and Ratings

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What is Conga CLM?

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.

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Categories & Use Cases

Media

Screenshot of Salesforce Contract Creation
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Screenshot of Salesforce Contract Creation

Conga CLM Key Features

Learn about the best (and worst!) features Conga CLM has to offer, as determined by TrustRadius' reviewers.
Based on 185 ratings of Conga CLM's features
View all Conga CLM features

Top Performing Features

  • Clause library/saved fields

    Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

    Category average: 8.6

  • Contract creation

    Includes a document generator and tools for creating new contracts.

    Category average: 8.7

  • Contract templates

    Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

    Category average: 8.8

Areas for Improvement

  • Integration with other Systems

    Ability to integrate with other tools, such as CRM or ERP systems, to exchange contract data seamlessly.

    Category average: 8

  • Workflow Acceleration

    Streamline the contract approval process by automating workflows and notifications.

    Category average: 7.9

  • Guided logic

    Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

    Category average: 7.5

Who Buys & Uses Conga CLM

Conga CLM Reviews

What users are saying about Conga CLM.
View all Conga CLM reviews

Pros

  • Streamlined contract approval processes
  • Automated contract generation using templates
  • Centralized contract repository for all agreements

Cons

  • Cluttered and complex user interface
  • Inconsistent and difficult search functionality
  • Limitations in workflow and configuration options

Driving Contract efficiency and ROU with Conga CLM

Incentivized
CA Aditi GoyalView profile
Consulting Manager in Finance and Accounting at Pwc (10,001+ employees)

Use Cases and Deployment Scope

Conga CLM ID is used as the central system for managing all the contracts end-to-end, from the creation of the contract to reporting and analysis. It solved problems like manual effort, lack of visibility, and inconsistent contract language. It provides real-time tracking, a centralized system, automated workflows, standard templates, and audit-ready contract history.

Pros

  • Template driven contract creation: when sales team needs to generate multiple contracts per day, instead of manually drafting each contract , by Conga CLM we can select pre approved template and system auto fills pricing details , customer name, legal terms etc
  • Renewal and obligation tracking: Conga CLM sends automated alerts when renewal noticed needs to be send 30days before expiry. It also flags upcoming renewals.
  • Audit trail and compliance: Conga CLM logs every action automatically and supports regulatory compliance like SOX audit.

Cons

  • User interface: UI can be simplified and provide more guided and step based configuration
  • Implementation time: long implementation cycle for enterprise setup. It can improve by providing faster onbaording packages and prebuilt industry specific accelerators
  • Clause library management: clause management of Conga CLM is powerful but not very lightweight. It can be improved by providing smarter clause suggestions.

Return on Investment

  • It created positive roi by reducing cost , accelerating revenue , minimizing risk and improving operational efficiency

Other Software Used

DocuSign, Microsoft SharePoint, MuleSoft Anypoint Platform, Microsoft 365

Streamlined Contract Lifecycle Management

Incentivized
Verified User
Consultant in Engineering (11-50 employees)

Use Cases and Deployment Scope

Conga CLM tool that helps companies manage contracts from start, to finish. It makes sure that contracts are created and approved in a way. This means that contracts are made using templates and libraries of clauses. The system also helps to speed up the approval process. People can see what is going on with contracts and what they need to do. And it also helps companies follow the rules and policies that they are supposed to. Companies can get contracts done faster and reduce the risk of something going wrong.

Pros

  • speed up the approval process
  • reduces the amount of work that people have to do by hand
  • keeps track of all the contracts

Cons

  • Common tasks such as locating contracts, updating metadata, or configuring workflows often require multiple clicks.

Return on Investment

  • It helps to organize and save time in managing the contracts
  • Act as a remainder and checklist

Other Software Used

Bigin by Zoho CRM

Conga CLM Contract management A to Z

Incentivized
Verified User
Manager in Marketing (10,001+ employees)

Use Cases and Deployment Scope

We often have contracts with vendors across multiple departments and with multiple POCs. Conga CLM helps to streamline all of these contracts and provides a "single-truth" platform where we can go to find out about previous contracts and enter new ones. It keeps the org on the same page, which ultimately drives revenue saving.

Pros

  • Supports many different types of contracts, from NDAs to vendor contracts.
  • The tool's ability to automate repetitive tasks in contract management (ie. filling out routine fields) save times.
  • The platform integrates well with platforms like DocuSign, etc.

Cons

  • Pricing is a bit difficult to make sense of, with multiple tiers/user configs
  • Advanced customization ability is somewhat limited, which makes some of the automated features of the platform less effective.

Return on Investment

  • Contracts being signed on teams take less admin and less time to complete, which frees the team to work on other projects and speeds up the time to sign/implement contracts
  • There are less contracts being signed for "duplicative" services, which saves the company money.

Other Software Used

Atlassian Confluence, Atlassian Jira

Robust integration with Salesforce and reliable contract management for complex utility workflows.

Verified User
Analyst in Sales (501-1000 employees)

Use Cases and Deployment Scope

Conga CLM has been a game changer for me, since I work in Bengaluru baswd b2b company, and we use Salesforce it becomes a very hectic for us to retrieve all the data from salesforce, however with the integration between Conga CLM and Salesforce has been very cruicial for managing day to day contracts from accounts, crm workflows, which makes the process efficent and smooth. We don't need to switch the software now. Conga CLM integration is laggy free and very effective for better productivity.

Pros

  • Integration between salesforce
  • Auto creates deal from contract data
  • Legal team can track approval inside salesforce.
  • Better efficiency

Cons

  • Steep learning curve
  • Difficult setup for templates sometimes.
  • Admin tools little complicated to use.

Return on Investment

  • Contract to signature time reduced.
  • Overall better efficoency and time management.
  • Contracts sync up woth other Crm

Other Software Used

Salesforce CRM Analytics, Slack, Oracle Analytics

Conga CLM Review

Incentivized
Robin Danahy
Salesforce & Sales Operations in Sales at Orion Advisor Technology (1001-5000 employees)

Use Cases and Deployment Scope

We use Conga CLM in conjunction with Composer to generate our master service agreements so we can send them out, have new clients sign and execute, and bring them onto our platform.

Pros

  • One of the things we absolutely love about it is that it's completely baked into Salesforce. Everything we do happens in Salesforce; it gets initiated there, and with it built and executed there, the speed at which we can move is really amazing.
  • One of the biggest challenges we had was getting the creation of our service agreements out to prospects. It took a long time, putting in legal requests, having legal put the documents together, and having them come back to sales so that we can import them into DocuSign and send them out for execution. Conga CLM has taken care of all of that for us. So DocGen, the approval process, redlining, all of that happens right within the application, and boom. We use Conga Sign, and it gets sent out and executed. We have a new client.

Cons

  • I think the only thing I always go back to really happened during the implementation phase, and as a Salesforce administrator, one of the things I want to do is learn. And I want to be able to learn the back end, you know, learn how everything gets put together. And I wasn't really part of that build during implementation. The implementation manager we worked with was phenomenal: she handled all the backend work and then led multiple training sessions with me, which were fantastic, but there were a lot of gaps. And I had to go out and really learn how to close those gaps on my own.
  • I do wish there were a little bit better training modules out there. I know that they have a learning center. Unfortunately, it wasn't budgeted for me to be able to pay for that. So I had to do a lot of gap-filling on my own, but once I got it, it's very easy to administer. And as I said, it's running flawlessly for us. And when we do have changes, now I'm the one who can do it. I don't need to worry about hiring a professional services person, which is what I had to do with the previous vendor that we used for CLM. And I can do it on my own, and it's quicker. We got to a really good place. It just took a little bit of time.

Return on Investment

  • Conga CLM has definitely cut the time in half, if not more, to generate our documents and get them through the approval process. We don't have a very extensive approval process, and enough of one that it can get caught up with different areas of departments, like legal and upper management, if there's a lot of discounting that we're trying to get through, but it's faster now. Our process is email-based, and so our departments know when we see those emails, it's important, and we have to get that approval. The time from contract start to getting it out the door and executed has just gone down. I don't know the exact percentage off the top of my head, but I know the team's a lot happier because we're closing business much faster now.

Other Software Used

DocuSign, Salesloft, Geopointe

Usability

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