Conga CLM is a robust and efficient Contract Management Process!
September 30, 2024

Conga CLM is a robust and efficient Contract Management Process!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Conga CLM

We use Conga CLM to create contracts between healthcare providers and our organization. The product addresses the requirement of going through the entire Contract Lifecycle Process, which also includes generating the documents and sending them for signatures using DocuSign. Apart from that, we also use Conga Grid and Composer to create/generate specific documents which includes financial details, with the output document having dynamic tables grabbing data from Custom Objects in Salesforce.

Pros

  • Conga Approvals
  • Generating Documents for CLM with X-Author for Contracts
  • Smooth transition to DocuSign Services

Cons

  • Allow some measure of flexibility in adjusting Validation Rules which are a part of the managed package.
  • Clients have reported a huge improvement in the time spent in processing contracts.
  • Better management of contract data.
  • Ease in forwarding for signatures.
  • Overall transparency in data.
  • Provides an opportunity for managers and supervisors to easily keep track of the work done by their teams.

Do you think Conga CLM delivers good value for the price?

Yes

Are you happy with Conga CLM's feature set?

Yes

Did Conga CLM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Conga CLM go as expected?

Yes

Would you buy Conga CLM again?

Yes

Conga CLM is well suited for easily managing contract templates, generating documents and merging them. The Conga Approvals is a good feature and is easy to set up and use. DocuSign for Conga is a very useful feature to send contracts for signatures.

Conga CLM Feature Ratings

Contract creation
9
Contract templates
9
Clause library/saved fields
9
Guided logic
8
Contract sharing
9
Contract editing
9
Collaborating on contracts
9
MS Word plug-in
9
Approval process
9
Interdepartmental workflows
Not Rated
Contract database
9
Contract search
9
Contract milestone reminders & alerts
9
Custom contract reports
9
Tracking contract status
9
Compliance check
Not Rated

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