Conga is losing ground in the CLM space
November 01, 2024

Conga is losing ground in the CLM space

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Conga CLM

We use Conga CLM to generate legal contracts for sell and buy side. This covers direct and indirect sales in addition to the procurement side of the house. It integrates with DocuSign and with other upstream tools such as CPQ. We also use it for template management and template maintenance.

Pros

  • Query Templates - Allowing to filter a single template
  • Integration with other Conga products
  • Merge Events

Cons

  • In my opinion, X-Author is a disaster! Unless you are very well versed at template maintenance, be sure to allocate full time resource for this.
  • Has room for clause based approvals improvement
  • Frequent upgrades lead to template corruption
  • Template configuration needs to be done correctly and in multiple environments
  • Separate team needed for templates
  • Too many products in the suite
Not familiar with this solution deeply. However, I am aware that they have Billing solutions as well as revenue recognition solution. We do not use these products and hence cannot comment.

However, I have a hunch that they are not as mature as their CLM product.
To an extent yes but it came with challenges! We have a dedicated team to work with us. They are tasked to understand our use cases but even they are not aware of the system's capabilities and limitations. We have had to work with our tech teams to understand the data model and do customization to make the tool work for us.

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

Not sure

Are you happy with Conga CLM's feature set?

No

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?

No

Would you buy Conga CLM again?

No

It is one of the CLM tools in the market so if you are looking to optimize your contracting, it is an option. Conga professional services, once hired, are good to work with you on solutions needed for your success.

Approvals management is decent. Custom formulas in the form of records are great.

Conga CLM Feature Ratings

Contract creation
9
Contract templates
5
Clause library/saved fields
5
Guided logic
4
Contract sharing
6
Collaborating on contracts
4
MS Word plug-in
1
Approval process
5
Interdepartmental workflows
8
Contract database
8
Contract search
9
Contract milestone reminders & alerts
8
Custom contract reports
8
Tracking contract status
9
Compliance check
7

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