Tracking and maintaining various levels of data throughout the contracting process
May 08, 2025

Tracking and maintaining various levels of data throughout the contracting process

Cindy Barber | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Conga CLM

As all of our sales and contracting processes are through the Salesforce system with Conga CLM we are able to manage and keep customer data easily and track many components that are needed for various levels of the company.

Pros

  • Tracking and maintaining various levels of data throughout the contracting process
  • Our ability to do more redlining through the contracting process within the system.
  • Allowing for controls in generating documents

Cons

  • Some of the decisions that are made when creating an agreement can cause some questions or confusion, such as how configurations "save"
  • A better way to allow for revisions that transition forward (as we have written our own revision process.)
  • The time saved for our Legal team to generate and go through redlining for customers allows us to process the create the multitude of contracts that come through the system daily quickly and correctly.
  • Sales is able to get accurate information relatively quickly and get contracts in customers hands faster due to the tools available. This provides our business a much more sustainable and quick ability to grow.
We have had instances, due to the size and requirements of some of our contracts where the revenue solutions out of the box are not sufficient and we have had to create solutions for ourselves in some cases.
Conga CLM has certainly simplified our CLM. Not only is sales more easily able to get information to legal for generating quickly, but also legal is able to more easily handle things like red lines, or special requests without full manual edits needed.

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

With having all of our contracting through the Salesforce system, the ability to allow our legal teams to do more with generating documents, have controls over redlines, etc is ideal. When sales needs to make additional revisions to the underlying data, however, it can be lacking in strong tools.

Conga CLM Feature Ratings

7.3
Contract creation
8
Contract templates
Not Rated
Clause library/saved fields
8
Guided logic
6
6.5
Contract sharing
7
Contract editing
6
Collaborating on contracts
8
MS Word plug-in
5
Approval process
Not Rated
Interdepartmental workflows
Not Rated
5.8
Contract database
Not Rated
Contract search
6
Contract milestone reminders & alerts
5
Custom contract reports
5
Tracking contract status
7
Compliance check
Not Rated
6.0
Contract Storage
8
Document Management
6
Advanced Search and Filtering
5
Version Controls
7
Customizable Contract Templates
Not Rated
Workflow Acceleration
5
E-Signatures
6
Reminders and Alerts
5
Analytics and Reporting
6
Integration with other Systems
6

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