Best in Contract Lifecycle with intuitive platform!
February 22, 2022
Best in Contract Lifecycle with intuitive platform!

Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Conga CLM (Conga Contracts)
Conga CLM is used in our organization to create the end-to-end quote/proposal flow. Creating templates is very easy using the X-author for Word. We needed smart templates for our clients which this tool makes sure that they are as per the expectations with all the static along with dynamic data.
Pros
- It provides an easy point and click approach for document assembly.
- Easy to create wizards in Conga CLM which makes it interactive for the user.
- End to end agreement flow can be achieved without much customization.
Cons
- X-author for Word can be improved as it does not maintain a stable connection and the org gets disconnected frequently.
- It does not support grandparent relationship for merge field population.
- A separate package needs to be installed for the integration of CPQ and CLM tools from Conga.
- It has reduced turnaround time between creating, sending, and receiving a signed copy.
- It is relatively easy to understand reducing the user training.
- Word plugin is really useful while adding merge fields from Salesforce into the final contract.
This tool has made the overall turnaround time very less for our clients from creating the document, generation of the document all the way to receiving a final signed copy. It has a seamless generation of contact from the template using the agreement object fields and provides a lot of features like wizard and document assembly rules.
Conga CLM is a great tool as it has seamless integration with Salesforce and provides a good user interface with minimal user training, which increases the overall productivity of our organization. It has plugins that help in extended functionality, powerful add-ons, and integration with external downstream systems, which makes it flexible and scalable in the future.
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?
No
Did implementation of Conga CLM go as expected?
Yes
Would you buy Conga CLM again?
Yes
Comments
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