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

Best in Contract Lifecycle with intuitive platform!

Anonymous | TrustRadius Reviewer
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.
Conga CLM has provided a great return on investment as the client likes the final generated documents. Even if there are any changes, it can be done using the simple point and click method of the Word plugin. Scalability is also on point as the product is flexible with customization to meet complex business needs.
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

This tool is well suited for organizations who don't want much customization as most of the things work out of the box, which increases productivity, whereas there are a lot of product-related issues which need constant connection with the Conga support team, thus resulting in more time to deliver the requirements.

Conga CLM Feature Ratings

7.5
Contract creation
8
Contract templates
7
Clause library/saved fields
8
Guided logic
7
7.8
Contract sharing
9
Contract editing
9
Collaborating on contracts
8
MS Word plug-in
7
Approval process
7
Interdepartmental workflows
7
8.0
Contract database
10
Contract search
9
Contract milestone reminders & alerts
6
Custom contract reports
8
Tracking contract status
9
Compliance check
6
Contract Management ()
Not Rated

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