Conga CLM Features
File Management (12)
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Metadata
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
OCR Scanning
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
Versioning
Keep track of incrementally changing versions of the same file.
Collaboration
Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
Autogenerate documents based on templates and form submission.
Form Creation
Able to create and manage submittable user forms.
Portals and Sites
Able to create user portals and sites.
Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
Search
Can easily find files via a simple and/or advanced search.
Web Interface
Ability to access documents via a web interface without a client being installed on a device.
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Workflow (8)
Process Automation
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules.
Activities
Any action a user can perform in the system can be specified as an automated action.
Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
Case Management
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Document Builder Interface
Based on 137 Conga CLM reviews and verified by the G2 Product R&D team.
Easily search for and add elements to a proposal.
Collaborative Creation
Based on 113 Conga CLM reviews and verified by the G2 Product R&D team.
Multiple users can edit a single document.
Assembly and Approval Workflows
Based on 109 Conga CLM reviews and verified by the G2 Product R&D team.
Automate workflows by routing documents to the correct individuals for adding content and approval.
Platform (5)
Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
APIs
Enables custom integration to external systems.
Document Creation (6)
Customizability: Variables and Fields
Based on 140 Conga CLM reviews and verified by the G2 Product R&D team.
Define fields to pull in dynamic information.
Template Creation and Flexibility
Based on 143 Conga CLM reviews and verified by the G2 Product R&D team.
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
Based on 117 Conga CLM reviews and verified by the G2 Product R&D team.
How well the platform supports images, audio, and video in proposals.
Online Document Creation
Based on 136 Conga CLM reviews and verified by the G2 Product R&D team.
Create adaptive online documents for view via browser or mobile device.
PDF Creation
Based on 143 Conga CLM reviews and verified by the G2 Product R&D team.
Create attractive PDF versions of proposals.
Custom Branding
Based on 141 Conga CLM reviews and verified by the G2 Product R&D team.
Brand proposals and the application's portal with your company's logos and branding.
Analytics (1)
Reporting and Dashboards
Based on 118 Conga CLM reviews and verified by the G2 Product R&D team.
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Platform (6)
User, Role, and Access Management
Based on 130 Conga CLM reviews and verified by the G2 Product R&D team.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Based on 135 Conga CLM reviews and verified by the G2 Product R&D team.
Program in-app and email notifications for approval milestones or actions.
CRM Integration
Based on 116 Conga CLM reviews and verified by the G2 Product R&D team.
Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration
Based on 108 Conga CLM reviews and verified by the G2 Product R&D team.
Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
Based on 68 Conga CLM reviews and verified by the G2 Product R&D team.
Push and pull data from quote applications to build proposals.
API / Integrations
Based on 87 Conga CLM reviews and verified by the G2 Product R&D team.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Contract Management Platform Features (10)
Contract Creation
Based on 196 Conga CLM reviews and verified by the G2 Product R&D team.
Users can create new contracts within the platform using built-in document creation features.
Contract Templates
Based on 193 Conga CLM reviews and verified by the G2 Product R&D team.
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
Based on 190 Conga CLM reviews and verified by the G2 Product R&D team.
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Based on 202 Conga CLM reviews and verified by the G2 Product R&D team.
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Contract Collaboration
Based on 167 Conga CLM reviews and verified by the G2 Product R&D team.
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Based on 195 Conga CLM reviews and verified by the G2 Product R&D team.
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Notifications & Reminders
Based on 210 Conga CLM reviews and verified by the G2 Product R&D team.
Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Based on 202 Conga CLM reviews and verified by the G2 Product R&D team.
Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs
Based on 169 Conga CLM reviews and verified by the G2 Product R&D team.
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
Reporting & Dashboards
Based on 197 Conga CLM reviews and verified by the G2 Product R&D team.
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Platform Basics (2)
Data Extraction
This feature was mentioned in 23 Conga CLM reviews.
Ability to auto-extract all key contract metadata and clause language.
Contract Comparisons
As reported in 19 Conga CLM reviews.
Provides document parsing, redlining, and auto-tagging for clause comparisons.
Artificial Intelligence Capabilities (3)
Text Analytics
This feature was mentioned in 21 Conga CLM reviews.
Ability to analyze text within contracts by using pattern recognition.
NLP
19 reviewers of Conga CLM have provided feedback on this feature.
Provides the ability to understand and process human language/s within contracts.
OCR
Based on 19 Conga CLM reviews.
Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.).
Contract Data (6)
Data Import
18 reviewers of Conga CLM have provided feedback on this feature.
Ability to import contracts into a centralized repository.
Data Export
15 reviewers of Conga CLM have provided feedback on this feature.
Provides the ability to export contract data into other systems.
Custom Reporting
Based on 18 Conga CLM reviews.
Ability to create reports and dashboards with contract data to provide strategic insights.
Clause Identification and Mapping
As reported in 19 Conga CLM reviews.
Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms.
Reporting & Dashboards
This feature was mentioned in 111 Conga CLM reviews.
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Advanced Contract Analytics
112 reviewers of Conga CLM have provided feedback on this feature.
Provides advanced, AI-driven contract analytics to optimize all aspects of contract management.
Contract Creation & Management (4)
Contract Creation
Based on 115 Conga CLM reviews.
Users can create new contracts within the platform using built-in document creation features.
Contract Templates
This feature was mentioned in 115 Conga CLM reviews.
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
116 reviewers of Conga CLM have provided feedback on this feature.
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Based on 113 Conga CLM reviews.
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Collaboration (2)
Contract Collaboration
Based on 115 Conga CLM reviews.
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
114 reviewers of Conga CLM have provided feedback on this feature.
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Other Platform Features (5)
Notifications & Reminders
113 reviewers of Conga CLM have provided feedback on this feature.
Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Based on 116 Conga CLM reviews.
Contracts can be stored in a central online repository with built in search capabilities.
Contract Compliance
This feature was mentioned in 114 Conga CLM reviews.
Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations
Integrations / APIs
This feature was mentioned in 111 Conga CLM reviews.
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
E-Signature
114 reviewers of Conga CLM have provided feedback on this feature.
Ability to e-sign legally-binding contracts within the same platform.
Generative AI (6)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 55 Conga CLM reviews.
Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 56 Conga CLM reviews.
Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 37 Conga CLM reviews.
Allows users to generate text based on a text prompt.
AI Text Summarization
37 reviewers of Conga CLM have provided feedback on this feature.
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Storage and Collaboration - Legal Document Management (4)
Editing and Tracking
Facilitates document modification with comprehensive change logging
Centralised Database
Offers a unified system storing all legal data for easy management and retrieval
Accessibility and Permission for Sharing
Controls access and sharing based on user permissions
Document Storage
Securely archives legal documents in an organized, digital repository
Document Management - Legal Document Management (3)
Search and Retreival
Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance
Synchronization of Data
Ensures consistent, up-to-date information across all devices
Versioning
Manages multiple document iterations, ensuring accuracy and up-to-dateness
Analysis - Legal Document Management (2)
Document Review
Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions
Legal Analytics
Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features
Artificial Intelligence - Legal Document Management (1)
AI Automation
Leverages artificial intelligence for task automation, streamlining workflow and decision support
Accessibility - Legal Document Management (1)
Cross-Platform Access
Enables document access from any device, from anywhere, thereby enhancing flexibility
Agentic AI - Legal Document Management (2)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Salesforce AppExchange Apps (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Contract Management (1)
Autonomous Task Execution
11 reviewers of Conga CLM have provided feedback on this feature.
Capability to perform complex tasks without constant human input
Agentic AI - Contract Lifecycle Management (CLM) (4)
Autonomous Task Execution
Based on 40 Conga CLM reviews.
Capability to perform complex tasks without constant human input
Cross-system Integration
As reported in 41 Conga CLM reviews.
Works across multiple software systems or databases
Natural Language Interaction
41 reviewers of Conga CLM have provided feedback on this feature.
Engages in human-like conversation for task delegation
Decision Making
As reported in 40 Conga CLM reviews.
Makes informed choices based on available data and objectives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Data export backs up or transfers data from one system to another. Learn about what it is, its types and benefits, and how to best leverage said benefits.
A document builder is a software application that is used to create text-based documents.





