---
title: Conga CLM Reviews
meta_title: 'Conga CLM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 620 reviews by the users' company size, role or industry
  to find out how Conga CLM works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 620
  scale: '5'
date_modified: '2026-08-09'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Conga CLM Reviews
**Vendor:** Conga  
**Category:** [Contract Lifecycle Management (CLM) Software](https://www.g2.com/categories/contract-lifecycle-management-clm)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 620
## About Conga CLM
Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. The CLM market is highly fragmented. Sell-side specialists excel at revenue contracting but lack procurement depth. Buy-side vendors focus on supplier agreements but fall short on full lifecycle management. Enterprise generalists try to cover both but struggle with poor integrations and fragmented data models. Procurement suites offer only basic, bundled CLM capabilities with limited automation. Conga CLM is built to do what none of these do alone: support Legal, Procurement, and Sales in a single, unified platform — across both buy-side and sell-side contracts. Conga CLM is flexible enough to support any team, scalable from a simple repository to enterprise-wide automation, and extensible through API-first integrations with Salesforce, SAP, Oracle, Coupa, and Ariba. With 10+ years of implementation expertise and responsible AI built in at every tier, Conga CLM is the platform that grows with your business.



## Conga CLM Pros & Cons
**What users like:**

- Users find the **ease of use** of Conga CLM enhances their daily contract management and workflows significantly. (82 reviews)
- Users appreciate the **flexible configuration and powerful features** of Conga CLM for efficient contract management. (61 reviews)
- Users value Conga CLM for its **efficient automation** of the contract lifecycle, significantly saving time and reducing manual tasks. (60 reviews)
- Users value Conga CLM&#39;s **automation of the entire contract lifecycle** , enhancing visibility and reducing manual labor. (59 reviews)
- Users appreciate the **seamless Salesforce integration** of Conga CLM, enhancing contract tracking and management efficiency. (45 reviews)
- Document Management (44 reviews)
- Users value the **time-saving automation** in Conga CLM, significantly reducing manual tasks and enhancing overall efficiency. (42 reviews)
- Customer Support (38 reviews)
- Automation (36 reviews)
- Easy Integrations (35 reviews)

**What users dislike:**

- Users find the **steep learning curve** of Conga CLM challenging, particularly due to complex configurations and lack of documentation. (31 reviews)
- Users find the **learning curve steep** , noting difficulties with documentation, implementation, and cumbersome setup processes. (29 reviews)
- Users experience **slow performance** with Conga CLM, especially during bulk operations and when handling large amounts of data. (26 reviews)
- Users find that the **time-consuming implementation** process can hinder efficiency, especially during critical periods. (26 reviews)
- Users find the **complex setup** of Conga CLM frustrating, as it hinders effective management and user experience. (23 reviews)
- Learning Difficulty (22 reviews)
- Slow Loading (22 reviews)
- Feature Usability (21 reviews)
- Limited Customization (21 reviews)
- Users find the **poor interface design** of Conga CLM frustrating, making simple tasks unnecessarily complicated and time-consuming. (21 reviews)

## Conga CLM Reviews
  ### 1. Seamless Salesforce Integration for Complex Enterprise Contracts

**Rating:** 3.0/5.0 stars

**Reviewed by:** Jonathan M. | IT Tech, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 17, 2026

**What do you like best about Conga CLM?**

It integrates seamlessly with Salesforce CRM and helps automate key processes for sales teams. It’s also well suited to handling complex, enterprise-level contracts and obligations.

**What do you dislike about Conga CLM?**

Setup can be lengthy and challenging, and it often requires specialized expertise or additional support. Migrating templates between environments can also be difficult and may take extra effort to get right.

**What problems is Conga CLM solving and how is that benefiting you?**

This update resolved an issue where OCR processing was failing in Stage 3 and returning an error related to "AcroForm field 'Sig' with no AP".

  ### 2. Great Capabilities, But Needs More Robustness

**Rating:** 3.0/5.0 stars

**Reviewed by:** amit a. | Business Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** December 05, 2025

**What do you like best about Conga CLM?**

Capabilities of the package to leverage customer needs and deliver.

**What do you dislike about Conga CLM?**

Could be more robust, more refined approach to the process.

**What problems is Conga CLM solving and how is that benefiting you?**

Contract management has become easier for our stakeholders

  ### 3. CLM

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** October 08, 2025

**What do you like best about Conga CLM?**

Structured process and central repository

**What do you dislike about Conga CLM?**

Cumbersome for users. Send for review can be unreliable

**What problems is Conga CLM solving and how is that benefiting you?**

-

  ### 4. Conga contracts has basic functions you need

**Rating:** 3.0/5.0 stars

**Reviewed by:** Erica L. | Lead Senior contract manager, Enterprise (> 1000 emp.)

**Reviewed Date:** May 07, 2025

**What do you like best about Conga CLM?**

Basic functions and ROI. It is the most affordable option for doc repository and workflow

**What do you dislike about Conga CLM?**

Limiting configuration options and user interface

**What problems is Conga CLM solving and how is that benefiting you?**

I have conga contracts.

  ### 5. Conga Contracts

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Conga CLM?**

Flexibility and conga staff always bringing multiple solutions to you when presenting a problem

**What do you dislike about Conga CLM?**

N/A, we have conga contracts but excited for the possibility move to clm sooner rather than later

**What problems is Conga CLM solving and how is that benefiting you?**

N/A, we have Conga Contracts only using as a repository at this point. Looking to grow

  ### 6. Contract Analyst 

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.)

**Reviewed Date:** April 03, 2018

**What do you like best about Conga CLM?**

conga Contracts has allowed our Contract Management team transparency and completely streamlined our process.

**What do you dislike about Conga CLM?**

The messaging piece is my least favorite. For our use, it's clunky and each email is viewable for any user.

**What problems is Conga CLM solving and how is that benefiting you?**

Status updates to business teams. Generating reports

**Official Response from Haley Roussell:**

> Thank you for being a long-time user of Conga Contracts! We're glad to hear that your Contract Management team transparency completely streamlined your process. We understand your dislike about messaging and will take your feedback into consideration for future improvements. Please consider joining  and visiting our Conga Customer Community for additional support and resources: https://bit.ly/3JWuPCl

  ### 7. Does the job, not amazing

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.)

**Reviewed Date:** October 31, 2023

**What do you like best about Conga CLM?**

Has all the funtionality that is needed for a CLM

**What do you dislike about Conga CLM?**

Not so user friendly. Difficult to toggle between different pages or go back and forth, which is something needed when looking in a contract repository

**What problems is Conga CLM solving and how is that benefiting you?**

Provides a contract repository and links up all related contracts under the one branch

**Official Response from Haley Roussell:**

> We hear your concerns and apologize for any inconvenience. Our team is dedicated to addressing usability issues and making the platform more intuitive for efficient contract management. Please consider joining or view our Conga Customer Community for additional support and resources: https://bit.ly/3JWuPCl

  ### 8. Conga has been extremely helpful in meeting our growing demands

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Enterprise (> 1000 emp.)

**Reviewed Date:** February 27, 2020

**What do you like best about Conga CLM?**

I appreciate the mostly automated flows and the ability to handle the entire lifecycle of a contract in one place.

**What do you dislike about Conga CLM?**

There are some limitations in licensing and in creation that are difficult.

**What problems is Conga CLM solving and how is that benefiting you?**

We are keeping our people compliant and organzied.

  ### 9. Leaves me wanting more, not as intuitive or user friendly

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 30, 2022

**What do you like best about Conga CLM?**

Repository and renewal process, option to self serve

**What do you dislike about Conga CLM?**

Requires too much middle assistance, requesters/users do not feel it's friendly, not as intuitive, need better extraction and bulk upload capabilities

**What problems is Conga CLM solving and how is that benefiting you?**

Execution and record keeping

  ### 10. Conga lets things to be desired compared to alternatives

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 23, 2021

**What do you like best about Conga CLM?**

Cost is considerably cheaper than other options, and the functionality is generally great. Customization of the tool and how it integrates with Salesforce are fantastic.

**What do you dislike about Conga CLM?**

Deliverability issues, syncing issues. We're constantly running into issues with contracts not received.

**Recommendations to others considering Conga CLM:**

I would consider all options prior to committing. Ask for a trial or proof of concept to see if it fits your needs

**What problems is Conga CLM solving and how is that benefiting you?**

Used in the sales process to generate contracts for clients virtual signature. We send it to begin partnerships with new clients. It is a tool that is used very frequently.

  ### 11. Contract Wrangler helpful for vendor contracts

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 24, 2021

**What do you like best about Conga CLM?**

The fundamental terms for vendor contracts are very helpful. For our contracts with clients, these aren't as useful for our industry, but I could see this being useful for others.

**What do you dislike about Conga CLM?**

The navigation is a little clunky for my liking. We are still in the process of onboarding, but I am not sure if our additional key terms are going to provide us the insight we were hoping for or not.

**What problems is Conga CLM solving and how is that benefiting you?**

We really would like to know across the portfolio of contracts, certain clauses that are present or not. We have not realized this benefit yet and I'm not sure we will, but we will find out. One benefit we have seen is that there are some expired contracts we have that we were unaware of, however, this is more "interesting" than having any real impact on us, based on how our contracts work.

  ### 12. Contract Management Tool With Great Potential

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 20, 2020

**What do you like best about Conga CLM?**

CW listens to its customers and continually tries to improve its product. 

CW's support team is truly amazing to work with, answering questions and solving issues promptly, and always willing to go through the product with you so that you get the most out of it.

CW allows you to assign ownership of each contract.

CW's search interface is really good.

CW's user annotation capability allows you to track provisions that are particularly relevant to your business.

**What do you dislike about Conga CLM?**

CW doesn't allow you to edit tags. 

CW has some trouble wrangling new Order Forms to already wrangled MSAs.

**What problems is Conga CLM solving and how is that benefiting you?**

CW is a great place to store executed agreements and ensure that deadlines and other contract management requirements are met.

  ### 13. Conga Contracts gets the job done

**Rating:** 3.0/5.0 stars

**Reviewed by:** Brittany L. | Business Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 27, 2020

**What do you like best about Conga CLM?**

Redlines! This feature has really helped us with our version control issue.

**What do you dislike about Conga CLM?**

Clunky. Opening view redlines, then open word, confuses our reps. The negotiate feature has been really hard to roll out and get users to adopt. They don't want to send the email via conga, but from their outlook.

**Recommendations to others considering Conga CLM:**

The product works great if you have a dedicated person overseeing the process; if you are looking for version control, and have a simple approval flow.

**What problems is Conga CLM solving and how is that benefiting you?**

Version control, better visulization to contracts in process. More controls and better hygeine in Salesforce

  ### 14. Review

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 20, 2019

**What do you like best about Conga CLM?**

The synchronization between SF and Conga Contracts as a repository

**What do you dislike about Conga CLM?**

It was difficult to get the Conga Contracts for Salesforce piece to replicate or replace our existing CPQ contract generation functionality.  If that process was easier to manage, i.e. setting conditions for when certain clauses are generated, it would have been smoother for us.

**What problems is Conga CLM solving and how is that benefiting you?**

The Legal team needed a better place to view and manage all company contracts, not just those from SF.

  ### 15. Assistant

**Rating:** 2.5/5.0 stars

**Reviewed by:** NICCARRAH B. | Finance Associate, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 14, 2018

**What do you like best about Conga CLM?**

That documents can be stored in one central place.

**What do you dislike about Conga CLM?**

Not always user friendly, duplicates. No ability to bulk download documents. Too many steps to access a contract (too many clicks). You have to search multiple ways for a file using a * before creating a new company only to find out the company is there.

**Recommendations to others considering Conga CLM:**

Bulk downloading of files is helpful. Allowing a preview of a document without having to fully dowload would also save time. 

**What problems is Conga CLM solving and how is that benefiting you?**

Not always user friendly, duplicates. No ability to bulk download documents. Too many steps to access a contract (too many clicks). You have to search multiple ways for a file using a * before creating a new company only to find out the company is there. Too many uneccesary sales features. I work in Not for profit, we are not a sales company but enter to into contracts with business associates. The features are more tailored to a company involved in sales.

  ### 16. I wasn't as involved on the implementation, but we had issues

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 21, 2019

**What do you like best about Conga CLM?**

Works great as a contract management tool between our Sales team and Legal team

**What do you dislike about Conga CLM?**

Not everything worked as expected which created a painful implementation

**What problems is Conga CLM solving and how is that benefiting you?**

Helped set up a contract management tool that integrates with our Salesforce cpq implementation

  ### 17. Conga Contracts Review

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 13, 2018

**What do you like best about Conga CLM?**

Setup process is very thorough and functionality is rather complete. There is also a good amount of flexibility to push limits on use cases to help manage contracts in alignment with business needs

**What do you dislike about Conga CLM?**

Setup process can be a bit tedious, documentation could definitely be better. A wizard based solution (similar to Conga Solutions for composer) would be very useful

**Recommendations to others considering Conga CLM:**

Good for a lightweight solution. The price makes it competitive compared to other options that are currently available on the market

**What problems is Conga CLM solving and how is that benefiting you?**

Contract Management, Redlining, Opening up visibility into our Contract Negotiation process to key business users

  ### 18. Worth the tedious design and implementaiton 

**Rating:** 2.5/5.0 stars

**Reviewed by:** Kelly H. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 19, 2017

**What do you like best about Conga CLM?**

I like that all my data is in one place and gives easy access to all users (saves me a ton of time searching through emails

**What do you dislike about Conga CLM?**

The beginning, building, data migration is a beast! I do not think I received enough information up front (we asked if there was anything we could do, and were told no! - this was not the case) There should definitely be a preparation guide on what basic steps (figuring out contract groups and contract types) BEFORE the initial design/function training. Getting put on the spot on day two that you need to have contract groups was a bit much to handle, so some hints on what will be required of us and what we can work on that before hand would have made the training go much smoother. That way the trainer is showing you how to enter your actual process and data fields, rather than showing you how processes CAN BE entered an leaving you to your own devices after they leave. The training could be more of a working training. 

**Recommendations to others considering Conga CLM:**

Start fresh. New process, no legacy data. Be open and try not to fit a square into a circle (like we did)

**What problems is Conga CLM solving and how is that benefiting you?**

So far, feedback from accounting being able to check on agreements on their own was positive, and Legal department having one place for all data and not having to access the company network after hours has proven fast and helpful. 

  ### 19. Create very nice Proposals and Quotes

**Rating:** 3.0/5.0 stars

**Reviewed by:** Jarret P. | Application Engineer, Industrial Automation, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 19, 2017

**What do you like best about Conga CLM?**

I like how easy it is to create an attractive and professional looking proposal or quote with easy to use tools and customizable by the way of HTML.

**What do you dislike about Conga CLM?**

One way communication with Salesforce.
Some customers cannot access site because of IT restrictions.
Saving a proposal or quote to PDF has some issues.

**Recommendations to others considering Conga CLM:**

Know your skills before hand. Determine if you would need integration assistance.

**What problems is Conga CLM solving and how is that benefiting you?**

We are able to create a much more customizable quote than we could with the built in quotes module of Salesforce.

  ### 20. Overall positive, minor bugs

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 19, 2017

**What do you like best about Conga CLM?**

Novatus has been an excellent contract management software, and I've been particularly pleased with the contract trees module, as well as the differentiation between company documents and company contracts.

**What do you dislike about Conga CLM?**

I would like to see Novatus improve the transferability of the contract view window, for when viewing contracts through the contract family or documents tabs, i.e. i would like the metadata fields that are shown when viewing one company to be the same for all companies across the system.  Once those preferences are set for one company, transferring across all would be great.

**What problems is Conga CLM solving and how is that benefiting you?**

My team and I are using this to manage our contracts, where we've found that it's extremeley easy to track document status, expiration dates, etc.

  ### 21. Novatus is great! But there is room for improvement

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.)

**Reviewed Date:** August 18, 2017

**What do you like best about Conga CLM?**

the query function is very helpful for my team, Daily reports help both the end user and my team know where contracts are, and the reporting side in general is very helpful to track messages

**What do you dislike about Conga CLM?**

There are not enough reporting options-- we would like to track duration for statues and fields to support our metrics, but Novatus isn't capable of this yet
I wish there were more licensing options instead of just three

**Recommendations to others considering Conga CLM:**

doing a migration from your current contract system to this one helps save a lot of time

**What problems is Conga CLM solving and how is that benefiting you?**

Being able to track exactly where a contract is in the review process. Reporting metrics such as number of contracts per month/entity, dollar value of contracts

  ### 22. Octiv User Experience

**Rating:** 3.0/5.0 stars

**Reviewed by:** Kathryn S. | Business Development Associate, Education Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 28, 2017

**What do you like best about Conga CLM?**

I like the online easy to use interface with customizeable templates. 

**What do you dislike about Conga CLM?**

There are limits to what the template can look like, restrictions to coding and I also feel there are several glitches with the programming that make our user experience a bit more frustrating than it needs to be.

**Recommendations to others considering Conga CLM:**

I would consider the Octiv software to be one that overall has several benefits. That being said, it is important to recognize the limits to any online proposal software before making the switch from a different product. We save time overall creating our proposals using Octiv, but as I mentioned before there are a few technical glitches that have caused stress for our company's users in the past. Some of the pages shift and resize as we work on them, and the copy and paste function does not past with the correct format, forcing us to reformat every time we do so. 

**What problems is Conga CLM solving and how is that benefiting you?**

We are able to create more visually pleasing sales proposals in a shorter period of time than ever before. We have also streamlined the proposal process, ensuring that the quality of all proposals we send reach our company standard.

  ### 23. Somewhat Flexible

**Rating:** 3.0/5.0 stars

**Reviewed by:** Lindsey L. | Sales Operations, Hospital & Health Care, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2017

**What do you like best about Conga CLM?**

Lots of features and somewhat user friendly.

**What do you dislike about Conga CLM?**

If the Customer wants to redline a Word version there is no way to put that back into the system. It isn't as flexible of a tool when you need to monitor internal edits without going into a published mode which limits some of the editing options

**What problems is Conga CLM solving and how is that benefiting you?**

Controls around versions and editing being down by our sales reps.

  ### 24. Decent legacy software ported to the web

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 19, 2017

**What do you like best about Conga CLM?**

This is well-thought out software that has a long history of use behind it.  It was clearly designed with legal groups in the process, and the basic workflows are there.

**What do you dislike about Conga CLM?**

This is clearly legacy software that was ported to the web, somewhat roughly.  The system does not have the elegance or grace of web-era software, and too many workflows are clunky.

**Recommendations to others considering Conga CLM:**

Consider newer web-first products that have their own unique tradeoffs (often less well designed from a workflow perspective, but better UI).

**What problems is Conga CLM solving and how is that benefiting you?**

We recently terminated our use of the software for a newer, more cloud-integrated experience.

  ### 25. Ovtiv Experience ****

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 21, 2017

**What do you like best about Conga CLM?**

The customer service is great, however, for our organization, we found that we edit our documents too often to fully use ovtiv to its potential.

**What do you dislike about Conga CLM?**

As a company, we have yet to use ovtiv as we intended as we have gone through many changes and revisions to our internal documents.

**What problems is Conga CLM solving and how is that benefiting you?**

Simplifying creating documents

  ### 26. Great for Sending Contracts, Not Great for Sending Presentations

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2017

**What do you like best about Conga CLM?**

The best feature of Octiv is the integration with Salesforce. 

**What do you dislike about Conga CLM?**

Formatting Proposal templates is extremely difficult. They aren't easy to update unless you change directly in the source code and even then, the proposals look very unprofessional. Additionally, the formatting gets completely messed up with the proposals are downloaded to PPT. 

**Recommendations to others considering Conga CLM:**

Octiv needs to have PPT downloading functionality that doesn't completely mess up the formatting. 

**What problems is Conga CLM solving and how is that benefiting you?**

We are using Octiv to create proposals for our sales reps to use as a sales enablement tool. 

  ### 27. Great Software

**Rating:** 3.0/5.0 stars

**Reviewed by:** Neena A. | Project Specialist, Hospitality, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2017

**What do you like best about Conga CLM?**

The support team, any issue I have they are working with me and my team to make sure it is fixed. 

**What do you dislike about Conga CLM?**

The glitches and upgrades. when little items are changed in the software

**What problems is Conga CLM solving and how is that benefiting you?**

Efficiency, time conserving, redlining.  

  ### 28. Octiv Usage

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 01, 2017

**What do you like best about Conga CLM?**

Produces clean looking dynamic proposals

**What do you dislike about Conga CLM?**

We've had to trouble shoot errors in doc

**Recommendations to others considering Conga CLM:**

Have a clear picture of your uses and needs to avoid having to change things after set up. 

**What problems is Conga CLM solving and how is that benefiting you?**

We use Octiv for our proposal generation. It has the potential to be a time saver however it is not there yet. Octiv support has be helpful with addressing our concerns as we develop this.

  ### 29. Great concept, so-so execution. 

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 28, 2017

**What do you like best about Conga CLM?**

It's pretty simple. You can build a proposal, send it for signature, and get a signed doc back. It's not hard to train new users on, and it connects to Salesforce well. 

**What do you dislike about Conga CLM?**

The documents rarely display properly, screen size optimization is wonky, and the WYSIWYG editor is more like What You See Is Sort of Sometimes But Regularly Not What You Get.

**Recommendations to others considering Conga CLM:**

Test it out first, make sure the product works the way you expect it to. 

**What problems is Conga CLM solving and how is that benefiting you?**

We needed an easy way to deliver executable contracts and proposals. Customers have been generally pleased with the overall experience, and our sales team finds it to be a fairly simple process to build and deliver proposals and contracts. 

  ### 30. Octiv for salesforce quoting 

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 28, 2017

**What do you like best about Conga CLM?**

web based presentation layer + preview makes it easy to review the proposal and make tweaks to the content within the proposals. 

**What do you dislike about Conga CLM?**

uploading slideware still not mature and we feel still a bit limited in our ability to add images to our proposals. Some of the limitations are salesforce and not Octiv however and working within the limitations of salesforce has been a challenge. 

**Recommendations to others considering Conga CLM:**

Heavily customized quote formats will require more integration and customization upfront. 

**What problems is Conga CLM solving and how is that benefiting you?**

Octiv has helped us take quoting from an offline, excel-based approach to an online, visible, tracked approach. This give us intelligence when customers review our proposals and also makes our company look more modern. It delivers a better CX overall. 

  ### 31. Good software that could be better

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.)

**Reviewed Date:** March 28, 2017

**What do you like best about Conga CLM?**

Having centrally stored information (assets) that can be shared across all business units around the world. Having the metrics present on the dashboard provide good oversight for users and managers on the 'health' of their sales. 
Standardizing of templates at the central office improves consistency across the organization


**What do you dislike about Conga CLM?**

The program could be more efficient to use as there are a few formatting issues that the team struggles with. Numbering, bullets, text formating at end of sentences. This makes the learning curves for individuals a lot longer than it should be.

There should be foreign currency edits in the dashboard for global divisions. Everything pulls from Salesforce "quoted amount" but it confuses it from USD.

Creating and customizing a front title page is difficult and not customizable. We had to implement a difficult workaround with the support team.

Uploading a word document template never seems to format correctly and getting it into the right 'blocks' is difficult.

Some functionality is difficult to access. MS word is the leader in the industry for document editing and several items could be visible on the screen to improve accessibility

The autosave feature should extend into sharepoint whenever a document is published, not just accepted.

**Recommendations to others considering Conga CLM:**

While the software is good and his its upside, be aware of the learning curve of writing proposals and the 'clunkiness'.

**What problems is Conga CLM solving and how is that benefiting you?**

We are trying to become more efficient in producing proposals in a personalized manner. We have been

  ### 32. Bids & Proposal Team Lead

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2017

**What do you like best about Conga CLM?**

Ability to maintain templates and update them all at once. 

**What do you dislike about Conga CLM?**

That is is not as compatible with word as it is with Adobe. 

**Recommendations to others considering Conga CLM:**

Good product for templates. 

**What problems is Conga CLM solving and how is that benefiting you?**

Ability to keep proposal templates updated without having to maintain multiple templates. Easy to make an update to all templates and track assets. 

  ### 33. Hit and miss

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2017

**What do you like best about Conga CLM?**

Liked the automation and simplification of the order form.

**What do you dislike about Conga CLM?**

Required too much customization of our forms.  When we wanted to make changes, it felt like we were starting over.  Found a simple signature system (i.e. docusign) was easier for both parties.

**What problems is Conga CLM solving and how is that benefiting you?**

We wanted to track our deals with more transparency.  Not just automate the signature processes, but track the nature of our deals.  We saw some of these benefits, but likely did not use the system as intended and thus did not see the results.

  ### 34. Pretty Solid Tool

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** July 28, 2017

**What do you like best about Conga CLM?**

Octiv has good support - they're fast and helpful. 

**What do you dislike about Conga CLM?**

I wish there was some more flexibility for the end user. 

**Recommendations to others considering Conga CLM:**

Make sure it has enough flexibility for your purposes. Some things I wanted to change couldn't be modified. 

**What problems is Conga CLM solving and how is that benefiting you?**

Making sure proposals are consistent in style and content. 

  ### 35. You didn't mean sign that

**Rating:** 3.0/5.0 stars

**Reviewed by:** Brad S. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 31, 2017

**What do you like best about Conga CLM?**

I like that it is quick and easy to use. 

**What do you dislike about Conga CLM?**

The "Accept process" is confusing for user

**What problems is Conga CLM solving and how is that benefiting you?**

Before Octiv, we had all of our quotes in access, and only the person that knew how to use it, was the person that created it. This made the process very tedious and difficult, especially if you needed something quick and that person wasn't around. This made making changes very difficult. 

  ### 36. Apttus Contract Management

**Rating:** 3.0/5.0 stars

**Reviewed by:** Umily H. | Lead Business Solutions Analyst, Computer Software, Enterprise (> 1000 emp.)

**Reviewed Date:** May 05, 2017

**What do you like best about Conga CLM?**

New feature with Apttus X-Author Add-in

 will be working for Apple and that they have it in the roadmap that it will use the web version that will work without installing Addin.

**What do you dislike about Conga CLM?**

Not much improvement in this area for VMWare as we are 13 Releases behind.

**What problems is Conga CLM solving and how is that benefiting you?**

Contract signature process

  ### 37. Octiv is a great premise but has many glitches

**Rating:** 2.5/5.0 stars

**Reviewed by:** Samantha O. | Client Success Specialist, Computer Software, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 26, 2016

**What do you like best about Conga CLM?**

I like the nice, clean look of proposals, the ability to save templates for different types of proposals, and the  ability to track how long a client has looked at the proposal's various pages.

**What do you dislike about Conga CLM?**

I dislike the fact that the software seems to glitch up any time I need to add an extra field to a pre-existing template, the fact that it's nearly impossible to answer questions that clients ask using the application, and the difficulty involved in transferring ownership of proposals in the event that the creator is no longer with the company. 

**What problems is Conga CLM solving and how is that benefiting you?**

It allows us to quickly send renewals and contracts to clients.

  ### 38. Good tool

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Wireless | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 28, 2017

**What do you like best about Conga CLM?**

Template creation is relatively easy, Salesforce integration is key

**What do you dislike about Conga CLM?**

formatting options are very basic, contract editing should be more robust.  customer should be able to approve or reject changes initiated by the seller

**What problems is Conga CLM solving and how is that benefiting you?**

automate proposal and contract delivery and signature via Salesforce

  ### 39. Client Success Specialist

**Rating:** 3.0/5.0 stars

**Reviewed by:** Katjana G. | Client Success Specialist, Computer Software, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 23, 2016

**What do you like best about Conga CLM?**

<p>Clean and consistent templates. Helps save time with pieces of the proposal writing.</p>

**What do you dislike about Conga CLM?**

The text seems to be a complaint about a system or software that is difficult to format correctly and becomes unstable or problematic when edits are attempted.

**Recommendations to others considering Conga CLM:**

Ensure more consistent formatting. As a user or admin, you would like to undo a published document.

**What problems is Conga CLM solving and how is that benefiting you?**

Consistent proposals are wonderful. Beyond the visual aspect, it's nice to have uniform information to review later, regardless of whether you are the creator or referencing the document at a later time.

  ### 40. Contract Management!

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 24, 2016

**What do you like best about Conga CLM?**

This product is new to me, so I may not  be able to judge this yet. However, being able to track contracts in an ELECTRONIC paperless way is a big selling point for me!

**What do you dislike about Conga CLM?**

I wish there was  a way to do an upload "dump" so to speak from a CSV or Excel file. So that when you start using Novatus you don't have to go in and enter each contract you already have, one at at time.

**What problems is Conga CLM solving and how is that benefiting you?**

No more paper files! 

  ### 41. It's been so so.

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Events Services | Enterprise (> 1000 emp.)

**Reviewed Date:** December 10, 2015

**What do you like best about Conga CLM?**

The new improvements are much better. I love how pictures are easier to pull in.

**What do you dislike about Conga CLM?**

I wish there were more functions to design the tables (like background colors, font size, and color). Also, I wish linking pictures or words to a PDF was much easier to link.

**What problems is Conga CLM solving and how is that benefiting you?**

We are solving communication problems, by being able to have designated pages elaborate on items and by being able to include visuals.

  ### 42. Good for It's Purpose

**Rating:** 2.5/5.0 stars

**Reviewed by:** Nicole D. | Vice President of Strategy and Research, Management Consulting, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 13, 2015

**What do you like best about Conga CLM?**

Tinderbox offers a nice way to store content and quickly plug it into standard formats. The web-based output is attractive, simple to use and navigate, and good for what it is intended for.

**What do you dislike about Conga CLM?**

I do not find its functionality to be effective for the purposes for which our business bought it. As a consulting firm, our attempt was to standardize the quality of the output. However, we must respond in totally customized ways to RFPs, exchange entire documents with subcontractors who are returning things to us in word processors, and fit our proposals into specific formats. The "export to Word" function does not export in a way that is easily edited, and so I find it does not really save much time in the end and actually creates new challenges for proposal development.

**Recommendations to others considering Conga CLM:**

Consider carefully how much customization you might need beyond the features that are available. 

**What problems is Conga CLM solving and how is that benefiting you?**

We are attempting to solve the problem of staff using outdated or incorrect material in proposals to our clients. Tinderbox does provide a platform to store the correct versions of things all in one place.

  ### 43. Client Coordinator

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 07, 2015

**What do you like best about Conga CLM?**

That it interfaces with our system, Salesforce

**What do you dislike about Conga CLM?**

It seems to have alot of internal issues.  Some days it won't perform a function, then the next day it will.  Very frustrating.,

**Recommendations to others considering Conga CLM:**

Make sure you have a couple of well trained TinderBox "administrators" on staff.

**What problems is Conga CLM solving and how is that benefiting you?**

Providng first hand proposals to new and current clients.

  ### 44. Nice, simple proposal software

**Rating:** 3.0/5.0 stars

**Reviewed by:** Steven J. | Associate Partner, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 14, 2015

**What do you like best about Conga CLM?**

The interface allows the client to easily navigate absorb info, and accept the proposal.

**What do you dislike about Conga CLM?**

As with any SaaS product, there are bugs. I sometimes experience issues with syncing, and we have the general rule that only one user should be working on a proposal at a time.

**What problems is Conga CLM solving and how is that benefiting you?**

We use TinderBox for SOW's. It has made the process of "filing" and reporting much easier as everything is now digital. Paper copies may be printed but it saves trees and all the headaches that come with physical paper.

  ### 45. Robust feature set but needs a lot of customization

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2015

**What do you like best about Conga CLM?**

Easy integration with SFDC and out of the box reporting capabilities.

**What do you dislike about Conga CLM?**

Without a lot of customization not easy to use if you are not an administrative user

**What problems is Conga CLM solving and how is that benefiting you?**

Template generation and maintenance and reporting capabilities

  ### 46. TinderBox is an effective, albeit buggy weapon in our sales war-chest.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 13, 2015

**What do you like best about Conga CLM?**

Having a place online for clients to see our proposal breaks up the mindset they have going into the process. We're proposing a deal in the context we want, not through a PDF or document viewed their document viewer, Word, etc. Also love the ability for them to directly ask questions and to see how long they spent on the proposal. 

**What do you dislike about Conga CLM?**

The product doesn't feel tight and lacks polish. What I mean by that is that while it works 90% of the time exactly as it should, the 10% (whether actually 10% or it just feels like 10%) where we have problems makes me lower my confidence in the product. A specific example is i was working on a proposal, a colleague jumped in to change something. He made a few changes and then left. When I went to publish the proposal I couldn't, it was a grey box. And when I went to the dashboard my version of the proposal didn't exist, only his. This created a massive headache which was only solved when I realized I could turn the individual pages within the proposal into a template and then import them into his version of the proposal. Stuff like this seems to happen a lot.

.

**What problems is Conga CLM solving and how is that benefiting you?**

We help companies bring new apps to market. 

  ### 47. My Experience With Tinderbox

**Rating:** 2.5/5.0 stars

**Reviewed by:** Timothy M. | Commercial Sales Representative, Consumer Services, Enterprise (> 1000 emp.)

**Reviewed Date:** January 13, 2015

**What do you like best about Conga CLM?**

I like that it makes a proposal look organized. It is an easy thing to set up and Tinderbox takes care of making the proposal look appealing to the eye.

**What do you dislike about Conga CLM?**

I dislike the edit proposal feature. If I realize that I had left something out or made a different mistake, it is a little time consuming to fix that error.

**Recommendations to others considering Conga CLM:**

I recommend to use Tinderbox in large account proposals where the economic buyer may not be present at the time of the meeting. Also, I recommend that anyone that uses this site utilize the Tinderbox service team if there are any difficulties. Chris Gordon has helped on several occasions if I had an issue, and the timeliness of the help cannot be matched. 

**What problems is Conga CLM solving and how is that benefiting you?**

Tinderbox allows me to show the core values of Ehrlich Pest Control to anyone I send the link to. The major benefit to Tinderbox is being able to have  a nice looking proposal for an economic buyer that may not have been present during the initial meeting.

  ### 48. So far so good

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 14, 2015

**What do you like best about Conga CLM?**

The snippets feature and the mobile interface. However I would also like to see a IPhone app as well.

**What do you dislike about Conga CLM?**

The fact that one of the speakers was on a speakerphone and was difficult to hear him. 

**Recommendations to others considering Conga CLM:**

none yet, we do not have enough experience with Tinderbox

**What problems is Conga CLM solving and how is that benefiting you?**

We can certainly solve the ability to create more standard proposals and use SMEs more effectively thanks to the snippet feature..

  ### 49. Easy to use

**Rating:** 3.0/5.0 stars

**Reviewed by:** Rachel J. | Senior Manager, Retail Industry Solutions and Predictive Intelligence Products, Computer Software, Enterprise (> 1000 emp.)

**Reviewed Date:** June 13, 2014

**What do you like best about Conga CLM?**

When iGoDigital was a small business we used Tinderbox for our discovery document as well as for proposals. They were easy to add content and create a standard proposal template. Also liked how our sales people could track when the proposal was opened, forwarded or viewed

**What do you dislike about Conga CLM?**

Printing was sometimes difficult with the templates

**What problems is Conga CLM solving and how is that benefiting you?**

Ease of use, time saver and tracking


## Conga CLM Discussions
  - [How do you handle electronic signature?](https://www.g2.com/discussions/electronic-signature) - 1 comment, 1 upvote
  - [How can we be sure timing is right to buy?](https://www.g2.com/discussions/timing) - 1 comment, 1 upvote
  - [How hard is it to implement? Will we have to figure all this out on our own?](https://www.g2.com/discussions/implementation-eef9edb7-0f87-48a9-94d8-29700a8be667) - 1 comment, 1 upvote
  - [Does Conga Novatus integrate with ERP, CPQ, CRM, or even our own homegrown system?](https://www.g2.com/discussions/5358-integrations) - 1 comment, 1 upvote
  - [Who else uses Conga Novatus? Can any other large companies be references for us?](https://www.g2.com/discussions/references-7180a1b9-fb97-4818-87f0-fb1b22c7bd7f) - 1 comment, 1 upvote

- [View Conga CLM pricing details and edition comparison](https://www.g2.com/products/conga-conga-clm/reviews?filters%5Bnps_score%5D%5B%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-13+18%3A21%3A53+-0500&secure%5Bsession_id%5D=b8c9a52c-8481-4eb4-9b20-a4b2cd84afce&secure%5Btoken%5D=32c2be48b40238083b9f1a9aae267b8b7ac92f34e023ae5768bf97ab5cfa6cf1&format=llm_user)
## Conga CLM Integrations
  - [Adobe Acrobat Sign](https://www.g2.com/products/adobe-acrobat-sign/reviews)
  - [Adobe Connect](https://www.g2.com/products/adobe-connect/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews)
  - [Breadwinner](https://www.g2.com/products/breadwinner-breadwinner/reviews)
  - [Camos Quotation](https://www.g2.com/products/camos-quotation/reviews)
  - [Conga Composer](https://www.g2.com/products/conga-composer/reviews)
  - [Docusign](https://www.g2.com/products/docusign/reviews)
  - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews)
  - [Kubernetes](https://www.g2.com/products/kubernetes/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Graph](https://www.g2.com/products/microsoft-graph/reviews)
  - [MuleSoft Automation](https://www.g2.com/products/mulesoft-automation/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews)
  - [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews)
  - [Workday](https://www.g2.com/products/workday-workday/reviews)
  - [Zycus Source-to-Pay](https://www.g2.com/products/zycus-source-to-pay/reviews)

## Conga CLM Features
**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Contract Management Platform Features**
- Contract Creation
- Customizable Templates
- Contract Editing
- Contract Attachments
- Contract Collaboration
- Approval Process
- Notifications & Reminders
- Contract Database
- Integrations / APIs
- Reporting & Dashboards
- Government Contracts
- Specialty Contracts
- Alerts/Notifications
- Third-Party Integrations

**Platform Basics **
- Data Extraction
- Contract Comparisons

**Contract Creation & Management**
- Contract Creation
- Contract Templates
- Contract Editing
- Contract Attachments

**Storage and Collaboration - Legal Document Management**
- Editing and Tracking
- Centralised Database
- Accessibility and Permission for Sharing
- Document Storage
- File Sharing
- Expense Tracking
- Activity Tracking
- Secure Data Storage

**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction
- Decision Making

**Agentic AI - Enterprise Content Management (ECM)**
- Autonomous Task Execution
- Natural Language Interaction
- Decision Making

**Additional Functionality**
- Content Library
- Access Controls/Permissions
- AI Copilot
- Information Governance
- Drag & Drop
- Collaboration Tools
- Reporting/Analytics
- Data Capture and Transfer
- Indexing
- Filtering
- Electronic Signature
- Version Control
- Mobile Access
- Document Storage
- Generative AI
- Approval Process Control
- Single Sign On
- Image Editing
- Customizable Branding
- Search/Filter
- Tagging
- Audit Trail
- Document Review
- Activity Tracking
- Activity Dashboard
- Archiving & Retention
- Secure Data Storage
- Configurable Workflow
- SSL Security
- Alerts/Notifications
- Data Synchronization
- Secure Login
- Content Delivery
- Two-Factor Authentication
- Customizable Templates
- Mobile Capture
- Offline Access
- Templates
- File Sharing

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Artificial Intelligence Capabilities**
- Text Analytics
- NLP
- OCR

**Collaboration**
- Contract Collaboration
- Approval Process

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Document Management - Legal Document Management**
- Search and Retreival
- Synchronization of Data
- Versioning
- Full Text Search

**Analytics**
- Reporting and Dashboards

**Contract Data**
- Data Import
- Data Export
- Custom Reporting
- Clause Identification and Mapping

**Other Platform Features**
- Notifications & Reminders
- Contract Database
- Contract Compliance
- Integrations / APIs
- E-Signature

**Analysis - Legal Document Management**
- Document Review
- Legal Analytics

**Agentic AI - Contract Management**
- Autonomous Task Execution

**Additional Functionality**
- Reporting/Analytics
- Electronic Signature
- Full Text Search
- Data Import/Export
- CRM
- Audit Management
- Digital Signature
- Contract Drafting
- Activity Tracking
- Customizable Reports
- Sell Side (Customers)
- Task Management
- Renewal Management
- Annotations
- Workflow Management
- Data Extraction
- Audit Trail
- Contract Negotiation
- Drag & Drop
- Document Storage
- Customizable Fields
- AI Redlining
- Version Control
- Completion Tracking
- Contact Management
- Access Controls/Permissions
- AI Copilot
- Document Review
- Customizable Branding
- Configurable Workflow
- Document Management
- Compliance Tracking
- Buy Side (Suppliers)
- Payment Processing

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**Contract Data**
- Reporting & Dashboards
- Advanced Contract Analytics

**Generative AI**
- AI Text Summarization

**Artificial Intelligence - Legal Document Management**
- AI Automation
- Generative AI
- Document Automation

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Accessibility - Legal Document Management**
- Cross-Platform Access

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

**Agentic AI - Legal Document Management**
- Cross-system Integration
- Natural Language Interaction
- Third-Party Integrations

**Agentic AI - Contract Lifecycle Management (CLM)**
- Autonomous Task Execution
- Cross-system Integration
- Natural Language Interaction
- Decision Making

**Additional Functionality**
- Customizable Templates
- Two-Factor Authentication
- Customizable Fields
- Document Check-In/Out
- Client Management
- Document Capture
- Audit Trail
- For Legal Professionals
- Optical Character Recognition
- Customizable Reports
- Contact Management
- Search/Filter
- Archiving & Retention
- Client Portal
- Email Management
- Compliance Management
- Task Management
- Electronic Signature
- Document Classification
- AI Copilot
- Version Control
- Document Generation
- Collaboration Tools
- Activity Dashboard
- Deadline Management
- Billing & Invoicing
- Case Management
- Workflow Management
- Reporting & Statistics
- API
- Calendar Management
- Alerts/Notifications
- Contract/License Management
- Reminders
- Document Management
- SSL Security

**File Management**
- File Type Support
- Metadata
- OCR Scanning
- Versioning
- Collaboration
- Document Assembly
- Form Creation
- Portals and Sites
- Disposition
- Search
- Web Interface
- Mobile Apps

**Workflow**
- Process Automation
- Conditions
- Activities
- Records Management
- Case Management
- Template Management
- Document Management
- Metadata Management
- Content Management
- Workflow Management
- Compliance Management
- Digital Asset Management
- Task Management
- File Management
- Forms Management
- SEO Management
- Audit Management
- Website Management
- User Management

**Platform**
- Internationalization
- Performance and Reliability
- Reporting and Auditing
- System of Record Integration
- APIs

## Top Conga CLM Alternatives
  - [Docusign CLM](https://www.g2.com/products/docusign-clm/reviews) - 4.3/5.0 (497 reviews)
  - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,510 reviews)
  - [LinkSquares](https://www.g2.com/products/linksquares/reviews) - 4.7/5.0 (436 reviews)

