Conga CLM Reviews & Product Details

Conga CLM stands out for its strong contract automation functionalities, specially in streamlining approvals and ensuring compliance throughout the contract lifecycly. Review collected by and hosted on G2.com.

Conga CLM can improve its reporting functionality and make it more advanced and customizable. Review collected by and hosted on G2.com.

The native integration with Salesforce is far and away the best feature. Being able to trigger a complex contract directly from an Opportunity record without flipping between browser tabs is a massive time-saver. I also highly value the X-Author for Word add-in; it allows our Legal team to stay in Microsoft Word for redlining while ensuring all those changes sync back to the Salesforce 'Source of Truth' automatically. The recent updates to the AI-driven Contract Intelligence (CCI) have also made third-party paper review significantly faster by highlighting high-risk clauses instantly Review collected by and hosted on G2.com.

The initial implementation and configuration are undeniably complex. It is not a 'plug-and-play' solution and usually requires a dedicated consultant or a very advanced Salesforce Admin to set up the initial templates and logic. The UI can also feel a bit cluttered and 'legacy' in certain administrative areas compared to some of the newer, lightweight CLM startups. Additionally, we've noticed that very large document packages can sometimes cause performance lag during the generation and sync process Review collected by and hosted on G2.com.

We like Conga CLM’s Template Versioning functionality where we are able to manage separate versions of the same template while also allowing us to choose which version we need to utilize during document generation. Document Generation process is also super fast. Review collected by and hosted on G2.com.

For Conga CLM, to manage templates we use X-Author for Contracts tool, which is very slow and makes the task of creating these templates very tedious and complex. Many formatting issues occur due to the X-Author not being able to handle formatting properly. Review collected by and hosted on G2.com.

I find Conga CLM makes it much easier and faster to formalize our sales process and close deals. It's very easy to generate SOWs and MSAs and then route them for signature. I definitely value the e-signature routing feature because it makes it very easy to capture signatures quickly. The initial setup was fairly easy since it can be installed as an AppExchange app right within Salesforce. Review collected by and hosted on G2.com.

While routing for e-signature is easy, it requires a lot of manual steps to setup a document for signature. I wish there was more AI-injected into the process to suggest the signers and pull in the required information automatically instead of manually. Review collected by and hosted on G2.com.

Conga CLM offers a range of highly useful features, and one of them is Doc Assembly Ruleset feature. This feature automatically selects the right clauses and attachments based on predefined rules. It makes document generation so much smoother and saves me from manually checking every detail. The flexibility to control what gets added through rulesets and dynamic sections is a big plus. Review collected by and hosted on G2.com.

The initial setup of CLM is technical and little time-consuming. It took me a while to understand how CLM and X-Author settings work together. But Once I familier, it becomes much easier to use. Review collected by and hosted on G2.com.

It really makes contract storage and creation centralized and easier to track Review collected by and hosted on G2.com.

Some features are not always available / working properly Review collected by and hosted on G2.com.

Conga CLM now supports AI features, which is a huge achievement for this product. For the AI feature, we need to purchase the Conga Platform, which is a separate product, and it will extract content from our documents and create agreements automatically — this is exactly what we needed. Review collected by and hosted on G2.com.

It is not good that, just to use this AI feature offering of CLM, we are asked to purchase the Conga Platform, as this is an extra product we need to have to use the AI features of CLM. Review collected by and hosted on G2.com.

I really like how Conga CLM keeps the whole contract process organized and hassle-free. Approvals, versions, templates, and compliance are all handled smoothly, and being connected through Salesforce means nothing slips through the cracks. It's flexible enough to work even in complex setups, and every new update makes it easier for users. Approvals are super useful because they make sure the right people sign off at the right time so nothing gets stuck or overlooked. Versions and templates save a ton of time and reduce errors since teams are always working with the latest, approved content. Compliance features give everyone confidence that contracts follow the right rules and guidelines. The Salesforce integration is a game changer; it keeps all the contract data tied to the right accounts and opportunities, so nothing gets lost and everything stays organized. Review collected by and hosted on G2.com.

Honestly, there aren't many downsides, but a few things could be smoother. Onboarding can feel a bit tricky for new users because there's a lot to learn, and the documentation could be clearer with more step by step examples. Sometimes, exploring advanced features means leaning on support or admins, though support always does a fantastic job helping out. a few more self service tools or guided in app learning would make it easier for teams to get confident on their own. Review collected by and hosted on G2.com.

What I appreciate most about Conga CLM is the wide range of options it offers for generating and sending documents. Depending on the scenario, you can choose from various processes, which makes it very adaptable to different needs. Review collected by and hosted on G2.com.

When working with large documents, Conga CLM can occasionally become sluggish, which is frustrating since our business depends on the fast generation and processing of documents. Review collected by and hosted on G2.com.

Conga CLM has really helped us bring structure to our contract process. It’s reliable, fast, and simple to manage inside Salesforce. We’ve been using Conga for a few years now, and it continues to deliver great value. Their support and account teams are very professional and approachable. Review collected by and hosted on G2.com.

UI customization could be a bit more flexible. Like, we can not customize UI for send for review page. Advanced automation features can take some extra setup time. Review collected by and hosted on G2.com.