Conga CLM Reviews & Product Details

The gained efficiencies, automation and integration potential of this product has had a significant impact on the way we issue policies and negotiate contracts. We use APIs in real time and through RPA technology 3-times a day to pull data for contracts 24/7. Review collected by and hosted on G2.com.

I absolutely love working with the Conga team so that fact that I only get to see them once a year is my dislike. Review collected by and hosted on G2.com.

I find Conga CLM to be valuable for its out-of-the-box functionality, which streamlines our contracting process within the enterprise business segment. The software's intuitive contract generation process is a standout feature, as it significantly expedites the creation of complex contracts based on input from the sales team and pre-existing information in Sales. Additionally, Conga CLM integrates effectively with Salesforce, enhancing our overall workflow efficiency. Review collected by and hosted on G2.com.

The implementation of Conga CLM was not well-handled, as it involved custom solutions that were excessively complex and difficult to manage. These solutions could have been better designed to facilitate easier maintenance. Furthermore, the support teams did not effectively transfer the knowledge of the implementation to the ongoing support from the Account Management Support (AMS), leading to a lack of understanding of our custom solution. Additionally, the tool for managing templates and redlining, XAuthor, is glitchy and slow, which frustrates our users. It would be preferable to have a different tool for redlining contracts that either is not a Word add-in or functions as a more effective Word add-in. A separate tool for managing the templates would also be ideal. Overall, the setup was overly complex, and the team prioritized meeting deadlines over designing and implementing a sustainable solution that would truly benefit our company. Review collected by and hosted on G2.com.

Process is intuitive for users. Best used for standard agreements Review collected by and hosted on G2.com.

Review process can be cumbersome for tailored or complex agreements Review collected by and hosted on G2.com.

it is seamless Salesforce integration and easy contract management process Review collected by and hosted on G2.com.

some features can feel complex for new users and take more time to learn Review collected by and hosted on G2.com.

We appreciate the Document Assembly Ruleset feature, which allows us to filter multiple clauses using child object fields. For example, if we want to display three clauses based on line item fields, we can do so easily. This approach creates only a single content control in the template, making it much simpler for us to review the template if any issues arise. Review collected by and hosted on G2.com.

X-Author is a very hard product to work with. We face many issues, such as it sometimes stops working, crashes MS Word, or the extension itself gets disabled. Even after changing our system, we still experience these issues intermittently. We need to reach out to support to fix this, which delays our work. Review collected by and hosted on G2.com.

Conga provides an easier way to accomplish parallel reviews that no other software seems to be able to do. During our busy season many of our users are generating and sending contracts all day with no issues or slow downs which is amazing based on the volume. Works surprisingly well with Salesforce staying within any limits set out by salesforce Review collected by and hosted on G2.com.

Smart search does not function as it should. We have had a few teams from Conga review it with little success Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I really like that Conga CLM is user-friendly and is always innovating. It's great for managing our agreements, generating templates, and managing our customer database and contractual obligations. Having one platform for all our contracts reduces risk and exposure, while improving contract management and customer experience. Review collected by and hosted on G2.com.

Nothing to mention Review collected by and hosted on G2.com.

Conga has launched a full SaaS alternative to its traditional Salesforce-based CLM interface. This new version runs on the Conga Platform and can integrate with any CRM, ERP, or procurement system, offering far more flexibility than before. Review collected by and hosted on G2.com.

Obligation Management Needs More Maturity. Review collected by and hosted on G2.com.

Conga CLM offers excellent flexibility and automation across the contract lifecycle. Its deep integration with Salesforce makes it easy to manage contracts directly within existing sales and legal workflows. The dynamic document generation, clause library, and approval automation features help ensure consistency, compliance, and faster turnaround times. Review collected by and hosted on G2.com.

Conga CLM can be complex to configure and maintain, especially when setting up advanced workflows or custom integrations. The learning curve for administrators and end users is relatively steep, and some tasks require technical support or development effort. Review collected by and hosted on G2.com.