Conga CLM Reviews & Product Details

What I like best about Conga CLM is its ability to streamline the entire contract lifecycle — from creation to negotiation, approval, and e-signature — all in one place. The automation of workflows, clause library, and seamless Salesforce integration make contract management much faster and more accurate. It’s user-friendly, reduces manual errors, and provides complete visibility into contract status and compliance tracking Review collected by and hosted on G2.com.

What I dislike about Conga CLM is that the initial setup and configuration can be quite complex, especially for new users. Customization often requires technical expertise, and the learning curve can be steep at first. Additionally, large document processing can sometimes slow down performance. However, once it’s properly configured, the platform works very efficiently Review collected by and hosted on G2.com.

The amount of options that Conga CLM provides for generating and sending documents is what I like, as for different scenarios, you can use different processes. Review collected by and hosted on G2.com.

With large documents, Conga CLM sometimes becomes slow, and that frustrates us as we require quick generation and processing of documents for our business. Review collected by and hosted on G2.com.

The synchronization of documents from Conga Platform to CLM is super fast and that is the reason we are utilizing its AI features. It supports two-way sync from Platform to CLM and from CLM to Platform which is great, as we can create a sync from either side and get the required data. Review collected by and hosted on G2.com.

The integration between CLM and Platform is not smooth, as we are facing multiple issues related to document and data synchronization. The documentation does not have enough details on how to perform this configuration, requiring us to reach out to Conga Support every time we need to refresh an environment and reconfigure it again. 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.

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.

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.

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.