--- title: Conga CLM Reviews meta_title: 'Conga CLM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 618 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: 618 scale: '5' date_modified: '2026-06-19' 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:** 618 ## 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. ## Conga CLM Pros & Cons **What users like:** - Users appreciate the **ease of use** of Conga CLM, facilitating seamless contract management and daily operations. (82 reviews) - Users value the **flexibility and powerful features** of Conga CLM, enhancing efficiency in contract management processes. (61 reviews) - Users appreciate the **efficiency of Conga CLM** , as it automates processes and saves valuable time in contract management. (60 reviews) - Users appreciate the **automation of the entire contract lifecycle** with Conga CLM, enhancing efficiency and visibility. (59 reviews) - Users highly appreciate the **seamless Salesforce integration** of Conga CLM, enhancing efficiency and visibility in contract management. (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 a **steep learning curve** with Conga CLM due to complex setup options and insufficient training resources. (31 reviews) - Users find the **learning curve steep** , struggling with complex setup options and insufficient training resources. (29 reviews) - Users experience **slow performance** with Conga CLM, particularly during bulk operations and when managing large data sets. (26 reviews) - Users find Conga CLM to be **time-consuming** during implementation and upgrades due to reliance on support and expertise. (26 reviews) - Users find the **initial setup of Conga CLM overly complex** , leading to challenges in management and implementation. (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. Stellar **Rating:** 5.0/5.0 stars **Reviewed by:** Conner B. | President, Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2017 **What do you like best about Conga CLM?** Dopamine-induced text messages based on document views/contract acceptance. Love the thrill of knowing we're close to a deal! **What do you dislike about Conga CLM?** Email workflows for prospects used to be a bit limited, but now have actually come up to speed! **What problems is Conga CLM solving and how is that benefiting you?** Streamlined the creation of proposals and contracts. Save hours per proposal. Shortened sales cycles by limiting back and forth iwth prospects. ### 2. Very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Plastics | Enterprise (> 1000 emp.) **Reviewed Date:** October 04, 2017 **What do you like best about Conga CLM?** It is very user friendly, allows for all contracts to be stored in one locations. **What do you dislike about Conga CLM?** nothing comes to mind, easily learned and very adaptable **What problems is Conga CLM solving and how is that benefiting you?** Contracts are scattered over all divisions, locations; also don't always get back fully executed versions ### 3. Octiv **Rating:** 3.5/5.0 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 features- Salesforce Integration, multiple formats that it can be downloaded. **What do you dislike about Conga CLM?** Rough go with onboarding, took longer than expected. **What problems is Conga CLM solving and how is that benefiting you?** Less mistakes with information that needs to be included for each unique client. Less mistakes occur. ### 4. Great experience with sales proposals **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2017 **What do you like best about Conga CLM?** I really enjoy being able to create template proposals that I can use for consistency throughout the sales process with the key fields that can be updated with each specific proposal. It makes it faster to get proposals set up and sent up. I also like the ability to see if someone looked at a proposal. **What do you dislike about Conga CLM?** It's sometimes difficult to manage the formatting of documents and to add in attachments, which also need to be signed. **What problems is Conga CLM solving and how is that benefiting you?** We are trying to streamline the sales process so we have consistency and efficiency in the process. ### 5. Great Software for Tracking, Writing and Closing Proposals **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2017 **What do you like best about Conga CLM?** Knowing when a proposal is opened, as well as what areas of the proposal are being viewed. Gives us a great indication of the buying process without having to constantly email or call the prospect for updates. **What do you dislike about Conga CLM?** Formatting, fonts, etc. can be a cumbersome experience. **Recommendations to others considering Conga CLM:** Get a comprehensive walkthrough. Integrating your own format, font, logo isn't as easy as it may appear. Also be wary, as the agreement length can be cumbersome. **What problems is Conga CLM solving and how is that benefiting you?** Streamlined proposal process for new clients who, while all buying a similar service, vary greatly in fees, terms, etc. ### 6. The product is extremely well constructed and easy to use for any users. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 30, 2017 **What do you like best about Conga CLM?** Completely integrated with the native Salesforce CRM system.Having the its own CPQ and ALM system available. The best functionality available about customizing for the end user. **What do you dislike about Conga CLM?** We have a very complex agreement structure, with a lot of variable clauses, use-dependent templates, etc. Configuring Apttus CLM to handle that complexity took a lot of effort. Also, the presentment limitations for line items in the quote/agreement record could be more dynamic. **What problems is Conga CLM solving and how is that benefiting you?** We've created a more robust system to record and regulate the processes around getting contracts approved and moved. We do, at this point, have the ability to more closely monitor contracts as they move through the process. ### 7. One of our top sales tools implemented in our Salesforce environment **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2017 **What do you like best about Conga CLM?** The integration to salesforce and the tracking capabilities or the agreement and documents. **What do you dislike about Conga CLM?** Set up isn't as simple or easy as we hoped. You really have to nail your processes down and think through the integration and process piece before attempting to use within Salesforce environment. **Recommendations to others considering Conga CLM:** Before you purchase, make sure you have your documents thought out and ready to go. No point to purchase until you have everything in place. **What problems is Conga CLM solving and how is that benefiting you?** Consistent contract and proposal language amongst reps. Ability to see who received and viewed our docs and for how long. If the document gets forwarded and to whom is a huge benefit to get additional power players in a deal. Our speed from order to sign increased. ### 8. I would not longer recommend Octiv (formerly Tinderbox) [edited review] **Rating:** 0.0/5.0 stars **Reviewed by:** Dustin O. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2014 **What do you like best about Conga CLM?** The thing I like best about Tinderbox is the ability to deliver fantastic looking quotes FAST and EASY. Not only that, but the quotes can be easily customized on a per-customer basis, and offer enough flexibility to build & organize them how you like, from a design and structured standpoint. **What do you dislike about Conga CLM?** I have used Tinderbox (not Octiv) for over two or three years. I have submitted several support tickets to have new features added, but unfortunately nothing has been finished. I dislike that quite often a customer clicks "Approve" on a quote and signs it electronically, but did it accidentally. Unfortunately the app is not intuitive enough for non-technical users to view the additional pages on a quote. This causes an awkward conversation when we communicate with the client to move forward with their project. Also, we have to ability to filter the quotes we sent based on the Send Date. Instead it displays all quotes only by Activity Date. Therefore, if I wish to look at the number of quotes that we sent out in the past 30 days, I have to manually filter through all the quotes that had an Activity (like an Open Date or View Date) to get to the data I want. Additionally, Tinderbox/Octiv does not offer the ability to require the end-user to enter in an email address. It only allows First Name, Last Name and Access Code (optional). If we were able to capture the Email Address of each person viewing the quotes we send out, we could set up little drip emails to them as part of a small marketing sequence. And even with Zapier, there is no work around. **Recommendations to others considering Conga CLM:** Unless you have a high budget ($200/mo) I would not recommend using Tinderbox/Octiv. It is no longer worth the price. Even when they were priced at $45/mo, there were simple things that the software should have done, but was never implemented. **What problems is Conga CLM solving and how is that benefiting you?** I switched to Tinderbox in 2013 because I wanted a fast way to generate nice-looking quotes and the cost was $45/mo. I received an email from Tinderbox (now Octiv) in August 2016 with a notification that the minimum price was going to be $2,000 and I had two months until the price would increase. I WOULD NOT recommend using this company anymore like I had previously done. The price has increased by five-fold. ### 9. An easy to use system that captures everything we need in a proposal! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2017 **What do you like best about Conga CLM?** I like that we can truly brand each proposal and having flexibility to make changes to the structure of proposals easily. **What do you dislike about Conga CLM?** I wish we could make small edits to proposals that have been published. Sometimes we push it out and see a small change to the text need to be made, but it's too late. **What problems is Conga CLM solving and how is that benefiting you?** It's been great to have a record of all proposals and who is viewing them. We are easily able to send through proposals, eliminating paper. ### 10. Works great - and the Octiv team is great to work with! **Rating:** 4.5/5.0 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?** The software works well. It does what it says it will do and is extensible enough to fit our business. The team at Octiv is fantastic to work with and very responsive to our needs and suggestions. **What do you dislike about Conga CLM?** I would prefer that the work flow capabilities be enhanced to allow for strong and easy chaining of tasks and activities. **What problems is Conga CLM solving and how is that benefiting you?** Trying to find continuity and clarity around our client facing documents with respect to statements of work, master service agreements and contracts. ### 11. Great for Generating Online Proposals **Rating:** 3.5/5.0 stars **Reviewed by:** Sean B. | Marketing Manager, Hospital & Health Care, Enterprise (> 1000 emp.) **Reviewed Date:** March 31, 2017 **What do you like best about Conga CLM?** Salesforce integration and ability to create proposals on the fly **What do you dislike about Conga CLM?** Lacks ability to respond to complicated RFPs **What problems is Conga CLM solving and how is that benefiting you?** Octiv is great for generating on-the-fly proposals in Salesforce. If you have templated proposal formats that you use frequently, this is a great solution. ### 12. Excellent contract automation tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2017 **What do you like best about Conga CLM?** Templates are easy to create, edit and use. **What do you dislike about Conga CLM?** Their needs to be more flexibility in the system, which we know will come with time. Primarily, there needs to be a way to upload contracts signed outside of Octiv and integrate those contracts seamlessly. **Recommendations to others considering Conga CLM:** Make sure to understand the limitations. **What problems is Conga CLM solving and how is that benefiting you?** We needed to automate the sales contract process, and Octiv has helped us achieve this. Templates are integrated with Salesforce fields, and allows sales people to create contracts without the assistance of the legal team. ### 13. Excellent Proposal Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2017 **What do you like best about Conga CLM?** Octiv allowed us to streamline our proposal process, create consistent branding and track client activity leading to better follow up. Another great feature is that its built into Salesforce. **What do you dislike about Conga CLM?** I would like the ability to accept proposals without the customer signature so we can track wins in Octiv. **Recommendations to others considering Conga CLM:** Review all proposal types and create the majority of templates before going live. **What problems is Conga CLM solving and how is that benefiting you?** The quote format varied between sales reps and this allowed create a consistent message for all quotes. ### 14. Octive Has Changed the Way We Do Business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2017 **What do you like best about Conga CLM?** I love the ability to streamline our proposal process within Salesforce and to produce professional proposals every time. We have gained much sophistication with the Octiv solution. **What do you dislike about Conga CLM?** Learning curve - we've had to have a lot of help/support from our team in the setup. Changes and new items still require support. **What problems is Conga CLM solving and how is that benefiting you?** We had a low adoption of Salesforce by our sales team prior to implementing Octiv. Now, all information, proposals and history is in Salesforce. ### 15. Rock solid partnership **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** March 28, 2017 **What do you like best about Conga CLM?** The Octiv platform is very easy to use and requires little if any training to be quickly effective. **What do you dislike about Conga CLM?** The inability to insert page breaks that scale to your desired page length (e.g. if I want to download a pdf f my proposal, I would like to be able to know or decide where the 11" page breaks will be). **What problems is Conga CLM solving and how is that benefiting you?** Sales efficiency and productivity-- the ability to generate a professional, brand-compliant proposal quickly and easily. ### 16. Great Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Design | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2017 **What do you like best about Conga CLM?** We have just started to work with Octiv however their customer service thus far has been excellent. **What do you dislike about Conga CLM?** Nothing at the moment due to the fact that we have just started working with the company. **What problems is Conga CLM solving and how is that benefiting you?** Unified process when it comes to putting sales documents together. Consistent branding of our sales documents. ### 17. 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. ### 18. 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. ### 19. Great Tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2017 **What do you like best about Conga CLM?** It is easy to use and documents are easily adjustable, you can use templates to create a contract or presentation, next to this it gives a department a good view how long people looked at the documentation. **What do you dislike about Conga CLM?** We found a bug in the system it took over 8 weeks to solve, which was to long in my view. We did not get any response till it was solved it would have been nice to get a status update. **What problems is Conga CLM solving and how is that benefiting you?** We wanted to have digital contracts and have a view how is viewing the documents and for how long ### 20. Change a clause once, replicate across all related contracts **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmed S. | VP, Product Management, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2017 **What do you like best about Conga CLM?** Clause library and the ability to re-use clauses. **What do you dislike about Conga CLM?** Workflow emails overly reliant on Salesforce workflows **Recommendations to others considering Conga CLM:** Get an implementation consultant. Try to really limit scope and roll out to users quickly and iterate with feedback. **What problems is Conga CLM solving and how is that benefiting you?** Change a clause in one place and replicate across all contracts. Huge time savings for legal. ### 21. 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 ### 22. Great Proposal Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2017 **What do you like best about Conga CLM?** I use this software to deliver proposals to our prospects, and like how easy it is to customize each proposal based on the client's industry. **What do you dislike about Conga CLM?** Some features can feel cumbersome (hard to switch to landscape) but out support team is always happy to help us with issues. **What problems is Conga CLM solving and how is that benefiting you?** We used to make our proposals in Word - this makes them fancier and more professional for our prospects. ### 23. Great for sales. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2017 **What do you like best about Conga CLM?** Ability to get “in front” of the customer. **What do you dislike about Conga CLM?** I haven’t found anything I don’t like I don’t believe. **What problems is Conga CLM solving and how is that benefiting you?** I am able to get in front of the customer even though I can’t physically be in front of them sometimes. ### 24. Great and Robust CPQ solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 07, 2017 **What do you like best about Conga CLM?** Overall I do enjoy how the Apttus CPQ tool handles countless variations of contract use cases. Using the XAuthor technology makes it easier to print variables from Salesforce and inject various conditions into the word template. The fact that the tool was built on Salesforce.com platform makes it very familiar to a SysAdmin/Dev to enhance to tool further with simple configuration. **What do you dislike about Conga CLM?** Generating documents seems to take longer than usual. But, the output results make up for that. **Recommendations to others considering Conga CLM:** Apttus Contract Management seems to be an effective solution for Contracts **What problems is Conga CLM solving and how is that benefiting you?** Contract Visibility. Ease to Access and Scalability. ### 25. Great tool for Sales Proposals **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2017 **What do you like best about Conga CLM?** Love the digital format of the sales proposals and how easy it is to add rich media to proposals. Video, graphics, and tables make proposals so much stronger. **What do you dislike about Conga CLM?** There are a few bugs with the interface on different browsers we had trouble getting past to onboard our sales team. **What problems is Conga CLM solving and how is that benefiting you?** We are much more efficient with proposals and pricing. ### 26. What a great product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2017 **What do you like best about Conga CLM?** This has been one of the best SAS services we ever had. **What do you dislike about Conga CLM?** Just the integration to DocuSign, was little slow in happening. **What problems is Conga CLM solving and how is that benefiting you?** Getting our quotes correct before going out to customers. ### 27. Currently implementing Apttus CLM in our organization. **Rating:** 5.0/5.0 stars **Reviewed by:** Christy C. | CLM Administrator, Computer & Network Security, Enterprise (> 1000 emp.) **Reviewed Date:** May 03, 2017 **What do you like best about Conga CLM?** I love the automation which the CLM will provide to our organization. **What do you dislike about Conga CLM?** The amount of time it takes to implement. **Recommendations to others considering Conga CLM:** Highly recommend. **What problems is Conga CLM solving and how is that benefiting you?** We are mostly interested in the streamlining and automation the program will provide. ### 28. 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. ### 29. Productive tool that is still getting established **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2017 **What do you like best about Conga CLM?** The ability to generate proposals quickly and be sure that the most up-to-date scope is in the document **What do you dislike about Conga CLM?** The limitations of how to organize content and the WYSIWYG formatting issues **What problems is Conga CLM solving and how is that benefiting you?** Ability to quickly turn around proposals. Eliminating the possibility of old scope going out in a proposal. ### 30. Apttus Contract Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2017 **What do you like best about Conga CLM?** It integrates well with salesforce.com and the X-Author app makes creating and editing templates easy. **What do you dislike about Conga CLM?** I really can't of anything at the moment. **What problems is Conga CLM solving and how is that benefiting you?** Apttus helps us generate Orders and Quotes for our customers. ### 31. Very easy to use for both parties involved. **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher G S. | Sales Account Manager, Publishing, Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2017 **What do you like best about Conga CLM?** The ability to track and see opens when engaged with. **What do you dislike about Conga CLM?** there is sometimes a short lag between when it is signed and I am notified it was signed. **Recommendations to others considering Conga CLM:** Yes I would not want to use another service. **What problems is Conga CLM solving and how is that benefiting you?** The ability to create Insertion Orders for Advertising ### 32. CLM is great from Apttus **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 03, 2017 **What do you like best about Conga CLM?** The ease to integrate and features to edit and work with contract **What do you dislike about Conga CLM?** The support from apttus side is not that great **What problems is Conga CLM solving and how is that benefiting you?** The contract management, mergers and acquisitions ### 33. Automates sales process, saves lots of time for sales reps. **Rating:** 5.0/5.0 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?** I like how Octiv automatically attaches quotes to opportunities. **What do you dislike about Conga CLM?** Sometimes customers cannot accept quotes, which is frustrating. **What problems is Conga CLM solving and how is that benefiting you?** Time to close deals. ### 34. Apttus clm **Rating:** 3.5/5.0 stars **Reviewed by:** Jennifer W. | IT Business Analyst, Pharmaceuticals, Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2017 **What do you like best about Conga CLM?** Customizable to meet all customer needs from legal and customer perspective. **What do you dislike about Conga CLM?** Can be very complex because of the option to customize. **What problems is Conga CLM solving and how is that benefiting you?** Centralized location for contracts ### 35. Easy to use, great look, strong SFDC connection **Rating:** 4.0/5.0 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?** Simple contract generation that allows reps to refresh variables from SFDC. Really powerful contract generation tool with the ability to have a great UI. Wonderful customer support. **What do you dislike about Conga CLM?** Lack of documentation at time. Sensitive variables. **What problems is Conga CLM solving and how is that benefiting you?** Proposal generation & acceptance. ### 36. Clm review **Rating:** 3.5/5.0 stars **Reviewed by:** Shabbir B. | Associate Consultant, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** May 03, 2017 **What do you like best about Conga CLM?** Customization of templates and Merge server solution **What do you dislike about Conga CLM?** Merge server response, template maps, NDA generation **What problems is Conga CLM solving and how is that benefiting you?** Generation and Regeneration templates, doc merge ### 37. Flexible and Easy to Use Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2017 **What do you like best about Conga CLM?** The user interface of the application is amazing and naming convention is in easy to understand format. **What do you dislike about Conga CLM?** Documentation of this application should be more good. For example, they should use the software simulations, videos, new release trainings and much more. **What problems is Conga CLM solving and how is that benefiting you?** My company was using another installed software to manage contracts. Now, every user can access the application from mobile or home. ### 38. Wonderful Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2017 **What do you like best about Conga CLM?** Octiv is a fast and convenient way to create proposals **What do you dislike about Conga CLM?** Not being able to use double underlines. **What problems is Conga CLM solving and how is that benefiting you?** Octiv allows us to create dynamic proposals in less time than it took before we utilized the software. ### 39. Apttus Contact Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** May 03, 2017 **What do you like best about Conga CLM?** There are so many out of the box features that can be used to cater the program to an organization's unique business needs without requiring customization. **What do you dislike about Conga CLM?** As a new admin, it can be difficult to learn about all the great features Apttus has to offer. **What problems is Conga CLM solving and how is that benefiting you?** Monitoring of terms and conditions, contacts repository ### 40. It is a okay solution **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 03, 2017 **What do you like best about Conga CLM?** I think I like the Publish function in template, when it is mass publish, it works pretty well. Redlining. FX2 is okay too. **What do you dislike about Conga CLM?** There are quite some bugs and release issues. It is bad that merge server releases usually caused problems. **What problems is Conga CLM solving and how is that benefiting you?** Faster and single system from quote to cash ### 41. Good software, sometimes hard to format **Rating:** 4.5/5.0 stars **Reviewed by:** Leslie P. | Client Service Specialist, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2017 **What do you like best about Conga CLM?** Being able to reuse templates and easy inline acceptance **What do you dislike about Conga CLM?** The formatting of fonts, tables, colors, and cells can sometimes be hard **What problems is Conga CLM solving and how is that benefiting you?** Quicker acceptance of online agreements ### 42. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2017 **What do you like best about Conga CLM?** I am new to the software, however, I can see many exciting opportunities with the system for our company. **What do you dislike about Conga CLM?** That I don't know enough yet but that will take some time **What problems is Conga CLM solving and how is that benefiting you?** Pooling all of our contracts throughout the company in one central location. ### 43. Great propsal/contract software for sales teams that use Salesforce as a CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony A. | International Business Development Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2016 **What do you like best about Conga CLM?** I like that it integrates directly into our Salesforce CRM and additionally I really like that it tracks opens so I know exactly when my client is viewing the proposal. **What do you dislike about Conga CLM?** It can be buggy at times but overall very high quality and customizable **Recommendations to others considering Conga CLM:** Do it! **What problems is Conga CLM solving and how is that benefiting you?** Octiv helped our sales team to go from a paper contract to an entirely electronic version and close more deals! ### 44. Great tool with deep Salesforce integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** May 03, 2017 **What do you like best about Conga CLM?** Apttus CLM is powerful and highly customizable. **What do you dislike about Conga CLM?** Some unique architecture decisions that are not in line with Salesforce customization. **What problems is Conga CLM solving and how is that benefiting you?** Taking a contract process that took weeks down to 20 minutes. ### 45. Automatic proposals with a click of a button **Rating:** 3.5/5.0 stars **Reviewed by:** Mitchell O. | Marketing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2016 **What do you like best about Conga CLM?** Cloud hosted proposals shared across the enterprise, instant online meeting and the ability to see what is viewed on the presentation. **What do you dislike about Conga CLM?** Octiv is great in theory, but it does take customization-- if your CRM isn't cleaned up or your sales people aren't using it, you won't get the most value out of Octiv. **What problems is Conga CLM solving and how is that benefiting you?** Customer specific proposals using CRM data. ### 46. 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 ### 47. Apttus Contract Management Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2017 **What do you like best about Conga CLM?** Well integrated with Word and Salesforce. Authoring is straight forward. **What do you dislike about Conga CLM?** Documentation and training could be enhanced. **What problems is Conga CLM solving and how is that benefiting you?** Helps to maintain consistency in contract terms. ### 48. Apttus CLM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2017 **What do you like best about Conga CLM?** The template management, the document generation, merging **What do you dislike about Conga CLM?** The slowness, the effectiveness and merge server momentarily issues **Recommendations to others considering Conga CLM:** NA **What problems is Conga CLM solving and how is that benefiting you?** Legal Services ### 49. 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?**

Clean and consistent templates. Helps save time with pieces of the proposal writing.

**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. ### 50. Novatus-Contracts **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2016 **What do you like best about Conga CLM?** It is very well organized for a large group of people to access content. **What do you dislike about Conga CLM?** It is not always the most intuitive product, needed lots of training across the organization. **What problems is Conga CLM solving and how is that benefiting you?** We are solving a centralized contract business objective. It is helpful to have all of this in one place. ## 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?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-06-23+23%3A23%3A08+-0500&secure%5Bsession_id%5D=e476ef8d-418c-49ce-a099-c5a4b7e69240&secure%5Btoken%5D=2964fe8c7d6f90644e398ed1082c6eb4e90432f24a494f95b358311e9d8ae0ca&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 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/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) - [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 **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 - Contract Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **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 **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 **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 **Document Management - Legal Document Management** - Search and Retreival - Synchronization of Data - Versioning **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 **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Contract Data** - Reporting & Dashboards - Advanced Contract Analytics **Generative AI** - AI Text Summarization **Artificial Intelligence - Legal Document Management** - AI Automation **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Accessibility - Legal Document Management** - Cross-Platform Access **Agentic AI - Legal Document Management** - Cross-system Integration - Natural Language Interaction **Agentic AI - Contract Lifecycle Management (CLM)** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Decision Making **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 **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 (483 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,410 reviews) - [LinkSquares](https://www.g2.com/products/linksquares/reviews) - 4.7/5.0 (427 reviews)