We utilize Conga Contracts in order to store and update contract data, notify users of events, and keep track of expiration and renewal dates
Pros
Document organization
User management
Templates
Cons
Ability to create more than 2 notification messages for one notification event
Likelihood to Recommend
The system works well when you have an idea how to use it. It can be used in a multitude of ways that work for you if you are willing to put the work in.
We are Public Sector and use Conga Contracts mainly for records management. business problems we've been encountering lately is proper notifications when Project Managers or Company Contacts change.
Pros
easy to search
user friendly
cloud based
Cons
notifications
user management
easier bulk changes
Likelihood to Recommend
It has been easy to charge contracts with all divisions of the county without having to worry about them opening the wrong documents. Easy labeling.
We are using Conga CLM to implement a contracts and grants management system for our State of Texas client. We are using the various features that Conga CLM has to offer to help them make their entire contract lifecycle process much more efficient and seamless.
Pros
Contract Lifecycle Tracking
Easy configurable Wizards
Approval workflows
Cons
Hard to install packages correctly
Likelihood to Recommend
Conga CLM is great for managing contracts in the public sector where there is a high importance in moving a contract a long its lifecycle and being able to track all of its stages and dependencies.
VU
Verified User
Analyst in Information Technology (Government Relations company, 1-10 employees)
Contract lifecycle management and CRM data repository for a government organization that has complex workflows and template automation. Security in storage of business and rate management of negotiated contracted rates.
Pros
Automation of template
Storing of data
Streamlining workflows
Visibility of contract status
Cons
Editing merged contracts in the approval process
Increased data repository for contract template changes
Likelihood to Recommend
Conga CLM is good for customers who are looking to automate simple contract execution and wanting to shift their business practice into a digital world. It is less appropriate for those who are not looking to change and be more efficient.
VU
Verified User
Director in Finance and Accounting (Government Administration company, 1001-5000 employees)
We use Conga CLM to create contracts between healthcare providers and our organization. The product addresses the requirement of going through the entire Contract Lifecycle Process, which also includes generating the documents and sending them for signatures using DocuSign. Apart from that, we also use Conga Grid and Composer to create/generate specific documents which includes financial details, with the output document having dynamic tables grabbing data from Custom Objects in Salesforce.
Pros
Conga Approvals
Generating Documents for CLM with X-Author for Contracts
Smooth transition to DocuSign Services
Cons
Allow some measure of flexibility in adjusting Validation Rules which are a part of the managed package.
Likelihood to Recommend
Conga CLM is well suited for easily managing contract templates, generating documents and merging them. The Conga Approvals is a good feature and is easy to set up and use. DocuSign for Conga is a very useful feature to send contracts for signatures.
VU
Verified User
Employee in Information Technology (Government Administration company, 51-200 employees)
