Conga CLM Features
What are the features of Conga CLM?
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- PDF Creation
- Custom Branding
Workflow
- Document Builder Interface
Contract Management Platform Features
- Contract Creation
- Contract Templates
- Contract Editing
- Contract Attachments
- Contract Collaboration
- Approval Process
- Notifications & Reminders
- Contract Database
- Integrations / APIs
- Reporting & Dashboards
Technology Glossary Features
View definitions of the features and discover new technology terms.
Conga CLM Categories on G2
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Document Creation
Customizability: Variables and Fields | Based on 132 Conga CLM reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 82% (Based on 132 reviews) | |
Template Creation and Flexibility | Based on 135 Conga CLM reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 80% (Based on 135 reviews) | |
Rich Media | Based on 109 Conga CLM reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 77% (Based on 109 reviews) | |
Online Document Creation | Based on 128 Conga CLM reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device. | 85% (Based on 128 reviews) | |
PDF Creation | Based on 135 Conga CLM reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 80% (Based on 135 reviews) | |
Custom Branding | Based on 133 Conga CLM reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding. | 84% (Based on 133 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 129 Conga CLM reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 77% (Based on 129 reviews) |
Collaborative Creation | Based on 105 Conga CLM reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 75% (Based on 105 reviews) | |
Assembly and Approval Workflows | Based on 101 Conga CLM reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval. | 75% (Based on 101 reviews) |
Analytics
Reporting and Dashboards | Based on 110 Conga CLM reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 80% (Based on 110 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 122 Conga CLM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 83% (Based on 122 reviews) | |
Alerts and Notifications | Based on 127 Conga CLM reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 83% (Based on 127 reviews) | |
CRM Integration | Based on 108 Conga CLM reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients. | 86% (Based on 108 reviews) | |
E-Signature Integration | Based on 100 Conga CLM reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow. | 85% (Based on 100 reviews) | |
CPQ Integration | Based on 60 Conga CLM reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals. | 85% (Based on 60 reviews) | |
API / Integrations | Based on 79 Conga CLM reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 86% (Based on 79 reviews) |
Contract Management Platform Features
Contract Creation | Based on 175 Conga CLM reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features. | 87% (Based on 175 reviews) | |
Contract Templates | Based on 171 Conga CLM reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | 83% (Based on 171 reviews) | |
Contract Editing | Based on 168 Conga CLM reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 81% (Based on 168 reviews) | |
Contract Attachments | Based on 181 Conga CLM reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | 85% (Based on 181 reviews) | |
Contract Collaboration | Based on 147 Conga CLM reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | 80% (Based on 147 reviews) | |
Approval Process | Based on 174 Conga CLM reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | 84% (Based on 174 reviews) | |
Notifications & Reminders | Based on 190 Conga CLM reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones. | 81% (Based on 190 reviews) | |
Contract Database | Based on 181 Conga CLM reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities. | 88% (Based on 181 reviews) | |
Integrations / APIs | Based on 148 Conga CLM reviews and verified by the G2 Product R&D team. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | 81% (Based on 148 reviews) | |
Reporting & Dashboards | Based on 177 Conga CLM reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | 81% (Based on 177 reviews) |
Platform Basics
Data Extraction | Ability to auto-extract all key contract metadata and clause language. 11 reviewers of Conga CLM have provided feedback on this feature. | 86% (Based on 11 reviews) | |
Contract Comparisons | Provides document parsing, redlining, and auto-tagging for clause comparisons. | Not enough data |
Artificial Intelligence Capabilities
Text Analytics | Based on 11 Conga CLM reviews. Ability to analyze text within contracts by using pattern recognition. | 88% (Based on 11 reviews) | |
NLP | Provides the ability to understand and process human language/s within contracts. 10 reviewers of Conga CLM have provided feedback on this feature. | 87% (Based on 10 reviews) | |
OCR | Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.). 10 reviewers of Conga CLM have provided feedback on this feature. | 85% (Based on 10 reviews) |
Contract Data
Data Import | Ability to import contracts into a centralized repository. This feature was mentioned in 10 Conga CLM reviews. | 82% (Based on 10 reviews) | |
Data Export | See feature definition | Provides the ability to export contract data into other systems. | Not enough data |
Custom Reporting | As reported in 10 Conga CLM reviews. Ability to create reports and dashboards with contract data to provide strategic insights. | 82% (Based on 10 reviews) | |
Clause Identification and Mapping | Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms. 10 reviewers of Conga CLM have provided feedback on this feature. | 85% (Based on 10 reviews) | |
Reporting & Dashboards | As reported in 64 Conga CLM reviews. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | 87% (Based on 64 reviews) | |
Advanced Contract Analytics | Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. 63 reviewers of Conga CLM have provided feedback on this feature. | 83% (Based on 63 reviews) |
Contract Creation & Management
Contract Creation | Users can create new contracts within the platform using built-in document creation features. This feature was mentioned in 68 Conga CLM reviews. | 92% (Based on 68 reviews) | |
Contract Templates | As reported in 67 Conga CLM reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | 91% (Based on 67 reviews) | |
Contract Editing | As reported in 67 Conga CLM reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 89% (Based on 67 reviews) | |
Contract Attachments | Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. This feature was mentioned in 66 Conga CLM reviews. | 91% (Based on 66 reviews) |
Collaboration
Contract Collaboration | Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. 67 reviewers of Conga CLM have provided feedback on this feature. | 89% (Based on 67 reviews) | |
Approval Process | As reported in 66 Conga CLM reviews. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | 90% (Based on 66 reviews) |
Other Platform Features
Notifications & Reminders | Receive notifications and schedule reminders with alerts according to contract milestones. This feature was mentioned in 66 Conga CLM reviews. | 90% (Based on 66 reviews) | |
Contract Database | As reported in 68 Conga CLM reviews. Contracts can be stored in a central online repository with built in search capabilities. | 90% (Based on 68 reviews) | |
Contract Compliance | Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations This feature was mentioned in 65 Conga CLM reviews. | 88% (Based on 65 reviews) | |
Integrations / APIs | The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. This feature was mentioned in 63 Conga CLM reviews. | 87% (Based on 63 reviews) | |
E-Signature | As reported in 67 Conga CLM reviews. Ability to e-sign legally-binding contracts within the same platform. | 88% (Based on 67 reviews) |
