Conga CLM (Contracts for Salesforce) streamlines and accelerates contract negotiations so you can close deals faster — all without leaving Salesforce. With it you can send contracts directly from Salesforce, compare versions, sync data back to Salesforce, and keep a complete contract history.

Built for Salesforce Lightning (but compatible with Classic), Conga CLM (Contracts for Salesforce) allows users to track and compare document changes without the use of a heavier Contract Lifecycle Management (CLM) application. Making Salesforce your central repository also creates an audit trail with visibility and a streamlined negotiation process. With Conga CLM (Contracts for Salesforce) you can create and manage quotes, work orders, statements of work, non-disclosure agreements (NDA), master service agreements (MSA), terms and conditions, payment terms and service license agreements (SLA).

CLM (Conga Contracts for Salesforce) Conga Contracts allows you to perform the following tasks:

  • Install and Upgrade Conga CLM (Contracts for Salesforce)
    • Configure Permissions and Licenses
    • Add Buttons
    • Add to Layouts
    • Use Automatic Configurator
  • Configure the Clause Library 
    • Create Clause Types, Clause Bundles, and Clauses
    • Manage Clauses
  • Document Generation with Conga Composer
    • Add clauses from the Conga Composer Clause Library
    • Generate documents 
    • Send for Negotiation using Microsoft Word.
    • Negotiate documents through email using Microsoft Word.
    • True-Up data by syncing back to Salesforce
    • Deliver final documents according to the specified delivery method (for example, eSignature)
  • Document Generation with Salesforce CPQ
    • Add quote terms from the Salesforce CPQ Clause Library
    • Generate documents and Document type.
    • Send for Negotiation using Microsoft Word.
    • Negotiate document through email
    • True-Up data by syncing back to Salesforce.
    • Deliver final document according to the specified delivery method (for example, eSignature)
  • Document Generation with X-Author for Contracts
    • Add clauses from the clause library
    • Generate documents 
    • Deliver final documents according to the specified delivery method (for example, eSignature)

Key Terminology

TermDefinition 
Managed PackageA Managed Package for CLM (Contracts for Salesforce) is an installation package available for Salesforce that includes buttons, custom objects, and public custom settings, page layouts, the CLM (Contracts for Salesforce) application, permission sets, custom fields, reports, and the negotiator dashboard. 
Automatic ConfiguratorThe Automatic Configurator lets you set up Contracts for Salesforce tools (Redlining, Send for Review, True Up) on standard salesforce objects, custom objects, or any combination thereof. 
Send for Negotiation The process of reviewing a contract and negotiating changes through email. 
Redlining Changes from the latest version are underlined in red when viewing a document. 
True-UpSynchronizes changes made in a document back to Salesforce. 
Document GenerationYou can generate contracts, addendums, and any other supporting documents for CLM (Contracts for Salesforce) using Composer or X-Author for Contracts.

For more information about terms used with Conga products, see Conga Product Glossary.