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).

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)