CLM for Users
This section describes how Conga Contract Lifecycle Management (Conga CLM) works and how to manage contracts for your organization and your customers.
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Topic |
Description |
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What's Covered |
This section walks the Conga CLM user through a set-up of the entire contract management process. It covers step-by-step instructions, and use cases for the features provided by Conga CLM. |
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Primary Audience |
Individuals who are working on any aspect of contracts: contract managers, contract creators, contract negotiators, contract reviewers, contract facilitators, and legal teams. |
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IT Environment |
Refer to the latest CLM Release Notes for information on System Requirements and Supported Platforms. |
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Updates |
For a comprehensive list of updates to this section for each release, see the What's New in CLM Documentation. |
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Other Resources |
Refer to the X-Author for Contracts documentation for detailed instructions on setting up templates and editing contract documents. |
Before using Conga CLM, you must be familiar with the following:
- Basic understanding of Conga Platform
- Conga CLM terms
This section describes the following tasks:
- Creating a contract: You can fill out a contract form, use a template, or import a contract to create a new contract.
- Generating a contract: After creating a contract, you can use a template to generate a document.
- Import an offline contract or document: You can create a contract from a third-party paper or import an offline document.
- Sending a contract for review: You can send the generated contract document to the customer for review.
- Completing negotiations: After the review phase, the terms and conditions are negotiated and finalized between the engaged parties.
- Activating a contract: After a contract is finalized and signed, you can activate the contract to bring it into effect.
