This section describes how Conga Contract Lifecycle Management (Conga CLM) works and how to manage contracts for your organization and your customers.
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.
|Primary Audience||Individuals who are working on any aspect of contracts: contract managers, contract creators, contract negotiators, contract reviewers, contract facilitators, and legal teams.|
Refer to the latest CLM Release Notes for information on System Requirements and Supported Platforms.
|Updates||For a comprehensive list of updates to this section for each release, see the What's New in CLM Documentation.|
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.
Select one of the following topics for more information: