Before you use the Conga CLM application to manage contracts, you must define the agreement record types. An agreement record type is a way of categorizing agreements and allows us to provide different page layouts to users based on their profile. The page layout provides a canvas for adding fields and related lists.

The following are some of the agreement record types:

  • Non-Disclosure Agreement (NDA)
  • Master Subscription Agreement (MSA)
  • Software License Agreement (SLA)
  • Statement of Work (SOW)

To enable a new agreement type,

  1. Define a new Page Layout
  2. Create a new Record Type and associate it with the page layout
  3. Enable the Record Type for Template Authoring