A contract or an agreement is a legally binding arrangement between two or more entities. Contract Management (CM) or Contract Lifecycle Management (CLM) is the process of managing contract creation, analysis, execution, and maintenance. Conga Contract Lifecycle Management (Conga CLM) is a cloud-based solution that standardizes, streamlines, and automates the contract lifecycle management process—from the initial request through drafting, redlining, sending for signatures, securing documents, managing obligations, and renewing contracts.

Conga CLM runs on the Salesforce platform and all the contract data is stored in Salesforce. Conga CLM data-handling practices are the same for Conga CLM as they are for any Salesforce implementation: cross-border data exchange, data transmission methods, data storage and encryption, and logical and physical separation of data. 

As an administrator, you can design the user interface of Conga CLM by creating page layouts, customizing agreement actions, adding custom links, and customizing the action panel. Conga CLM lets you manage user profiles by configuring user permissions and secure the agreement documents by implementing document protection. With X-Author for Contracts, you can create agreement templates and agreement clauses and use Conga CLM to manage them. You can design workflows and agreement lifecycles in Conga CLM. You can integrate Conga CLM with eSignature solutions—Adobe Sign and DocuSign. You can also track agreement versions and secure agreement documents. Conga CLM allows you to schedule jobs to automate recurring tasks, such as refreshing agreement data, setting the expiration date for the links used to download multiple agreements, extracting intelligent data, and generating reports. 

The following flowchart depicts the Contract Management process:

As a user, you can create a contract from pre-loaded templates or import a third-party document as an offline agreement document. Contract Management works with optical character recognition software to scan imported third-party papers and convert them to a searchable PDF. You can send your agreement documents for eSignatures if Contract Management is integrated with eSignature solutions—Adobe Sign and DocuSign. Contract Management is able to provide a set of standard or customized, reports to track activity status, expirations, non-standard terms, etc. You can also use Agreement Explorer to configure and reuse searches and reports. 

An agreement goes through the contract management lifecycle according to the workflow defined by the application administrator. Your access to all the features of CLM depends on the roles and permissions assigned to you by the application administrator.

The following table lists the tasks that administrators and users can perform using CLM.

AdministratorAdministrator/User
  • Manage user profiles
    • Create, edit, and delete a user profile
    • Add single or multiple users to a user profile
    • Assign a license to a user
    • Apply security and permissions to a user profile
  • Configure user interface 
    • Create and edit page layouts and record types
    • Configure custom links on the home page
    • Add the action panel
    • Configure an offline agreement window
  • Manage templates
    • Set up a template object 
    • Secure documents
    • Organize agreement clauses
    • Manage template versions
    • Configure term exceptions
    • Configure dynamic document assembly
    • Configure auto and manual template publishing
    • Set up template filtering rules 
    • Configure query templates
  • Manage agreements
    • Set up an agreement request process
    • Set up agreement record types
    • Customize agreement actions
    • Schedule jobs to refresh agreement data
    • Set up an agreement output format
    • Track clauses used in agreement documents
    • Control access permissions for agreements
    • Route documents to content libraries
    • Configure agreement rules to route content
    • Configure intelligent import 

    • Configure agreement versioning
    • Implement agreement protection
    • Configure contract wizard
  • Manage workflow
    • Create, edit, delete, and validate workflow rules
    • Configure workflow and approval email alerts
    • Configure retention policies
  • Configure reports
    • Manage cycle time reports
    • Configure Agreement Explorer

For administrator functionality, see CLM for Administrators.

  • Work with agreements
    • Create 
    • Generate 
    • Send for review
    • Negotiate 
    • Finalize 
    • Sign/Execute
    • Activate
  • Manage agreement lifecycle post-activation
    • Amend
    • Renew
    • Terminate
    • Expire
  • Work with offline agreements
    • Create 

    • Import 

    • Review an agreement created by intelligent import

    • Store an executed agreement

  • Manage document and template versioning
  • Run the contract wizard to automate agreement creation
  • Create, run, and delete an Agreement Explorer report

  • Execute SOAP and REST APIs

For end-user functionality, see CLM for Users and CLM for SOAP API Developers.

Key Terminology

It is important to understand how terms are used when working with Conga CLM.

TermDescription
Action panelA collection of agreement action buttons on the user interface that can be enabled for the Agreement Record page in the Classic mode for community portals.
AgreementThe set of terms and conditions agreed between two or more parties. An agreement consists of structured Salesforce data and stored language dynamically generated into a static document.
Agreement actionsThe actions available at various stages of the agreement such as Preview Agreement, Generate Agreement, Regenerate Agreement, Generate Supporting Document, Send for Review, Send for Signatures, Import Offline Document, Activate, Amend, Renew, Expire, Terminate, and Cancel Request.
Agreement documentA document generated by merging information stored in a record with an existing template.
Agreement ExplorerA configurable and reusable search and reporting feature that allows you to search records in the agreement object.
Agreement protectionIt is a feature that allows you to specify protection settings for agreements.
Agreement ruleAllows you to identify how an agreement request is processed when you click the Submit Request action button.
Agreement versioningA solution framework for document versioning at the agreement record level. 
ClauseModular blocks of text that are used frequently across multiple templates.
Content libraries

An alternative contract repository option to organize files and manage user permissions.

Contract wizardA wizard that prompts the end user to answer a series of on-screen questions, and then creates the Agreement record.
Custom linkAllows you to add a customized link to internal or external URLs.
Cycle time reportingAllows organizations to track the time that has elapsed between any two statuses or status categories.
Document output formatDocument format (file type) to be used for generating an agreement document.
Dynamic document assemblyEnables you to preconfigure filter rules that drive a sequence of prescribed dynamic clauses or attachment insertions in a generated document.
Intelligent import

Intelligent data extraction functionality lets you import a third-party paper. Conga CLM works with optical character recognition software to scan the imported third-party paper and convert the document to a searchable PDF.

Note

You need to have Intelligent Import license to process third-party paper in Conga CLM.

Object

A definition of a specific type of information you can store in Salesforce. Some objects are native to Salesforce, such as Contacts or Accounts, while others are specific to Conga CLM functionality, such as Templates or Agreements.

Offline agreementA third-party paper that you want to use as a basis for your contract.
Organization/Org

An organization (org) is a Salesforce instance with a defined set of licensed users. An org is the virtual space provided to Conga CLM by Salesforce. Your org includes all of your data and applications, and is separate from all other orgs.

Page layoutAllows you to control the layout and organization of detail and edit pages.
Query templateThis feature allows you to narrow down the list of templates available for document generation.
RecordA collection of fields that store information about a specific item of a specific type (represented by an object), such as a Contact, an Account, or an Opportunity.
Record typeAllows you to offer different business processes, picklist values, and page layouts to different users.
RedliningAllows you to identify the changes made by reviewers and accept or reject changes according to your business requirement.
Retention policyDetermines the length of time a record must be stored.
TemplateA blueprint to generate a wide variety of document types when merged with data from agreements or quotes.
Template filtering rulesThe Template Selection page can be configured to set up user-defined filters to narrow the list of Templates displayed to the user for Preview/Generate/Generate Supporting Document/Regenerate tasks.
Template versioningDocument versioning at the Template level to track template versions against generated documents.
Term exceptionAn exception clause or term is a stipulated condition in your agreement to grant or prevent certain allowances to or from a particular group of users in your agreement.
User profile

A set of permissions granted to a group of users for the purpose of limiting feature accessibility. According to a user's role in an organization, Conga CLM Administrator can assign a profile to the user. There are five basic profiles associated with Conga CLMAdministrator, Contract Manager/Template Admin, Read Only, Requester/Approver, and Contract Creator/Negotiator.

Workflow ruleEnforcement of key business processes, allowing you to automate tasks, email alerts, field updates, and outbound messages without the need to write any code.

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