About Conga CLM
A contract 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.
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 contract 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 contract documents for eSignatures if Contract Management is integrated with eSignature solutions—Conga Sign, 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 contract Explorer to configure and reuse searches and reports.
A contract 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.
- Work with contracts
- Create
- Send for review
- Negotiate
- Finalize
- Sign/Execute
- Activate
- Execute REST APIs
For end-user functionality, see Conga CLM for Advantage Platform for Users and Conga CLM API Reference.
Key Terminology
It is important to understand how terms are used when working with Conga CLM.
For more information about terms used with Conga CLM, see https://documentation.conga.com/en/general/conga-product-glossary.
Log in to Conga CLM on Advantage Platform
Logging into Conga CLM on the Advantage Platform allows users to efficiently manage their contract lifecycle processes. Conga CLM provides tools for automating contract creation, negotiation, and execution, ensuring compliance and reducing risks. The Advantage Platform enhances user experience by offering seamless integration with other Conga solutions, enabling users to leverage a comprehensive suite of tools for their business needs.
For more information, see Login to Conga Advantage Platform.
Access Apps
After logging into Conga RLP, you can view the Launch your Conga Experience user interface and the App Launcher (), Conga Start (
), and the Apps (
) icons.
- Apps: Revenue Lifecycle apps (for example, Contracts, Revenue, Document Management, and so on) and Administration apps.
- Shared Apps: Common applications used across the Conga Platform (for example, Approvals, Reports and Dashboards, and so on.)
- Explore All: A list of all the available groups and apps within the platform application.
- Versions Info: Information about all the current versions of applications available within the platform application.
Conga Start opens the Launch your Conga Experience user interface providing quick access to the applications for starting new processes or workflows within Conga Platform
The Apps icon displays the applications that are currently available in Conga RLP. It gives you easy access to the different applications and modules that are part of the Conga Platform environment, for example, Contracts, Revenue, Document Management, and so on. You can use the search bar to search for specific apps based on keywords
