Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

CLM for Advantage Platform Implementer's Guide

This Contract Lifecycle Management (CLM) Implementer's Guide outlines the foundational setup and strategic alignment of our CLM system to support scalable, compliant, and efficient contract operations across the organization. The configuration detailed herein reflects a collaborative effort between business stakeholders, legal, procurement, and IT teams to ensure the system meets both operational needs and governance standards.

Key objectives of this configuration include:

  • Standardization of Contract Processes: Establishing consistent workflows for contract creation, negotiation, approval, and renewal to reduce cycle times and mitigate risk.
  • Enhanced Visibility and Reporting: Implementing metadata structures and dashboards that enable real-time insights into contract status, obligations, and performance.
  • Compliance and Risk Management: Embedding controls and approval hierarchies to ensure adherence to regulatory requirements and internal policies.
  • Scalability and Flexibility: Designing the system to accommodate future growth, new contract types, and evolving business needs without significant rework.

This document serves as a guide to support implementation, change management, and alignment with strategic priorities. Project teams, system administrators, and business leaders use it to ensure clarity and continuity across every stage of the CLM deployment lifecycle.

Intended Audience

  • Platform Administrators responsible for implementing CLM on the Conga Advantage Platform.
  • IT and System Integration teams supporting Platform configuration.
  • Implementation stakeholders tracking configuration progress and key decisions.

Prerequisites

  • Familiarity with the Conga CLM for Advantage Platform interface.
  • Admin access to the customer's Conga Platform org.
  • Basic understanding of CLM concepts and data models.

How to use this guide

Each section in this guide corresponds to a major configuration area and includes:

  • Configuration Steps
  • Linked documentation for deeper reference
  • Implementation notes and optional settings
  • Placeholders for Visuals

Sections can be followed sequentially during a new implementation or referenced independently for system enhancements, audits, or training.