Conga Product Documentation

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Contract Management

This section provides a comprehensive overview of contract management features, highlighting the tools and functions to help your team stay efficient, informed, and compliant.
  • View contracts through All Contracts, My Contracts, or Recently Viewed Contracts for quick navigation and task continuity.
  • Searching, Editing, and Deleting: Use search tools to locate contracts, edit details as needed, or delete outdated or incorrect records (based on permissions).
  • Notifications and Activity: Stay informed with in-app notifications and activity history that track changes, updates, and user actions on contracts.
  • Generate documents using Document Generation Request.
  • Upload, Import (offline or via Intelligent Import), Join, or Regenerate contract documents.
  • View documents directly within the contract record.
  • Manage Line Items, Terms, and Clauses (via the Clause Library and Clauses feature).
  • View enforceable terms using the In-Effect View feature.
  • Change contract ownership when responsibilities shift.
  • Share contracts with other users or groups.
  • Link and navigate Related Contracts and Related Items for context and continuity.
  • View system-generated insights for decision-making.
  • Export contract details, including from the Recently Viewed list, for reporting or offline use.