A Conga CLM template is a common set of sections, clauses, text, and placeholders for terms and conditions. Templates can be merged with structured data to generate agreements or proposals. Templates are stored within an Apttus template repository and are used to create quotes and contracts. A template can be considered as a blueprint or mold for creating distributable documents. Users can create a template using X-Author for Contracts or Conga for Google Docs.

• X-Author for Contracts is a Microsoft add-in designed to work with Microsoft Word. It allows users to interact dynamically with Salesforce data and updates Word with two Conga-specific ribbons. In a typical scenario where an agreement/proposal document is sent to an external party for negotiation, the external party makes changes to the document as part of the negotiation.Template administrators maintain and manage contract and clause templates. These templates contain merge fields, which pull field values to create distributable documents. Template administrators can:
  • Create complex contract templates from existing Word documents or other contract templates kept in Salesforce.
  • Apply conditional clauses or text to display if the condition is met.
  • Insert smart fields enabling reconciliation with the agreement/proposal.
  • Insert clauses from clause libraries that get resolved during the generation of the contract agreement.
  • Translate contracts from one language to another.
  Note:

  Ensure that the API name of the smart fields you insert in your template does not end with start or end.

  If the changes to the document involve data belonging to the agreement/proposal record, then the reconciliation provides the mechanism to ensure the values in the document and the agreement/proposal records are reconciled. For details, see Templates topic under Working with CLM in X-Author for Contracts user's guide.

• Conga for Google Docs is a Google add-on that works with Google Docs. This add-on is part of Conga’s Contract Lifecycle Management (CLM) solution which empowers all departments to get what they need from contracting by helping you deliver more growth, streamline operations, reduce risk, and lower supplier costs. This add-on requires an active subscription to Conga CLM for Salesforce. For more information, see CLM for Users.

  This add-on lets you work on contracts and contract templates. The add-on provides a user-friendly User Interface (UI) that helps contract administrators and/or legal users streamline the entire process of CLM. Using Conga for Google Docs, you can maintain contract documents that contain fields, clauses, and templates. Contract administrators seamlessly manage complex negotiation cycles where multiple users can easily review the documents and make changes to the clauses and templates. When saving a final version of a contract document, you can also reconcile any terms that might have changed during the negotiation process. For more information, see About Conga for Google Docs .

  Key features:

  • Create and manage contract templates.
  • Lock a document from editing.
  • Access Clause Library and use approved clauses in the template.
  • Reconcile negotiated terms, clauses, and smart fields in a single click.

  For details on working with contract templates using Conga for Google Docs, see Managing Templates.