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Conga Product Documentation

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CLM for Salesforce

CLM for Users

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Obligations Management

In an agreement, obligations refer to the specific actions, responsibilities, or duties that each party is legally required to perform or uphold. These obligations define what each party is expected to do (or refrain from doing) to fulfill the terms of the agreement. A few examples of obligations commonly found in contracts are:
  • Payment Obligations: One party agrees to pay the other party a specified amount, either as a lump sum or in installments, within a specific time frame.
  • Delivery of Goods or Services: One party agrees to deliver goods or provide services by a particular date or according to a specific schedule.
  • Confidentiality: Both parties may be required to keep certain information confidential, prohibiting them from sharing proprietary or sensitive information with others.
  • Compliance with Laws: Each party agrees to comply with relevant laws, regulations, or standards while fulfilling their part of the contract.
  • Indemnification: One party may agree to indemnify (compensate) the other for any losses or damages arising from specific actions, like breach of contract or negligence.
  • Intellectual Property Rights: Obligations related to the ownership, usage, and protection of intellectual property created or shared under the contract.
  • Termination Clauses: The conditions under which either party can end the contract, often including requirements for written notice and any associated penalties or fees.
  • Warranty Obligations: A party might warrant that certain products or services will meet certain quality standards or will be free from defects for a certain period.

Managing Obligations

Obligation Management plays a critical role in Contract Life Cycle Management (CLM) by ensuring that both parties engaged in a contract fulfill their respective commitments throughout the contract's duration. It involves tracking, monitoring, and managing obligations, ensuring they are met on time and within the agreed-upon conditions.

Conga CLM comes with a set of default obligation records. For more details, see Viewing the Obligations List. Additionally, you can create new obligations to address specific requirements. For more details, see Creating an Obligation. To ensure that obligations are created and tracked for agreements, you need to link obligations with relevant clauses through the Obligation or the Clause interface. For more information, see Obligation and Clause Association .

If the clauses linked with obligations are added an agreement template and an agreement document is generated using this template, obligations are automatically added to the agreement. You can view the obligations created for an agreement in its Activity timeline. You can view detailed information about the obligations in the Agreement Obligations section under the agreement's Related tab. You can also add new obligations to an agreement (without a linkage to any clause.

Conga CLM supports the following features to manage obligations:
  • Viewing the Obligations List
  • Creating an obligation
  • Update an obligation
  • Delete an obligation

Viewing the Obligations List

The Obligations object is set as Default On in your user profile. For more information on configuring a user profile, see Profile Settings and Security.
Using the Obligations menu, you can view the list of obligations created so far in Conga CLM. Conga The following obligations are provided by default:
  • Payment
  • Delivery
  • Performance
  • Compliance
  • Confidentiality
  • Warranty
  • Termination
  • Reporting
  • Maintenance
  • Indemnification
To view the Obligations list
  1. Click on the App Launcher icon ().
  2. Search and select Obligations.
    A list of obligations that you recently viewed is displayed.
  3. Click the drop-arrow icon () to toggle the list view to view recently viewed or all the obligations.
  4. Click the Obligation Id to view details of a particular obligation record.
The obligation details are displayed. You can edit the information as needed. You can also delete the obligation when it is no longer required.

Creating an Obligation

  • The Obligations object is set as Default On in your user profile. For more information on configuring a user profile, see Profile Settings and Security.
  • A record type for the required obligation type is available in the system. For more information, see Creating a Record Type.
  • Page Layout for the record type is configured and assigned to the profile. For more information, see Creating a Page Layout.

You can create an obligation of required type. You can create multiple obligations of the same record type also. For example, you can create the following obligations for payment obligation type:

  • Payment for Services Rendered: The client is obligated to pay the service provider for services delivered as per the agreed-upon scope and pricing in the MSA or related work orders (e.g., paying $100/hour for IT consulting services).
  • Reimbursement of Expenses: The client must reimburse the service provider for pre-approved expenses incurred during the delivery of services, such as travel or material costs, as outlined in the agreement.
  • Payment of Late Fees or Penalties: The client may be required to pay additional fees or penalties if payment is not made within the stipulated timeframe (e.g., a 2% monthly late fee for overdue invoices).
To create an obligation
  1. Click on the App Launcher icon ().
  2. Search and select Obligations.
  3. Click New.
  4. Select the Record Type matching to the obligation to be created. New Obligation pop-up is displayed.
  5. Provide the obligation information.
  6. Click Save
You have created a record for the obligation.

Editing an Obligation

The Obligations object is set as Default On in your user profile. For more information on configuring a user profile, see Profile Settings and Security.

You can edit the obligation details as and when needed. Editing an obligation from the Obligations menu, does not change the obligation already created in the agreement documents. The agreement documents generated after obligation is edited will have updated obligation.
Note: To update an obligation within an agreement, you need to edit the obligation from the Agreement Obligations section in the agreement's Related tab. For more information, see Linking an Obligation to a Clause
To edit an obligation
  1. Click on the App Launcher icon ().
  2. Search and select Obligations.
    A list of obligations that you recently viewed is displayed.
  3. Click the Obligation Id of the obligation record.
    Details tab for the obligation is displayed.
  4. Click Edit and make required changes to the information.
  5. Click Save.
You have modified the obligation information. The clauses linked to the edited obligation have the latest obligation information.

Deleting an Obligation

The Obligations object is set as Default On in your user profile. For more information on configuring a user profile, see Profile Settings and Security .
You can delete an obligation record when it is no longer required.
To delete an obligation
  1. Click on the App Launcher icon ().
  2. Search and select Obligations.
    A list of obligations that you recently viewed is displayed.
  3. Click the Obligation Id of the obligation record.
    Details tab for the obligation is displayed.
  4. Click Delete.
  5. Click Delete to confirm obligation deletion.
If the obligation is part of an active agreement, the system displays a message and prevents its deletion. Otherwise, a confirmation message is displayed to indicate the obligation has been successfully deleted.

Obligation and Clause Association

Obligations get associated with agreements through clauses. You can link an obligation and clause either through the obligation or through the clause.

Linking a Clause to an Obligation

You have edited the Obligations page to a add tab with the following details:

  • Tab name: Clause

  • Component: clauseObligations (custom component)

Clause tab by editing the Obligations page.
Linking a clause and an obligation is necessary so that obligations are created for agreement documents. You can link multiple clauses to an obligation in a single go.
To link a clause to an obligation
  1. Click on the App Launcher icon ().
  2. Search and select Obligations.
  3. Search and open the obligation to be linked to a clause.
  4. Click Clause tab for the obligation.
  5. Click Select Clauses.
    A list of clauses existing in the clause library is displayed
  6. Select the clauses to be linked to the obligation.
  7. Click Add.
The clauses are added to the list of clauses linked to the obligation.

Linking an Obligation to a Clause

You have edited the Clauses Template page to a add tab with the following details:

  • Tab name: Obligation

  • Component: obligations (custom component)

Linking an obligation and a clause is necessary so that the obligations are added to the clause in agreement documents. You can link multiple obligations to a clause in a single go.
To link an obligation to a clause
  1. Click on the App Launcher icon ().
  2. Under the Templates menu, select Clauses under Recent lists.
  3. Search and open the clause to be linked to a obligations.
  4. Click Obligation tab for the obligation.
  5. Click Select Obligations.
    A list of obligations existing in the system is displayed.
  6. Select the obligations to be linked to the obligation.
  7. Click Add.
The obligations are added to the list of obligations linked to the clause.
User Guide
Salesforce
CLM

February 11, 2025