About X-Author for Contracts
X-Author for Contracts is the latest Microsoft Word add-in that lets you work on contracts and contract templates. The X-Author for Contracts add-in provides an all-new user-friendly User Interface (UI) that helps contract administrators and/or legal users to streamline the entire process of contract life cycle management.
Using X-Author for Contracts, you can create and maintain contract documents that contain contracts, clauses, and templates. The upgraded intuitive User Interface of X-Author for Contracts aids the contract administrators in seamlessly managing complex negotiation cycles where multiple users can review the documents, make changes to the clauses and templates with ease. One of the key features of X-Author for Contracts, when compared to the classic version, is that this uses Push Upgrade technology to upgrade to the latest version of the package.
X-Author for Contracts supports the versioning of agreements. The contract administrators can save multiple versions of the same document. For example, he/she can save redlined, clean, and final versions of a contract in a Microsoft Word document opened either from Salesforce or from the local drive. When saving a final version of a contract document, you can also reconcile any terms that might have changed during the negotiation process. You can create and maintain template versions, insert templates, save them, and replace them to and from Conga. Finally, you can compare two versions of a contract and merge versions into one document.
X-Author for Contracts also provides support for creating conditional text within a contract or clause template. This allows contract administrators to create sophisticated conditional clauses that can include or exclude certain text or clauses depending on how a conditional expression is evaluated.
Prior to Winter '20 release, X-Author for Contracts was supported for Conga CLM. Using X-Author for Contracts, Conga CLM users can manage the entire contract and template process. From Winter '20 release, X-Author for Contracts has introduced support for Conga CLM (Contracts for Salesforce) also. Now Conga CLM (Contracts for Salesforce) users also can manage the entire contract template process.
This guide describes the following features for Conga CLM and Conga CLM (Contracts for Salesforce).
|
Features for Conga CLM |
Features for Conga CLM (Contracts for Salesforce) | |
|---|---|---|
|
Templates |
Create a template |
Create a template |
|
Search and open a template |
Search and open a template | |
|
Check in a template |
Check in a template | |
|
Clauses
|
Clauses
| |
|
Fields
|
Fields
| |
|
Set segments (conditional or style) |
Set segments (conditional or style) | |
|
Define template locale |
Define template locale | |
|
Clone a template |
NA | |
|
Template Versioning |
NA | |
|
Contracts |
Search and open a contract |
NA |
|
Check-in a contract |
NA | |
|
Check-out an agreement |
NA | |
|
Lock or unlock contract documents |
NA | |
|
Clauses
|
NA | |
|
Fields
|
NA | |
|
Compare and merge contracts |
NA | |
|
Send a contract for parallel review |
NA | |
|
Work with offline contracts
|
NA | |
|
Use Intelligent Discovery |
NA | |
|
Use localization |
NA | |
|
Restrict contract document check-in and check-out |
NA | |
|
Reconciliation
|
NA |
Rebranding
Previously, the product was called X-Author for Contracts 2.0. With Winter '20 release, it is called X-Author for Contracts.
Key Terminology
X-Author for Contracts uses the following terms.
|
Term |
Definition |
|---|---|
|
Contract |
A contract is an arrangement with specific terms, enacted between two or more entities, in which there is a promise to perform something in return for valuable consideration or benefit. |
|
Clause |
Modular blocks of text that are used repeatedly. By adding these blocks to a library called a playbook, they can be reused continuously in multiple documents. |
|
Document Lock/ Unlock |
Locking a document prevents others from editing the document and checking in a new version at the same time you are working on it. Lock or Unlock (toggle) button is available on the X-Author for Contracts or X-Author Templates ribbon. |
|
Document |
The dynamically generated output from the merging of an agreement record’s data in the CRM with the static text of a template. |
|
Merge Field |
Static fields in a template which, at the time of agreement generation, take their value from the corresponding field in the Agreement record. |
|
Offline Agreement Document |
A document created directly in X-Author by taking an existing Word document that was created outside of Conga CLM and had not previously been associated with an agreement. |
|
Playbook |
A repository of templates, clauses, sections, or supporting documents, which can be inserted in the template as inline text or smart content-controlled text. |
|
Reconciliation |
Reconciliation is a process that enables changes made to smart fields in an agreement document, outside of the CRM/ X-Author environment, to be reconciled with the data held in the Agreement record in the Conga CLM. Values of smart fields and clauses can be reconciled when you check-in the agreement document in X-Author for Contracts. |
|
Smart Field |
Editable fields with the content control property. You can change the value of a smart field in a generated agreement document. These values can be reconciled with the corresponding fields on the agreement record in the CRM. |
|
Template |
Blueprints to generate a variety of document types when merged with data from quotes or proposals. |
|
Read-only Field |
Read-only fields have content control borders (similar to smart fields) but are non-editable in a generated agreement document. You can update the value of an Update field in an agreement document only by using Update from Conga CLM. Functionally, these fields lie between smart fields and merge fields. Read-only fields are not inline like merge fields and their values cannot be edited like smart fields. |
|
X-Author for Contracts |
A Microsoft Word add-in that enables the legal team of an organization to execute an entire contract lifecycle inside Microsoft Word. |
For more information about terms used with Conga products, see Conga Product Glossary.
Feature Comparison Matrix
A comparison of features across X-Author for Contracts Classics, X-Author for Contracts, and X-Author for Contracts Advanced for Conga Advantage Platform and Salesforce.
Template and Clause Management: Login and Home Page - Login
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce |
X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Centralized .exe file | Available | Available | Available | |
| Appsource .exe file | Available | Available | Available | |
| Connect to CLM on Advantage Platform | Not Available | Not Available | Available | Available |
| Documentation link | Not Available | Available | Available | Available |
| Technical Support link | Not Available | Available | Available | Available |
| App Details | Not Available | Available | Available | Available |
| Logout | Not Available | Available | Available | Available |
Template and Clause Management: Login and Home Page - Windows/Mac
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Support on Windows and Mac OS with Microsoft Word | Windows | |||
| Login to multiple orgs using diff word instance at a time | Available | Not Available | Not Available | Not Available |
| Ability to display the version number in X-Author 2.0 | Available | Not Available | Not Available | Not Available |
Template and Clause Management: Start Tab - Open Templates
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to see & search (basic) the List of Templates / Clauses | Available | Available | Available | Available |
| Advance filter of the list of Templates/ Clauses (Type/Category/Subcategory/Locale/Language) | Available | Available | Available | Available |
| Ability to Check-Out (Open) a Templates/ Clauses | Available | Available | Available | Available |
| Ability see list of Versions of a Templates/ Clauses | Available | Available | Available | Available |
Template and Clause Management: Start Tab - Create New
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to Create a New Template | Available | Available | Available | Available |
| Ability to Create a New Standard/Alternate clause | Available | Available | Available | Available |
| Localization Support (Template/ Field level) | Available | Available | Available | Available |
| Locking a Template/ Clause | Available | Available | Available | Available |
Template and Clause Management: Work Tab - Clause Library
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Load all clauses when User lands in Clause Library pane | Available | Available | Available | Available |
| Ability to Search a Clauses from the Clause Library (Basic Search Filters) (Category/Subcategory/Locale/Language) | Available | Available | Available | Available |
| Ability to Search a Clauses from the Clause Library (Advanced Search Filters) Based on Field, Operator & Value | Not Available | Available | Available | Available |
| Ability to Insert Clauses from the Clause Library into a template (Insert this Clause/ Insert with Clause Formatting) | Available | Available | Available | Available |
| Inserting Non locale clause in a Localized Template | Available | Available | Available | Available |
| Restricted the following actions inside the clause in a Template once it is inserted from the Clause Library - Inserting a field inside a clause; Marking a clause within another clause; Inserting a clause inside an existing clause; Selecting text inside a clause and attempting to apply: (Style/Conditional /Dynamic segment) | Not Available | Not Available | Available | Available |
| Ability to insert a clause as a bookmark (predetermined position) | Available | Not Available | Not Available | Not Available |
| Insert Clause button (It will navigate to Clause library pane) | Not Available | Available | Available | Available |
Template and Clause Management: Work Tab - Clauses
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Basic search for the clauses | Available | Available | Available | Available |
| Ability to Update a Clause from the Doc Clauses tab (Make Smart) | Available | Available | Available | Available |
| Ability to Update a Clause from the Doc Clauses tab (Make RO) | Available | Available | Available | Available |
| Ability to add a condition on a clause | Available | Available | Available | Available |
| Ability to Insert Clauses into a clause (Nested) | Available | Available | Available | Available |
Template and Clause Management: Work Tab - Fields
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Basic search for the Fields | Available | Available | Available | Available |
| Ability to Insert Fields from the Fields tab into a template | Available | Available | Available | Available |
| Ability to Insert Fields from the Fields tab into a clause | Available | Available | Available | Available |
| Ability to Update Fields in a template (Make Smart) | Available | Available | Available | Available |
| Ability to Update Fields in a template (Make RO) | Available | Available | Available | Available |
| Able to set the Content control from the Developer Tab | Available | Not Available | Not Available | Not Available |
| Unable to Access Child Objects (e.g., Agreement Line Item) in XAC 2.0 During DAR Condition Setup | Available | Not Available | Not Available | Not Available |
Template and Clause Management: Work Tab - Repeat Section/Table, Repeat Section+3rd level repeat table
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to Insert Fields as Repeat table/Section, Section + 3rd level repeat table from the Fields tab into a Template | Available | Available | Available | Available |
| Ability to Insert Fields as Repeat table/Section, Section + 3rd level repeat table from the Fields tab into a Clause with Merge Field only | Available | Not Available | Available | Available |
| Ability to set the row & column condition on a Repeat Section, Repeat Table and Repeat section + 3rd level repeat table into a template | Available | Available | Available | Available |
| Ability to add new columns in repeat table after inserting the table | Available | Available | Available | Available |
| Ability to provide sort sequence for records inside repeat table | Available | Not Available | Available | Available |
| Ability to set the row & column condition on a Repeat Section, Repeat Table and Repeat section + 3rd level repeat table into a Clause (with Merge fields only) | Available | Not Available | Available | Available |
| Restrict repeat section/ table & Section+3rd level repeat table in a 'Section' type of template | Not Available | Not Available | Available | Available |
| Sorting of repeat table line items on a single column at a time on Template document | Not Available | Not Available | Available | Available |
| Insert Repeat table/section with Smart/RO fields inside a clause template | Available | Not Available | Not Available | Not Available |
Template and Clause Management: Work Tab - Mark Clauses
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to Mark a Clause | Available | Available | Available | Available |
Template and Clause Management: Work Tab - Clone
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to Clone a Template | Not Available | Available | Available | Available |
Template and Clause Management: Work Tab - Open in CLM
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to open template in CLM (Open in CLM) option | Available | Available | Available | Available |
Template and Clause Management: Work Tab - Segments
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to Set Conditional Segment | Available | Available | Available | Available |
| Ability to Set Style Segment | Available | Available | Available | Available |
| Ability to Insert Dynamic Segment | Available | Available | Available | Not Available |
| Abililty to set nested segments (Segment inside a Segment) | Available | Available | Available | Available |
Template and Clause Management: Work Tab - Refresh Clauses
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to Refresh Clauses | Available | Available | Available | Available |
| Ability to refresh clause during Check-In and Cloning the Template | Available | Not Available | Available | Available |
Template and Clause Management: Finish Tab
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to Check-In a Templates/ Clauses | Available | Available | Available | Available |
| Template/Clause versioning support | Available | Available | Available | Available |
| Publish Template | Available | Available | Available | Only API/No UX |
Contract Negotiation: Start Tab - Search
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to see & search (basic) the List of Contracts | Available | Available | Available | Available |
| Contracts sorted by My Contracts & All Contracts | Not Available | Not Available | Not Available | Available |
| Advance filter option to search agreement documents like as Agreement Owner & Agreement Primary Contract | Available | Not Available | Not Available | Not Available |
Contract Negotiation: Start Tab - Open in CLM
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to check-out(Open option) an contract for negotiation | Available | Available | Available | Available |
| Open and Update | Not Available | Available | Available | Available |
| List of Documents versions of the Contract | Available | Available | Available | Available |
| Documents versions Sort By: Version & Last Modified | Not Available | Not Available | Available | Available |
| Exclude Invalid or Incomplete Documents (IsTransient = true) from the opened Document List in | Available | Not Available | Available | Available |
| Customize screens - Support Dynamic Field Rendering for the following screens: Agreement Check-out; Agreement Check-in | Available | Not Available | Not Available | Not Available |
| Customize screens - Support Dynamic Field Rendering for the following screens: Create Template; Check-in Template | Available | Not Available | Not Available | Not Available |
| Show more fields while checkout a agreement document like as Description, Agreement number, Version Aware | Available | Not Available | Not Available | Not Available |
| Showing following fields during Checkout a Contract documents: Modified By; Modified On | Available | Not Available | Not Available | Not Available |
Contract Negotiation: Start Tab - Check In
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability Check In an offline (import) contract document to an existing contract record | Available | Available | Available | Available |
| Ability Check In an offline(import) contract document with localization | Not Available | Not Available | Available | Available |
| When importing a document, Document State should be Draft, and Draft should be included in the document name. | Not Available | Available | Available | Available |
| Customize screens - Support Dynamic Field Rendering for Create Offline Contract (SF Users Only) | Available | Not Available | Available | Not Available |
| Ability to Create a new offline contract | Available | Available | Available | Available |
| Ability to Create a new offline contract with localization | Not Available | Not Available | Available | Available |
Contract Negotiation: Work Tab - Locking a Contract Doc
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to lock a contract document for exclusive editing | Available | Available | Available | Available |
| Ability to release a lock on a contract document which was locked for exclusive editing | Available | Available | Available | Available |
Contract Negotiation: Work Tab - Document Protection
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Document protection of contract document | Available | Available | Available | Available |
| Protect/ Unprotect document | Available | Available | Available | Available |
| Unprotecting a document in XAC Advanced should close the previously opened file and Turn Off Restrict Editing from Word Review tab | Available | Not Available | Not Available | Not Available |
Contract Negotiation: Work Tab - Clause Library
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Load all clauses when User lands in Clause Library pane | Available | Available | Available | Available |
| Ability to Search a Clauses from the Clause Library (Basic Search Filters) (Category/Subcategory/Locale/Language) | Available | Available | Available | Available |
| Ability to Search a Clauses from the Clause Library (Advance Search Filters) (Based on Field, Operator & Value) | Not Available | Available | Available | Available |
| Ability to insert a clause from the Clause Library as plain text | Not Available | Available | Available | Available |
| Ability to insert a clause from the Clause Library as smart | Available | Available | Available | Available |
| Ability to Compare a Text from the existing clause of the Clause Library | Not Available | Available | Available | Available |
| Ability to warn user while inserting a duplicate clause | Not Available | Available | Available | Available |
| AI Comparison (Semantic Clause comparison) | Not Available | Not Available | Available | Available |
| Ability to mark a content as a clause from the Clause Library (Mark New Clause) button | Available | Available | Available | Available |
| Ability to mark a content as a clause from the existing clause of the Clause Library | Available | Available | Available | Available |
| Category and Subcategory fields on the Mark Clause screen should is fetched from the Agreement Clause object | Not Available | Not Available | Not Available | Available |
Contract Negotiation: Work Tab - AI capabilities
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Redline AI | Not Available | Not Available | Available | Available |
| Copilot: Summary; Question & Answers; FAQs; Recent Chats/History | Not Available | Not Available | Available | Available |
Contract Negotiation: Work Tab - DAI capabilities
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| DAI: Doc Clause Found/Missing | Not Available | Not Available | Available | Available |
| DAI: Doc Fields Found/Missing | Not Available | Not Available | Available | Available |
| DAI: Insight (Summary) | Not Available | Not Available | Available | Available |
Contract Negotiation: Work Tab - Doc Clauses
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Basic search for the clauses | Available | Available | Available | Available |
| Filter options (All/Modified clauses & Marked for Delete) | Available | Available | Available | Available |
| Mark for Delete an existing smart clause from the Doc Clauses | Available | Available | Available | Available |
| Undo Delete an existing smart clause from the Doc Clauses | Available | Available | Available | Available |
| Ability to delete an existing smart clause (with Delete/Back space button from the key board) | Available | Available | Available | Available |
| Unmark a clause option for the marked clause | Available | Available | Available | Available |
| AI Comparison (Semantic Clause comparison) | Not Available | Not Available | Available | Available |
| Ability to view and swap with an alternate Clause from the Doc Clauses | Not Available | Available | Available | Available |
| Ability to re swap an alternate clause after swapping | Not Available | Not Available | Not Available | Not Available |
| Smart fields inside the read-only Clause is editable | Available | Available | Available | Not Available |
| Ability to view the Fields in the Fields tab and the Clauses in the Clauses tab, which are part of the Conditional, Style, or Dynamic segments however Segment should display inside the Segments tab only. | Not Available | Not Available | Available | Available |
| Make a clause as a RO which has Repeat table/section with Smart/RO fields inside it | Available | Not Available | Not Available | Not Available |
| Make a clause as a Smart which has Repeat table/section with Smart/RO fields inside it | Available | Not Available | Not Available | Not Available |
| Insert a repeating table or section into the template, and mark a clause as Smart above it | Available | Not Available | Not Available | Not Available |
| Insert a clause template inside a Repeat section | Available | Not Available | Not Available | Not Available |
| Display corrupted fields as missing metadata. | Available | Not Available | Not Available | Not Available |
| When a user selects a field, clause, or segment in the template or contract document, the corresponding item should be highlighted in the XA pane. | Available | Not Available | Not Available | Available |
Contract Negotiation: Work Tab - Doc Fields
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Basic search for the fields | Available | Available | Available | Available |
| Ability to validate fields from the Doc Fields tab | Available | Available | Available | Available |
| Filter options (All/Modified Fields & Marked for Delete) | Available | Available | Available | Available |
| Show a lock icon for Read only fields/clauses | Not Available | Available | Available | Available |
| Mark for Delete an existing smart field from the Doc Fields | Available | Available | Available | Available |
| Undo Delete an existing smart field from the Doc Fields | Available | Available | Available | Available |
| Ability to reject changes to smart fields and clauses and restore previous change | Available | Available | Available | Available |
| Ability to delete an existing smart field or clause (with Delete/Back space button from the key board) | Available | Available | Available | Available |
| Able to see & Update the Date field with Datepicker and Picklist field with Dropdown in the agreement document | Available | Not Available | Not Available | Not Available |
Contract Negotiation: Work Tab - Mark Fields
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to mark a content as a smart field | Available | Available | Available | Available |
| Localization format will be applied when marking a field for creating and importing an offline contract. | Not Available | Not Available | Available | Available |
Contract Negotiation: Work Tab - Update from CLM
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Update from CLM for the Standard Fields | Available | Available | Available | Available |
| Update from CLM for the Repeat Table/Section & Section + 3rd level repeat table | Available | Available | Available | Available |
| Update from CLM for the Standard Fields with conditions | Available | Available | Available | Available |
| Update from CLM for the Repeat Table/Section & Section + 3rd level repeat table with conditions | Available | Available | Available | Available |
| Unable to handle empty values received from the Update from CLM operation | Available | Not Available | Not Available | Not Available |
Contract Negotiation: Work Tab - Open in CLM
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to Open in CLM | Available | Available | Available | Available |
Contract Negotiation: Work Tab - Promote Clause
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to promote a clause to the library of clauses | Available | Available | Available | Available |
Contract Negotiation: Work Tab - Unlock Clauses
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Unlock the Read only clauses | Available | Available | Available | Available |
Contract Negotiation: Work Tab - Preview Reconcile
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to preview reconciliation | Available | Available | Available | Available |
Contract Negotiation: Work Tab - Highlight Fields
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to highlight smart/ro fields in a document | Available | Available | Available | Available |
Contract Negotiation: Work Tab - Hide Smart Boundary
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to show or hide smart boundaries | Available | Available | Available | Available |
Contract Negotiation: Work Tab - Compare/Merge
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to compare two versions of a contract document | Available | Available | Available | Available |
| Ability to compare / merge two versions of different agreement | Available | Available | Available | Available |
| Ability to merge two versions of a contract document | Available | Available | Available | Available |
Contract Negotiation: Work Tab - Regenerate
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Regenerate with redlines | Available | Available | Available | Available |
Contract Negotiation: Finish Tab - Check-in
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to check-in a contract document With Redlines | Available | Available | Available | Available |
| Ability to check-in a contract document Without Redlines | Available | Available | Available | Available |
| Ability to check-in a contract document as Final- to be signed | Available | Available | Available | Available |
| Ability to check-in a contract document with Reconcile | Available | Available | Available | Available |
| Ability to check-in a contract document with watermarks | Available | Available | Available | Available |
| Ability to check-in a contract document as PDF attachment | Available | Available | Available | Available |
| Ability to check-in a contract document as PDF A-1b | Not Available | Available | Available | Available |
| Profile specific enable/disable Create PDF/A option in contract at the time of check-in | Available | Available | Available | Available |
| Ability to check-in a contract document with versioning support | Available | Available | Available | Available |
| Ability to Update Current Version of a document | Available | Available | Available | Not Available |
| Ability to tag a Contract Number in Header & Agreement Modified Date with Timestamp in Footer during various actions if Auto insert Header Footer Data checkbox is True in Custom Settings. It should also work with Create/Import offline document | Available | Not Available | Available | Not Available |
| Showing current Protection level with info in the Check-in screen | Not Available | Not Available | Available | Available |
| If Protection Type = Prompt in the CLM (Agreement Protection setting) then while Check-in an agreement document in XA 2.0, Update Protection Level option should get display below the Save option | Not Available | Not Available | Available | Available |
| Asynchornous Check In | Not Available | Available | Available | Available |
| Ability to check-in a contract document with Mark as private | Available | Available | Available | Available |
| If a clause contains a table, its format should be retained in the Clause Action after check-in. (HTML) | Not Available | Not Available | Not Available | Available |
| Display Comment Change Only Action in Reconcile Screen & Clause Action in the CLM | Available | Not Available | Not Available | Not Available |
Contract Negotiation: Finish Tab - Send for Review
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Parallel Review/Editing | Available | Available | Available | Not Available |
Contract Negotiation: Finish Tab - Clause Entries Action
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to show the Swapped clause entry in Clauses section while swapping a clause with standard clause | Not Available | Not Available | Available | Available |
Contract Negotiation: Other Features
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to add the custom permission at the Permission set level | Not Available | Not Available | Available | Available |
| Copy pasting the merge fields, segments and repeat table | Available | Not Available | Available | Available |
| Retaining the changes made to the template without Check-out the template | Available | Not Available | ||
| for MS O365 word version - all special characters are displayed as is in document name; for MS 2021 word version - all special characters are replaced with a single space character | Not Available | Not Available | Available | Available |
| Chatter | Available | Not Available | Not Available | Not Available |
| New Task | Available | Not Available | Not Available | Not Available |
| New Event | Available | Not Available | Not Available | Not Available |
| Support for GCC customer | Not Available | Not Available | Available | Available |
Contract Negotiation: Approval Clauses
| Feature Description | X-Author for Contracts Classic (XAC 1.0) | X-Author for Contracts (XAC 2.0) | X-Author for Contracts Advanced for Salesforce | X-Author for Contracts Advanced for Conga Advantage Platform |
|---|---|---|---|---|
| Ability to show approval of clauses | Not Available | Not Available | Not Available | Not Available |
| Ability to submit approval upon reconciliation | Not Available | Not Available | Not Available | Not Available |
| Ability to update references in a document | Not Available | Not Available | Not Available | Not Available |
| Clause approvals (workflow support) | Not Available | Not Available | Not Available | Not Available |