New Features and Enhancements

The following features are new to Conga Contract Lifecycle Management in this release.

Share Records with Users

  • Administrators must configure share permission and Modify All attributes in the object permission and you can share a record (contract, quote, and so on) with one or more users.
  • Administrators must configure Read and Update permission for the object to ensure users receiving the shared record can view and edit the record.

Bulk Import Enhancements

Contract administrators can refresh the status of an uploaded data file, download the uploaded file contents, download the error log of a processed file, and delete a processed file.

APIs Introduced

  • POST /api/clm/v1/contracts/ {contractId}/copilot/{documentId}/summarize: This API allows you to fetch the summary of the contract document matching the requested contract ID and document ID.
  • POST /api/clm/v1/contracts/{contractId}/copilot/{documentId}/chat: This API allows you to fetch chat-formatted contract document information for the provided contract ID and document ID.

Reports and Dashboard

The Reports and Dashboard feature offers the following pre-defined reports.

  • Contracts with Non-standard Legal Language
  • Contract by Type/Stage
  • Contract Expiration-Year/Quarter/Month
  • Contract Clause Report

You can run a report, download a report in .CSV, Excel, and PDF formats, sort data and apply filters based on column values.

API Introduced

POST api/clm/v1/contracts/{contractId}/submitrequest: This API submits a request to process the contract based on the steps defined in the contract rules.

Contract Rules and Submit Request

Contract administrators can define contract rules to identify how a contract request submitted by requestors should be processed. Based on the administrator-defined criteria, contract rules dictate if:

  • A document is generated automatically when the contract request is submitted for processing.
  • An agreement is sent to a queue for review and processing.

Chat Questions to Conga Copilot

You can use the Copilot to ask questions and receive answers about a contract document associated with a contract.

Create Custom Object and Link to Contract

Administrators can create custom objects related to a contract record. You can then reference it to a contract. 

Editing a Contract Name

After creating a contract request, you can edit the contract name and the contract request name remains unchanged.

View the Workflow Stages for Contract Records

You can view the workflow stages (Renewed and Import) for a contract record For more information, see Visibility into the contract lifecycle stage

Tooltip for Workflow Stages

When you hover your mouse over the stage icon, you can view the tooltip of the workflow stage.