June '23

New Features 

The following features are new to Conga CLM on Conga Platform in this release.

Manage Dashboards

Dashboards help you visually understand changing business conditions so you can make decisions based on the real-time data you have gathered with reports. CLM dashboard helps you visualize data as bar or pie charts in the following scenarios:

• How many Contracts are in effect in each contract type?
• How many Contracts are waiting for review in each contract type?
• How many Contracts expired in the last 30 days?
• How many Contracts will expire in the next 90 days?
• How much Contract value lies in each stage?
• How many Contracts exist in each contract type?

View Contract Hierarchy

You can view the contract hierarchy of a contract in the Related Contracts section. The contract hierarchy page displays a hierarchical list of contracts related to the current record. Hierarchical relationships to the current contract include:

• Parent contracts
• Child contracts
• Related contracts
• Amended contracts
• Renewed contracts

Manage Clauses

You can view all versions of a clause along with the modified text. You can also view the number of times the clause is revised. 

Setting Up Conga Contract Intelligence (CCI)

As an administrator, you can configure Conga Contract Intelligence (CCI) set up to allow users to import documents using intelligent import.

Import Documents using Intelligent Import

When Conga Contract Intelligence (CCI) is set up by your administrator, you can import third-party or offline documents into CLM and run the document through Contract Intelligence to extract data from your documents.

Set Up Document Protection

As an administrator, you can restrict changes to contract documents for specific roles by making the documents read-only or enabling track changes to capture any updates to the document. For example, specify a sales user who can create a document but when editing or forwarding it to a customer, track changes in the Word document is enabled.

When the protection levels are set up for different actions, the document is protected according to the protection type and the specified level.

Select Document Protection

When you generate documents, send documents for review, or send documents for signatures, you can see the document protection options based on the document protection setting configured by your administrator.

Contract Status Categories and Statuses

Depending on the stage a contract is in, the contract status categories and statuses are updated on the Contract Details page.

Generate Supporitng Documents

Using contract templates, you can generate a supporting document, such as Contract Summary, Renewal Letter, and Termination Letter.

Post-Contract Activation Actions

After you activate a contract, you can see Amend, Renew, Expire, and Terminate buttons on the Contract Details page.

Cancel a Contract

You can use the Cancel action to cancel the contract. After you cancel a contract, you are taken to the Contract Details page and Primary Contact and Owner of the contract receive the contract cancelation email notification.

The cancel option is only available until the contract is activated. 

Clone a Contract

Cloning contracts is a simple and effective way to create look-alike agreements with similar fields in both new and cloned contracts; however, cloned contracts can have different information. The cloned contracts inherit fields from the original contracts.

After you clone a contract, the new contract name is appended with "Clone".

Expire a Contract

After the contract term ends, use the Expire action to mark the contract as expired. After you expire a contract, all actions pertaining to that contract are hidden. Conga CLM emails a contract expiration notification to the primary contact and logged-in user.

Terminate a Contract

You can use the Terminate action on the Contract Detail page to end a contract. 

Amend a Contract

During the term of the contract, you may need to modify the contract; for example, its language or terms. To do this, use the Amend action, which creates a new version of the contract record. All the data from the original version is copied into the new version. The new version can then go through the contract life cycle. 

After you amend a contract, the new contract name is appended with "Amended". The Record Type, Contract Start Date, and Account are inherited from the original contract.

Renew a Contract

Towards the end of the contract term, you may want to renew the contract. In such a scenario, the Renew action creates a new contract version. The contract can then be executed after updating the term of the contract. You can quickly identify contract renewal candidates, allowing plenty of time to act and create new contract drafts based on the previous contract.

After you renew a contract, the new contract name is appended with "Renewed". The Record Type and Account are inherited from the original contract. The Contract Start Date is set to the next day of the original contract end date.

Define Clone Specifications

You can define clone specifications to override the base configuration for cloning, amending, and renewing a contract. When you configure clone specification you can define the custom objects that need to be cloned as part of the contract clone, amend, or renew operation.

The clone specifications feature automates cloning objects based on configuration. If there is any respective clone spec configuration available, the clone specification is invoked when a user clones, amends, or renews a contract.

By default, all custom objects related to a contract are automatically cloned. If one or more custom objects are to be excluded, it can be accomplished by creating a custom clone specification listing the custom objects in the excludes element.

By default, only the base objects listed in the includes element are cloned. If one or more base objects are to be included, it can be accomplished by creating a custom clone specification and listing the base objects in the includes element. If one or more base objects are to excluded, they can be listed in the excludes element, provided the base clone specification allows the override (or, the isOverridable property is set to true).

Email Notification on Renewing or Amending a Contract

When you renew or amend a contract, an email notification regarding contract renewal or amendment is sent to the primary contact and logged-in user.

Configure General Settings

As an administrator, you can configure settings that are prerequisites for managing a contract life cycle. The following General Settings are available. 

• Document Password
• Document Naming Convention
• Auto Insert Header Footer Data    
• Agreement Number Field For Imported Docs
• Watermark Text

Configure Document Versioning Settings

As an administrator, you can control the versioning of documents when specific actions are performed on the contract. The following Document Versioning Settings are available. 

• Document Regenerate
• Check-In Final
• Check-In with Redlines
• Check-In without Redlines
• Initial Version

Set Up Document Format

As an administrator, you can specify the output format for generating or regenerating a document. In some cases, you may want to restrict these options.

You can set up company-wide default formats for creating contract documents at the User Role and Contract Type levels. Supported formats are DOCX, PDF, and PDF/A. If you select the User Selection option, you allow the user to select a format during contract document generation.

Document format setup allows you to set the default document format and watermark options in the "Select a template" popup that appears when a user generates a contract document from a template. You can define role-level document format setup. You can also overwrite the role-level setup by defining contract type-specific exceptions.

Select Document Format

When you create a contract, generate a document, or regenerate a document, you can select the document output format, But, you can select the document output format in the Select the Document Format section based on the document format setting configured by your administrator. 

Apply Watermark to Documents

When you create a contract, generate documents, or regenerate documents, you can apply the watermark to the contract document.

Advance Search Filter

You can search contracts on the Contracts List page and Document List View page using the advanced search.

Manage Contract Relationships

You can link one contract to another by creating custom relationships between contracts. You can create Amendment For, Amended By, Renewal For, and Renewed By relationships between contracts.

When you amend or renew a contract using Contract Actions, the original and the new contract are linked automatically and you cannot delete such relationship.

You can use the Parent Contract field on the Contract Detail page to create a parent-child relationship between two contracts. You can see IsParentOf and IsChildOf relationships in parent and child contracts respectively.

Mark Required and Editable Fields on the Contract Details Page

As a contract administrator, you can make the fields as required to enforce users to fill the required fields on the Contract Details page. You can also control the editability of fields to permit or restrict users from editing fields on the Contract Details page.

Enhancements

The following enhancements are new to Conga CLM on Conga Platform in this release.

View Client Secret as Plain Text

As an administrator, when you configure Microsoft Office365, you can select the Show Client Secret checkbox to view the client secret in plain text.

Visibility of Contract Actions

When you renew or amend a contract, the contract actions are not visible on the Contract Details page of the orgnial contract. When a contract expires or is terminated, contract actions are not visible on the Contract Details page of the terminated or expired contract.

Label Changes

The following UI labels are changed.