New Features

Following is the new feature introduced in this release:

Introducing X-Author for Contracts for Conga CLM (Contracts for Salesforce)

With this release, X-Author for Contracts introduces support for Conga CLM (Contracts for Salesforce). Using X-Author for Contracts, the Conga CLM (Contracts for Salesforce) users can manage and streamline the entire contract template lifecycle within Microsoft Word. As a Conga CLM (Contracts for Salesforce) user, you can perform the following actions when working with X-Author for Contracts:

  • Create a new template
  • Search and modify a template
  • Check-in a template
  • Insert fields in a template
  • Make fields smart or read-only in a template
  • Insert fields in a template as a table
  • Make table columns and rows conditional
  • Insert fields in a template as a section
  • Use Clause Library for templates
  • Make clauses and clause bundles smart in a template
  • Make clauses and clause bundles conditional in a template
  • Set segment in a template
  • Use template locale