X-Author for Contracts is a Microsoft Word add-in that lets you work on contracts and contract templates. The X-Author for Contracts add-in helps contract administrators and legal users to streamline the process of creating and maintaining contracts and associated templates and clauses. Using X-Author for Contracts, contract administrators can manage complex negotiation cycles with clause and contract templates easily. X-Author for Contracts provides support for versioning of agreements, where contract administrators can save redlined, clean, and final versions of an agreement in a Microsoft Word document opened either from Salesforce or locally. When saving final versions, you can also reconcile any terms that might have changed during the negotiation process. Finally, users can compare two versions of a contract and also merge versions into one agreement 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 containing valid agreement related merge fields are evaluated. 

Prior to Winter '20 release, X-Author for Contracts was supported for Conga CLM. Using X-Author for Contracts, the Conga CLM users can manage the entire contract and template process. From Winter '20 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 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)

TemplatesCreate a templateCreate a template
Search and open a templateSearch and open a template
Check-in a template Check-in a template

Clauses

  • Use Playbook for templates
  • Insert inline clauses 
  • Make clauses smart or read-only 
  • Make clauses conditional 
  • Mark clauses 
  • Refresh clause 

Clauses

  • Use Clause Library for templates
  • Insert clause and clause bundles 
  • Make clause and clause bundle smart 
  • Make clause and clause bundle conditional 

Fields

  • Insert fields
  • Insert fields as a table or section
  • Make fields smart or read-only
  • Make columns and rows conditional in a table

Fields

  • Insert fields
  • Insert fields as a table or section
  • Make fields smart or read-only
  • Make columns and rows conditional in a table
Set segments (conditional or style)

Set segments (conditional or style)

Define template locale

Define template locale
Clone a templateNA
Template Versioning NA
Contracts

Search and open an agreement

NA

Check-in an agreement

NA

Check-out an agreement

NA

Lock or unlock agreement documents 

NA

Clauses

  • Use Playbook to insert clauses
  • Mark clauses
  • Unmark clauses
  • Edit or delete clauses 
  • Hide or show smart boundaries
  • Unlock read-only clauses 
  • Promote marked clauses to the playbook
  • Track clauses in an agreement
NA

Fields

  • Validate fields
  • Mark fields
  • Update smart and read-only field values from Salesforce
  • Accept or reject field changes 
  • Delete fields or mark fields for deletion
NA

Compare and merge agreements

NA

Send an agreement for parallel review

NA

Work with offline agreements

  • Create offline agreements
  • Import offline agreements
NA
Use Intelligent Discovery NA
Use LocalizationNA

Restrict agreement document check-in and check-out

NA

Reconciliation

  • Preview reconcile
  • Reconcile smart fields and smart clauses
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

It is important to understand how terms are used when working with X-Author for Contracts. 

Term

Definition

Agreements / Contracts

A contract (or an agreement) 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.
ClausesModular 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.

DocumentsThe dynamically generated output from the merging of an agreement record’s data in the CRM with the static text of a template.
Merge FieldsStatic 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.

PlaybookA 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 FieldsEditable 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.
TemplateBlueprints to generate a variety of document types when merged with data from quotes or proposals.
Read-only Fields

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.