Conga CLM Features
What are the features of Conga CLM?
Workflow
- Document Builder Interface
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- PDF Creation
- Custom Branding
Contract Management Platform Features
- Contract Creation
- Contract Templates
- Contract Editing
- Contract Attachments
- Contract Collaboration
- Approval Process
- Notifications & Reminders
- Contract Database
- Integrations / APIs
- Reporting & Dashboards
Technology Glossary Features
View definitions of the features and discover new technology terms.
Conga CLM Categories on G2
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File Management
File Type Support | Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. | Not enough data | |
Metadata | Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. | Not enough data | |
OCR Scanning | Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. | Not enough data | |
Versioning | Keep track of incrementally changing versions of the same file. | Not enough data | |
Collaboration | Multiple users can collaborate on document creation, annotation, and review. | Not enough data | |
Document Assembly | Autogenerate documents based on templates and form submission. | Not enough data | |
Form Creation | Able to create and manage submittable user forms. | Not enough data | |
Portals and Sites | Able to create user portals and sites. | Not enough data | |
Disposition | Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. | Not enough data | |
Search | Can easily find files via a simple and/or advanced search. | Not enough data | |
Web Interface | Ability to access documents via a web interface without a client being installed on a device. | Not enough data | |
Mobile Apps | iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. | Not enough data |
Workflow
Process Automation | Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. | Not enough data | |
Conditions | The workflow engine provides relevant and customizable conditions on which to execute rules. | Not enough data | |
Activities | Any action a user can perform in the system can be specified as an automated action. | Not enough data | |
Records Management | System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. | Not enough data | |
Case Management | System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. | Not enough data | |
Document Builder Interface | See feature definition | Based on 133 Conga CLM reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 76% (Based on 133 reviews) |
Collaborative Creation | Based on 109 Conga CLM reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 75% (Based on 109 reviews) | |
Assembly and Approval Workflows | Based on 105 Conga CLM reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval. | 75% (Based on 105 reviews) |
Platform
Internationalization | Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. | Not enough data | |
Performance and Reliability | Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Reporting and Auditing | Access pre-built and custom reports to monitor user activity and storage. | Not enough data | |
System of Record Integration | Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. | Not enough data | |
APIs | Enables custom integration to external systems. | Not enough data |
Document Creation
Customizability: Variables and Fields | Based on 136 Conga CLM reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 81% (Based on 136 reviews) | |
Template Creation and Flexibility | Based on 139 Conga CLM reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 79% (Based on 139 reviews) | |
Rich Media | Based on 113 Conga CLM reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 76% (Based on 113 reviews) | |
Online Document Creation | Based on 132 Conga CLM reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device. | 84% (Based on 132 reviews) | |
PDF Creation | Based on 139 Conga CLM reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 80% (Based on 139 reviews) | |
Custom Branding | Based on 137 Conga CLM reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding. | 83% (Based on 137 reviews) |
Analytics
Reporting and Dashboards | Based on 114 Conga CLM reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 80% (Based on 114 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 126 Conga CLM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 83% (Based on 126 reviews) | |
Alerts and Notifications | Based on 131 Conga CLM reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 82% (Based on 131 reviews) | |
CRM Integration | Based on 112 Conga CLM reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients. | 85% (Based on 112 reviews) | |
E-Signature Integration | Based on 104 Conga CLM reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow. | 84% (Based on 104 reviews) | |
CPQ Integration | Based on 64 Conga CLM reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals. | 84% (Based on 64 reviews) | |
API / Integrations | Based on 83 Conga CLM reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 85% (Based on 83 reviews) |
Contract Management Platform Features
Contract Creation | Based on 183 Conga CLM reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features. | 86% (Based on 183 reviews) | |
Contract Templates | Based on 179 Conga CLM reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | 82% (Based on 179 reviews) | |
Contract Editing | Based on 176 Conga CLM reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 80% (Based on 176 reviews) | |
Contract Attachments | Based on 189 Conga CLM reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | 84% (Based on 189 reviews) | |
Contract Collaboration | Based on 155 Conga CLM reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | 80% (Based on 155 reviews) | |
Approval Process | Based on 182 Conga CLM reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | 83% (Based on 182 reviews) | |
Notifications & Reminders | Based on 198 Conga CLM reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones. | 81% (Based on 198 reviews) | |
Contract Database | Based on 189 Conga CLM reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities. | 87% (Based on 189 reviews) | |
Integrations / APIs | Based on 156 Conga CLM reviews and verified by the G2 Product R&D team. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | 80% (Based on 156 reviews) | |
Reporting & Dashboards | Based on 185 Conga CLM reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | 81% (Based on 185 reviews) |
Platform Basics
Data Extraction | Ability to auto-extract all key contract metadata and clause language. 15 reviewers of Conga CLM have provided feedback on this feature. | 83% (Based on 15 reviews) | |
Contract Comparisons | As reported in 11 Conga CLM reviews. Provides document parsing, redlining, and auto-tagging for clause comparisons. | 89% (Based on 11 reviews) |
Artificial Intelligence Capabilities
Text Analytics | Based on 14 Conga CLM reviews. Ability to analyze text within contracts by using pattern recognition. | 85% (Based on 14 reviews) | |
NLP | As reported in 13 Conga CLM reviews. Provides the ability to understand and process human language/s within contracts. | 82% (Based on 13 reviews) | |
OCR | Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.). This feature was mentioned in 13 Conga CLM reviews. | 83% (Based on 13 reviews) |
Contract Data
Data Import | Ability to import contracts into a centralized repository. 13 reviewers of Conga CLM have provided feedback on this feature. | 82% (Based on 13 reviews) | |
Data Export | See feature definition | Provides the ability to export contract data into other systems. 10 reviewers of Conga CLM have provided feedback on this feature. | 82% (Based on 10 reviews) |
Custom Reporting | Ability to create reports and dashboards with contract data to provide strategic insights. 13 reviewers of Conga CLM have provided feedback on this feature. | 82% (Based on 13 reviews) | |
Clause Identification and Mapping | Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms. 13 reviewers of Conga CLM have provided feedback on this feature. | 83% (Based on 13 reviews) | |
Reporting & Dashboards | Based on 73 Conga CLM reviews. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | 86% (Based on 73 reviews) | |
Advanced Contract Analytics | Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. This feature was mentioned in 72 Conga CLM reviews. | 80% (Based on 72 reviews) |
Contract Creation & Management
Contract Creation | Based on 76 Conga CLM reviews. Users can create new contracts within the platform using built-in document creation features. | 91% (Based on 76 reviews) | |
Contract Templates | As reported in 75 Conga CLM reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | 89% (Based on 75 reviews) | |
Contract Editing | Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. This feature was mentioned in 75 Conga CLM reviews. | 87% (Based on 75 reviews) | |
Contract Attachments | Based on 74 Conga CLM reviews. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | 89% (Based on 74 reviews) |
Collaboration
Contract Collaboration | Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. This feature was mentioned in 75 Conga CLM reviews. | 87% (Based on 75 reviews) | |
Approval Process | As reported in 74 Conga CLM reviews. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | 89% (Based on 74 reviews) |
Other Platform Features
Notifications & Reminders | As reported in 74 Conga CLM reviews. Receive notifications and schedule reminders with alerts according to contract milestones. | 88% (Based on 74 reviews) | |
Contract Database | Contracts can be stored in a central online repository with built in search capabilities. 76 reviewers of Conga CLM have provided feedback on this feature. | 89% (Based on 76 reviews) | |
Contract Compliance | As reported in 73 Conga CLM reviews. Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations | 87% (Based on 73 reviews) | |
Integrations / APIs | As reported in 71 Conga CLM reviews. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | 85% (Based on 71 reviews) | |
E-Signature | Ability to e-sign legally-binding contracts within the same platform. This feature was mentioned in 76 Conga CLM reviews. | 87% (Based on 76 reviews) |
Generative AI
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. 18 reviewers of Conga CLM have provided feedback on this feature. | 51% (Based on 18 reviews) | |
AI Text Summarization | As reported in 17 Conga CLM reviews. Condenses long documents or text into a brief summary. | 50% (Based on 17 reviews) | |
AI Text Generation | As reported in 26 Conga CLM reviews. Allows users to generate text based on a text prompt. | 62% (Based on 26 reviews) | |
AI Text Summarization | As reported in 26 Conga CLM reviews. Condenses long documents or text into a brief summary. | 60% (Based on 26 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
Storage and Collaboration - Legal Document Management
Editing and Tracking | Facilitates document modification with comprehensive change logging | Not enough data | |
Centralised Database | Offers a unified system storing all legal data for easy management and retrieval | Not enough data | |
Accessibility and Permission for Sharing | Controls access and sharing based on user permissions | Not enough data | |
Document Storage | Securely archives legal documents in an organized, digital repository | Not enough data |
Document Management - Legal Document Management
Search and Retreival | Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance | Not enough data | |
Synchronization of Data | Ensures consistent, up-to-date information across all devices | Not enough data | |
Versioning | Manages multiple document iterations, ensuring accuracy and up-to-dateness | Not enough data |
Analysis - Legal Document Management
Document Review | Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions | Not enough data | |
Legal Analytics | Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features | Not enough data |
Artificial Intelligence - Legal Document Management
AI Automation | Leverages artificial intelligence for task automation, streamlining workflow and decision support | Not enough data |
Accessibility - Legal Document Management
Cross-Platform Access | Enables document access from any device, from anywhere, thereby enhancing flexibility | Not enough data |
Agentic AI - Legal Document Management
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data |
Agentic AI - Salesforce AppExchange Apps
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Enterprise Content Management (ECM)
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Contract Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
Agentic AI - Contract Lifecycle Management (CLM)
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Conga CLM Comparisons