CLM for Users
This section describes how Conga Contract Lifecycle Management (Conga CLM) works and how to manage contracts for your organization and your customers.
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Topic |
Description |
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What's covered |
This section walks the Conga CLM user through a set-up of the entire contract management process. It covers step-by-step instructions, and use cases for the features provided by Conga CLM. |
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Primary audience |
Individuals who are working on any aspect of contracts: contract managers, contract creators, contract negotiators, contract reviewers, contract facilitators, and legal team. |
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IT environment |
Refer to the latest CLM Release Notes for information on System Requirements and Supported Platforms. |
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Updates |
For a comprehensive list of updates to this section for each release, see the What's New in CLM Documentation. |
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Other resources |
Refer to the X-Author for Contracts documentation for detailed instructions on setting up templates and editing agreement documents. |
Before using Conga CLM, you must be familiar with the following:
- Basic Salesforce administration
- Salesforce and terms and definitions
- If you are new to Conga CLM, begin here: get started.
This section describes the following tasks:
- Creating an agreement from an existing account or opportunity: You can choose an existing Account or Opportunity to create a new agreement.
- Generating an agreement: After creating an Agreement, you can use a template to generate a document and preview it.
- Import an offline agreement or document: You can create an agreement from a third-party paper or import an offline document.
- Sending an agreement for review: You can send the generated Agreement document to the customer for review.
- Completing negotiations: After the review phase, the terms and conditions are negotiated and finalized between the engaged parties.
- Activating an agreement: After an Agreement is finalized and signed, you can activate the Agreement to bring it into effect.
- Searching content in agreement documents: You can search content in all the agreement documents using smart search.
- Reporting: You can store the activated agreements in different formats, such as reports and dashboards.
