What is your primary use case for Conga Contract Lifecycle Management (CLM)?

My main use case for Conga Contract Lifecycle Management (CLM) is generating documents, so once we click on a button, the document should be generated in the back end and that should sit in the notes and attachment, and that document will be used for signing purposes using DocuSign. We are using Conga Contract Lifecycle Management (CLM) to generate different types of documents, including DocX, CSV, Excel, and PDF.

My main use case for Conga Contract Lifecycle Management (CLM) is that we are using Conga in Salesforce for the sales process, contract management, contract generation, and quote generation. We are also using Conga for document management, and if we want to sign any document from the client, we utilize Conga. A specific scenario where Conga really made a difference in my workflow is that before Conga, we were using Visualforce and some tools in Salesforce which required more manpower to develop any functionality. After Conga, we are seamlessly developing functionalities where we can download or fetch a document and send it over email. We automated this process with Conga, and the main use case in our project is to generate a quote when the sales process has ended, starting with case creation and ending with the quote to be sent to the customer before signing the contract.

We primarily use Conga Contract Lifecycle Management (CLM) integrated with Salesforce. When an opportunity reaches the appropriate stage, we trigger document generation directly from the opportunity record. The system pulls in the relevant data, builds the contract from a template, and then we send it for e-signature without leaving Salesforce. I personally have not used every feature in-depth. I mostly interact with the document generation and e-signature workflow, but that part alone has made a real difference in how fast we can turn around contracts. As I am not a front-end user, we configure Conga Contract Lifecycle Management (CLM) for the users. I can provide you with the use case from the opportunity stage. When we are at a particular stage, we have a generate document button available. We generate the agreement for certain record types. Once the agreement is generated, we perform approvals on that record. After obtaining the approvals, we send the documents for e-signatures. The integration is smooth between Conga Contract Lifecycle Management (CLM) and Salesforce. The e-signature feature is built right in, which is convenient. We do not need a separate tool for that step.

In my previous projects, my main use case for Conga Contract Lifecycle Management (CLM) was that soon after accepting a proposal, we had a requirement to generate a document or create an agreement. That is where CLM entered the process. An agreement was created completely in CLM. The agreement was sent for review and approvals. After approvals and review, the agreement was accepted, and then orders were created. Once the orders were created, assets were automatically created and attached to the particular account. The agreement generation process in Conga Contract Lifecycle Management (CLM) involved creating a proposal from the opportunity and then configuring some of the products. After configuring products, if they required any approval, we could send them for approval. After approvals, the cart was automatically finalized. Once the cart was finalized, we had a process to create an agreement from the proposal. When the user clicked on create agreement, an agreement record was created, copying the information from the proposal, and the agreement line items were created, copying all the information from the proposal line items. This was fully automated in our previous project. Regarding the automation process in Conga Contract Lifecycle Management (CLM), once the user clicked on create agreement, it asked for different kinds of record types, and the user needed to select a particular record type. Once the record type was selected, we had written a flow on the agreement object to copy the information from the proposal. Some of the basic details were automatically printed on the agreement, copying from the proposal. We had written some flow and trigger on agreement line items as well to copy the information from proposal line items.

One of our main uses for Conga Contract Lifecycle Management (CLM) is that we have integrated it with our Salesforce system. One of the common use cases was managing sales contracts directly from Salesforce. When an opportunity reached a certain stage, the sales team would initiate a contract request from Salesforce. Conga Contract Lifecycle Management (CLM) automatically generated the contract using predefined templates and Salesforce data, such as customer information, pricing, and terms. The contract then went through an approval workflow, involving sales managers and legal teams. Once approved, it was sent for e-signature, and the signed document was automatically stored and linked back to the Salesforce record. This reduced manual effort, improved accuracy, and provided complete visibility into the contract status throughout the process. In my day-to-day work, Conga Contract Lifecycle Management (CLM) helped streamline the contract process by keeping all the contract-related information in one place. My main involvement was tracking contract status, coordinating with stakeholders for approvals, ensuring required documents were attached, and following up on pending actions. Since it was integrated with Salesforce, I could easily access customer and contact information without switching between multiple systems. This improved efficiency, reduced manual working and manual tracking, and helped ensure contracts moved through the approval process on time.

My main use case for Conga Contract Lifecycle Management (CLM) is managing employment contracts and SLA contracts.

My main use case for Conga Contract Lifecycle Management (CLM) occurs when I work in a telecommunication project, where there is a requirement to generate the quote and order file along with several related documents once the opportunity is completed and the order gets generated. I was using Conga to automate document generation based on my data in the backend. Regarding my main use case and how Conga Contract Lifecycle Management (CLM) fits into my process, it simply involves creating queries and templates based on those queries, allowing me to automatically generate documents where the data is populated into my orders seamlessly.

My main use case for Conga Contract Lifecycle Management (CLM) is to generate contracts for customers and maintain the lifecycle of the contract. We use Conga Contract Lifecycle Management (CLM) to generate contract documents, and we also use Microsoft Word to prepare templates for the contract documents.

My main use case for Conga Contract Lifecycle Management (CLM) is to speed up the negotiation and turnaround time across sales, procurement, and legal teams. I mainly use Conga Contract Lifecycle Management (CLM) for contract creation, approval workflows, document tracking, and renewal management. It helps centralize contracts, automate processes, and improve collaboration between legal and business teams.

My main use case for Conga Contract Lifecycle Management (CLM) is that we are using it as a CPQ project. In our organization, we are using Conga CPQ as well as Conga Contract Lifecycle Management (CLM). Conga Contract Lifecycle Management (CLM) is used for the agreement life cycle and for generating the contracts and creating agreements and asset line items.

In our current project, we use Conga Contract Lifecycle Management (CLM) as a pricing model, and it is quite effective. It is helpful for us, similar to CPQ, as it redirects pricing to the CPQ from CLM. We first make an agreement, and then we link those agreements for different accounts. If this is going to affect the pricing for the CPQ to that account member, then we use those accounts as members. After that, we can consider it as a product. If we are selling that product to that account, it will apply discounts such as tier one, tier two, or tier three. We are using it as a pricing platform, not the contract we made for a customer. The main benefits I have seen from using Conga Contract Lifecycle Management (CLM) are that we use it as a discount platform in a huge project for different customers or accounts across the world. It helps us manage discounts directly set in the system, picking those prices from a contract price list and not the country price list. CPQ and CLM are interlinked. As per making contracts, we are not currently using Conga, but the Conga team proposed to use the contract, and we are planning to move fully forward with Conga.

My main use case for Conga Contract Lifecycle Management (CLM) starts from contract creation and approval workflow. In the past, I have used Conga Contract Lifecycle Management (CLM) to generate contracts from pre-approved templates. When a sales deal is finalized, I create the contract using standardized clauses, which reduces manual drafting. Then I route through automated approval workflows, which includes legal, finance, and management, so everything moves quickly without back and forth emails. This helps us cut down contract turnaround time significantly.

My main use case for Conga Contract Lifecycle Management (CLM) involves a customer who has around 10 different record types. We work on getting the contract through the end-to-end contract lifecycle management on Conga, and we also do different kinds of automations. For example, we have a use case where they have a source system from which information is pushed into Conga using a middleware, and then contracts are created on Conga automatically and are automatically generated. After customer review, we can bulk send them to the customers for signature. I will take the example of one which I already shared. For a particular record type, such as MSA, the contracts that go out to the customer were around more than 1,000 per month, and it is very difficult for the customer to come into Conga and create those contracts manually. We created a process where we pick the contracts from the source system. We have created some custom APIs on our end to fetch that information from the source system. Based on the different APIs we have created, we have created the contracts on Conga and then generated them. Once the customer reviews those contracts, we have created some utilities using which we can send it out to the customer using Adobe Sign automatically. Because of these processes, the customer can send out thousands of contracts in one go instead of creating them and having a lot of people appointed to do this job. It is a one-person job now. Other examples include that we have done a legacy upload of around 10,000 contracts at a time. We have used Conga Contract Lifecycle Management (CLM) to send amendments out to the customer using Conga's processes. Within Conga, we have used wizards to give users a questionnaire where they can put information and then create contracts for them and generate. We have also done some auto-generation within Conga.