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Conga Contract Management

Conga Contract Management

4.2
(266)

Conga Contract Management is a solution that streamlines the contract creation and management process.

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Conga Contract Management Features

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 available

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 available

OCR Scanning

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.

Not enough data available

Versioning

Keep track of incrementally changing versions of the same file.

Not enough data available

Collaboration

Multiple users can collaborate on document creation, annotation, and review.

Not enough data available

Document Assembly

Autogenerate documents based on templates and form submission.

Not enough data available

Form Creation

Able to create and manage submittable user forms.

Not enough data available

Portals and Sites

Able to create user portals and sites.

Not enough data available

Disposition

Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

Not enough data available

Search

Can easily find files via a simple and/or advanced search.

Not enough data available

Web Interface

Ability to access documents via a web interface without a client being installed on a device.

Not enough data available

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 available

Document Creation

Customizability: Variables and Fields

Define fields to pull in dynamic information.

82%
(Based on 114 reviews)

Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

80%
(Based on 116 reviews)

Rich Media

How well the platform supports images, audio, and video in proposals.

78%
(Based on 93 reviews)

Online Document Creation

Create adaptive online documents for view via browser or mobile device.

86%
(Based on 108 reviews)

PDF Creation

Create attractive PDF versions of proposals.

81%
(Based on 115 reviews)

Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

85%
(Based on 113 reviews)

Contract Management Platform Features

Contract Creation

Users can create new contracts within the platform using built-in document creation features.

87%
(Based on 66 reviews)

Contract Templates

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

84%
(Based on 65 reviews)

Contract Editing

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

80%
(Based on 64 reviews)

Contract Attachments

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

84%
(Based on 71 reviews)

Contract Collaboration

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

79%
(Based on 49 reviews)

Approval Process

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

85%
(Based on 65 reviews)

Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

81%
(Based on 79 reviews)

Contract Database

Contracts can be stored in a central online repository with built in search capabilities.

88%
(Based on 70 reviews)

Integrations / APIs

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.

82%
(Based on 56 reviews)

Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

80%
(Based on 65 reviews)

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 available

Conditions

The workflow engine provides relevant and customizable conditions on which to execute rules.

Not enough data available

Activities

Any action a user can perform in the system can be specified as an automated action.

Not enough data available

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 available

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 available

Workflow

Document Builder Interface

Easily search for and add elements to a proposal.

77%
(Based on 111 reviews)

Collaborative Creation

Multiple users can edit a single document.

75%
(Based on 87 reviews)

Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

75%
(Based on 83 reviews)

Content Management

Content Import

Ability to import sales and marketing collateral built outside of the solution

77%
(Based on 18 reviews)

Content Creation

Overall functionality of building unique sales and marketing collateral within the product

72%
(Based on 20 reviews)

Templates

Pre-built templates for fast and simple content creation

81%
(Based on 20 reviews)

Advanced Search

Ability to search through all content to easily find necessary collateral

66%
(Based on 15 reviews)

Content Storage

Overall storage and organziation capabilities

86%
(Based on 17 reviews)

Administration

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Not enough data available

Single Sign-On

Onboarding and offboarding team members with Active Directory/SAML-based identity providers.

Not enough data available

Policies and Controls

Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Not enough data available

Storage Limits

Administer storage limits by user or group.

Not enough data available

Storage Zones

Choose at which data center your files should be stored.

Not enough data available

Security

Stores and transfers files in secure environment.

Not enough data available

Analytics

Engagement Tracking

Track who is looking at proposals and how often or for how long.

85%
(Based on 102 reviews)

Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

83%
(Based on 88 reviews)

Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

81%
(Based on 93 reviews)

Analytics

Reporting

Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral

73%
(Based on 17 reviews)

Alerts

Notification as to when a prospects interacts with a piece of collateral

84%
(Based on 18 reviews)

Account-Based Engagement

The level of engagement for a specific account based on the presented collateral

Not enough data available

Content Utilization

How frequently sales teams use a particular piece of content and its effectiveness

78%
(Based on 17 reviews)

Platform

Internationalization

Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.

Not enough data available

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 available

Reporting and Auditing

Access pre-built and custom reports to monitor user activity and storage.

Not enough data available

System of Record Integration

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.

Not enough data available

APIs

Enables custom integration to external systems.

Not enough data available

Administration and Platform

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

83%
(Based on 105 reviews)

Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

84%
(Based on 109 reviews)

CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

86%
(Based on 89 reviews)

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

86%
(Based on 81 reviews)

API / Integrations

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 61 reviews)

CPQ Integration

Push and pull data from quote applications to build proposals.

83%
(Based on 42 reviews)

Presentation

Live Presentation

Ability to present to a prospect in-person

58%
(Based on 5 reviews)

Screenshare

Virtual presentation capabilities via sharing screens

Not enough data available

Mobile Presentation

The option to present live on a mobile device

72%
(Based on 7 reviews)