Conga Contracts Reviews

“Flexible workflow configuration

Pros

We really appreciated how flexible it was when we adjusted the contract review workflow to suit the unique needs and approval hierarchies of different departments. Instead of a one-size-fits-all process the platform allowed us to tailor stages, stakeholders, and rules for legal, procurement, sales, and more.. making compliance and collaboration feel smooth rather than forced.

Cons

Learning the system's full feature set was challenging and I found it took a while to understand everything it offers.

“Time-saving contract management solution

Pros

We've found this tool to be an indispensable part of our team. Its user-friendly layout and all-in-one contract management capabilities have helped us simplify contract workflows and free up time. Being able to track and archive agreements, build templates and handle sales contracts has been especially useful.

Cons

The cost can be steep for smaller companies and I find the search feature could be improved to locate contracts more quickly and efficiently.

“Powerful tool with salesforce integration

Pros

This contract management solution was relatively quick to roll out with a simple setup that didn�t slow us down. What I find especially helpful is its deep Salesforce integration as it syncs data smoothly, keeps records aligned and turns contracts into a natural extension of our CRM workflow rather than a separate, siloed process.

Cons

For me although the bundled templates are a useful way to see what the contract management platform can do I struggled to modify them to match our business needs. The system's high degree of flexibility and very detailed configuration options can also be overwhelming for new users.

“faster contract creation and execution

Pros

Producing and finalizing contracts with clients is noticeably efficient. Templates, clauses and approvals are all managed in one place. I've found it really speeds up the overall workflow, cutting down what used to take days or weeks into a much smoother, faster process that keeps deals moving and reduces administrative lag.

Cons

I find that tweaking and personalizing documents takes quite a bit of time and ends up feeling pretty manual.

“great for free resends

Pros

What I appreciate most is that resends are completely free with no hidden costs or limits when follow-ups are needed. I also found integrating with Salesforce to be truly effortless.... it connects pretty easily, syncing data and activity was simple without any complicated setup or ongoing maintenance. That combination of flexibility and ease makes it a reliable part of our workflow.

Cons

haven't run into any problems.. this tool has worked great for our team ever since we switched.

“Template-based document generation

Pros

Pulling information from existing sales opportunities is easy and I can use it to build templated documents easily.

Cons

tool's templates are pretty hard to design for me, they really demand a deep understanding of HTML and related coding to get them right.

“customizable tool with compliance control

Pros

This platform's complete CLM feature set gives me clear visibility into our contract data and I appreciate being able to tweak nearly every field to stay compliant.

Cons

What frustrates me is the system downtime whenever something goes wrong. While the support team handles tickets adequately I feel their responsiveness and overall service could be improved.

“glitchy interface with learning curve

Pros

aligning the congreatation of registration paperwork and proposals has saved our team a lot of time and I notice the process feels much smoother.

Cons

I found that it took quite a while to learn how to use it properly and there are times when it feels a bit clunky and rather tough to work with.

“highly detailed and configurable interface

Pros

I really value the detailed features it offers and I can fine-tune exactly what I see on screen.

Cons

For me retrieving certain data once it's in the system can be difficult and promised improvements seem to take a long time to arrive.

“modern platform adaptable to multiple teams

Pros

tool is highly configurable and I find its modern, user-friendly look makes setup and customization enjoyable.

Cons

We'd really like to see expanded security features and more granular permission controls around specific contracts and documents along with the option for end users to adjust and modify those role assignments on their side whenever needed.

“contracts completed faster with fewer people

Pros

I've seen it massively speed up processes for requesting, approving, negotiating, executing, storing and tracking agreements and I notice what used to take a week now often takes just a day or two.

Cons

It's not really a drawback but I've noticed the system doesn't automatically integrate with other platforms or repositories. That said the product provides an API and integration add-ons that easily resolve this limitation.

“Guided contract creation

Pros

Creating contracts from customized templates is easy and I find the generation wizard very helpful.

Cons

There's insufficient support during implementation and I wait a long time for fixes to new update-related errors plus customizing templates and workflows consumes a lot of my time.

“flexible data fields and relationships

Pros

The parent/child relationships and customizable fields are excellent and I really appreciate how flexible the system is.

Cons

I wish there were a clearer, easier way for me to extract the data in a clean, usable format.

“fast setup with excellent support

Pros

It's quick, fully customizable and efficient and I've found their customer service consistently fantastic.

Cons

It took me a bit of time to learn how to use it but once I got the hang of things it became extremely easy to operate.

“Role-based access with reporting tools

Pros

Customizability and assigning different access levels are standout features and I find the reporting tools very useful.

Cons

That said I don't have easy access to training materials and when system errors happen I often find that support response times are slow.

“Early-stage setup with contract tracking

Pros

Recording both contracts and our corporate structure is simple and I notice the pricing works well for our current needs.

Cons

It wasn't as plug-and-play as I expected and uploading our data ended up taking much more time than I had anticipated.

“feature-rich and modular

Pros

The standard license comes packed with features and I find I can tailor every module to match our exact procedures.

Cons

There's a significant amount of setup involved before I can realize all the benefits of this tool. Make sure I dedicate the time to configure it properly and I regularly review how we're using it so that it actually functions the way it was intended.

“Responsive for sales deployment

Pros

This tool has been extremely helpful and responsive and I'm excited to deploy it across our sales team soon.

Cons

Currently I'm working through the finer details to ensure we get all the functionality we need and I truly believe the effort will pay off in the end!

“Adaptable with learning curve

Pros

It's adaptable and I'm still learning the system.

Cons

I find it not simple and people who don't use system daily have difficulty navigating through it.

“Redlining simplifies edits

Pros

My team and I find it incredibly easy to generate contracts, tailor them and oversee the entire process. What really stands out for us is the redlining feature, it detects edits even if the client or user has Word's track changes turned off. Contracts still pick up every single modification and honestly, that's been a lifesaver for us!

Cons

I'd love to see the platform's capabilities expanded. I know that with Orchestrate you can create additional automation by coding and it would be fantastic if those automation features could be packaged together with the main product.

“configurable with messaging integration

Pros

It's extremely configurable and great and I find the admin side user-friendly while the messaging integration and automatic data pulling work reliably.

Cons

As a user my main frustrations include the removal of features we actively use without a way to retain them, a toolbar design that feels clunky, slow responses and long wait times for enhancement requests, plus frequent account representative turnover and poor communication.

“Easy setup with frequent updates

Pros

The app is really simple to use and easy to set up and I notice the frequent updates keep adding helpful features.

Cons

reporting tools could use more flexibility and a simpler interface to be truly useful, I can see they're being improved but I still think they have room to get better.

“Track contract communications

Pros

Tracking the communication around each contract is easy and I find it keeps everything organized efficiently.

Cons

There are multiple forms I have to fill out before the contract can move forward.

“Automated contract lifecycle

Pros

This app serves as an excellent solution for storing and monitoring contracts throughout their lifecycle and I appreciate being able to set up automatic status transitions with Flow and Workflow.

Cons

Reporting covers all fields but I'd love it if Flow reports didn't require purchasing an extra add-on, I really miss the old Analytics interface although I've heard that BI Intelligence could be a great alternative worth considering.

“flexible workflows

Pros

Tweaking workflows whenever necessary gives me great flexibility and I find I can adapt flows to changing needs effortlessly.

Cons

A big limitation I notice is the absence of record-level security and I also struggle with not being able to let users share individual documents easily.

“Integrates with Salesforce & DocuSign

Pros

Integration with platforms like Salesforce and DocuSign is smooth and I'm really impressed by how easily it connects.

Cons

We can't reuse additional fields that were created on a separate extra form which has been pretty frustrating for our workflows.

“Saves time and costs

Pros

Cutting down on time, energy and costs has been noticeable and I'm excited about reshaping processes and making a tangible difference with our new team.

Cons

set up is usually challenging, yet I've found the team behind this product tries hard to keep the rollout smooth and as feasible as possible.

“User-friendly contract tracking

Pros

system is very user-friendly and I find it handles tracking exceptionally well.

Cons

Getting used to the workflow was difficult for me at first.

“Auto template creation

Pros

The automatic template creator is my favorite feature and I really appreciate how much it simplifies document setup.

Cons

I find the software can be very complex and requires a lot of technical expertise to operate effectively.

“Wide workflow options

Pros

A wide range of settings and support for different workflow styles makes navigation easy and I find it adapts well to how I work.

Cons

As someone who isn't very tech-savvy, I find the software hard to use and tough.

“Easy negotiations & approvals

Pros

Contract negotiations, redlining, approvals and tracking are easy and I really appreciate the clarity it brings to the process.

Cons

For me the performance feels like it could be quicker although there aren't many other complaints and the AI still seems to be learning.

“Unpredictable with frequent rebrands

Pros

WYSIWYG editor allows multiple people to edit a document at once and I find their support team responsive and helpful whenever I need assistance.

Cons

Over the past few years I've found the number of problems overwhelming. The company and product name have been changed three times in under three years and every rebrand seems to bring features being removed or added without any meaningful heads-up. On more than one occasion I've had entire documents vanish with no explanation only to see them reappear later. That unpredictable behavior makes it hard for me to enjoy this tool because I'm always expecting something to break or go missing at some point.

“Poor customer service

Pros

nothing positive to mention here I've noticed is the accidental renewal issue and I found the lack of a full refund frustrating despite not having used the service.

Cons

I'm stunned by how they handle customer service. They take a 'we've got your money, you should've read the terms' attitude. Warning: once they hold your payment it's final and they refuse refunds or help.

“Great text & speech templates

Pros

Text and speech interfaces make interacting with the system natural and I really appreciate the pre-approved contract templates that let me complete agreements quickly.

Cons

haven't run into any major problems using the contract management platform so far but I did find that it requires a considerable investment of time for me to learn and administer effectively.

“perfect visual contract hierarchy

Pros

Visualizing contracts with hierarchy in mind saves me a huge amount of time and I find the simple layouts and customization options genuinely user-friendly.

Cons

In my experience there's definitely a learning curve for newcomers and you really have to adopt the whole tool suite to get the full value from the product but with patience and by tapping into their support and resources, it becomes manageable.

“Template reuse with Salesforce

Pros

it has always been a great tool and I find putting together contracts and quotes easy, with the ability to save order templates and integrate smoothly with Salesforce.

Cons

When I found glitches they could be annoying at times but in my experience the team fixed problems within a day.

“Efficient predesigned templates

Pros

I really appreciate the wide selection of predesigned templates, it's highly efficient and very easy to use. For managing client contracts it's excellent and I find the interface fast and easy to understand.

Cons

We find it struggles with handling large volumes of contracts but we have faith updates will arrive to fix this issue, we really love this platform.

“great tool for auto-population

Pros

For me being able to pull data from Salesforce to auto-populate forms and pick the correct form is excellent.

Cons

it can be somewhat tough to get the formatting exactly right because I think there's no way to preview how it will appear without actually running it inside Salesforce.

“Automates contract lifecycle & alerts

Pros

I've found that it automates several steps across the contract lifecycle, easing the pressure on our resources compared to moving agreements through a fully manual workflow. Beyond that, I can monitor projects and budgets and set up automated alerts that trigger based on criteria we define for the business.

Cons

What I find tricky is that sending documents for electronic signatures requires a separate license which adds complexity to the workflow. The platform does include a Sign option but it's actually an app designed for a different sales system so it doesn't feel native to our setup.

“full loan deal management in Salesforce

Pros

We rely on this tool to manage the full lifecycle of our loan deals inside Salesforce, from application and credit approval all the way through contracting and payouts. It's taken away the delays we used to get from missed emails or the tedious, line-by-line comparisons of two Word documents when our credit team approves loans. And once a contract is finalized, sending it for signature is as simple as a single click.

Cons

documentation is inadequate, there's some guidance but many of the tool's more powerful capabilities are essentially left for me to uncover through trial and error and self-discovery.

“flexible & configurable system

Pros

What I really love is how flexible and configurable this tool is, we can quickly and effortlessly tweak the system to fit our constantly shifting business requirements.

Cons

I often wish the pace of system updates was faster. Our customers frequently point out enhancements that would boost the product's usefulness and functionality but the tool's process for deciding whether to adopt those requests usually takes quite a long time.

“Better contract generation than DIY tools

Pros

Using it I found it an excellent way to generate contracts for my clients, far superior to the simple, DIY tools I used before.

Cons

Although there was a noticeable learning curve, I still struggled with copying and reliably reproducing documents but ultimately it genuinely made my workflow much easier.

“Reliable Salesforce template integration

Pros

In my setup I have it integrated with Salesforce and it performs reliably. It's extremely easy to upload templates into Salesforce using this.

Cons

I do notice that some competitors offer more sophisticated template-building tools and additional features but I still think this provides great value.

“custom temporary member cards

Pros

We can create temporary member cards with custom details on each one using this tool. That capability has reduced a lot of stress for our team especially since regular member cards usually take around two weeks to be delivered.

Cons

Lately I've noticed pages can be slow to load and it's harder to find things ever since we've switched to Box. Before moving to Box, everything was much quicker and easy.

“Poor support & slow licensing

Pros

Once I get everything set up, it's really easy to use. It's simple for me to enable licenses for my users. The documents consistently look professional.

Cons

I've been really disappointed with the support and sales teams, they don't meet my expectations. It's incredibly difficult to get someone on the phone and when I need an extra license, getting it activated feels like pulling teeth every single time.

“helpful templates & guided setup

Pros

This app has a really great set of tools that guide users through setting up accounts and placing orders and I've found that guidance very helpful. Templates are particularly handy and save me a ton of time.

Cons

To be frank, the wizards for creating accounts and orders still feel somewhat clunky and complicated to navigate which slows me down. I would like them to trim the number of required fields the workflow forces you to fill in for orders so the process is quicker.

“Boosts legal productivity with integrations

Pros

Our legal department's productivity has noticeably increased because agreements and opportunities are integrated. We really appreciate the X-Author plugin for Word and the deep Salesforce.com integration. It keeps every SFDC object smoothly synchronized so when primary quotes change, opportunity records update automatically as well. We also value the Avalara connection for sales tax and the DocuSign integration for electronic signatures. Overall these integrations align workflows and save our team a lot of manual effort daily.

Cons

Generating documents feels like it takes forever which is frustrating in today's instant-demand digital world. Still, the quality of the output usually justifies the wait. I'm bothered that the Guide is outdated, it lacks sufficient best-practice guidance and should be expanded with more detailed, practical information. An updated manual with clearer examples and recommendations would make the whole experience much smoother for users like me.

“Parent feature & search limitations

Pros

it keeps all my key contracts in one central place and I really love how smooth the approval and signature workflow is.

Cons

One frustrating limitation I've experienced is that reproducing contracts via the parent feature is difficult and the search functionality feels underpowered.

“highly customizable templates

Pros

I'm really pleased with its flexible, highly customizable templates.

Cons

When I try to process very large batches, it struggles and becomes unreliable.

“convenient and easy to use tool

Pros

I really like how easy and easy it is to use.

Cons

For me there are features we simply don't take advantage of because there are so many competing options which is more about our internal choices than the product itself, better account management and guidance would help us leverage more of the platform's features.