Service Descriptions

CLM (Spring 2024) – Generator, Initiator, Business, and Enterprise Editions

Contract Lifecycle Management (CLM) is the process of managing contract creation, negotiation, execution, and maintenance. Conga CLM is a cloud-based solution that standardizes, streamlines, and automates the contract lifecycle management process — from the initial request through drafting, redlining, signing, storing, managing and reporting obligations, and renewing contracts.

Standard features across all CLM Editions* (subject to individual configuration): 

• Manage agreement templates
  • Create templates
  • Manage template versions
  • Set up template filtering rules
  • Configure query templates
• Manage agreements
  • Create, generate, send for review, negotiate, finalize, sign/execute, and activate agreements
  • Manage standard CRM approvals
  • Manage document versioning
  • Manage agreement hierarchy
  • Create and execute standard reports and charts
  • Create agreements through wizard
• Work with offline agreements
  • Create or import offline agreements
  • Perform a standard text search
  • Store agreements in a central repository

*The following variations of the CLM Editions have different features than those listed above:

Admin: Bundles all Subscription Services required to create, manage, and configure applicable CLM processes via CLM Admin or X-Author for Contracts. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes end-user functionality. For CLM Business Edition and Enterprise Edition, Admin user functionality includes Conga Approvals, which enables Admin users to configure and manage advanced workflow processes associated with Conga objects, including quotes, contracts and deals, as well as non-Conga objects. Conga Sign Admin and Conga Grid Admin are also included.

Collaborator: Collaborator users may request and generate agreements from pre-approved templates. Collaborator users: (a) may access Online Contract Collaboration for online redlining and commenting capabilities; (b) may access the contract repository, individual contracts, and related contract information; (c) perform searches, participate in approvals, receive notifications, and view reports; and (d) have access to enhanced mobile capabilities via Max, the intelligent mobile assistant. Collaborator users do not have access to X-Author for Contracts functionality.

Collaborator Lite: For infrequent users of the Subscription Services and are limited to thirty (30) logins per year. Collaborator Lite users: (a) may access Online Contract Collaboration for online redlining and commenting capabilities; (b) may access the contract repository, individual contracts, and related contract information; (c) perform searches, participate in approvals, receive notifications, and view reports may request or generate agreements from pre-approved templates. Collaborator Lite users do not have access to X-Author for Contracts functionality.

Read-Only: Read-Only users may view objects, dashboards and reports (subject to the security configuration) and search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot create new dashboards, and can not approve.

Revenue Lifecycle Cloud CLM (Fall 2024) –Business & Enterprise Editions

Contract Lifecycle Management (CLM) is the process of managing contract creation, negotiation, execution, and maintenance. Conga CLM is a cloud-based solution that standardizes, streamlines, and automates the contract lifecycle management process — from the initial request through drafting, redlining, signing ,storing, managing and reporting obligations, and renewing contracts.

Feature Comparison of CLM Editions:

User-Type Permissions:

Additional User Type Definitions: 

• Contract AI User Add-On:

  • Contract AI is designed to assist CLM users in generating and interpreting text-based content, providing recommendations,  and enhancing productivity across various contract lifecycle management processes. Contract AI is also designed to  leverage advanced natural language processing technology to interpret user inputs and deliver contextually relevant  outputs via the Contract Copilot, generate insights, compare risk and clause language, and recommend redlining to reduce  risk. The following terms apply to Customer’s use of Contract AI:

  • Customer may use a maximum of 200 Contract Copilot Prompts per Contract AI user per month. A "Prompt" is defined as  any user input or request (regardless of length or complexity) submitted to Contract Copilot that triggers a response from  Contract Copilot. Examples of Prompts include, but are not limited to, questions, instructions, and statements.

  • Total Contract Copilot Prompts may be pooled across Customer’s Contract AI users each month, but unused Prompts do  not rollover to subsequence months during the Subscription Term.

  • Customer acknowledges and agrees that: (i) Contract AI is an automated tool and may produce outputs that are  inaccurate, misleading, or inappropriate, (ii) Customer agrees to exercise discretion in evaluating and using any content  generated by the Service and to verify the accuracy of such content before use, (iii) Customer agrees to use the Contract  Copilot ethically, responsibly, and in compliance with all applicable laws and regulations, (iv) Conga may use the data  submitted by Customer in using Contract AI to train and improve its machine learning models to continuously learn and  refine results for Customer in their instance only, and (v) Conga may use aggregated and/or anonymized data for purposes  like benchmarking, feature prioritization, error pattern recognition, and/or new product development. 

Additional, Included Products:

• Subscription to RLC CLM includes access to Conga X-Author and Conga Sign to support and enhance the contracting/CLM  experience, subject to the permissions indicated in the above table and the following restrictions:

  • X-Author for Contracts: Customers are entitled to generate documents using X-Author for Contracts specifically for  contracting purposes. If a customer requires document generation beyond their contracting/CLM use case, they must  purchase additional X-Author for Contracts licenses a la carte.

  • Conga Sign: Customers are entitled to send documents for eSignature using Conga Sign specifically for contracting  purposes. If a customer requires eSignature outside their contracting/CLM use case, they must purchase standalone Conga  Sign Usage.

CPQ (Spring 2024) – Quick Start, Essentials, and Enterprise Editions 

Configure Price Quote (CPQ) is the process of configuring products and services, applying pricing to them, and  generating quotes based on predefined rules. Conga CPQ is a cloud-based sales tool for companies to manage this  process, enabling them to centralize, standardize, and automate the creation of products, pricing, and business rules to  produce complex quotes. 

Standard features across all CPQ Editions*(subject to individual configuration):

• Products and configuration

  • Product catalog

  • Standalone products

  • Single-level product bundles

  • Configuration rules (inclusion,  exclusion, quantity, and duration)

  • Catalog search with filters 

• Pricing management

  • Multiple price lists

  • Multiple charges

  • Related pricing

  • Pricing discounts by percentage,  amount, and volume

• Quote and order

  • Quote template designer

  • Quote in Microsoft Word, PDF, or RTF

• Reporting and analytics

  • Standard reports and charts

  • Alerts and notifications

  • Share and schedule reports

• Standard CRM approvals

*The following variations of the CPQ Editions have different features than those listed above: 

Admin: Bundles all Subscription Services needed to create and manage applicable CPQ processes. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes end-user  functionality. 

Read-Only: Read-Only users may view objects, dashboards and reports (subject to the security configuration) and  search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot  create new dashboards, and cannot approve quotes.

Revenue Lifecycle Cloud CPQ (Spring 2024) 

Configure Price Quote (CPQ) is the process of configuring products and services, applying pricing to them, and  generating quotes based on predefined rules. Revenue Lifecycle Cloud CPQ (RLC CPQ) is a cloud-based sales tool  for companies to manage this process, enabling them to centralize, standardize, and automate the creation of  products, pricing, and business rules to produce complex quotes. 

User/Transaction Type Definitions: 

• Admin: May create and manage applicable RLC CPQ processes. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes access to all the functional capabilities of RLC CPQ. Conga Sign Admin and Conga Composer Admin are also included (see “Additional, Included Products” below).

• User: May select a product or service from the product catalog, and then configure, price, revise, approve, and generate a quote. Users can configure any type of product or service offering with unlimited features, options, bundles and constraint rules. Supports multiple pricing and adjustment options, including subscription pricing, pricing ramps, markups and overrides. Also includes capabilities like the guided selling engine with recommendation and replacement rules, product visibility rules, numeric expressions and asset-based ordering. Users have access to all of the capabilities of Conga Revenue Lifecycle Cloud CPQ.

• Approver: May view objects, dashboards and reports (subject to the security configuration) and search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, and cannot create new dashboards.

• Read Only: May view objects, dashboards and reports (subject to the security configuration) and search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot create new dashboards, and cannot approve quotes.

• API Digital Commerce Transaction: Each transaction represents a full quote lifecycle including creation, cart revisions, cart finalization, order approval, quote document generation and eSignature, with the core transaction measure being the creation of a quote regardless of whether all, part, or none of the quote results in a final/approved quote. API Digital Commerce Transactions are only applicable if purchased in addition to RLC CPQ. 

Storage:  

RLC CPQ includes the following storage entitlements:  

• Per user:

  • Data Storage: 40MB per User, aggregated and pooled across the existing org

  • File Storage: 4GB per User, aggregated and pooled across the existing org

• Per org:

  • Sandbox environments:

  • 2 Partial Sandboxes with 5 GB file storage & 5 GB data storage each. A “Partial Sandbox” is a developer sandbox, including metadata, plus the sample data defined during sandbox setup. 

Additional, Included Products:  

Subscription to RLC CPQ includes access to Conga Composer and Conga Sign to support and enhance the RLC  CPQ experience, subject to the permissions indicated in the above table and the following restrictions:  

• Conga Composer:

  • Users may only utilize Conga Composer for quoting purposes. If a user requires document generation outside their quoting/RLC CPQ use case, purchase of a standalone Conga Composer subscription is required. 

• Conga Sign:

  • Users may only utilize Conga Sign for quoting purposes. If a user requires eSignature outside their  quoting/RLC CPQ use case, purchase of a standalone Conga Sign subscription is required.

Conga Collaborate (Spring 2024) 

Conga Collaborate allows users to generate documents by utilizing pre-built templates to create proposals, quotes,  invoices, and more from a variety of CRM systems in an online format. Users can share digital documents and collaborate  online in real-time with people throughout their organization. 

Conga Collaborate includes the features listed below (subject to individual configuration): 

Definitions 

“Customer Data” means all electronic data or information submitted by Customer to the Subscription Service.

Product Specific Terms 

1. All access and interactions between the Subscription Service and Customer’s Salesforce.com Service account,  other customer relationship management third-party software, and Customer’s Subscription Service account  are managed exclusively by Customer through Customer’s administration and security settings.

2. Customer may retrieve Customer’s documents stored within the Subscription Service within 30 days after  termination of the Subscription Service. Any documents or Customer Data not retrieved by Customer will be  deleted after 90 days.

    

Conga Composer (Spring 2024) 

Conga Composer enables customers to perform document generation and reporting within a variety of CRM  systems or in the independent web-based version of the application. Conga Composer allows users to populate  formatted templates with data from any standard or custom object in Salesforce or the Conga Composer Web  Application and then send the generated document via one of a variety of delivery options. 

Conga Composer includes the features listed below (subject to individual configuration): 

Definitions 

“Conga Composer Advanced Features” may include, but are not limited to, URL access to Conga Composer  Subscription Service generated documents, SMS features, analytics for Conga Composer Subscription Service  generated documents, and advanced customer templates used with the Conga Composer Subscription Service. 

“Service Event” means (i) the execution of a single Conga Composer Subscription Service URL triggered via link or  button, Conga Trigger Subscription Service, Conga Batch Subscription Service, or by any programmatic means, (ii) the  generation of any letter, label, or envelope output file from Conga Mail Merge Subscription Service containing one or  more letters, labels, or envelopes, or (iii) the scheduled execution of an individual Conga Batch, regardless of whether  any output file is distributed. 

“Customer Data” means all electronic data or information submitted by Customer to the Subscription Service. 

“Salesforce.com Service” means the service provided by salesforce.com, inc. to which Customer must have a separate  license in order to obtain or use the Subscription Service. 

Product Specific Terms 

1. Customer acknowledges and agrees that with each use of the Subscription Service initiated by Customer’s  Salesforce.com Service authenticated users, the Subscription Service will access Customer’s Salesforce.com  Service account to retrieve, manipulate, process, and modify Customer Data based on Customer’s configuration  of the Subscription Service and Customer expressly consents to such access. If the Subscription Service cannot, for any reason outside of Conga’s control, access Customer’s Salesforce.com Service, Conga will be excused from any nonperformance of the Subscription Service. Customer acknowledges that to provide the Subscription  Service, Customer Data leaves the salesforce.com system.

2. Customer’s license to Conga Batch and Conga Trigger are subject to the number of Service Events purchased  in an Order.

3. Conga may remotely audit Customer’s use of the Subscription Service to ensure such use is in accordance with  the number of Users, Services Events, and SMS Events in the applicable Order(s). If Customer exceeds the  authorized number of Users, SMS Events, or Service Events licensed, Conga may invoice Customer for excess use.

4. The Order for the Subscription Service will identify the User types and/or edition of the Subscription Service  applicable to Customer’s subscriptions.

5. Customer Data is not backed up with the Subscription Service.

Conga Contracts for Salesforce (Spring 2024) 

Conga Contracts for Salesforce allows users to send contracts directly from Salesforce, compare versions, sync data back  to Salesforce, and maintain an audit trail. 

Conga Contracts for Salesforce includes the features listed below (subject to individual configuration): 

Definitions 

“Customer Data” means all electronic data or information submitted by Customer to the Subscription Service.

Product Specific Terms 

1. Customer Data stored by Conga in providing the Subscription Service shall be deleted by Conga within 90 days of termination or expiration of the Agreement. Conga does not have any obligation to return Customer Data stored by Conga.

Conga Contracts (Spring 2024) 

Conga Contracts is a solution that streamlines and automates the contract life cycle management throughout the entire  process — creating contracts, sending and receiving approvals, making and tracking changes, and reporting. 

Conga Contracts includes the features listed below (subject to individual configuration): 

Definitions 

“Customer Data” means all electronic data or information submitted by Customer to the Subscription Service Product Specific Terms 

1. Upon termination of the Subscription Service, Conga shall return Customer Data maintained in the  Subscription Service in a PostGreSQL format at no fee, within 15 business days from the date of termination. If  Customer requests Customer Data in a custom format Customer shall pay time and materials for such custom  format (as agreed upon by Conga and Customer). Conga shall delete all Customer Data from the Subscription  Service within a reasonable time after delivery of Customer Data. For the avoidance of doubt, Customer can  download Customer’s documents and files stored in the Subscription Service, in the format they are stored, at  any time during Customer’s access to the Subscription Service. Conga may maintain Customer Data in an  archived backup form for up to 12 months from expiration or termination of the Agreement which will be  deleted on a rolling monthly basis.

2. The Order for the Subscription Service will identify the User types and/or edition of the Subscription Service  applicable to Customer’s subscriptions.

Conga Grid (Spring 2024) 

Conga Grid allows users to analyze data in Salesforce with dynamic view and action options, such as  conditional formatting, sorting, and mass updates. 

Conga Grid includes the features listed below (subject to individual configuration): 

Definitions 

“Salesforce.com Service” means the service provided by salesforce.com, inc. to which Customer must have a separate  license in order to obtain or use the Subscription Service. 

“Customer Data” means all electronic data or information submitted by Customer to the Subscription Service

Product Specific Terms 

1. Customer is responsible for disabling or enabling Subscription Service features using the Subscription  Service’s settings page that grants and/or removes features and functionality either globally, per Salesforce  Security Profile, or per User. Customer is responsible for managing the Users within the Salesforce Security  Profiles. Customer is responsible for understanding the Subscription Service’s features that are granted or  disabled either globally or on a per Security Profile basis.

2. The Subscription Service does not store Customer Data. Customer acknowledges that when Customer uses  the Subscription Service, Customer can make permanent changes and edits to Customer’s data in Customer’s  Salesforce.com Service instance, including mass updates and mass deletions, just as Customer can do directly  through Customer’s Salesforce.com Service. Customer is solely liable and responsible for the results and  outcomes of Customer’s use of the Subscription Service

Conga Orchestrate (Spring 2024) 

Conga Orchestrate allows users to define processes on a Campaign, Case, Contract, Lead, Opportunity, and/or  Business Process object (a custom object added by Conga Orchestrate), as well as any custom object in  Salesforce. When a user creates or edits records in Salesforce, Conga Orchestrate monitors these actions and executes  processes when that user’s Definitions match the record. 

Conga Orchestrate includes the features listed below (subject to individual contribution): 

Product Specific Terms 

1. Customer is responsible for disabling or enabling Subscription Service features using the Subscription  Service’s settings page that grants and/or removes features and functionality either globally, per Salesforce  Security Profile, or per User. Customer is responsible for managing the Users within the Salesforce Security  Profiles. Customer is responsible for understanding the Subscription Service’s features that are granted or  disabled either globally or on a per Security Profile basis.

2. The Subscription Service does not store Customer Data. Customer acknowledges that when Customer uses  the Subscription Service, Customer can make permanent changes and edits to Customer’s data in Customer’s  Salesforce.com Service instance, including mass updates and mass deletions, just as Customer can do directly  through Customer’s Salesforce.com Service. Customer is solely liable and responsible for the results and  outcomes of Customer’s use of the Subscription Service.

Conga Sign (Spring 2024) 

Conga Sign is an e-signature application that can operate withing a CRM system like for Salesforce or independently as a  web-based application. Users can initiate a Conga Sign process from any object in the applicable CRM system or in the  web-based version of the application through APIs using pre-defined templates or by adding signature tags in real- time. Users may select recipients, set the signing order, and send the document to be signed. 

Conga Sign includes the features listed below (subject to individual configuration): 

Definitions 

“Conga Sign Transaction” means the sending of a single document or set of documents at one time from the Conga  Sign Subscription Service for Electronic Signature to one or multiple parties in a single action regardless of whether  all, part, or none of the parties sign the document. 

“Customer Data” means all electronic data or information submitted by Customer to the Subscription Service. 

“Electronic Signature” means an electronic sound, symbol, or process attached to or logically associated with a record  and executed or adopted by a person with the intent to sign the record. 

“Other Signing Parties” businesses or consumers who participate in an Electronic Signature transaction but are not  the direct customer of Conga for that transaction. 

“SMS Event” means SMS (cellular text) sent from the Conga Sign Subscription Service for identity authentication  based on Customer’s configuration and whether the SMS is delivered or read. 

“Transaction Data” information collected and stored by Conga that details the circumstances surrounding the  Electronic Signature transaction such as date and time, and unique identifying information of the signatories (e.g.  email address, IP address, SMS number, etc.). 

Product Specific Terms 

1. Conga may remotely audit Customer’s use of the Subscription Service to ensure such use is in accordance  with the number of Users, Services Events, and SMS Events in the applicable Order(s). If Customer exceeds the  authorized number of Users, SMS Events, or Service Events licensed, Conga may invoice Customer for the  excess use.

2. Transaction Data will be maintained by Conga in perpetuity. Customer and Other Signing Parties may access,  during the term of the Agreement for the Subscription Service, audit trail information that provides the details  of the Electronic Signatures. Completed documents are returned to Other Signing Parties and Customer via  email by attachment or through a link in an email to access the completed document and additionally, are  returned to Customer in Customer’s Salesfore.com Service, Conga Collaborate Subscription Service, or Conga  Contracts Subscription Service. The Subscription Service may allow configuration to not deliver the final  signed document and audit trail automatically to Customer and/or Other Signing Party and when such  configuration is used by Customer, Customer is solely responsible for the delivery to Other Signing Party. The  delivery of the completed documents to the Other Signing Party and back to Customer as described herein  satisfies any requirement for return of Customer Data in the Agreement. Transaction Data shall not be  considered Customer Data.

3. Enforceability of electronic signatures is based on the jurisdictions of the signatories. Electronic signatures are enforceable in most common-law jurisdictions. Please be aware that not all documents are appropriate for  Electronic Signature under the law of some jurisdictions (i.e. wills, real estate deeds). The Subscription Service  complies with the Electronic Records and Signatures in Commerce Act (ESIGN 15 U.S.C. Chapter 96), eIDAS  (910/2014/EC), and Uniform Electronic Transactions Act (UETA). Please consult legal counsel for specific  information concerning the laws governing Customer’s transaction. When consumers (as opposed to  businesses) are participating in an Electronic Signature transaction, additional rules and regulations may  require additional requirements, such as consumer consent disclosures or the consumer’s affirmative consent  to the use of Electronic Signature with the ability to withdraw their consent if they so choose. Conga does not  warrant the enforceability or validity of electronic signatures in any particular jurisdiction or circumstance.

CLM (Spring 2024) – Generator, Initiator, Business, and Enterprise Editions

Contract Lifecycle Management (CLM) is the process of managing contract creation, negotiation, execution, and maintenance. Conga CLM is a cloud-based solution that standardizes, streamlines, and automates the contract lifecycle management process — from the initial request through drafting, redlining, signing, storing, managing and reporting obligations, and renewing contracts.

Standard features across all CLM Editions* (subject to individual configuration): 

• Manage agreement templates
  • Create templates
  • Manage template versions
  • Set up template filtering rules
  • Configure query templates
• Manage agreements
  • Create, generate, send for review, negotiate, finalize, sign/execute, and activate agreements
  • Manage standard CRM approvals
  • Manage document versioning
  • Manage agreement hierarchy
  • Create and execute standard reports and charts
  • Create agreements through wizard
• Work with offline agreements
  • Create or import offline agreements
  • Perform a standard text search
  • Store agreements in a central repository

*The following variations of the CLM Editions have different features than those listed above:

Admin: Bundles all Subscription Services required to create, manage, and configure applicable CLM processes via CLM Admin or X-Author for Contracts. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes end-user functionality. For CLM Business Edition and Enterprise Edition, Admin user functionality includes Conga Approvals, which enables Admin users to configure and manage advanced workflow processes associated with Conga objects, including quotes, contracts and deals, as well as non-Conga objects. Conga Sign Admin and Conga Grid Admin are also included.

Collaborator: Collaborator users may request and generate agreements from pre-approved templates. Collaborator users: (a) may access Online Contract Collaboration for online redlining and commenting capabilities; (b) may access the contract repository, individual contracts, and related contract information; (c) perform searches, participate in approvals, receive notifications, and view reports; and (d) have access to enhanced mobile capabilities via Max, the intelligent mobile assistant. Collaborator users do not have access to X-Author for Contracts functionality.

Collaborator Lite: For infrequent users of the Subscription Services and are limited to thirty (30) logins per year. Collaborator Lite users: (a) may access Online Contract Collaboration for online redlining and commenting capabilities; (b) may access the contract repository, individual contracts, and related contract information; (c) perform searches, participate in approvals, receive notifications, and view reports may request or generate agreements from pre-approved templates. Collaborator Lite users do not have access to X-Author for Contracts functionality.

Read-Only: Read-Only users may view objects, dashboards and reports (subject to the security configuration) and search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot create new dashboards, and can not approve.

CPQ (Spring 2024) – Quick Start, Essentials, and Enterprise Editions 

Configure Price Quote (CPQ) is the process of configuring products and services, applying pricing to them, and  generating quotes based on predefined rules. Conga CPQ is a cloud-based sales tool for companies to manage this  process, enabling them to centralize, standardize, and automate the creation of products, pricing, and business rules to  produce complex quotes. 

Standard features across all CPQ Editions*(subject to individual configuration):

• Products and configuration

  • Product catalog

  • Standalone products

  • Single-level product bundles

  • Configuration rules (inclusion,  exclusion, quantity, and duration)

  • Catalog search with filters 

• Pricing management

  • Multiple price lists

  • Multiple charges

  • Related pricing

  • Pricing discounts by percentage,  amount, and volume

• Quote and order

  • Quote template designer

  • Quote in Microsoft Word, PDF, or RTF

• Reporting and analytics

  • Standard reports and charts

  • Alerts and notifications

  • Share and schedule reports

• Standard CRM approvals

*The following variations of the CPQ Editions have different features than those listed above: 

Admin: Bundles all Subscription Services needed to create and manage applicable CPQ processes. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes end-user  functionality. 

Read-Only: Read-Only users may view objects, dashboards and reports (subject to the security configuration) and  search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot  create new dashboards, and cannot approve quotes.

Revenue Lifecycle Cloud CPQ (Spring 2024) 

Configure Price Quote (CPQ) is the process of configuring products and services, applying pricing to them, and  generating quotes based on predefined rules. Revenue Lifecycle Cloud CPQ (RLC CPQ) is a cloud-based sales tool  for companies to manage this process, enabling them to centralize, standardize, and automate the creation of  products, pricing, and business rules to produce complex quotes. 

User/Transaction Type Definitions: 

• Admin: May create and manage applicable RLC CPQ processes. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes access to all the functional capabilities of RLC CPQ. Conga Sign Admin and Conga Composer Admin are also included (see “Additional, Included Products” below).

• User: May select a product or service from the product catalog, and then configure, price, revise, approve, and generate a quote. Users can configure any type of product or service offering with unlimited features, options, bundles and constraint rules. Supports multiple pricing and adjustment options, including subscription pricing, pricing ramps, markups and overrides. Also includes capabilities like the guided selling engine with recommendation and replacement rules, product visibility rules, numeric expressions and asset-based ordering. Users have access to all of the capabilities of Conga Revenue Lifecycle Cloud CPQ.

• Approver: May view objects, dashboards and reports (subject to the security configuration) and search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, and cannot create new dashboards.

• Read Only: May view objects, dashboards and reports (subject to the security configuration) and search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot create new dashboards, and cannot approve quotes.

• API Digital Commerce Transaction: Each transaction represents a full quote lifecycle including creation, cart revisions, cart finalization, order approval, quote document generation and eSignature, with the core transaction measure being the creation of a quote regardless of whether all, part, or none of the quote results in a final/approved quote. API Digital Commerce Transactions are only applicable if purchased in addition to RLC CPQ. 

Storage:  

RLC CPQ includes the following storage entitlements:  

• Per user:

  • Data Storage: 40MB per User, aggregated and pooled across the existing org

  • File Storage: 4GB per User, aggregated and pooled across the existing org

• Per org:

  • Sandbox environments:

  • 2 Partial Sandboxes with 5 GB file storage & 5 GB data storage each. A “Partial Sandbox” is a developer sandbox, including metadata, plus the sample data defined during sandbox setup. 

Additional, Included Products:  

Subscription to RLC CPQ includes access to Conga Composer and Conga Sign to support and enhance the RLC  CPQ experience, subject to the permissions indicated in the above table and the following restrictions:  

• Conga Composer:

  • Users may only utilize Conga Composer for quoting purposes. If a user requires document generation outside their quoting/RLC CPQ use case, purchase of a standalone Conga Composer subscription is required. 

  • Users may execute a maximum of three (3) Conga Composer Transactions for each quote generated in RLC CPQ. Additional usage requires the purchase of Revenue Lifecycle Cloud Composer Advanced Usage. “Conga Composer Transaction” means the population of a single quote template through Conga Composer by retrieving from a third-party service, regardless of whether all, part, or none of the document represents a final/approved quote.

• Conga Sign:

  • Users may only utilize Conga Sign for quoting purposes. If a user requires eSignature outside their quoting/RLC CPQ use case, purchase of a standalone Conga Sign subscription is required.

  • Users may execute a maximum of three (3) Conga Sign Transactions per each quote generated in RLC CPQ. Additional usage requires the purchase of Revenue Lifecycle Cloud Sign Advanced Usage. “Conga Sign Transaction” means the sending of a single quote through Conga Sign to one or multiple parties in a single action, regardless of whether all, part, or none of the parties sign the document.

Conga Collaborate (Spring 2024) 

Conga Collaborate allows users to generate documents by utilizing pre-built templates to create proposals, quotes,  invoices, and more from a variety of CRM systems in an online format. Users can share digital documents and collaborate  online in real-time with people throughout their organization. 

Conga Collaborate includes the features listed below (subject to individual configuration): 

Definitions 

“Customer Data” means all electronic data or information submitted by Customer to the Subscription Service.

Product Specific Terms 

1. All access and interactions between the Subscription Service and Customer’s Salesforce.com Service account,  other customer relationship management third-party software, and Customer’s Subscription Service account  are managed exclusively by Customer through Customer’s administration and security settings.

2. Customer may retrieve Customer’s documents stored within the Subscription Service within 30 days after  termination of the Subscription Service. Any documents or Customer Data not retrieved by Customer will be  deleted after 90 days.

    

Conga Composer (Spring 2024) 

Conga Composer enables customers to perform document generation and reporting within a variety of CRM  systems or in the independent web-based version of the application. Conga Composer allows users to populate  formatted templates with data from any standard or custom object in Salesforce or the Conga Composer Web  Application and then send the generated document via one of a variety of delivery options. 

Conga Composer includes the features listed below (subject to individual configuration): 

Definitions 

“Conga Composer Advanced Features” may include, but are not limited to, URL access to Conga Composer  Subscription Service generated documents, SMS features, analytics for Conga Composer Subscription Service  generated documents, and advanced customer templates used with the Conga Composer Subscription Service. 

“Service Event” means (i) the execution of a single Conga Composer Subscription Service URL triggered via link or  button, Conga Trigger Subscription Service, Conga Batch Subscription Service, or by any programmatic means, (ii) the  generation of any letter, label, or envelope output file from Conga Mail Merge Subscription Service containing one or  more letters, labels, or envelopes, or (iii) the scheduled execution of an individual Conga Batch, regardless of whether  any output file is distributed. 

“Customer Data” means all electronic data or information submitted by Customer to the Subscription Service. 

“Salesforce.com Service” means the service provided by salesforce.com, inc. to which Customer must have a separate  license in order to obtain or use the Subscription Service. 

Product Specific Terms 

1. Customer acknowledges and agrees that with each use of the Subscription Service initiated by Customer’s  Salesforce.com Service authenticated users, the Subscription Service will access Customer’s Salesforce.com  Service account to retrieve, manipulate, process, and modify Customer Data based on Customer’s configuration  of the Subscription Service and Customer expressly consents to such access. If the Subscription Service cannot, for any reason outside of Conga’s control, access Customer’s Salesforce.com Service, Conga will be excused from any nonperformance of the Subscription Service. Customer acknowledges that to provide the Subscription  Service, Customer Data leaves the salesforce.com system.

2. Customer’s license to Conga Batch and Conga Trigger are subject to the number of Service Events purchased  in an Order.

3. Conga may remotely audit Customer’s use of the Subscription Service to ensure such use is in accordance with  the number of Users, Services Events, and SMS Events in the applicable Order(s). If Customer exceeds the  authorized number of Users, SMS Events, or Service Events licensed, Conga may invoice Customer for excess use.

4. The Order for the Subscription Service will identify the User types and/or edition of the Subscription Service  applicable to Customer’s subscriptions.

5. Customer Data is not backed up with the Subscription Service.

Conga Contracts for Salesforce (Spring 2024) 

Conga Contracts for Salesforce allows users to send contracts directly from Salesforce, compare versions, sync data back  to Salesforce, and maintain an audit trail. 

Conga Contracts for Salesforce includes the features listed below (subject to individual configuration): 

Definitions 

“Customer Data” means all electronic data or information submitted by Customer to the Subscription Service.

Product Specific Terms 

1. Customer Data stored by Conga in providing the Subscription Service shall be deleted by Conga within 90 days of termination or expiration of the Agreement. Conga does not have any obligation to return Customer Data stored by Conga.

Conga Contracts (Spring 2024) 

Conga Contracts is a solution that streamlines and automates the contract life cycle management throughout the entire  process — creating contracts, sending and receiving approvals, making and tracking changes, and reporting. 

Conga Contracts includes the features listed below (subject to individual configuration): 

Definitions 

“Customer Data” means all electronic data or information submitted by Customer to the Subscription Service Product Specific Terms 

1. Upon termination of the Subscription Service, Conga shall return Customer Data maintained in the  Subscription Service in a PostGreSQL format at no fee, within 15 business days from the date of termination. If  Customer requests Customer Data in a custom format Customer shall pay time and materials for such custom  format (as agreed upon by Conga and Customer). Conga shall delete all Customer Data from the Subscription  Service within a reasonable time after delivery of Customer Data. For the avoidance of doubt, Customer can  download Customer’s documents and files stored in the Subscription Service, in the format they are stored, at  any time during Customer’s access to the Subscription Service. Conga may maintain Customer Data in an  archived backup form for up to 12 months from expiration or termination of the Agreement which will be  deleted on a rolling monthly basis.

2. The Order for the Subscription Service will identify the User types and/or edition of the Subscription Service  applicable to Customer’s subscriptions.

Conga Grid (Spring 2024) 

Conga Grid allows users to analyze data in Salesforce with dynamic view and action options, such as  conditional formatting, sorting, and mass updates. 

Conga Grid includes the features listed below (subject to individual configuration): 

Definitions 

“Salesforce.com Service” means the service provided by salesforce.com, inc. to which Customer must have a separate  license in order to obtain or use the Subscription Service. 

“Customer Data” means all electronic data or information submitted by Customer to the Subscription Service

Product Specific Terms 

1. Customer is responsible for disabling or enabling Subscription Service features using the Subscription  Service’s settings page that grants and/or removes features and functionality either globally, per Salesforce  Security Profile, or per User. Customer is responsible for managing the Users within the Salesforce Security  Profiles. Customer is responsible for understanding the Subscription Service’s features that are granted or  disabled either globally or on a per Security Profile basis.

2. The Subscription Service does not store Customer Data. Customer acknowledges that when Customer uses  the Subscription Service, Customer can make permanent changes and edits to Customer’s data in Customer’s  Salesforce.com Service instance, including mass updates and mass deletions, just as Customer can do directly  through Customer’s Salesforce.com Service. Customer is solely liable and responsible for the results and  outcomes of Customer’s use of the Subscription Service

Conga Orchestrate (Spring 2024) 

Conga Orchestrate allows users to define processes on a Campaign, Case, Contract, Lead, Opportunity, and/or  Business Process object (a custom object added by Conga Orchestrate), as well as any custom object in  Salesforce. When a user creates or edits records in Salesforce, Conga Orchestrate monitors these actions and executes  processes when that user’s Definitions match the record. 

Conga Orchestrate includes the features listed below (subject to individual contribution): 

Product Specific Terms 

1. Customer is responsible for disabling or enabling Subscription Service features using the Subscription  Service’s settings page that grants and/or removes features and functionality either globally, per Salesforce  Security Profile, or per User. Customer is responsible for managing the Users within the Salesforce Security  Profiles. Customer is responsible for understanding the Subscription Service’s features that are granted or  disabled either globally or on a per Security Profile basis.

2. The Subscription Service does not store Customer Data. Customer acknowledges that when Customer uses  the Subscription Service, Customer can make permanent changes and edits to Customer’s data in Customer’s  Salesforce.com Service instance, including mass updates and mass deletions, just as Customer can do directly  through Customer’s Salesforce.com Service. Customer is solely liable and responsible for the results and  outcomes of Customer’s use of the Subscription Service.

Conga Sign (Spring 2024) 

Conga Sign is an e-signature application that can operate withing a CRM system like for Salesforce or independently as a  web-based application. Users can initiate a Conga Sign process from any object in the applicable CRM system or in the  web-based version of the application through APIs using pre-defined templates or by adding signature tags in real- time. Users may select recipients, set the signing order, and send the document to be signed. 

Conga Sign includes the features listed below (subject to individual configuration): 

Definitions 

“Conga Sign Transaction” means the sending of a single document or set of documents at one time from the Conga  Sign Subscription Service for Electronic Signature to one or multiple parties in a single action regardless of whether  all, part, or none of the parties sign the document. 

“Customer Data” means all electronic data or information submitted by Customer to the Subscription Service. 

“Electronic Signature” means an electronic sound, symbol, or process attached to or logically associated with a record  and executed or adopted by a person with the intent to sign the record. 

“Other Signing Parties” businesses or consumers who participate in an Electronic Signature transaction but are not  the direct customer of Conga for that transaction. 

“SMS Event” means SMS (cellular text) sent from the Conga Sign Subscription Service for identity authentication  based on Customer’s configuration and whether the SMS is delivered or read. 

“Transaction Data” information collected and stored by Conga that details the circumstances surrounding the  Electronic Signature transaction such as date and time, and unique identifying information of the signatories (e.g.  email address, IP address, SMS number, etc.). 

Product Specific Terms 

1. Conga may remotely audit Customer’s use of the Subscription Service to ensure such use is in accordance  with the number of Users, Services Events, and SMS Events in the applicable Order(s). If Customer exceeds the  authorized number of Users, SMS Events, or Service Events licensed, Conga may invoice Customer for the  excess use.

2. Transaction Data will be maintained by Conga in perpetuity. Customer and Other Signing Parties may access,  during the term of the Agreement for the Subscription Service, audit trail information that provides the details  of the Electronic Signatures. Completed documents are returned to Other Signing Parties and Customer via  email by attachment or through a link in an email to access the completed document and additionally, are  returned to Customer in Customer’s Salesfore.com Service, Conga Collaborate Subscription Service, or Conga  Contracts Subscription Service. The Subscription Service may allow configuration to not deliver the final  signed document and audit trail automatically to Customer and/or Other Signing Party and when such  configuration is used by Customer, Customer is solely responsible for the delivery to Other Signing Party. The  delivery of the completed documents to the Other Signing Party and back to Customer as described herein  satisfies any requirement for return of Customer Data in the Agreement. Transaction Data shall not be  considered Customer Data.

3. Enforceability of electronic signatures is based on the jurisdictions of the signatories. Electronic signatures are enforceable in most common-law jurisdictions. Please be aware that not all documents are appropriate for  Electronic Signature under the law of some jurisdictions (i.e. wills, real estate deeds). The Subscription Service  complies with the Electronic Records and Signatures in Commerce Act (ESIGN 15 U.S.C. Chapter 96), eIDAS  (910/2014/EC), and Uniform Electronic Transactions Act (UETA). Please consult legal counsel for specific  information concerning the laws governing Customer’s transaction. When consumers (as opposed to  businesses) are participating in an Electronic Signature transaction, additional rules and regulations may  require additional requirements, such as consumer consent disclosures or the consumer’s affirmative consent  to the use of Electronic Signature with the ability to withdraw their consent if they so choose. Conga does not  warrant the enforceability or validity of electronic signatures in any particular jurisdiction or circumstance.

CLM (Spring 2024) – Generator, Initiator, Business, and Enterprise Editions

Contract Lifecycle Management (CLM) is the process of managing contract creation, negotiation, execution, and maintenance. Conga CLM is a cloud-based solution that standardizes, streamlines, and automates the contract lifecycle management process — from the initial request through drafting, redlining, signing, storing, managing and reporting obligations, and renewing contracts.

Standard features across all CLM Editions* (subject to individual configuration): 

• Manage agreement templates
  • Create templates
  • Manage template versions
  • Set up template filtering rules
  • Configure query templates
• Manage agreements
  • Create, generate, send for review, negotiate, finalize, sign/execute, and activate agreements
  • Manage standard CRM approvals
  • Manage document versioning
  • Manage agreement hierarchy
  • Create and execute standard reports and charts
  • Create agreements through wizard
• Work with offline agreements
  • Create or import offline agreements
  • Perform a standard text search
  • Store agreements in a central repository

*The following variations of the CLM Editions have different features than those listed above:

Admin: Bundles all Subscription Services required to create, manage, and configure applicable CLM processes via CLM Admin or X-Author for Contracts. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes end-user functionality. For CLM Business Edition and Enterprise Edition, Admin user functionality includes Conga Approvals, which enables Admin users to configure and manage advanced workflow processes associated with Conga objects, including quotes, contracts and deals, as well as non-Conga objects. Conga Sign Admin and Conga Grid Admin are also included.

Collaborator: Collaborator users may request and generate agreements from pre-approved templates. Collaborator users: (a) may access Online Contract Collaboration for online redlining and commenting capabilities; (b) may access the contract repository, individual contracts, and related contract information; (c) perform searches, participate in approvals, receive notifications, and view reports; and (d) have access to enhanced mobile capabilities via Max, the intelligent mobile assistant. Collaborator users do not have access to X-Author for Contracts functionality.

Collaborator Lite: For infrequent users of the Subscription Services and are limited to thirty (30) logins per year. Collaborator Lite users: (a) may access Online Contract Collaboration for online redlining and commenting capabilities; (b) may access the contract repository, individual contracts, and related contract information; (c) perform searches, participate in approvals, receive notifications, and view reports may request or generate agreements from pre-approved templates. Collaborator Lite users do not have access to X-Author for Contracts functionality.

Read-Only: Read-Only users may view objects, dashboards and reports (subject to the security configuration) and search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot create new dashboards, and can not approve.

CPQ (Spring 2024) – Quick Start, Essentials, and Enterprise Editions 

Configure Price Quote (CPQ) is the process of configuring products and services, applying pricing to them, and  generating quotes based on predefined rules. Conga CPQ is a cloud-based sales tool for companies to manage this  process, enabling them to centralize, standardize, and automate the creation of products, pricing, and business rules to  produce complex quotes. 

Standard features across all CPQ Editions*(subject to individual configuration):

• Products and configuration

  • Product catalog

  • Standalone products

  • Single-level product bundles

  • Configuration rules (inclusion,  exclusion, quantity, and duration)

  • Catalog search with filters 

• Pricing management

  • Multiple price lists

  • Multiple charges

  • Related pricing

  • Pricing discounts by percentage,  amount, and volume

• Quote and order

  • Quote template designer

  • Quote in Microsoft Word, PDF, or RTF

• Reporting and analytics

  • Standard reports and charts

  • Alerts and notifications

  • Share and schedule reports

• Standard CRM approvals

*The following variations of the CPQ Editions have different features than those listed above: 

Admin: Bundles all Subscription Services needed to create and manage applicable CPQ processes. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes end-user  functionality. 

Read-Only: Read-Only users may view objects, dashboards and reports (subject to the security configuration) and  search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot  create new dashboards, and cannot approve quotes.

Revenue Lifecycle Cloud CPQ (Spring 2024) 

Configure Price Quote (CPQ) is the process of configuring products and services, applying pricing to them, and  generating quotes based on predefined rules. Revenue Lifecycle Cloud CPQ (RLC CPQ) is a cloud-based sales tool  for companies to manage this process, enabling them to centralize, standardize, and automate the creation of  products, pricing, and business rules to produce complex quotes. 

User/Transaction Type Definitions: 

• Admin: May create and manage applicable RLC CPQ processes. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes access to all the functional capabilities of RLC CPQ. Conga Sign Admin and Conga Composer Admin are also included (see “Additional, Included Products” below).

• User: May select a product or service from the product catalog, and then configure, price and generate a quote. Users can configure any type of product or service offering with unlimited features, options, bundles and constraint rules. Supports multiple pricing and adjustment options, including subscription pricing, pricing ramps, markups and overrides.

• Approver: May view objects, dashboards and reports (subject to the security configuration) and search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, and cannot create new dashboards.

• Read Only: May view objects, dashboards and reports (subject to the security configuration) and search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot create new dashboards, and cannot approve quotes.

• API Digital Commerce Transaction: Each transaction represents a full quote lifecycle including creation, cart revisions, cart finalization, order approval, quote document generation and eSignature, with the core transaction measure being the creation of a quote regardless of whether all, part, or none of the quote results in a final/approved quote. API Digital Commerce Transactions are only applicable if purchased in addition to RLC CPQ. 

Storage:  

RLC CPQ includes the following storage entitlements:  

• Per user:

  • Data Storage: 40MB per User, aggregated and pooled across the existing org

  • File Storage: 4GB per User, aggregated and pooled across the existing org

• Per org:

  • Sandbox environments:

  • 2 Partial Sandboxes with 5 GB file storage & 5 GB data storage each. A “Partial Sandbox” is a developer sandbox, including metadata, plus the sample data defined during sandbox setup. 

Additional, Included Products:  

Subscription to RLC CPQ includes access to Conga Composer and Conga Sign to support and enhance the RLC  CPQ experience, subject to the permissions indicated in the above table and the following restrictions:  

• Conga Composer:

  • Users may only utilize Conga Composer for quoting purposes. If a user requires document generation outside their quoting/RLC CPQ use case, purchase of a standalone Conga Composer subscription is required. 

  • Users may execute a maximum of three (3) Conga Composer Transactionsforeach quote generated in RLC CPQ. Additional usage requires the purchase of Revenue Lifecycle Cloud Composer Advanced Usage. “Conga Composer Transaction” means the population of a single quote template through Conga Composer by retrieving from a third-party service, regardless of whether all, part, or none of the document represents a final/approved quote.

• Conga Sign:

  • Users may only utilize Conga Sign for quoting purposes. If a user requires eSignature outside their quoting/RLC CPQ use case, purchase of a standalone Conga Sign subscription is required.

  • Users may execute a maximum of three (3) Conga Sign Transactions per each quote generated in RLC CPQ. Additional usage requires the purchase of Revenue Lifecycle Cloud Sign Advanced Usage. “Conga Sign Transaction” means the sending of a single quote through Conga Sign to one or multiple parties in a single action, regardless of whether all, part, or none of the parties sign the document.

Conga Collaborate (Spring 2024) 

Conga Collaborate allows users to generate documents by utilizing pre-built templates to create proposals, quotes,  invoices, and more from a variety of CRM systems in an online format. Users can share digital documents and collaborate  online in real-time with people throughout their organization. 

Conga Collaborate includes the features listed below (subject to individual configuration): 

Conga Composer (Spring 2024) 

Conga Composer enables customers to perform document generation and reporting within a variety of CRM  systems or in the independent web-based version of the application. Conga Composer allows users to populate  formatted templates with data from any standard or custom object in Salesforce or the Conga Composer Web  Application and then send the generated document via one of a variety of delivery options. 

Conga Composer includes the features listed below (subject to individual configuration): 

Conga Contracts for Salesforce (Spring 2024) 

Conga Contracts for Salesforce allows users to send contracts directly from Salesforce, compare versions, sync data back  to Salesforce, and maintain an audit trail. 

Conga Contracts for Salesforce includes the features listed below (subject to individual configuration): 

Conga Contracts (Spring 2024) 

Conga Contracts is a solution that streamlines and automates the contract life cycle management throughout the entire  process — creating contracts, sending and receiving approvals, making and tracking changes, and reporting. 

Conga Contracts includes the features listed below (subject to individual configuration): 

Conga Grid (Spring 2024) 

Conga Grid allows users to analyze data in Salesforce with dynamic view and action options, such as  conditional formatting, sorting, and mass updates. 

Conga Grid includes the features listed below (subject to individual configuration): 

Conga Orchestrate (Spring 2024) 

Conga Orchestrate allows users to define processes on a Campaign, Case, Contract, Lead, Opportunity, and/or  Business Process object (a custom object added by Conga Orchestrate), as well as any custom object in  Salesforce. When a user creates or edits records in Salesforce, Conga Orchestrate monitors these actions and executes  processes when that user’s Definitions match the record. 

Conga Orchestrate includes the features listed below (subject to individual contribution): 

Conga Sign (Spring 2024) 

Conga Sign is an e-signature application that can operate withing a CRM system like for Salesforce or independently as a  web-based application. Users can initiate a Conga Sign process from any object in the applicable CRM system or in the  web-based version of the application through APIs using pre-defined templates or by adding signature tags in real- time. Users may select recipients, set the signing order, and send the document to be signed. 

Conga Sign includes the features listed below (subject to individual configuration): 

CLM (Spring 2023) – Generator, Initiator, Business, and Enterprise Editions

Contract Lifecycle Management (CLM) is the process of managing contract creation, negotiation, execution, and maintenance. Conga CLM is a cloud-based solution that standardizes, streamlines, and automates the contract lifecycle management process — from the initial request through drafting, redlining, signing, storing, managing and reporting obligations, and renewing contracts.

Standard features across all CLM Editions* (subject to individual configuration): 

• Manage agreement templates
  • Create templates
  • Manage template versions
  • Set up template filtering rules
  • Configure query templates
• Manage agreements
  • Create, generate, send for review, negotiate, finalize, sign/execute, and activate agreements
  • Manage standard CRM approvals
  • Manage document versioning
  • Manage agreement hierarchy
  • Create and execute standard reports and charts
  • Create agreements through wizard
• Work with offline agreements
  • Create or import offline agreements
  • Perform a standard text search
  • Store agreements in a central repository

*The following variations of the CLM Editions have different features than those listed above:

Admin: Bundles all Subscription Services required to create, manage, and configure applicable CLM processes via CLM Admin or X-Author for Contracts. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes end-user functionality. For CLM Business Edition and Enterprise Edition, Admin user functionality includes Conga Approvals, which enables Admin users to configure and manage advanced workflow processes associated with Conga objects, including quotes, contracts and deals, as well as non-Conga objects. Conga Sign Admin and Conga Grid Admin are also included.

Collaborator: Collaborator users may request and generate agreements from pre-approved templates. Collaborator users: (a) may access Online Contract Collaboration for online redlining and commenting capabilities; (b) may access the contract repository, individual contracts, and related contract information; (c) perform searches, participate in approvals, receive notifications, and view reports; and (d) have access to enhanced mobile capabilities via Max, the intelligent mobile assistant. Collaborator users do not have access to X-Author for Contracts functionality.

Collaborator Lite: For infrequent users of the Subscription Services and are limited to thirty (30) logins per year. Collaborator Lite users: (a) may access Online Contract Collaboration for online redlining and commenting capabilities; (b) may access the contract repository, individual contracts, and related contract information; (c) perform searches, participate in approvals, receive notifications, and view reports may request or generate agreements from pre-approved templates. Collaborator Lite users do not have access to X-Author for Contracts functionality.

Read-Only: Read-Only users may view objects, dashboards and reports (subject to the security configuration) and search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot create new dashboards, and can not approve.

CPQ (Spring 2023) – Quick Start, Essentials, and Enterprise Editions 

Configure Price Quote (CPQ) is the process of configuring products and services, applying pricing to them, and  generating quotes based on predefined rules. Conga CPQ is a cloud-based sales tool for companies to manage this  process, enabling them to centralize, standardize, and automate the creation of products, pricing, and business rules to  produce complex quotes. 

Standard features across all CPQ Editions*(subject to individual configuration):

• Products and configuration

  • Product catalog

  • Standalone products

  • Single-level product bundles

  • Configuration rules (inclusion,  exclusion, quantity, and duration)

  • Catalog search with filters 

• Pricing management

  • Multiple price lists

  • Multiple charges

  • Related pricing

  • Pricing discounts by percentage,  amount, and volume

• Quote and order

  • Quote template designer

  • Quote in Microsoft Word, PDF, or RTF

• Reporting and analytics

  • Standard reports and charts

  • Alerts and notifications

  • Share and schedule reports

• Standard CRM approvals

*The following variations of the CPQ Editions have different features than those listed above: 

Admin: Bundles all Subscription Services needed to create and manage applicable CPQ processes. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes end-user  functionality. 

Read-Only: Read-Only users may view objects, dashboards and reports (subject to the security configuration) and  search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot  create new dashboards, and cannot approve quotes.

Conga Collaborate (Spring 2023) 

Conga Collaborate allows users to generate documents by utilizing pre-built templates to create proposals, quotes,  invoices, and more from a variety of CRM systems in an online format. Users can share digital documents and collaborate  online in real-time with people throughout their organization. 

Conga Collaborate includes the features listed below (subject to individual configuration): 

Conga Composer (Spring 2023)

Conga Composer enables customers to perform document generation and reporting within a variety of CRM  systems or in the independent web-based version of the application. Conga Composer allows users to populate  formatted templates with data from any standard or custom object in Salesforce or the Conga Composer Web  Application and then send the generated document via one of a variety of delivery options. 

Conga Composer includes the features listed below (subject to individual configuration): 

Conga Contracts for Salesforce (Spring 2023) 

Conga Contracts for Salesforce allows users to send contracts directly from Salesforce, compare versions, sync data back  to Salesforce, and maintain an audit trail. 

Conga Contracts for Salesforce includes the features listed below (subject to individual configuration): 

Conga Contracts (Spring 2023)

Conga Contracts is a solution that streamlines and automates the contract life cycle management throughout the entire  process — creating contracts, sending and receiving approvals, making and tracking changes, and reporting. 

Conga Contracts includes the features listed below (subject to individual configuration): 

Conga Grid (Spring 2023) 

Conga Grid allows users to analyze data in Salesforce with dynamic view and action options, such as  conditional formatting, sorting, and mass updates. 

Conga Grid includes the features listed below (subject to individual configuration): 

Conga Orchestrate (Spring 2023) 

Conga Orchestrate allows users to define processes on a Campaign, Case, Contract, Lead, Opportunity, and/or  Business Process object (a custom object added by Conga Orchestrate), as well as any custom object in  Salesforce. When a user creates or edits records in Salesforce, Conga Orchestrate monitors these actions and executes  processes when that user’s Definitions match the record. 

Conga Orchestrate includes the features listed below (subject to individual contribution): 

Conga Sign (Spring 2023) 

Conga Sign is an e-signature application that can operate withing a CRM system like for Salesforce or independently as a  web-based application. Users can initiate a Conga Sign process from any object in the applicable CRM system or in the  web-based version of the application through APIs using pre-defined templates or by adding signature tags in real- time. Users may select recipients, set the signing order, and send the document to be signed. 

Conga Sign includes the features listed below (subject to individual configuration): 

CLM (Spring 2021) – Generator, Initiator, Business, and Enterprise Editions

Contract Lifecycle Management (CLM) is the process of managing contract creation, negotiation, execution, and maintenance. Conga CLM is a cloud-based solution that standardizes, streamlines, and automates the contract lifecycle management process — from the initial request through drafting, redlining, signing, storing, managing and reporting obligations, and renewing contracts.

Standard features across all CLM Editions* (subject to individual configuration): 

• Manage agreement templates
  • Create templates
  • Manage template versions
  • Set up template filtering rules
  • Configure query templates
• Manage agreements
  • Create, generate, send for review, negotiate, finalize, sign/execute, and activate agreements
  • Manage standard CRM approvals
  • Manage document versioning
  • Manage agreement hierarchy
  • Create and execute standard reports and charts
  • Create agreements through wizard
• Work with offline agreements
  • Create or import offline agreements
  • Perform a standard text search
  • Store agreements in a central repository

*The following variations of the CLM Editions have different features than those listed above:

Admin: Bundles all Subscription Services required to create, manage, and configure applicable CLM processes via CLM Admin or X-Author for Contracts. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes end-user functionality. For CLM Business Edition and Enterprise Edition, Admin user functionality includes Conga Approvals, which enables Admin users to configure and manage advanced workflow processes associated with Conga objects, including quotes, contracts and deals, as well as non-Conga objects. Conga Sign Admin and Conga Grid Admin are also included.

Collaborator: Collaborator users may request and generate agreements from pre-approved templates. Collaborator users: (a) may access Online Contract Collaboration for online redlining and commenting capabilities; (b) may access the contract repository, individual contracts, and related contract information; (c) perform searches, participate in approvals, receive notifications, and view reports; and (d) have access to enhanced mobile capabilities via Max, the intelligent mobile assistant. Collaborator users do not have access to X-Author for Contracts functionality.

Collaborator Lite: For infrequent users of the Subscription Services and are limited to thirty (30) logins per year. Collaborator Lite users: (a) may access Online Contract Collaboration for online redlining and commenting capabilities; (b) may access the contract repository, individual contracts, and related contract information; (c) perform searches, participate in approvals, receive notifications, and view reports may request or generate agreements from pre-approved templates. Collaborator Lite users do not have access to X-Author for Contracts functionality.

Read-Only: Read-Only users may view objects, dashboards and reports (subject to the security configuration) and search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot create new dashboards, and can not approve.

CPQ (Spring 2021) – Quick Start, Essentials, and Enterprise Editions 

Configure Price Quote (CPQ) is the process of configuring products and services, applying pricing to them, and  generating quotes based on predefined rules. Conga CPQ is a cloud-based sales tool for companies to manage this  process, enabling them to centralize, standardize, and automate the creation of products, pricing, and business rules to  produce complex quotes. 

Standard features across all CPQ Editions*(subject to individual configuration):

• Products and configuration

  • Product catalog

  • Standalone products

  • Single-level product bundles

  • Configuration rules (inclusion,  exclusion, quantity, and duration)

  • Catalog search with filters 

• Pricing management

  • Multiple price lists

  • Multiple charges

  • Related pricing

  • Pricing discounts by percentage,  amount, and volume

• Quote and order

  • Quote template designer

  • Quote in Microsoft Word, PDF, or RTF

• Reporting and analytics

  • Standard reports and charts

  • Alerts and notifications

  • Share and schedule reports

• Standard CRM approvals

*The following variations of the CPQ Editions have different features than those listed above: 

Admin: Bundles all Subscription Services needed to create and manage applicable CPQ processes. An Admin user who is also an end-user does not need an additional end-user subscription because admin functionality includes end-user  functionality. 

Read-Only: Read-Only users may view objects, dashboards and reports (subject to the security configuration) and  search for records, with the following restrictions: cannot edit a record, cannot receive alerts and notifications, cannot  create new dashboards, and cannot approve quotes.

Conga Collaborate (Spring 2021) 

Conga Collaborate allows users to generate documents by utilizing pre-built templates to create proposals, quotes,  invoices, and more from a variety of CRM systems in an online format. Users can share digital documents and collaborate  online in real-time with people throughout their organization. 

Conga Collaborate includes the features listed below (subject to individual configuration): 

Conga Composer (Spring 2021)

Conga Composerenables Salesforce customers to perform document generation and reporting within Salesforce. Conga Composer allows users to populate formatted templates with data from any standard or custom object in Salesforce, then send the generated document via one of a variety of delivery options.

Conga Composer includes the features listed below(subject to individual configuration):

Conga Contracts for Salesforce (Spring 2021) 

Conga Contracts for Salesforce allows users to send contracts directly from Salesforce, compare versions, sync data back  to Salesforce, and maintain an audit trail. 

Conga Contracts for Salesforce includes the features listed below (subject to individual configuration): 

Conga Contracts (Spring 2021)

Conga Contracts is a solution that streamlines and automates the contract life cycle management throughout the entire  process — creating contracts, sending and receiving approvals, making and tracking changes, and reporting. 

Conga Contracts includes the features listed below (subject to individual configuration): 

Conga Grid (Spring 2021) 

Conga Grid allows users to analyze data in Salesforce with dynamic view and action options, such as  conditional formatting, sorting, and mass updates. 

Conga Grid includes the features listed below (subject to individual configuration): 

Conga Orchestrate (Spring 2021) 

Conga Orchestrate allows users to define processes on a Campaign, Case, Contract, Lead, Opportunity, and/or  Business Process object (a custom object added by Conga Orchestrate), as well as any custom object in  Salesforce. When a user creates or edits records in Salesforce, Conga Orchestrate monitors these actions and executes  processes when that user’s Definitions match the record. 

Conga Orchestrate includes the features listed below (subject to individual contribution): 

Conga Sign (Spring 2021) 

Conga Sign is an e-signature application made specifically for Salesforce. Users can initiate a Conga Sign process from any object in Salesforce using pre-defined templates or by adding signature tags in real-time. Users may select up to 10 recipients, set the signing order, and send the document to be signed. All signing activity is tracked and updated in Salesforce.

Conga Sign includes the features listed below(subject to individual configuration):