Conga CLM Contract Automation Training Course

Course overview

Contract teams often lose time and control when requests arrive through email, contracts are assembled from uncontrolled templates, approval routes are unclear, and signed obligations are difficult to report. This Conga CLM Contract Automation Training Course addresses the operational work behind a reliable contract lifecycle: converting intake requirements into structured data, generating compliant documents, routing approvals, negotiating redlines, executing agreements, and monitoring commitments after signature. It helps professionals reduce manual handoffs while preserving the controls needed by legal, sales, procurement, finance, and delivery teams.

Participants learn to configure and use core Conga CLM capabilities within a Salesforce-based environment. The course covers contract request forms, agreement types, templates, clause libraries, merge fields, conditional content, approval workflows, version control, redlining, e-signature handoff, contract records, obligation tracking, and dashboard reporting. Participants practise translating business policy into automation rules, including approval thresholds, clause fallback logic, renewal alerts, and role-based tasks. They also learn how to test a contract process before release and diagnose common data, template, and workflow failures.

Delivery combines instructor demonstrations with guided configuration labs and a continuing case study based on a supplier or customer agreement process. Each participant builds a working contract automation design: a request intake model, document template and clause setup, approval workflow map, test script, and post-signature reporting plan. This practical pack can be adapted as a scoped improvement proposal or build specification for the participant's own Conga CLM environment.

The course is designed for intermediate contract operations, legal operations, procurement, sales operations, and Salesforce platform professionals who already work with contract processes and need to automate them in Conga CLM with defensible governance.

Course objectives

By the end of this course, participants will be able to:

• Configure contract request intake fields, agreement types, and record relationships in Conga CLM
• Build a reusable contract template using merge fields, conditional sections, and data mappings
• Create clause library records with approved language, fallback positions, and clause metadata
• Design approval workflows using thresholds, routing conditions, escalation paths, and task ownership
• Manage contract versions, redlines, negotiations, and audit-history requirements within the contract record
• Integrate an e-signature handoff with DocuSign and track execution status back in Conga CLM
• Produce obligation, renewal, and cycle-time reports from structured contract data
• Write a test script and deployment checklist for a controlled contract automation release

Benefits of attending

Target competencies

Who should attend

• Contract Managers — who need to standardise intake, approvals, negotiation records, and post-signature controls
• Legal Operations Managers — who translate legal policy and clause governance into scalable contract workflows
• Procurement Managers — who need supplier agreements routed against spend thresholds and approval authority rules
• Sales Operations Managers — who support timely customer contracting without losing commercial controls
• Salesforce Administrators — who configure the Salesforce data, permissions, and automation supporting Conga CLM
• Commercial Operations Analysts — who need reliable contract data for cycle-time, renewal, and obligation reporting

Requirements and prerequisites

Participants should understand a typical contract lifecycle, including request intake, drafting, negotiation, approval, signature, renewal, and obligation management. Familiarity with Salesforce records, fields, reports, and basic navigation is expected, as Conga CLM is commonly operated in a Salesforce environment. Experience using approved templates, clause libraries, or e-signature tools is helpful. Participants do not need to be programmers and no Apex, API development, or advanced Salesforce administration certification is required. A laptop and access to a training or sandbox environment are recommended for the configuration exercises.

Training methodology

The instructor uses a Salesforce-based Conga CLM training environment to demonstrate each configuration decision, then participants apply it in guided labs. A single contract scenario progresses from intake through document generation, approvals, negotiation, e-signature, and post-signature reporting. Small groups review workflow exceptions such as non-standard clauses, high-value approvals, and renewal risk, then defend their routing logic. Daily build reviews connect configuration choices to legal and operational controls. The final session converts each participant's build into an application plan with priorities, owners, test cases, and implementation risks.

Course outline

Day 1: Conga CLM foundations and contract process design

• Conga CLM architecture within the Salesforce data model
• Contract lifecycle stages, roles, and control points
• Agreement types, contract records, and related objects
• Contract request intake forms and required-field design
• Field definitions, picklists, validation rules, and data ownership
• User roles, permissions, and segregation of duties
• Process mapping for sales, procurement, and legal contract requests

Workshop: Map a customer or supplier agreement process and produce a Conga CLM intake data dictionary with required fields, owners, and validation rules.

Day 2: Document generation and clause control

• Conga Composer document generation concepts and data sources
• Template structure, merge fields, and repeating data sections
• Conditional content rules for commercial and legal variations
• Clause library records, categories, and metadata
• Approved clauses, fallback language, and playbook guidance
• Template-to-clause associations and agreement type selection
• Document output testing and formatting troubleshooting

Workshop: Build a contract template and clause set that generates different payment and liability language from selected contract data.

Day 3: Approvals, negotiation, and execution

• Approval matrix design using value, risk, region, and deviation criteria
• Conga CLM workflow routing conditions and approval tasks
• Parallel approvals, sequential approvals, and escalation paths
• Approval delegation, reminders, and task status monitoring
• Document version control, redlining, and negotiation records
• Non-standard clause handling and legal exception workflows
• DocuSign e-signature handoff and execution-status updates

Workshop: Configure and test a multi-step approval route for a high-value agreement with a non-standard liability clause and produce the routing logic map.

Day 4: Post-signature management and reporting

• Executed contract records and searchable metadata
• Obligation records, owners, due dates, and completion evidence
• Renewal, expiry, notice-period, and auto-renewal controls
• Contract amendments, extensions, and relationship to parent agreements
• Salesforce reports for contract volume, status, and cycle time
• Dashboards for approval bottlenecks and upcoming renewals
• Data quality checks for missing terms and incomplete records

Workshop: Create an obligation and renewal tracking report pack that identifies contracts requiring action in the next 90 days.

Day 5: Testing, governance, and implementation planning

• Configuration testing across intake, documents, workflows, and signatures
• Positive, negative, boundary, and regression test cases
• Sandbox-to-production release planning and change control
• User acceptance testing roles, evidence, and defect triage
• Template and clause governance operating model
• Adoption metrics for cycle time, deviation rate, and renewal completion
• Prioritised Conga CLM automation roadmap development

Workshop: Present a contract automation release pack containing a test script, governance model, implementation backlog, and 90-day improvement plan.

Tools & standards covered

Conga CLM, Salesforce, Conga Composer, DocuSign

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions