Budget planning season and year-end initiatives will be here before you know it. For organizations running Conga Contracts for Salesforce or Conga CLM (formerly Apttus CLM), summer is the ideal window to get ahead of it — while renewal volume is manageable and your team has room to make process changes without disrupting an active crunch.
Contract renewal problems rarely manifest as a single, big failure. They show up as a missed notification here, a manual approval bottleneck there, an expiration nobody caught until a customer or vendor asked about it. Individually, these are minor. Compounded across a full contract portfolio heading into Q4 and year-end, they add up to real risk and real hours lost to manual cleanup.
Summer gives you the breathing room to fix the process rather than just work around it.
Automate renewal notifications. If your team is still tracking expiration dates in a spreadsheet or relying on someone remembering to check, you’re one vacation or role change away from a missed renewal. Both Conga Contracts for Salesforce and Conga CLM support automated notification workflows that flag upcoming expirations well before they become urgent — the earlier the flag, the more negotiating leverage and lead time your team keeps.
Standardize approval workflows. Inconsistent approval paths are among the most common sources of renewal delays. When approval requirements vary by contract type, dollar value, or business unit, and there are no clear, configured rules, contracts stall in inboxes, waiting on the "right" approver to notice them. Standardizing these workflows in Conga removes the guesswork and gives you a consistent, auditable trail for every renewal.
Improve visibility into upcoming expirations. It’s hard to plan for what you can’t see. A clear, centralized view of what’s expiring and when turns renewals from a reactive scramble into a planned part of your quarterly cadence. This is especially valuable as budget planning begins, when leadership wants accurate forecasts of contract spend and renewal commitments.
None of this is a major platform overhaul. It’s targeted process investment in the tool you’re already using. But the return is real: less manual effort chasing down contract status, lower risk of an expired agreement catching your business off guard, and a stronger operational position heading into the second half of the year.
If your Conga instance isn’t doing all three of these today, summer is the right time to close the gap - before renewal volume picks back up. We’re happy to take a look at your current configuration and point out the quickest wins.