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Approvals for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery Agent for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Approvals for Advantage Platform

Approvals Integrations

Approvals in Slack

The Conga Approvals app for Slack lets you manage and act on approval requests directly inside Slack, without switching between applications.
Note: This feature is enabled upon request. Contact your Conga support representative to have Slack integration enabled for your Conga Advantage Platform organization.

When an approval request is triggered from a source application such as CPQ or CLM, it reaches the assigned approver in Slack automatically. Their response is processed immediately, and the approval status updates in real time, both in Slack and in the source application.

Setting up and using this integration involves the following steps, each handled by a different role in your organization:

  • Your IT Admin installs the Conga Approvals app in the Slack workspace, making it available to users across the organization. For more information, see Installing the Conga Approvals App in Slack.
  • Each Approver links their Slack account to their Conga Advantage Platform account the first time they receive an approval request. This link enables approval notifications and workflows for that user. For more information, see Linking Your Slack Account with Conga Advantage Platform.
  • Once linked, an Approver receives approval requests as interactive cards directly in a Slack message. They can review the request, open any attachments, approve or reject it, and add comments, all without leaving Slack. For more information, see Reviewing an Approval Request from Slack.

Key Capabilities

  • Receive approval requests as interactive cards in Slack direct messages.
  • Approve or reject requests directly within Slack.
  • Add comments when approving or rejecting a request.
  • View real-time updates in the source application.
  • Assign approvals to individuals, groups, queues, and roles.

Installing the Conga Approvals App in Slack

Audience: IT Admin

An active Slack workspace exists for your organization. If not, create one first. For more information, see Create a Slack workspace.

Install the Conga Approvals app to make it available to users in your Slack workspace.

  1. Log in to your organization's Slack workspace.
  2. Go to the Conga Approvals app installation link to begin installation.
  3. Select your Slack workspace when prompted.
  4. Review the requested permissions and click Allow (or equivalent). A Conga Advantage Platform Login screen appears.
  5. Log in to the Conga Advantage Platform using your credentials. An Account Linked confirmation message appears.

The Conga Approvals app is now available in your Slack workspace. To verify, search for the Conga Approvals app in your workspace's app directory.

Invite the approvers in your organization to the Slack workspace, if they aren't already members. Once a user joins the workspace, the Conga Approvals app is automatically visible to them; no separate app-level access step is needed. Workspace invitations are managed in Slack, not in Conga Approvals. For more information, see Invite people to join your workspace.

Reviewing an approval request from Slack

Audience: Approver

After you link your account, you receive approval requests as interactive cards in Slack. You can review request details, access attached documents, and act directly from the card.

Note: If consolidation is enabled, approving a request may process multiple requests assigned to you at the same time.
  1. Log in to your Slack workspace.
  2. Locate the approval notification in the Conga Approvals app.

    The approval request appears as an interactive card. Each card displays the following information.

    FieldDescription
    Assigned ByThe name of the user who assigned the approval request to you.
    Request TitleThe title of the approval request.
    StatusThe current status of the approval request.
    Request DetailsAdditional fields such as names, quantities, prices, and adjustments, based on the Display Fields configured at the Approval Flow Step. For more information, see Approval Flows.
    Attachment(s)Displays files attached to the approval request. Click an attachment to open or download the file directly from Slack.
    View in ApprovalsOpens the My Approvals page, where all requests assigned to you are listed.


  3. Review the request details, attached documents, submitted data, and approval context.
  4. Click Approve or Reject. A appears with an option to add comments.
  5. Enter comments (optional).
  6. Click Approve or Reject.
  • Your response is submitted and the approval status updates in real time in Slack and the source application. The action is recorded in My Approvals and logged in the Comments section.
  • If you approve or reject a request through email or the My Approvals page instead of Slack, Conga Approvals sends an acknowledgement card to your Slack chat confirming the action, including any comments you provide.

September 22, 2026