Download page Overview of Document Buttons for Conga Contracts for Salesforce.
Overview of Document Buttons for Conga Contracts for Salesforce
In most projects, there will be three main buttons involved in the creation and delivery of your documents:
A Conga Composer button to generate the initial document
A Contracts for Salesforce button to deliver the document for negotiation
Optionally, you can use a Composer button integrated with Contracts for Salesforce to complete this step
A Conga Sign button to deliver the final document for eSignature
Depending on your requirements and eSignature provider, you can also use a Conga Composer button integrated with Conga Sign or your eSignature provider
For detailed information on each button listed above, see the following topics: