• Conga Contracts for Salesforce Latest Package
  • X-Author for Contracts Latest Package

To configure Conga Contracts for Salesforce for use with X-Author for Contracts, take the following steps:

  1. Create a Template in X-Author for Contracts and check it in. See X-Author for Contracts 2.0 for more information. 
  2. From the Salesforce navigation menu, search for Object Manager in the Quick Find search menu and click Object Manager.
  3. Click Contract Agreement.
  4. Click Page Layout Assignment.
  5. Click Edit Assignment.
  6. Under Page layout to use, select Unified CLM Layout from the dropdown menu.
  7. Click Save.
  8. Click on the Contract Agreement tab from the Salesforce navigation menu.
  9. Click New to create a New Contract Agreement.
  10. Fill out the required fields. Under the Templates section, select the template you created.
  11. Click Save.

Your Contract Agreement is now configured to use X-Author for document generation.

  • In your Contract Agreement under the Details tab, there is a section called Template information that displays your selected Template.
  • The Generate Document button uses MergeService for document generation.