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CLM 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)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI 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 NotesGeneral

Conga Product Documentation

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CLM for Advantage Platform

Contract Lifecycle Management

Generating a Contract Document

After creating a contract, you must generate a contract document that can be sent for review to stakeholders You can generate a contract document using an existing template or import an existing contract document
  1. Go to the Contract Details page.
  2. Click Generate Document.
  3. Select a template or search for a template and select the template's file type.
    Note:

    If you associated a contract template with a contract type when creating a new template using Conga Drive, then those contract templates are listed for selection. For more information, see Using Conga Drive.

    Note:

    Only 100 templates are visible in the Select a Template popup. Use the search box to search for a particular template.

  4. Select a document format from the Select the Document Format section.
    Note:

    The options available in the Select the Document Format section are based on the document format setting configured by your administrator. The options are disabled if the administrator has configured a default document format. For more information, see Document Format Setup.

  5. Select a document protection type from the Select Document Protection drop-down.
    Note:

    The Select the document permission level drop-down is editable based on the document protection setting configured by your administrator. For more information, see Document Protection Setup.

  6. Select the Include Watermark checkbox to apply the watermark to the contract document.
  7. Click Create.

A new contract document is created from the selected template. You can view the contract document in the Documents tab on the left panel.

Note:

The document is assigned a name as per the format configured in Document Naming Convention setting.

User Guide
CLM

August 25, 2025