home

CLM for Advantage Platform

Adobe Sign ServicesAiMeAdvantage 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 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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release
Adobe Sign ServicesAiMeAdvantage 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 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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

CLM for Advantage Platform

Contract Requests Management

Approving a Contract Request

  • The administrator has granted the Approve action permission to the contract manager on the ContractRequest object.
  • The contract request is in Pending Approval status.
  • The administrator has turned on the Approval of the Contract Request toggle in Contract Request Settings > Enable Duplicate Check to run duplicate checks during contract request approval.
Contract managers can approve a contract request by opening the contract request from the Incoming Requests tab.
  1. Open the contract request from the Incoming Requests tab.
  2. On the Summary tab, click Approve.
  3. If the administrator has enabled duplicate checking and matching records are detected upon submission, the Potential Duplicate records found window appears listing existing contracts or contract requests that match your request details.
    Note:

    • Only active or in-flight contracts (Request, In Authoring, In Review, In Signatures, In Effect, and so on) are displayed.

    • Contracts in Expired or Terminated status are excluded and does not appear in the duplicate list.

  4. Click Proceed submission to bypass the warning and continue submitting the contract request (or) Click Cancel request to cancel the submission and return to the request form. The status of the contract request is updated to Canceled (or) Click the Close to close the window.
  5. (Optional) Enter the approval comments.
  6. Click Yes.
When all approval levels are completed, the request status is updated to Approved and is available in the My Requests tab.

October 21, 2026