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Conga for Google Docs

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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 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

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Conga for Google Docs

Using Clause Library

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Cloning a Clause

Cloning a clause makes a duplicate of an existing clause that you can modify or customize without affecting the original.

To clone a clause from an existing clause

  1. Sign in to Google Docs.
  2. Open a document and open Extensions > Conga for Google Docs > Launch.
    The Conga for Google Docs pane appears.
  3. Log in to Conga for Google Docs.
    The Home page appears.
  4. You can clone a clause in two ways:
    • Go to the Clause Library, click the More () icon adjacent to the clause name, and select the Clone option.
      Note:

      The latest clause version's content will be considered for cloning.

    • Open and lock the clause version to clone. Click the More () icon next to the lock icon in the top right corner, and select the Clone option.
  5. The Clone Clause pane appears. You can change a clause's settings when you clone it. Specify the following fields:

    Field

    Description

    Name

    Change the name of the cloned clause. By default, the new name automatically starts with "Copy" followed by the original clause name. You have the option to change the settings of your clause when you clone it.

    Agreement Types

    By default, the original clause's values are automatically chosen. You can change them.

    From the picklist, you can select multiple agreement types to associate with your clause. The Agreement Types value determines which clauses are available at the time of agreement generation. If your clause's agreement type matches your agreement record's agreement type, you will see that clause in the list of available clauses when the document is generated.

    Category

    Choose the category from the picklist. Clause categories are defined by the Conga CLM administrator. This field is usually used by clause administrators to categorize clauses they created.

    Subcategory

    The subcategory is a dependent field. Subcategories are populated based on the value chosen for the Category field. Subcategories are defined by the Conga CLM administrator.

    Language

    Choose the default clause language from the picklist. The default language for the clause is English (US).

    Locale

    Select the locale from the picklist. Locale allows you to define locale settings for number and currency precision, currency format, and date format. Locales can be system defaults or user-defined. You can configure custom locales in Contract Management. For more information, see Adding Custom Locale.

    Currency Format

    Select an option from the picklist to set the currency format for all currency fields in the clause.

    • Select "None" to show only the currency value. Example: {{230.00}}.
    • Select "Symbol" to display the currency value with its symbol. Example: {{$230.00}}.
    • Select "ISOCode" to show the currency value with its ISO code. Example: {{USD 230.00}}.

    Date Format

    Select an option from the picklist to choose the default format for all date fields in the clause.

    Number Precision

    Select a number from 0 to 9 to define the precision for Number or Percent field values in the clause. This enables you to define the number of digits to be displayed after the decimal (e.g., "2" for the Number or Percent field to display two digits following the decimal point).

    Currency Precision

    Select a number from 0 to 9 to define the precision for currency field values in the clause. This enables you to define the number of digits to be displayed after the decimal in currency value (e.g., "2" for the currency field to display two digits following the decimal point).

    Keywords

    Enter comma-separated keywords to associate with the clause. Keywords make it easier to search the clauses.

    Description

    Enter the description for the clause, up to 255 characters. Using this field, you can provide a detailed description of the clause.

    Guidance

    Enter guidance to help users determine the purpose of the clause.

  6. Update or modify the clause text into the document, format it with Google Editor, and click the Save button to check the clause in.
  7. A confirmation popup appears.
    • Click YES to continue working on a clause. A newly created clause opens in a new tab. Simultaneously, the add-on pane details the opened clause, its name, current version, local information, currency information, etc. Click the Lock () icon to prevent other users from editing this clause. You can customize the clause by adding new fields and clauses. For more details, see Working with Fields and Working with Clauses.
    • Click NO to close the popup.
A new clause is created and stored in Google Drive, and your clause record is checked into Conga CLM.

You can find a link to the clause document under CLM > Templates > Clauses > Versions > Related tab > Notes & Attachments. Click the Google Doc URL to open it.

Note:

The document opens in read-only mode. To edit it further, you must check it out using the Conga for Google Docs add-on.

User Guide
Salesforce
Conga for Google Docs

December 17, 2024