Contracts for Salesforce

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager Release Notes General

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager Release Notes General

Conga Product Documentation

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Contracts for Salesforce

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Contracts for Salesforce Contents

About Conga Contracts for Salesforce

What's New in the Conga CLM (Contracts for Salesforce) Guide

CLM (Contracts for Salesforce) for Administrators

CLM (Conga Contracts for Salesforce) Product Guide

Compare CLM (Conga Contracts for Salesforce) Editions

FAQ for Contracts for Salesforce installations before 2021

CLM (Contracts for Salesforce) Implementation Process

Installing CLM (Conga Contracts for Salesforce)

Setting Up Conga Contracts for Salesforce

Quickstarts Overview

CLM (Contracts for Salesforce) Integrations

Generating Documents for CLM (Conga Contracts for Salesforce) with Composer

Setting up CLM (Contracts for Salesforce) with Composer and Orchestrate

Generating Documents for CLM (Conga Contracts for Salesforce) with Salesforce CPQ

Generating Documents for CLM (Conga Contracts for Salesforce) with X-Author for Contracts

CLM (Conga Contracts for Salesforce) End-User Process with Composer Document Generation

CLM (Conga Contracts for Salesforce) End-User Process with Salesforce CPQ Document Generation

Integrating with Contract Intelligence

To integrate with Contract Intelligence

Setting up the Contract Intelligence Administrator Console

Accessing the Contract Intelligence Administrator Console

Adding the Intelligent Document Dashboard

Adding the Intelligent Document Import Button

Setting Up Contract Intelligence Object Configuration

Integrating with Slack

Integrating with Microsoft Office 365

Integrating with Online Contract Collaboration

Using Conga Orchestrate to Automatically Select Clauses in Contracts for Salesforce

Send for Negotiation for CLM (Contracts for Salesforce)

Enabling Recursive Merge Sync

Enabling or Disabling the Send for Negotiation Email Message Rich Text Editor

Hiding Buttons on View Redlines Page

Enabling Clause Guidance for View Redlines

Customizing Labels for Approvals Pages for View Redlines

Automated Recursive Merge Overview

Merging Clause Data

Managing Approvals in Object Mapping

Migrating the Clause Library and Orchestrate Definitions between Salesforce Orgs

Obligation Management Overview

CLM (Contracts for Salesforce) for Users

Conga Customer Community & Learning Center Resources

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Integrating with Contract Intelligence

You can integrate CLM (Contracts for Salesforce) with Contract Intelligence. For more information on Contract Intelligence, see Contract Intelligence for CLM.

After configuration, users can import and access documents for review.

Administrator Guide

CLM (Contracts for Salesforce)

March 3, 2025

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