These Release Notes contain the following information about Conga Sign Winter '20 Release.

For more information on new features, enhancements, and document improvements refer to What's New in Conga Sign Documentation

  • Packages: Lists packages that are required to upgrade to this release of the product

  • System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
  • New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information

  • Enhancements: Provides high-level descriptions of enhancements to existing features
  • Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
  • Known Issues: Lists known issues that are applicable in this release

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.


The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.


Latest Certified Version

(Version Name | Version Number)

Conga Sign


System Requirements and Supported Platforms 

The following table lists the minimum requirements for installing and using Conga Composer.

System RequirementMinimum Supported Version
Salesforce Edition
  • Performance / Unlimited
  • Enterprise
  • Professional (limitations may exist)
  • Developer
  • Sales Cloud
  • Service Cloud
  • / App Cloud
  • Health Cloud
  • Financial Services Cloud
  • Quote-to-Cash
  • Google Chrome®
  • Mozilla Firefox®
    • See Mozilla getting started to ensure Salesforce works optimally with Firefox, update the browser’s configuration settings.
  • See Supported browsers for Salesforce Classic. Salesforce Classic is supported with Microsoft® Internet Explorer® version 9, 10, and 11, and Apple® Safari® version 11.x on macOS. The most recent stable versions of Microsoft Edge, Mozilla® Firefox®, and Google Chrome™ are also supported. There are some limitations.
  • Supported browsers for the Lightning experience. See the supported browsers and limitations for Lightning Experience.
  • Recommendations and Requirements for all browsers. For the best experience and security, follow these guidelines.
    • For all browsers, enable JavaScript, cookies, and TLS 1.2. If TLS 1.2 isn’t available, enable TLS 1.1. Browsers that don’t support TLS 1.1 or TLS 1.2 won’t be able to access Salesforce after we deactivate TLS 1.0. Deactivation has already occurred in sandbox orgs and concludes with production orgs on July 22, 2017.
    • Some features use iframes to work in Lightning Experience, so you must have the appropriate browser security settings for iframes to load correctly. Follow your browser’s instructions to enable working with iframes and third-party cookies. For example: In Internet Explorer, set the Launching programs and files in an IFRAME security setting to Enable orPrompt. In Safari, we recommend changing your privacy settings for cookies to Allow from websites I visit. In Chrome, make sure that Block third-party cookies and site data isn’t selected in the Content settings.
    • The minimum screen resolution required to support all Salesforce features is 1024 x 768. Lower screen resolutions don’t always properly display Salesforce features such as Report Builder and Page Layout Editor.
    • For Mac OS users on Apple Safari or Chrome, make sure the system setting Show scroll bar is set to Always.
    • Some third-party browser plug-ins and extensions can interfere with the functionality of Chatter. If you experience malfunctions or inconsistent behavior with Chatter, disable the browser's plug-ins and extensions and try again.
Template Software
  • Microsoft Office® 2016 (Mac or PC)
  • Adobe Acrobat® XI, Acrobat Reader
Adobe LiveCycle PDFs are not supported.
MobileCompatible with Salesforce1 and all mobile browsers when configured following the documentation.

Upgrade Notes

All Conga Sign Winter '20 features are available in Salesforce orgs with Conga Sign version 1.54 on November 4, 2020.

  • If you do not have Conga Sign version 1.54, upgrade to this version from the Salesforce AppExchange.

New Features 

The following features are new to Conga Sign in this release.

Attachment Tags

  • Conga Sign features new Attachment tags that allow recipients to upload additional supporting files in the signing user interface.
  • Attached files are directly uploaded as a Salesforce file on the associated Salesforce object record.
  • For more information, see Attachment Tags.

Business Units

  • Business Units are now available in Conga Sign Setup.
  • Business Units allow users to configure and customize branding for specific organizations, departments, and entities in a Salesforce org Conga Sign Transactions and emails.
  • For more information on Business Units, see Business Units and Configuring Business Units.

Create New Recipients for a Transaction

  • Conga Sign provides users the capability to create and add new recipients in the Create Transaction user interface. This allows users to add new recipients, who are not existing Contacts, Leads, or Users in Salesforce, to a Conga Sign Transaction. Administrators can also use Conga Sign parameters and Composer integration parameters to automatically create and add new Conga Sign Recipients to a transaction.
  • For more information see, Creating New Recipients in the Create Transaction User Interface.


There were no new enhancement for this release.

Resolved Issues 

There were no new resolved issues for this release.

Known Issues 

There were no known issues for this release.