Multiple packages must be installed to implement the complete DocuSign solution. Packages for DocuSign must be installed in the order indicated in the table in this section. You begin with the Conga base packages and then install the integration packages that enable the various products to function together. 

You are recommended to download and upgrade packages in a Salesforce sandbox before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact Support before you install any packages.

The Conga Upgrade Program is an automated tool that upgrades packages available in your Salesforce org (Production or Sandbox) to the latest versions. In addition, it ensures all the Conga published managed packages are on the latest versions for the registered orgs. To register your org for push upgrade, see Registering for Conga Upgrade Program.

Install the packages in the following order.

OrderPackageInstall Center tab to access the packageRequired?
1Conga Base LibraryContract ManagementY
2

Conga Contract Lifecycle Management

Contract ManagementY
3

Conga Quote Management

CPQY
4

Conga DocuSign API 

DocuSign IntegrationY
5

Conga CLM DocuSign Integration

DocuSign IntegrationY
6

Conga Quote DocuSign Integration

DocuSign IntegrationY

To install Conga Base Library and Conga Contract Lifecycle Management, see Installing Conga CLM.

You must have login credentials to the Community Portal to be able to download packages.

To install the Conga DocuSign packages

  1. Go to the Resources > Install Center tab on the Community Portal.

  2. In My Packages navigation window, under the Docusign Integration section, you will find Conga DocuSign API, Conga CLM DocuSign Integration, Conga Quote DocuSign Integration. Click the DETAILS link to access the VERSION drop-down, select the version that you want to install.

  3. Click Install Now.

  4. Select the environment in which you want to install the packages. Click Install in Production to install the packages in your production environment. Click Install in Sandbox to install the packages in your sandbox.

  5. In the Salesforce login screen, enter your login credentials and click Log In.

  6. Enter the Password.

  7. Select the profile for which you want to install the package. You are recommended to select Install for All Users.

  8. If you want to Install for Specific Profiles, you must define the access level for all profiles. Select from one of the following options.
    • No Access - This is the default setting. Apply this access level to disable all object permissions.
    • Full Access - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all objects. 
  9. Click Set.

  10. Click Install.

During installation, if you see an “Approve Third-Party Access” prompt, please select the Yes, grant access to these third-party web sites check box and click Continue.

A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages. After installing the DocuSign packages, assign the user profile permissions and associate the appropriate Conga users to those created in DocuSign.