The DocuSign integration allows you to send documents from Agreement and Quote/Proposal for eSignature by DocuSign, all from within Conga.

The standard Conga objects and workflows are used along with Conga DocuSign integration packages, which provides the connectivity between Conga and DocuSign. DocuSign Services uses the DocuSign REST API to send document and record information to DocuSign to take over the eSignature process.

Document Overview

This document is divided into quick start, installation, configuration, and using sections.

TopicDescription
Installing DocuSign ServicesThis section includes detailed information on the installation requirements, as well as the post-install configuration that must be completed. This section also serves as a reference for administrators.
Configuring DocuSign ServicesThis section includes information on creating templates for eSignature documents and creating tags in DocuSign.
DocuSign for Conga ObjectsThis section includes a list of objects used in DocuSign for Conga.