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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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Adobe Sign Services

Post-Installation Configuration

Basic Customization

You can customize your page layouts as per your business requirements. For ease of access, you can add buttons, fields, and related list to your page layouts. Send for Signature button and Notes & Attachments related list are two of the important customizations.

To add Send for Signature button to page layout

  1. From the App Launcher, find and open the Conga CLM app. You can perform the same action in Conga CPQ app as well.
  2. Click the Adobe Sign Admin tab from the navigation bar.
  3. Click Send for Signature Components.
  4. Click Add to Account.
    Note:

    Page Layout customizations can be applied to Contacts, Contracts, Opportunities, and Leads or any custom object as well. Select the appropriate option.

  5. Click Page Layouts.
  6. Click Edit next to the Account Layout you want to customize.
  7. Click Buttons on the layout editor.
  8. Drag and drop Send for Signature to the Custom Buttons section on the page layout below.


  9. Click Save.

To add a related list to page layout

  1. From the App Launcher, find and open the Conga CLM app.
  2. Click the Agreements tab from the navigation bar. You can perform the same action on the Proposals tab in the Conga CPQ app as well.
    Note:

    Select the appropriate object. You can add a related list to objects like Contacts, Proposals, Opportunities, and more.

  3. Select an agreement and click the Edit Layout link.
  4. From the layout pane, click Related Lists.
  5. Drag and drop the appropriate related list to the appropriate location. It is recommended to have eSignatures, Document Versions, and Notes & Attachments related lists in the page layout for agreement or quote/proposal.
  6. Click Save.
Administrator Guide
Salesforce
Adobe Sign Services

December 20, 2024