Conga Product Documentation

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Use Case: MSA Contract Approval Flow

StepsApproval StageConditionApprover TypeDescription
1Business ReviewWhen Agreement.Type = "MSA"Agreement OwnerValidate business terms before submission to Legal.
2Legal ReviewWhen non-standard clauses are detected or Jurisdiction = InternationalLegal TeamEnsure clause and jurisdiction compliance.
3Finance ApprovalWhen Contract Value > $500KFinance RoleValidate commercial and payment terms.
4Executive Sign-offWhen Contract Value > $1MExecutive ApproverFinal approval before execution.
5Post-Approval Action---Workflow TriggerUpdate Agreement.Status to Approved and send "Ready for Signature" notification.