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CLM for Advantage Platform

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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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CLM for Advantage Platform

Managing Contract Lifecycle

Finalizing a Contract

After completing negotiations with the customer, you can send the reviewed and approved contract document to the customer to gather the required signatures. Depending on your organization's requirements, you can send the contract document to your customer for manual signature or electronic signature. Once you receive the manually signed documents from the customer, you can upload the signed documents to finalize the contract. If a third-party application such as DocuSign or AdobeSign is installed in your organization, you can send the contract document for electronic signature. Documents in the review are not available to send for signature.

Sending a Contract for Wet Signatures

  • You have sent the customer a generated contract document for review.
  • The contract record's status category is "In Authoring".
  • Send for Signatures is configured in the wet signature setup. For more information, see Setting Up Wet Signatures.
  1. On the Contract Details page, click Send for Signature.
    Tip: You can select generated documents from the Documents tab and send for signatures.
  2. Select WET SIGNATURE and click Next.
  3. From the Available Documents section, select the documents to send for signature.
    Note:
    • You must select at least one document with its Document Type set to "Contract Document".
    • You can select documents (including additional attachments) of size up to 20 MB.
  4. (Optional) Click the Related tab if it is available. Select documents from the contracts related to the current contract. To search specific related contracts click the Parent, Child, or Sibling tabs.
  5. (Optional) Documents selected for sending to the reviewers are displayed in the Current and Related sections in the right panel. Drag documents to rearrange the order.
  6. (Optional) In the Document Protection Level column, select the required protection for a document.
    Note:

    The Document Protection Level drop-down is editable based on the document protection setting configured by your administrator. By default, the "Insert comments and tracked changes only" protection level is selected. For more information, see Document Protection Setup. Document protection is only available for DOCX-formatted documents.

  7. Click Next.
  8. Note: If an organization-wide email address is configured for the From field, it takes precedence. If not, the system uses the logged-in user's email address. Users must ensure that their domain is registered in the system; otherwise, the system uses the default email address.To register your domain, please contact the Conga support team.
    Enter recipients in the To field. Once you start entering the user details such as first name, last name, or email address, autocomplete suggestions appear below the search box if the user or contact exists in CLM. User's role is displayed under each user's name in the list.
    Note:

    You must add users, contacts and external email addresses to the recipient list.

  9. Update the email subject if required.
  10. Contents from the email template selected are displayed in the Email Message textbox. You can select another template in the Email Template drop-down and review its contents in the email message field. You can also customize the email message by modifying the email message.
    Note: Customizing the email message field updates the content for this transaction only; it does not alter the email template.
  11. Click Add Attachments to add supporting documents. Upload or drag and drop documents from your system and click Upload.
  12. Click Send.

An email notification is sent to all the signers.

Uploading a Signed Document

  1. On the Contract Details page, click Upload Signed Document.
    The Upload Document popup is displayed.
  2. Upload or drag and drop contract documents from your system.
  3. Click Upload.

The signed document is uploaded to the contract. You can view it in the Documents tab on the left panel.

Note:

The document is assigned a name as per the format configured in Document Naming Convention setting.

Sending a Contract for Electronic Signature

Prerequisites

  • You have sent a generated contract document to the customer for review.
  • The contract record's status category is In Authoring.

From the Contract detail page, click the eSignature button. This takes you to the DocuSign, Adobe Sign, or Conga Sign wizard. For more information on each of these signature solutions, see:

The following conditions apply when you send documents in the version-aware contract for eSignatures in DocuSign or Conga Sign:

  • The status category changes to In Signatures and the status changes to Other Party Signatures for your contract record.
  • The signed contract documents are stored in the Documents link for the contract.
  • All the contract clauses are marked as final.
  • The document type is updated to Executed Document
Note:

After a contract document is signed, all the smart clauses are marked as final in the Contract Clauses section. The clauses with source action "deleted" and the clauses inserted as text are not marked as final.

User Guide
CLM

August 25, 2025