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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

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CLM for Advantage Platform

Approvals

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Preview and Submit

Though Approvals provides clear approval flows for initiated processes, users can also modify and shape the flow in advance by previewing the approval process. With Approvals, Conga Platform users can preview contracts to be approved and see who the contract's specified approvers are. They can then modify their contract to submit it to desired approvers. Users can preview the approval process before submitting the triggering request for approval. With Approvals, a user can:

  • Preview approvals before submitting the approval request.
  • Add attachments to the record submitted for approval.

Accessing Preview and Submit

The administrator has assigned Read and Update permissions on the Agreement object, along with Preview & Submit action permission.
When criteria are satisfied in an approval request, the user can preview the request before submitting it. These criteria may include such parameters as quantity, total contract value, or others. As configured by the administrator, these approvals can be satisfied by one or more approvers in one or more approval steps.
  1. On the My Contracts tab, click the contract name link to open the Contract Details page.


    Note:

    On the Contract Details page, the Preview and Submit button appears for all approval statuses except when the approval status is Pending Approval or Approved.

  2. Click Preview and Submit.
  3. On the Preview tab, you can preview the approval process and view the approval flow steps on the left.


  4. Clicking the Attachments tab opens an interface that enables you to upload attachments to the approvals flow. This optional step is useful for providing additional information for approvers. Click the Browse Files link to drag and drop files or upload them from your file system. The files are listed in the Existing Documents section. When you select or drop the correct file, it is uploaded.


    Note:

    You can upload up to five files with a total size of 15 MB, or a single file of up to 15 MB.

Submitting an Approval Request

  1. When the approval request is satisfactory, click Submit to submit the approval request to the approvers named in the previewed flow.
  2. You are prompted to enter the description in the Approval Notes window.


  3. Click Submit. The Contract Approvals window is displayed.

    You can wait a few seconds or click Take Me Back Now button to redirect to the Contract Details page.



    Once the request is processed, it is sent to approvers as shown in the preview.
The approval status is now changed to Pending Approval. You can view the approval-related activities performed on the contract in the Activity History. For more information, see Activity History.
User Guide
CLM

October 20, 2025