home

CLM for Advantage Platform

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)CPQ 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 NotesGeneralDocs by Release
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)CPQ 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 NotesGeneralDocs by Release

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

CLM for Advantage Platform

Workflow Activities

Contract Automation

This topic outlines the steps to streamline the contract management process by automating NDA and MSA contracts using an out-of-the-box workflow.

To enhance efficiency and ensure compliance, you can generate, signing, and activation of Non-Disclosure Agreements (NDAs) and Master Service Agreements (MSAs). By leveraging an out-of-the-box workflow, these operations can be simplified, reducing manual effort and minimizing errors.

Use Case 1: Automating NDA Contracts

  • The administrator has granted the user Create, Read, and Update permissions.
  • For NDA, the administrator has published the following workflow and three stages:
    • DefaultNDASelfServiceContractWorkflow
    • GenerateNDAOOBStage1
    • InSignatureOOBStage2
    • InEffectOOBStage3
  • A predefined NDA document template with smart fields and clauses is available.
  • A primary contact is available to receive email notifications.

Business Context

Organizations frequently execute Non-Disclosure Agreements (NDAs) with customers, partners, and suppliers. Manually creating, generating, sending, and activating NDA contracts can be time-consuming and prone to errors, especially when consistency and compliance are critical. Automating the NDA contract lifecycle ensures that documents are generated from approved templates, required fields are populated accurately, signatures are obtained efficiently, and contracts are activated without delays.

By using an out-of-the-box workflow, contract administrators and users can standardize the NDA process, reduce manual effort, and improve visibility across contract stages.

Overview

This use case provides an example of how to streamline the contract management process by automating the creation, signing, activation of NDAs. This use case outlines the steps to use an out-of-the-box workflow that simplifies these operations, ensuring efficiency and compliance. Before you begin, ensure that the necessary workflows are published and permissions are set as described in the prerequisites.

Objective

To streamline the NDA contract lifecycle by automatically generating the NDA document, sending it for signature, and activating the contract using a predefined workflow, ensuring efficiency, accuracy, and compliance.

Actors / Roles
  • Administrator: Configures permissions, workflows, and stages.
  • Contract User: Creates and manages the NDA contract.
  • Primary Contact: Receives and signs the NDA document.
  • CLM System: Executes workflow stages, generates documents, and transitions contract status.
  1. Create an NDA contract record and fill in the mandatory details. For more information on creating a contract record, refer to Creating a Contract.
    Warning: The primary contact is mandatory, and if it is not added, the workflow fails during the document generation stage.
  2. The system triggers the Document Generation activity using the appropriate query filter if the workflow criteria are met.
    1. The system automatically generates the NDA document.
    2. The document is populated with all smart fields or clause values from a pre-defined template.
    3. The generated document is attached to the contract record.
    The workflow completes the Generate NDA stage and transitions to the In Signatures stage.
  3. You can now send the documents for signatures.
    1. Click the Send for Signature button to send an email notification to the primary contact informing them that the NDA document has been generated and is ready for signatures. The primary contact chooses manual signature or electronic signature and sends the contract document for signatures.
    2. Click Send for Signature button.
    3. Select WET SIGNATURE > Next.
    4. Select the documents to send for signature. and
    5. Fill in the details in the Send For Signature page and click Send.
      The selected document (s) is sent for signature.
    6. After you receive the signed documents, on the Contract Details page, click Upload Signed Document to upload the signed documents.

      For more information on sending for signatures and uploading a document, refer to Finalizing a Contract.

      The uploaded signed document is attached to the contract and is available in the Documents tab.
  4. After the signed document is uploaded, activate the contract. For more information, see Activating a Contract.
    The workflow transitions to the In Effect stage.
The NDA contract is automatically generated, signed, and activated. The workflow ensures that all necessary smart fields and clauses are populated, and the document is attached to the contract record. The primary contact is notified at each stage, and the contract moves through document generation, signature, and activation, and finally, the contract is in effect.

Use Case 2: Automating MSA Contracts

  • The administrator has granted Create, Read, and Update permissions on Agreement object to business users for contracts.
  • For MSA, the administrator has published the following workflow and stages:
    • DefaultMSASelfServiceContractWorkflow
    • GenerateMSAOOBStage1
    • NegotiateMSAOOBStage2
    • InSignaturesMSAOOBStage3
    • InEffectMSAOOBStage4
  • A predefined MSA document template with smart fields and clauses is available.
  • A primary contact is available and can receive email notifications.
Business Context

Organizations commonly execute Master Service Agreements (MSAs) with customers, partners, and vendors to establish the core terms governing their business relationships. Managing the creation, generation, negotiation, signature, and activation of MSAs manually can be time-consuming and increases the risk of errors, inconsistencies, and compliance gaps, especially when multiple stakeholders are involved. Automating the MSA contract lifecycle ensures that documents are generated from approved templates, required smart fields and clauses are accurately populated, negotiations are tracked, signatures are collected efficiently, and contracts are activated in a timely manner.

By leveraging a predefined workflow, organizations can standardize the MSA process, minimize manual effort, maintain compliance with approved terms, and gain better visibility into each stage of the contract lifecycle.

Overview

This use case demonstrates how to automate the MSA contract process, including its creation, negotiating, signing, and activation. By leveraging a predefined workflow, you can enhance the efficiency of contract management and maintain compliance. Ensure that the required workflows are in place and user permissions have been configured as specified in the prerequisites before proceeding.

Objective

The objective of this use case is to demonstrate how an organization can automate the end-to-end MSA contract process by using predefined workflows, document templates, and system notifications to improve efficiency, ensure consistency, and maintain compliance.

Actors / Roles
  • Business User – Creates and manages the MSA contract record.
  • Administrator – Configures permissions, workflows, and document templates.
  • Primary Contact – Reviews, negotiates, and signs the MSA document.
  • CLM System – Generates documents, drives workflow transitions, and sends notifications.
  1. The business user creates a MSA contract record and fills in the mandatory details.
  2. The user adds a primary contact to the contract record.
    Note: The primary contact is mandatory, and if it is not added, the workflow fails during the document generation stage.
  3. The system triggers the Document Generation activity to generate the MSA document using the appropriate query filter if the workflow criteria are met. The document is populated with all smart field or clause values from a pre-defined template and the generated document is attached to the contract record.
    The workflow transitions to the Generate stage.
  4. After the document is generated, the workflow automatically moves to the Negotiate stage. The system sends an email notification to the primary contact informing them that the MSA document is ready for review.

    The user performs the following steps to send the document for negotiation.

    1. Click the Send for Review button to send the document for simple review or Microsoft 365 Review.
    2. Fill in the details in the Send For Review page and click Send.
    3. Click the Review Cycle icon () in the right panel. Finish the contract document review.
    4. Click Finish Review.

      For more information on negotiating a contract, refer to Negotiating a Contract.

      After negotiation is completed, the workflow automatically transitions to the In Signatures stage.
  5. The user sends the documents for signatures.
    1. Click Send for Signature to send an email notification to the primary contact informing them that the MSA document is ready for signatures. The primary contact chooses manual signature or electronic signature and sends the contract document for signatures.
    2. Select WET SIGNATURE and click Next.
    3. Fill in the details in the Send For Signature page and click Send.

      After the document is signed, upload the signed document.

    4. On the Contract Details page, click Upload Signed Document and upload the signed documents.

      For more information on sending for signatures and uploading a document, refer to Finalizing a Contract.

  6. After the document is signed, upload the signed document and activate it. For more information, see Activating a Contract.
    The workflow transitions to the In Effect stage.
The MSA contract is automatically generated, negotiated, signed, and activated. The workflow ensures that all necessary smart fields and clauses are populated, and the document is attached to the contract record. The primary contact is notified at each stage, and the contract moves through document generation, negotiation, signature, and activation, and finally, the contract is in effect.
User Guide
Conga
CLM

March 24, 2026