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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)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
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

Use Case for Approvals

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Previewing and Submitting a Contract

When the criteria for a request are met, you can preview the approval process before submitting the request for approval. This preview is customized based on the request's approval criteria set by the administrator. These criteria might include parameters such as discount, total value, quality of service, duration, and others. As configured by the administrator, the approvals can be completed by one or more approvers across one or more approval steps.
  1. Click the contract name link on the My Contracts tab to open the Contract Details page.
  2. Click Preview & Submit. The line items are displayed for approval if they meet the criteria set in the approval rule.
  3. Click Submit, enter the submission note, and click Submit again.
    The Approval Indicator updates to Pending Approval, and the workflow stage transitions to In Approval and an email notification is sent to the users mentioned in the Approval Rules.
  4. Go to My Approvals page to see the users in Assigned status. Reply to the email or click Approval on the My Approvals page to approve or reject the request. Once approved, the user's status is updated to Approved, and the Approval Indicator updates to Approved.
The approval process is triggered for the contract requiring approval based on the defined conditions (for example, quantity > 100 for contract line items or if it includes any modified clauses in the contract document. The approval process ensures that the relevant stakeholders review and approve or reject any changes to contract line items or contract clauses.
Conga

November 3, 2025