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CLM for Salesforce

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Adobe Sign ServicesAiMeAdvantage 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 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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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CLM for Salesforce

Claude Capability

Sending an Agreement for Review Using Claude

This topic describes how to send an agreement for review by using Claude.

  • Claude integration is configured and available.

  • The agreement exists in Conga CLM.

  1. Open Claude.
  2. Enter any of the following prompt for review in the Claude chat.

    • Sending for review

    • Sending an agreement for review

  3. Review the available Send for review options displayed by Claude.
  4. Select the appropriate Send for review option.
  5. In the Send for review page that opens, specify the reviewers and any additional review details.
  6. Complete the review request.
  7. Confirm that the review process has been initiated.
The agreement is sent for review by using the selected review process. Reviewers can access the agreement and provide feedback.
User Guide
Salesforce
CLM

October 6, 2026