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Conga Product Documentation

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CLM for Salesforce

Managing Agreement Lifecycle

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Using Conga for Google Docs (Google Docs Template)

Templates can be created using Conga for Google Docs (Google Docs). For each agreement record type, a different template can be created in Google Docs. For more information on creating a Google Docs template in Conga for Google Docs, see Conga for Google Docs

Prerequisites

  • You have an agreement record.
  • You have a template for your agreement's record type.
  • The clause template contains fewer than 55,000 characters.
  • Google Drive is integrated with CLM to store Google Docs documents. For more information, see Integrating Google Drive with Conga CLM.

To generate an agreement document

  1. Select an agreement from the Agreements tab.
  2. Click Generate to generate an agreement document raising a template selection list.
    Note:

    The following features are not supported in Conga for Google Docs.

    • Generating supporting documents
    • Generating large documents
    • Document protection
    • Document permission
  3. Only Google Docs templates appear in the Select a Template section. The default output file type is GDOC.


  4. Select the template to generate your agreement document. The first template in the list is selected by default. If only one template is available for a record type or only one template is available based on the query template filter, then that template is selected by default.
    Note:

    Limitation

    Currently, Google Docs does not support adding a watermark programmatically. To add a watermark, use Google Docs's watermark.

  5. Click Generate or Submit according to your requirements.

    If you click Generate, the app generates the requested document and raises the Document Generated window.

    If you click Submit, you must stay signed into CLM and you will receive an email when the document is generated.

    Note:

    To preview the document, log in to your Google account, and copy and paste the document link in a web browser.

  6. Clicking the Click here to view your file link opens the document in Google Docs(or)

    Click OK to return to the agreement detail page.

    An agreement document is generated using the selected template and can be found in the Document Versions related list.

  7. From the Document Versions related list or details list, dick the view link under the View option to open and view the document in Google Docs.
    Note:

    You must be logged in to your Google account to view the document in Google Docs.

  8. Click the Preview button to preview the generated document.

To regenerate an agreement document

You can use the same template used while generating an agreement document or a different template to update an agreement document.

  1. Go to the Agreements tab and select an agreement record.
  2. Click Regenerate.
  3. From the Templates section, select the template to regenerate your agreement document.
  4. Click Generate to regenerate an agreement document.
  5. Clicking the Click here to view your file link opens the document in Google Docs(or)

    Click OK to return to the agreement detail page.

  6. An agreement document is generated using the selected template and can be found in the Document Versions related list.
    Note:
    • When a document is generated or regenerated, all the smart clauses are displayed in the Agreement Clauses section with Action set to Original. When a document is regenerated a new entry is created in the Agreement Clauses section even if the same clause already exists.
    • After you open a generated document in Conga for Google Docs and make edits, any smart clauses that are inserted, deleted, or modified are displayed in the Agreement Clauses section with Action set to Inserted, Deleted, or Modified.
    • In version-aware agreements, the document type of the generated and regenerated documents is updated to Agreement Document and the generated supporting documents are updated to Supporting Document.

February 8, 2025