home

Collaborate

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 SearchTurboEnginesX-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 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)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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

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

Collaborate

PDFs

download

Automatically populate a PDF with Web Merge

You can use Web Merge to automatically populate fields of fillable PDFs through Conga Collaborate. Web Merge enables you to reference variable data from a document, CRM platforms, and Formstack entries.

To upload and auto-populate a PDF

  1. From your Account Settings view, click Web Merge from the left-side menu.
  2. Click the Add Merge Document button.
  3. Choose your PDF by using the search field or the Choose File button (the PDF must be a fillable PDF).
  4. (Optional) Check the box next to Flatten to prevent the PDF from being edited after it’s auto-populated.
  5. (For Formstack-integrated accounts only) Choose the form that document owners complete to populate information that isn’t available in the document or CRM variables.
  6. Click Save. You see a list of fillable fields from your PDF.
  7. Select one of three Default Value Types next to each field.
    • Use String to insert a single static value.
    • Use Variable to reference a document, CRM, or form variable value.
    • Use Condition to insert one of two static values based on an evaluation of one or more variable values.
  8. Click Save.

Use the Properties tab to add saved Merge documents to a Proposal template.

Document owners and recipients can find completed merge documents from the Download Documents button in the Table of Contents.

User Guide
Collaborate

January 7, 2025