Composer for Salesforce and Conga Sign Integration
Composer for Salesforce has the capability of integrating with Conga Sign on the Conga Platform.
Conga Sign allows you to collect data from your signers, position signature fields in your documents, collect two-party information from both sender and signer and more. You can add Sign specific form fields to Composer merge templates to enable those features.
- CSPackageName Sets the name for the transaction record being created. This parameter is required for Composer and Conga Sign for Web integration to work.
- CSRecipient[1-10] ID can be a Salesforce Contact, User, or Lead.
- CSEmail[1-10] Specifies Conga Sign Recipient's email address.
- CSFirst[1-10] Specifies Conga Sign Recipient's first name.
- CSLast[1-10] Specifies Conga Sign Recipient's last name.
- DS7[1143-1144] Specifies the send and execute actions for the Conga Sign for Web Transaction in background mode.
Text Tag Updates
You will need to update your text tags in your templates for compatibility with the Conga Sign for Web format. More information on how to use text tags can be found under Text Tag Extraction.
Updated Values of Conga Sign Tags
| Purpose | Conga Sign Professional Tag | Conga Sign Tag |
|---|---|---|
| Signature of Recipient 1 | \signature1\ | {{esl:Signer1:Signature}} |
| Initial of Recipient 1 | \initial1\ | {{esl:Signer1:Initials}} |
| Stamp of Recipient 1 | \stamp1\ | {{esl:Signer1:Capture}} |
| Name of Recipient 1 | \fullname1\ | {{esl:Signer1:SignerName}} |
| Title of Recipient 1 | \title1\ | {{esl:Signer1:SignerTitle}} |
| Email of Recipient 1 | \email1\ | Not Supported |
| Date of Recipient 1 | \date1\ | {{esl:Signer1:SigningDate}} |
| Company of Recipient 1 | \company1\ | {{esl:Signer1:SignerCompany}} |
| Checkbox of Recipient 1 | \checkbox1\ | {{esl:Signer1:Checkbox}} |
| Attachment of Recipient 1 | \attachment1 {"label":"Driver's License"}\ | Supported outside of tags |
| Custom Text | \customtext1 {"label":"Address"}\ | {{esl:Signer1:TextField:value("Address")}} |
