Conga Product Documentation

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Overview of Document Buttons for Conga Contracts for Salesforce

In most projects, there will be three main buttons involved in the creation and delivery of your documents:

  1. A Conga Composer button to generate the initial document
  2. A Contracts for Salesforce button to deliver the document for negotiation
    Note:

    Optionally, you can use a Composer button integrated with Contracts for Salesforce to complete this step

  3. A Conga Sign button to deliver the final document for eSignature
    Note:

    Depending on your requirements and eSignature provider, you can also use a Conga Composer button integrated with Conga Sign or your eSignature provider

For detailed information on each button listed above, see the following topics: