home

Contracts for Salesforce

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)Conga CopilotCPQ 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 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 ExcelX-Author for Migration Manager for Advantage PlatformX-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

Contracts for Salesforce

CLM (Contracts for Salesforce) for Users

download

Creating an NDA Contract Request

If your Salesforce Administrator has set up the NDA Quickstart, you can create a NDA contract request using the following steps.

  1. Navigate to an Account record in Salesforce
  2. Click the NDAContract Request button
  3. Fill out the fields.
    The account is automatically selected. The Type, Status, and Agreement type are pre-filled but can be changed.
  4. Click Finish.
  5. Click the Conga Contracts for SalesforceNDASolution button
  6. Click Allow if prompted to allow access for Conga Composer
  7. After the merge completes, you are redirected to the Contract Agreement record and can view your merged document under Files.
User Guide
CLM (Contracts for Salesforce)

August 13, 2025