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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

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Contracts

Company Relationships

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Adding a Company Relationship

A user with the appropriate permissions can record the connection between two companies using the Relationships feature. Adding a company relationship not only creates a Relationship Profile in the active Company Profile, but also creates a reciprocal Relationship Profile in the related Company Profile.

  1. Open the Company Profile for one of the companies in the relationship.
  2. In the Links section of the Company Profile, click the Relationships link.
  3. In the Relationships browse screen, click New Relationship in the toolbar.
  4. When the screen refreshes, create a Relationship Profile:
    • Select Parent of, Child of, or Relates > to in the is lis. If your Administrators have added other types of relationships, other options will be available.
    • Click in the To Company field to display a window with an alphabetical listing of companies:
    • Enter the first few letters of the company name in the Search field and click the magnifying glass.
    • Click on the company name to select it.
    • (Optional) Provide information to explain the relationship between the companies in the Notes field.
    • Click Save.
  5. (Optional) When the screen refreshes, click the Company Name link in the Relationship Profile to display its Company Profile.
    • In the Links section of the Company Profile, click the Relationships link.
    • In the Relationships screen, verify the relationship has been created for the related company.
User Guide
Contracts

January 2, 2025