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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)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

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Contracts

My Contract Requests

Requesting a Contract - Legacy

If you do not have permission to add a contract to Conga Contracts, you can make a contract request, which must be reviewed and approved by a designated approver. In completing a contract request, you will be required to supply all the requested information and upload any documents to support your request for the new contract. Depending on the type of contract you are requesting, the amount of information you need to provide will vary. If you must provide a great deal of information, you can complete the contract request over several login sessions since Conga Contracts stores your information between sessions, allowing you time to complete and review your contract request before actually submitting it for approval.

Conga Contracts also numbers contract requests for easy identification using a combination of the company name and a system-generated number. The numbering system also assigns a number to the individual forms in the request type so that you can easily locate a specific request type in your My Requests screen. For example, a contract request might have a number such as AARO-00929.

Typically, a Legacy contract request is made when the entire contract is comprised of a single document, or if the template used in making the contract request was created prior to Release 6.1. If the contract is comprised of more than one document, such as Master Agreement with a Schedule, an Enhanced contract request is being made.

  1. Click Contracts in the Navigation Toolbar, and then click the Requests link.
  2. In the My Requests screen, click New Request in the toolbar.
  3. In the Select a Request Type window, locate the type of contract request you want to make, and click on it to select it.
  4. If the screen above does not resemble your My Requests screen, you are making an enhanced contract request.
  5. When the My Requests screen redisplays, a numbered contract request displays:
  6. In the Company Information section, begin typing the first few letters of the company name into the blank field to display a list of possible matches. Click on a match to select it and populate the field. You can also click v in the list to display the Select a Company window to search all companies in Conga Contracts. Enter the first few characters of the company identifier in the Search field, and click the magnifying glass.
  7. If the company is not listed, click the New Company radio button, and enter the full company name into the field to add the company.
  8. In the Contract Information section, populate the fields.
  9. If the Approver list is present, you have the option of selecting the person who will review your contract request.
  10. Click Save.
  11. (Optional) Return to the My Requests screen to verify your request has been sent if you do not want to attach any documents to the request.
  12. A submitted request contains three icons: Copy copy, Cancel Submission, and Delete. If the Refresh icon is present, your request has not been submitted. Click the Refresh icon to resubmit the failed (locked) contract request.
  13. (Optional) When the screen refreshes, click New Document in the Documents view of the Additional Data section of the screen to upload a document file to the request. When the screen refreshes a second time:
  14. If the Documents tab is not present, you cannot upload a document for this type of request.
  15. Select the type of document you are uploading in the Document Type list.
  16. Click Select Document and follow the onscreen prompts to upload the document.
  17. (Optional) Populate the optional fields.
  18. Click Save.
    • When the screen refreshes, you can perform all document-related tasks.
  19. (Optional) In the Additional Data section, if the contract request requires you to provide additional information, one or more Additional Form tabs display. Click on a tab to capture the additional information for the contract request.
  20. Click New [Form Name] in the toolbar.
  21. Populate the fields in the form, and click Save.
    • If an Additional Form tab is displayed in red, you must click on the tab and provide the required information or you cannot submit the contract request.
  22. Click Submit Request.
  23. If you are not ready to submit the request, click Cancel and return to the request at a later time from your My Requests screen by clicking the checkmark icon. You can also monitor the progress of submitted request from your My Requests screen.
User Guide
Contracts

January 2, 2025