Contracts

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)Conga Copilot CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search Test Author TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager for Advantage Platform X-Author for Migration Manager Release Notes General

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)Conga Copilot CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search Test Author TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager for Advantage Platform X-Author for Migration Manager Release Notes General

Conga Product Documentation

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Contracts

Contracts Contents

About Conga Contracts

What's New in Conga Contracts Documentation

Conga Contracts for Administrators

Conga Contracts for Users

Conga Contracts Troubleshooting

Conga Contracts for API Developers

Conga Contracts Features by Release

Conga Customer Community & Learning Center Resources

What's New in Conga Contracts Documentation

This section lists changes in the documentation to support each release.

February'25


Document	Publication Date	Topic	Description
February'25	07 Mar 2025	Boomi Issues	New Topic

February '23


Document	Publication Date	Topic	Description
February 2023	09 Dec 2024	All BI Toolbox documentation	Removed all references of a retired legacy feature, BI Toolbox, from within the Conga Contracts documentation.
	04 Jan 2024	Elastic Search	Updated introduction and added a note to clarify when elastic search is being used in the application.
	04 Jan 2024	Classic Search	Updated introduction and added a note to clarify when classic search is being used in the application.
	03 Jan 2024	User Type Permissions	Updated the introduction paragraph and added a note about the Contract Request Only user type.
	15 Dec 2023	Deleting a Contract Request	Added a note that users must have Request Admin permission to delete a contract request.
	20 Apr 2023	REST API Version 2.0	Four new fields were added to the Flow Activities API: stageIndex activityNotified assignees assignmentType

September '22


Document	Publication Date	Topic	Description
September 2022	16 Dec 2022	Set Up Conga Contracts with Conga Contracts Quickstart	Updated link in step 1 of Set Up Conga Contracts with Conga Contracts Quickstart. Fixed formatting errors.
	20 Oct 2022	REST API Version 2.0	Updated the REST API Version 2.0 reference with Delete for the following: Clauses Companies by ID Companies by additional name Company relationships Company locations Company persons Contracts by ID Contract locations Contract additional parties Managed clauses by ID Documents by ID Dynamic forms Events by ID Payments by ID Persons by ID Projects by ID Team members on a project Project menu items Request bundled by ID Users by ID
	03 Oct 2022	Completing a Bulk Data Template	Updated steps, reformatted topic, added screenshots.
	22 Sep 2022	REST API Version 2.0	Updated the REST API Version 2.0 reference with the addition to query Flow Activities.
	07 Sep 2022	Enabling Guided Signing for the Conga Sign Integration	New Topic
	07 Sep 2022	REST API Version 2.0	Updated the REST API Version 2.0 reference with the following additions: Bulk Update on a Clause Object Bulk Update on Additional Objects Bulk Update on a Company Object Bulk Update on a Contract Object Bulk Update on a Project

May '22


Document	Publication Date	Topic	Description
May 2022	25 May 2022	User Type Permissions	Updated Run Contract Flow on a Profile and Contract Flow Approvals permissions.
	08 Apr 2022	Integrating Contract Intelligence with Conga Contracts	New Topic
		Assigning the Contract Intelligence Permission to a Role	New Topic
		Setting up the Contract Intelligence Administrator Console	New Topic
		Contract Intelligence for Conga Contracts	New Topic
		Importing Documents with Intelligent Discovery	New Topic
		Reviewing Documents Imported with Intelligent Discovery	New Topic

December '21


Document	Publication Date	Topic	Description
December 2021 (Rev F)	16 Mar 2022	New Contract Profile User Interface Updates	Updated Flow Stages section.
December 2021 (Rev E)	15 Mar 2022	SalesConnect	Added a notice to all SalesConnect topics that the service is deprecated and to see Salesforce Integrations for more information on our latest and supported integration methods.
December 2021 (Rev D)	03 Mar 2022	Configuring Conga Sign eSignature Package Expiration Days	New Topic
December 2021 (Rev D)	03 Mar 2022	New Contract Profile User Interface Updates	Added an eSignature Package Wizard section.
December 2021 (Rev C)	01 Mar 2022	Truing Up a Contract/Company Profile with a Document	Updated description, note, and several steps within the topic.
December 2021 (Rev B)	02 Feb 2022	New Contract Profile User Interface Updates	Added a Document Package Wizard section.
December 2021 (Rev A)	14 Dec 2021	Completing a Bulk Data Template	Updated steps for clarity.
		Locating Your eSignature Packages	Updated with information about the Current, Submitted, and All Packages tabs.
		Resetting User Passwords	Updated description and steps for clarity.
December 2021	03 Nov 2021	New Contract Profile User Interface Updates	Updated topic with the following new sections: Creation Wizard Edit Navigation Links Profile Rules: Calculate Field
		REST API Version 2.0	The following additions were added to REST API Version 2.0: Partial Record Update—Company Partial Record Update—Contract Partial Record Update—Child Objects Partial Record Update—Projects
		Reassigning Conga Sign eSignature Packages	New Topic
		Tracking the Conga Sign eSignature Process	Removed this section from Conga Sign Integration with Conga Contracts and created a new topic.

Summer '21


Document	Publication Date	Topic	Description
Summer Rev C	12 Oct 2021	DocuSign Self Service implementation	Added a warning that the account used for the integration must not be SSO enabled and must allow username and password authentication.
Summer Rev B	07 Oct 2021	Viewing a Conga Sign Audit Trail	New Topic
Summer Rev A	17 Aug 2021	Customizing Your System Settings	Updated supported languages listed in Step 3.
Summer 2021	06 Jul 2021	New Contract Profile User Interface Updates	Updated screenshots, Header section, and Companies panel section.
Summer 2021	06 Jul 2021	REST API Version 2.0	Updated the REST API Version 2.0 topic with the following additions: Insert or create a bulk operation on a Contract object Insert or create a bulk operation on a Company object Describe Contract object metadata Describe Company object metadata Describe a Project object metadata Describe a Company Location object metadata Describe custom object and additional forms metadata

Spring '21


Document	Topic	Description
Spring 2021 (Rev A)	Conga Contracts Features and Editions	Updated available features.
Spring 2021	New Contract Profile User Interface Updates	Updated Flow Stages component section. Added additional screenshots.
	Conga Contracts for REST API Developers	The REST API Guide content was added to the documentation portal for 'Spring 21.
	SOAP API Guide	The SOAP API Guide legacy content was added to the documentation portal for Spring '21.

Contracts

September 30, 2025