Conga Product Documentation

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Signing a Document

The signing process begins when you receive an email notification from outside the CPQ application as a signer informing you that you have a document to sign.
  1. Go to the email notification contains a message from the sender and a link to open the document and do the following.
    ApplicationSigning Procedure
    Conga Sign

    1. Click the link to access the document from your email.

    2. You are prompted to read and accept the ESIGN Disclosures and Consent document.

    3. Click the checkbox to confirm you have read the terms of the document, then click the Accept button.

    4. You are directed to the document which requires your signature.

    5. Click the Signature box.

    6. Add other required information in each tag and your electronic signature.

    7. Add other required information in each tag and your electronic signature. This completes the signing process.

    8. Click Download Documents.

    Adobe Sign

    1. Click the Review and Sign link to access the document from your email.

    2. You are directed to the document which requires your signature. Complete each Adobe Sign tag and add your electronic signature where required to sign or initial.

    3. Adding the required information in each Adobe Sign tag and then adding your electronic signature completes the signing process.

    DocuSign

    1. Click the link to access the document from your email.

    2. Open the document and review the electronic record and signature disclosure.

    3. Click Agree to provide a consent to use electronic records and signatures to sign the document.

    4. You are directed to the document which requires your signature.

    5. Click the Signature box.

    6. Add other required information in each tag and your electronic signature.

    This completes the signing process.

    Wet Signature

    When you choose the wet signature option to sign your document, the signers receive a formal quote document awaiting their signature. Upon receiving it, signers can carefully review the details before proceeding. Then the signer has the flexibility to add their signature manually, whether by physically writing it or using another preferred method that suits their convenience.

    Once the signing process is completed. the signer sends the signed document to the sales representative.

  2. Click Download Document or save the signed document in your local system.
The signed document is stored in the Documents section under Related List on the Quote details page.