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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

Conga Product Documentation

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Docusign Services

Adding Custom Email Subject and Email Body

To configure custom email body

  1. Go to Setup > Build > Create > Custom Labels and click Edit for EmailBodyText. (Installed Package: Conga CLM DocuSign Integration or Conga Quote DocuSign Integration)
    Tip:

    You must have Translation workbench enabled. To enable Translation Workbench, go to Setup > Administer > Translation Workbench > Translation Settings and click Enable. Then click Add and select English. Add the Users you want to add for English language and click Save.

  2. Click Edit.
  3. Under the Translations related list, click New Local Transactions / Overrides.
  4. From the Language picklist, select the language you want to translate your email body text.
  5. Enter the message that you want to enter for your recipients in Translation Text text box. You can also enter Salesforce Merge Field values in your translation text.
    Tip:

    To determine a merge field value

    1. Go to Setup > Administer > Communication Templates > Email Templates
    2. Click New Template.
    3. Select the Text radio button and click Next.
    4. Select the Field Type and select the Field.
    5. Copy the Merge Field Value and paste it in your Translation Text.


  6. Click Save.
Administrator Guide
Salesforce
DocuSign Services

December 20, 2024