Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Sending Specific Documents with Single-Click

One-Click Send enables users to send an envelope for eSignature without needing to go through the various eSignature screens. You can directly send documents to default recipients or Primary Contacts with a single click without configuring additional attachments or recipients. You must have exactly one document in the Notes and Attachments section and a Primary Contact or one recipient in DocuSign Recipients related list. However, One-Click Send for Specific Envelopes enables the users to enable One-Click Send feature for specific envelopes only. To enable this feature, the One-Click Send checkbox in the System Properties must be disabled. Also, you must pass a parameter &oneclick=true in the URL with your envelope Id.

The default text of email subject for the envelopes sent using one click is Document Signature Required, and the email body is defaulted to DocuSign's default Email Body text. Recipient level email templates are picked, but merge fields will not be evaluated. So if templates are used to define recipient level emails, they should not contain any merge fields.

To send a specific document with single-click using URL

You must ensure that One-Click Send custom setting in System Properties is disabled.

  1. Click the Agreements tab.

    -or-

    Click the Proposals tab.

  2. Select the agreement or quote/proposal that you want to send for eSignature.
  3. Copy the Agreement ID.

    -or-

    Copy the Quote/Proposal ID.

  4. Paste your Agreement ID or Quote/Proposal ID in the following code. You can copy this code in any text editor. Replace your instance url and agreement or proposal id.
    For Agreements,
    https://<your_instance_url>/apex/Apttus_CMDSign__CMDocuSignCreateEnvelope?id=<agreement_id>&oneclick=true
     
    For example, 
    https://na24.salesforce.com/apex/Apttus_CMDSign__CMDocuSignCreateEnvelope?id=a071a00000CDkTo&oneclick=true
    
    For Proposals,
    https://<your_instance_url>/apex/Apttus_QPDSign__QPDocuSignCreateEnvelope?id=<proposal_id>&oneclick=true
     
    For example,
    https://na24.salesforce.com/apex/Apttus_QPDSign__QPDocuSignCreateEnvelope?id=a0a1a000001unUi&oneclick=true
  5. Paste the entire URL as mentioned in step 4 in the address bar of your browser. Refer to the image below.


  6. Press the Enter key.
    The document in the Notes & Attachments section of the agreement you have selected will be sent to the Primary Contact or DocuSign Recipient. You are redirected to the Processing eSignature Request screen.

After the document is sent for eSignature, you will be redirected to the Agreement or Proposal screen.