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eSignature Integration with Advantage Platform

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
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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eSignature Integration with Advantage Platform

Setting Up Adobe Sign

Configuring Adobe Sign Parameters in Conga Platform

This topic explains the steps required to integrate Adobe Sign with Conga Platform.

To set up Adobe Sign

  • The following information from your Adobe Sign account:
    • Adobe Sign auth server
    • Adobe Sign client ID
    • Adobe Sign client secret
To set up Adobe Sign
  1. Log in to Conga Platform.
  2. Click the menu icon () on the top right corner, and go to Admin Console.
  3. Click Integrations.
  4. Navigate to the eSignature API Connections tab.
  5. Under the Action column, click Configure for Adobe Sign. The Adobe Sign Setup page opens.
  6. Enter the following details:

    Field Name

    Description

    Adobe Sign AuthServer

    To get the Adobe Sign auth server, log in to Adobe Sign as an administrator and copy the domain link from the home page (for example, https://###.###.adobesign.com). Add the domain link to the Adobe Sign AuthServer field.

    Adobe Sign Client ID

    To get the client ID, log in to Adobe Sign as an administrator, go to Acrobat Sign API > click API Applications, select the required API Application > click View/Edit, and enter the application ID value in the Adobe Sign Client ID field.

    Adobe Sign Client Secret

    To get the client secret, log in to Adobe Sign as an administrator, go to Acrobat Sign API > click API Applications, select the required API Application > click View/Edit, and enter the client secret value in the Adobe Sign Client Secret field.

  7. Turn on the Retrieve as Combined Document toggle button to enable the generation of a single PDF document containing all documents that were signed during the eSignature process.
  8. Turn on the Default Option for Signature toggle button to make Adobe Sign the default option while sending documents for eSignature.
  9. Turn on the Active toggle button to make the Adobe Sign option available for selection while sending documents for eSignature.
    Note:

    When the Default Option for Signature toggle button is turned on, you can not turn off the Active toggle button.

  10. Turn on the Show reminder and expiration for end user toggle button to display the following reminders and expiration related parameters to the users when they send documents for signature:

    Field

    Description

    Reminder Delay (hours)

    Number of hours after the user sends the document to send a reminder to the recipients to sign it. For example, if the user sends the document today and Reminder Delay value is 5 hours, a reminder will be sent to the signer after five hours.

    Expire After Date Time

    Date and time at which the envelope should expire. The expiry date and time will be specified in the reminder email sent to the recipients.

    Reminder Frequency

    Frequency of sending reminders until the document is signed. For example, if you send the document today and select Every Day Until Signed, a reminder will be sent every day until the signer signs the document.

  11. Click Save. You are redirected to the Adobe Acrobat Sign login page.
  12. Enter email and password, and click Sign In.
  13. Click Allow to grant consent.

After granting consent, you are redirected to the Adobe Sign setup page. Adobe Sign is configured in your org. To edit the configuration, click Edit under the Action column.

Note:

If you do not use Adobe Sign eSignature services in the Conga Platform for more than 60 days, the refresh token will expire. To generate a new refresh token, go to the Adobe Sign Setup page and click Save.

To set Adobe Sign as default option

You can set Adobe Sign as the default option for sending documents for eSignature. Only one sign provider can be set as the default at any given time.
  1. In the eSignature API Connections tab, click More () icon for Adobe Sign.
  2. Turn on the Default option for signature toggle button.
    Note: If another sign provider was previously set as default, it will be deselected.
When users initiate Send for Signature, by default Adobe Sign is displayed as selected.
Administrator Guide
Conga
eSignature Integration

April 14, 2025