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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

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Orchestrate

Process Definitions

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Automatically Create a Document after Adding Managed Clauses with Conga Orchestrate

Create a definition that automatically generates a document after completing clause steps. This allows users to automate clause selection and the creation of a contract document that includes the selected clauses.

To create a definition that generates a document after completing clause steps:

  1. Go to the existing definition or create a new definition.
  2. Create a new stage for the clause bundle steps.
  3. Click New Stage Step on the stage.
  4. Change the Step Type field value to Clause.
  5. Enter the desired clause name in the Clause field and select the clause.
  6. Enter a numeric value in the Sort Order field.
  7. Click Save.
  8. Repeat steps 3–7 for each clause needed.
    Note: Each clause for the contract document requires its own clause step.
  9. Go back to the stage and click New Stage Child Step.
  10. Change the Step Type field's value to the Generate Document.
  11. Fill out the required Step Name field and customize the Generate Document step by selecting field values for the Application, Source, and Merge Template fields.
    Note: For more information on the Generate Document step, see Creating a Step that Generates a Document
  12. Click Save.
User Guide
Salesforce
Orchestrate

August 8, 2025