Conga Copilot Feature Disabled

Conga Copilot is currently not supported by Contracts for Salesforce. Watch release notes for more updates.

User Interface Enhancement for Inactive Clauses

For a better user experience, we have added warning messages to inform you when you have inactive clauses during various processes in the application.

API Updated

Updated Contracts API to version 61.

Pop-up Warning Enhancement

You now receive a pop-up warning if an inactive clause, inactive subclause, or inactive replaced clause is part of a Managed Clause in a contract agreement.

Negotiation and True-Up User Interface Enhancement

Warning Banner Enhancement

Data Tag Handling for Unknown Changes

There is now guidance available for how to handle unknown changes encountered during the True-Up Process. A pop-up will inform you when unknown changes are detected and what actions you can take.

Data Tag Handling for Deleted Clauses

There are now visual indicators for deleted clauses even when the START and DELETE data tags have also been deleted.

Clause Library Deactivation Warning

Inactive Clause User Interface Enhancement

If a Clause Type, Clause Category, Clause Bundle, or Obligation has an inactive clause, a yellow warning sign displays beside the name and you will also receive a warning message that the clause is inactive.

Conga Orchestrate Integration Enhancement

You cannot add inactive clauses to a contract agreement as a clause or clause bundle through Conga Orchestrate.

Clause Bundle Enhancement for Inactive Clauses

You are not able to add inactive clause bundles to a contract agreement either manually or through an automation process like a definition created in Conga Orchestrate.

Enhancement for Inactive Clauses and Clause Bundles

You are not able to add inactive clauses or clauses bundles to a contract agreement either manually or through an automation process like a definition created in Conga Orchestrate.

Deactivate Obligations Enhancement

You can deactivate Obligations so that they remain visible in the Clause Library but you cannot add them to a contract agreement.

Agreement Lifecycle Management Enhancement

You can now choose to allow inactive clauses and inactive obligations to be added to a contract agreement.

Clause Playbook Enhancement

You are not able to view, add, or replace an inactive clause using the Clause Playbook during the Negotiation process.

Managed Clauses and Obligation Enhancement

You can now view inactive clauses for Managed Clauses and Managed Obligations.

Clause Enhancement for Inactive Clauses

You are not able to add inactive clauses to a contract agreement either manually or through an automation process like a definition created in Conga Orchestrate.

Deactivate Clause Bundles

You now have the option to deactivate Clause Bundles. For more information, see Deactivating a Clause Bundle.

Deactivate Clause Categories

You now have the option to deactivate Clause Categories. For more information, see Deactivating a Clause Category.

Deactivate Clause Types

You now have the option to deactivate Clause Types. For more information, see Deactivating a Clause Type.

Alternate Clauses Enhancement for Inactive Clauses

You are not able to add an inactive clause as an alternate clause in the Clause Library. If the clause was disabled after it was added as an inactive clause, an icon will appear in the related tab to indicate the inactive clause. Alternate clauses will also not be available for selection in the Clause Playbook popup in View Redlines during the Negotiation process.

Enhancement for Inactive Subclauses

You are not able to add an inactive clause as a subclause in the Clause Library, when you are creating a Managed subclause, or in a Conga Orchestrate automation. If the clause was disabled after it was added as a subclause, an icon will appear in the related tab to indicate the inactive clause.

Deactivate a Clause

You now have the option to deactivate Clauses.

True-Up Enhancement

During the True-Up process, you can now use the Differences toggle to compare modifications between your document values and Salesforce values. 

View Redlines Save Enhancement

On the View Redlines Page, three Saves options are now available: Save PDF, Save and Download, and Save latest version.

Obligations Enhancement in Clause Library

In the Clause Library, you can now view what clauses are associated with an Obligation.