Conga Product Documentation

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Enabling Sign for Advantage Platform for Contracts for Salesforce

You have purchased both Contracts for Salesforce in addition to Sign for Advantage Platform.
  1. Login to your Salesforce environment where Contracts for Salesforce has been installed.
  2. Go to CLM Setup.
  3. Go to ESign Options > Conga Sign 2.0.
  4. Click Conga Sign 2.0 Auto-Configurator.
    1. Select a Region. Multiple regions are not supported.
      Note: You can also enter the configuration information into the provided fields manually.
  5. Under the Conga Sign 2.0 Config Options section, click Setup Data Connection.
    1. You are redirected to the Conga Advantage Platform. Click Data Sync Connections.
    2. In the Data Sync Settings, click Connect next to the Salesforce Org you want to connect you. This should be the Org with your installation of Contracts for Salesforce.
Conga Sign for Advantage Platform is now integrated with Contracts for Salesforce.