home

Sign for Salesforce

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)CPQ 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 SearchTurboEnginesX-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 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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

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.

Show Contents

Show Page Sections

Sign for Salesforce

Conga Sign for Administrators

download

Customizing Emails

Customize and brand your company email templates to provide a professional business experience to the recipients. Additionally, you can customize the body text of emails sent to the recipient when you send a transaction.

Note:

Email customization is done for individual Business Units. If multiple Business Units are enabled for an org, users can select from multiple Business Units in the Create Transaction user interface. For more information on Business Units, see Business Units.

If you need a document to be signed, the email the signer receives can have a specified text. Additional details are added to the Sent Email body so your users can more easily identify and confirm information associated with the transaction. The email body is defined. The document name is bolded and includes a list of recipients to whom the transaction email is sent.

To customize emails

  1. Navigate to Conga Sign Setup and click Business Units.
  2. Click Edit Business Unit next to a specific Business Unit.
  3. Enter values in the following fields to customize your Conga Sign emails:
    1. Email Display Name
    2. Subject
    3. Message
    4. Company
    5. Address
    6. City, State, and Zip/Postal Code
    7. Country
    8. Phone Number
    9. Website in
    Note:

    It is not required to enter values for all email configuration and contact fields in a Business Unit. For more information on customizing email fields for a Business Unit, see Configuring Business Units.

  4. Click Save.
    Note:

    Both the original Signer and Requester receive Re-assigned Requester email notifications. Error messages were updated to explain to users who attempt to re-assign Signer after previous successful re-assignment. The error message states: This document has already been re-assigned to a new Signer. Each Signer can only re-assign to a new Signer once.

Administrator Guide
Sign

January 27, 2025