Conga Product Documentation

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Frequently Asked Questions

  • At what point can a user no longer cancel a Conga Sign Transaction?

    A Conga Sign Transaction cannot be canceled once it is Completed or Canceled. Users may cancel a Conga Sign Transaction at any point before the Transaction is Completed.

  • As a Salesforce User sending a Conga Sign Transaction, where can I cancel the Transaction?

    The sender can only cancel the transaction from the "Cancel Transaction" button on the Conga Sign Transaction record.

  • As a Signer, where can I cancel the Transaction?

    Signers can cancel the transaction after clicking the Begin Signing button in the invitation email and then clicking the Cancel button in the Signing user interface.

  • Does deleting a Conga Sign Transaction record cancel the Transaction?

    No, deleting a Conga Sign Transaction record does not cancel the Transaction.

  • Can a Recipient with a Signer Role of 'CC' cancel a Conga Sign Transaction?

    No, a Recipient must have a Signer Role of 'Signer' to cancel a Conga Sign Transaction.