Use Conga Sign to capture signatures while In-Person with your prospects, customers, and partners at any time without the need to send an email invitation. In-Person Signing Transactions bypass the standard email functionality, allowing users to expedite the signing experience without needing to access their email. In-Person Signing functionality is useful for scenarios that require a signed document on the spot, such as trade shows, door to door sales, and on-site visits. In-Person Signing feature is compatible with the Salesforce1 Mobile App, Salesforce Classic, and Salesforce Lightning, allowing users to easily create In-Person Signing Transactions on smartphones, tablets, and laptops.

In-Person Signing feature requires two different roles for each In-Person Signing Transaction: the In-Person Signer and the Facilitator. The Signer role is also available for assignment in an In-Person transaction but is not required.

The In-Person Signer is the recipient signing a Conga Sign document In-Person. The In-Person Signer Role designates the Conga Sign transaction as a In-Person Signing Transaction, rather than the default email-based Transaction. This role is required to create the In-Person Signing transaction. An In-Person Signer must be an existing Contact, Lead, or User record with a valid email address.

The In-Person Signer is always the first signer required to complete their assigned Conga Sign tags, and as such Conga Sign requires Serial Routing order for this feature. Any additional Signers defined in an In-Person Signing Transaction must complete their assigned tags after the In-Person Signer completes their portion of the Transaction.

The Facilitator is the Salesforce user that created the In-Person Signing Transaction and is responsible for conducting the In-Person signing. The Facilitator role is automatically populated once the In-Person Signer role is assigned to a recipient. This role is assigned to the running Salesforce user that designated the In-Person Signer role. Users must assign the In-Person Signer role before the Facilitator role is assigned. Only one Facilitator is allowed for each Sign In-Person Transaction.

A Facilitator is responsible for physically handing the device to the In-Person Signer and guiding them through the In-Person Signing transaction. The Facilitator is not considered a signer in the Transaction and therefore cannot have Conga Sign tags added or assigned for that role. However, the running Salesforce User is available to add as a Signer to the Transaction in addition to their Facilitator role. Facilitators will not receive a "Transaction Sent" email notification, as there is no need for the role to receive one.

The Signer is a recipient responsible for signing the Conga Sign document over email. This role is not required for an In-Person transaction. A Signer is emailed the Conga Sign Transaction after the In-Person Signer completes their assigned tags. Users can easily define the signer order for additional Signers when creating the In-Person Signing Transaction. In-Person Signing functionality is not yet available for Conga Sign-integrated Composer solutions.