home

X-Author for Contracts Advanced 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

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

X-Author for Contracts Advanced for Salesforce

Working with Contract AI

download

Viewing the Conga Copilot Summary

  1. Purchase the Contract AI feature package.

  2. Contact Conga Support to enable the contract-copilot feature flag on your account.

  3. Enable the COPILOT action permission. Only an Administrator can perform this task. For more information see Configuring Action Permissions for the Agreement Object.

Conga Copilot can summarize documents which is useful when reviewing long contracts. The generated summary distills a document down to its key points, saving you valuable time.

  1. Within X-Author for Contracts Advanced, click the Work tab.
  2. Click the AI icon and select Copilot.
  3. Click the Summary tab.
  4. Click one of the following options:

    • Contract Summary: This is a full generated summary of your contract document that includes all your contract details such as Contract Type, Effective Date, and End Date.

    • Brief Summary: This is a brief generated summary about the contents of your document but not does include all the specific details.

  5. Click Refresh to refresh the summary.
User Guide
Conga
Salesforce
X-Author for Conga Contracts Advanced

March 7, 2025