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eSignature Integration with Advantage Platform

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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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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eSignature Integration with Advantage Platform

Adobe Sign Setup

Setting up Adobe Sign parameters in Advantage Platform

  • The following information from your Adobe Sign account:
    • Adobe Sign auth server
    • Adobe Sign client ID
    • Adobe Sign client secret
  1. Log in to Conga Platform.
  2. Click the menu icon () on the top right corner, and go to Admin Console.
  3. Click Integrations.
  4. Navigate to the eSignature API Connections tab.
  5. Under the Action column, click Configure for Adobe Sign. The Adobe Sign Setup page opens.
  6. Enter the following details:

    Field Name

    Description

    Adobe Sign AuthServer

    To get the Adobe Sign auth server, log in to Adobe Sign as an administrator and copy the domain link from the home page (for example, https://###.###.adobesign.com). Add the domain link to the Adobe Sign AuthServer field.

    Adobe Sign Client ID

    To get the client ID, log in to Adobe Sign as an administrator, go to Acrobat Sign API > click API Applications, select the required API Application > click View/Edit, and enter the application ID value in the Adobe Sign Client ID field.

    Adobe Sign Client Secret

    To get the client secret, log in to Adobe Sign as an administrator, go to Acrobat Sign API > click API Applications, select the required API Application > click View/Edit, and enter the client secret value in the Adobe Sign Client Secret field.

  7. Turn on the AdobeSign Templates Enabled toggle button to enable the Apply Template dropdown to the Recipient segment of the eSignature process.
  8. Turn on the Retrieve as Combined Document toggle button to enable the generation of a single PDF document containing all documents that were signed during the eSignature process.
  9. Turn on the Default Option for Signature toggle button to make Adobe Sign the default option while sending documents for eSignature.
  10. Turn on the Active toggle button to make the Adobe Sign option available for selection while sending documents for eSignature.
    Note:

    When the Default Option for Signature toggle button is turned on, you can not turn off the Active toggle button.

  11. Turn on the Show reminder and expiration for end user toggle button to display the following reminders and expiration related parameters to the users when they send documents for signature:

    Field

    Description

    Reminder Delay (hours)

    Number of hours after the user sends the document to send a reminder to the recipients to sign it. For example, if the user sends the document today and Reminder Delay value is 5 hours, a reminder will be sent to the signer after five hours.

    Expire After Date Time

    Date and time at which the envelope should expire. The system calculates the expiry date and time based on the logged-in user's time zone. If a time zone is not defined for the user, the system defaults to UTC.

    The expiry date and time will be specified in the reminder email sent to the recipients.

    Reminder Frequency

    Frequency of sending reminders until the document is signed. For example, if you send the document today and select Every Day Until Signed, a reminder will be sent every day until the signer signs the document.

  12. Click Save. You are redirected to the Adobe Acrobat Sign login page.
  13. Enter email and password, and click Sign In.
  14. Click Allow to grant consent.

After granting consent, you are redirected to the Adobe Sign setup page. Adobe Sign is configured in your org. To edit the configuration, click Edit under the Action column.

Note:

If you do not use Adobe Sign eSignature services in the Conga Platform for more than 60 days, the refresh token will expire. To generate a new refresh token, go to the Adobe Sign Setup page and click Save.

Setting Adobe Sign as default option

You can set Adobe Sign as the default option for sending documents for eSignature. Only one sign provider can be set as the default at any given time.
  1. In the eSignature API Connections tab, click More () icon for Adobe Sign.
  2. Turn on the Default option for signature toggle button.
    Note: If another sign provider was previously set as default, it will be deselected.
When users initiate Send for Signature, by default Adobe Sign is displayed as selected.

Use Case: Enabling Adobe Sign Template Selection for eSignature

This use case provides an example of how an administrator enables Adobe Acrobat Sign template selection in Conga CLM so that users can choose and apply approved sign templates when sending agreements for electronic signature.

Scenario

Michael Brown, a Conga CLM administrator at Acme Manufacturing Inc., wants to ensure that all agreements sent for electronic signature follow standardized signing rules. To eliminate manual tag placement and reduce execution errors, Michael enables the Adobe Acrobat Sign template selection feature. Once enabled, contract managers can select approved sign templates directly from Conga CLM when sending agreements for eSignature.

Objective

Allow Michael to control and standardize the agreement signing process by enabling Adobe Acrobat Sign template selection in Conga CLM.

Actors / Roles

  • Michael Brown, Conga CLM Administrator at Acme Manufacturing Inc.
  • Conga CLM
  • Adobe Acrobat Sign
  • Contract Managers (end users)

Prerequisites

  • Conga CLM is integrated with Adobe Acrobat Sign
  • Adobe Acrobat Sign templates are created and published
  • The administrators have access to Conga CLM configuration settings
  • Adobe Sign electronic signature is enabled in Conga CLM

Trigger

Michael configures electronic signature settings in Conga CLM.

  1. Michael logs in to Conga CLM for Advantage Platform as an administrator and navigates to the Admin Console.
  2. Goes to Integrations and clicks eSignature API Connections tab.
  3. Under the Actions column, he clicks Configure.
  4. In the Adobe Sign page, he toggles the AdobeSign Templates Enabled button on and clicks Save.
    Tip: For more information about configuring Adobe Sign parameters in Advantage Platform, see Setting up Adobe Sign parameters in Advantage Platform
  5. The contract manager initiate Send for Signature for a contract and select Adobe Sign as eSignature option.
  6. He adds documents and recipients for signature.
  7. Conga CLM displays available Adobe Acrobat Sign templates for selection. The contract manager selects a template and proceeds with sending of eSignature request.
    Tip: For more information about sending documents for eSignature with Adobe Sign, see Sending Documents for eSignature with Adobe Sign
Users can select and apply Adobe Acrobat Sign templates when sending agreements for electronic signature, ensuring consistent signer roles, and tag placement across all contracts.
Administrator Guide
Conga
eSignature Integration

February 3, 2026