New Features and Enhancements
The following features are new to Conga Contract Lifecycle Management in this release.
Conga Sign Console Enhancement
Only recipient records are displayed in the RECIPIENTS section of Conga Sign Console to insert signature-related fields in the document. The sender record is not shown in this section.
Hide or Display Actions Based on User Roles and Permissions
Administrators can control (hide or display) whether a user can have access to perform certain actions such as Generate Document, Regenerate Document, Send for Review, Send for Signature, Amend, Renew, Expire, Activate and so on, depending on user roles and permissions.
Record Type and User Profile-Based Page Layout Assignment
Contract administrators can assign page layouts based on record type and user profile. They can configure different layouts for different contract types for the same user profile or different layouts for the same contract type for different user profiles.
You can search contract documents across multiple objects.
Recall DocuSign eSignature Request
Contract users can recall a signature request and void an eSignature document sent for signatures.
Send Documents Directly for eSignature
Contract users can send a document for DocuSign directly for signature without going through the Document Tagging UI.
Start Date and End Date Validation during Contract Activation
By default, the Contract Start Date and Contract End Date fields are required to activate fixed-term contracts. The administrator can configure the page layout to make these fields mandatory for all contract term types.
Contract Request Status and Status Category
You cannot manually change the status and status category automatically assigned to contract requests after creation.
Email Notification on the Expiration of the Contract
An email notification is sent to the primary contact and the logged-in user regarding the upcoming expiration of the contract.
Email Notification on Termination of the Contract
An email notification is sent to the primary contact and the logged-in user regarding the upcoming termination of the contract.
Visibility into Contract Lifecycle Stage
Users can track the contract lifecycle through the transition bar displayed above the contract details. The workflow stages are arranged in a sequential order, depicting the progress of the contract stages from initiation to completion.
Telemetry Logs for Worker APIs
On the Grafana dashboard, Telemetry displays the logs, metrics, and events created by the application for Cycle Time Worker and Life Cycle Worker services. This data is used to debug issues and help improve customer experience and application health.