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Sign 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
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

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Sign for Salesforce

Post-Installation Configuration

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Creating a Conga Sign button Manually

Several buttons are necessary when using Contracts with Salesforce CPQ. This page describes how to create and place them.

To create a Conga Sign button

  1. Navigate to Setup > Object Manager tab.
  2. Select the appropriate Object.
  3. Click Buttons, Links, and Actions.
  4. Click New Button or Link.
  5. Enter the following information:
    • Label: Send for Conga Sign
    • Display Type: Detail Page Button
    • Behavior: Display in a new window
    • Button or Link URL: /apex/APXT_CongaSign__apxt_sendForSignature?id={!Object.Id}

To add Buttons to the selected Object

  1. In Salesforce Lightning, navigate to the Object layout page where you selected the Object on the Object Manager tab.
  2. Click the Page Layout name.
    The edit screen opens.
  3. Click Buttons.
  4. Drag your Conga Sign button to the Custom buttons area.
  5. Click Mobile & Lightning Actions.
  6. Drag your Conga Sign button to the Salesforce Mobile and Lightning Experience Actions area.
  7. Click Save.
Administrator Guide
Sign

March 3, 2025