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Conga Product Documentation

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Sign for Salesforce

Sending Documents for eSignature

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Sending Transactions from Conga CLM

Conga Sign can be used from a Conga CLM Agreement. Once an Agreement Status is In Signature or Ready for Signature, the Send for Conga Sign action is available to use in the Agreement Lifecycle Actions panel.

For more information, see Enabling and Customizing the Action Panel for CLM.

To send documents for eSignature

  1. Click Send for Conga Sign in the Agreement Lifecycle Action panel.
  2. Select agreement documents and related agreement documents and click Next.
  3. (Optional) Add Documents
    1. You can search for a file in Salesforce. Search look at all the Files in your Org.
    2. Click Upload File to upload any Word or PDF file.
      You can also drag and drop the file.
    3. Available Documents list shows all documents attached to that record. Select the documents that you want to send for eSignature.
      You can select multiple documents.
    4. To sequence, drag documents into the correct order use the icon () on the left.
    5. To display only selected documents in the Available Documents list, click the toggle for Only Show Selected to enable it.
  4. Add Recipients.
    1. Search for Salesforce Contacts, Leads, or Users within Salesforce.
    2. If the Recipient is not a Contact, Lead, or User in Salesforce, click Create New Recipient and complete the required fields to add a non-Salesforce Recipient.
      For more information about creating a new Recipient in a Conga Sign Transaction, see Creating New Recipients in Create Transaction UI.
    3. Configure optional features:


    • Customize Role, Language, and Authentication, for each Recipient.

      For more information on setting up authentication, refer toSMS Authentication.

    • Enable Signing Order if you want the document to be signed by recipients in a specific order. To sequence, drag signers into the correct order using the icon () on the left.
  5. Advanced Options
    1. Compose a customized Subject and Message.
      If none is provided, a default is used.
    2. Set the date and time for transaction expiration and reminders if desired. You can configure the following fields:
      • Transaction Expiration- Select the date and time when you want the transaction to expire. After the transaction is expired, the signer receives an email notification.
      • Expiration Reminder - Select the date and time when you want to send a reminder to the signer about the expiration of the transaction.
      • Request Reminder - Enter the number of days in which you want to send a reminder to the signer after you send the document. For example, you send the document today and you enter the value as 5. A reminder will be sent to the signer after 5 days.
  6. If tags exist, click Send Now.
  7. If you need to add tags or preview, click Preview and Tag.
    1. Tag the document with signature fields, initial fields, or any other fields you require.
      Documents requiring more than one signer have an extra bar at the top of the document with color-coded names to distinguish field blocks.
    2. Drag and Drop the blocks from the left-hand panel into the document.
    3. In case of multiple documents, select a file name from the dropdown list at the top to navigate between the documents.
      The dropdown displays the file name that you are viewing as you scroll between documents.
    4. Click Send.
    This concludes the send for eSignature process using Conga Sign.

You receive an email confirming the documents are sent and a link to the new audit trail. Your recipients are sent emails inviting them to sign the documents.

Visit Signing a Document to learn about a recipient's signing experience.

Once the document has been signed and Document Versioning is enabled, it will be saved back to CLM Agreement record under the Document Version in addition to the Transaction. The Document Type of the signed document is updated as the Executed Document. For more information about Document Versioning, see Contract Document Versioning. If the Document Versioning is disabled, it will be saved back to the CLM Agreement record to Files or Notes & Attachments in addition to the Transaction. All smart clauses are marked as Final in the Agreement Clauses section.

User Guide
Sign

February 8, 2025