Welcome back! This is the second part of our Conga journey. If you haven’t yet, make sure to read the first part: Conga’ing our way to automated documents.
Quick recap: In the first part we created the button/link that we’re going to use as well as the contract template itself that we will send out to employees.
This second part will expand upon that same button, integrating Conga Sign and some parameters to speed up our document creation process. Also, we will modify our template so that the signature fields will automatically appear for our signers (rather than having to click-and-drag the fields into the document).
Enough yapping let’s get to it!
Firstly, we’ll go back the link we created in the first post.
Now we have to make sure that the document can be Conga Signed.
Edit the button then add “&csVisible=1” into the URL on its own line. The ‘Merge & Download’ button will now appear as ‘Merge & Conga Sign’.
While we’re here we should add some parameters. These will allow us to automate some of this process even further such as default outputs, document recipients and more.
The first parameter we’re going to put in is to change the default output to a PDF so we don’t have to change every time we generate a document.
On a separate line add “&DefaultPDF=1”.
The URL should now look like the below:
If you return to the contact and now click on the link then you’ll see this:
Notice any differences? The default output option is now a PDF and clicking the ‘Merge’ button will now take you to Conga Sign. Let’s go there!
Here there are a few options that we can modify and customise (not all on that screenshot). We can add documents (although we don’t need to since we generate it each time), add recipients, modify the email template and set reminders or expirations.
As I said before these can all have defaults. For example, if one person within your organisation has to sign everyone of these contracts then you can add him (within the button URL) to always be the first signer.
Add in a recipient (must be a user, contact, or lead within Salesforce) then click ‘Preview and Tag’ and you’ll be able to see your document as well as drag out the signature, name etc. fields.
Now you can click and drag the signature fields and more onto your document.
However, dragging these fields onto your document each time can be time consuming.
Let’s modify our template so that these signature and name fields are always in the same area.
Where you wish to have to the signature or name just add ‘\fullname1\’ or ‘\signature1\ like so:
Make sure to leave an extra line or two of room for the signature since it’s quite large.
Unfortunately we’re going to have to re-upload the template to Salesforce.
To do that, go into Salesforce and then go into the ‘Conga Template’ object. Open up the template that was created for Part 1. In the ‘Notes & Attachments’ related list, delete the previous template. Now re-upload your new template.
Repeat the document creation process through Conga until you reach the Conga Sign screen, then click ‘Preview & Tag’ again.
Check out your new signature fields! NOTE: We only put in the fields for the first signer (signature1). So to put in the fields for a second or third signer (up to 10) then just change the number to the appropriate signer (signature4 will bring up a signature field for the fourth signer). Be careful when doing this as rearranging the signer order can have an effect on where they sign the document.
Now you can send this to all your contacts for them to sign!
Yay! All done! I hope you enjoyed this short series of very enjoyable blogs. Stay tuned for more!