Bluewave
Send with Conga Sign
Conga Sign
Conga Sign can be found on the following objects:
Opportunities
Service Orders
Business Contracts
Upload Document
Upload pdf or Word document(s). Reorder as necessary. You may also select a document that has been previously attached to that record.
Select Recipient(s)
Search contacts (by name or account) from Salesforce, or add an external recipient. Reorder recipients as necessary. Add a subject and message, if desired
Preview and Tag
Click “Preview and Tag.” Drag signature fields to the proper places on the document(s) for Recipient 1 and then repeat for subsequent recipients (up to 10). Click “Send.”
Document will be sent for signature to all parties, and the sender will receive an alert.
Recipients will receive emails to sign the documents, and will be guided through the signing process. Sender will receive an alert when the signing is complete.
