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#Conga Sign토론 중인 항목 0개

I have not seen any statuses in conga sign transaction or conga sign recipient that would indicate this.  

 

#Conga Sign

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  1. 2025년 10월 24일 오전 11:02

    @Jennifer Ko

      Conga Sign doesn’t show bounced or failed email delivery statuses directly in the Transaction or Recipient records. However, Conga Sign’s REST API provides an EMAIL_BOUNCE notification event that indicates when an email fails to deliver. You can capture this event through a webhook or integration listener and update a custom field in Salesforce to track bounced emails. This is the only reliable way to identify unsuccessful email deliveries in Conga Sign.  

     

    See this : 

    https://documentation.conga.com/en/sign-for-advantage-platform/current/conga-sign-for-rest-api-developers/available-notifications

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Hello, we recently switched from DocuSign to Conga Sign. In DocuSign, a certificate of completion was included for every electronically signed document. Does Conga have something similar? One of our customers is requesting it right now, and this will come up again. I've tried reaching out to Conga support, googling it, and searching Reddit, but I'm not finding an answer. Working with Conga has not been a good experience. We're three months in and I regret switching. 

 

#Conga Sign

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  1. 2025년 7월 11일 오전 11:53

    @Sarah Skeeters It sends the completion email. Here it is mentioned "Sign sends an email to all signers to notify them that the signing is complete. That email includes a link that signers can click to download the transaction with its securely signed documents. The email may also include the documents as attachments, depending on the options selected by the Transaction Owner when they created the transaction." Thanks

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Hi, 

 

We use Conga Sign to send documents to the customers for electronic signature. We do this using a custom button on the Salesforce Page. 

Many times the Conga links go into Spam folder or are blocked on the customer IT network side and eventually the Conga link expires after 30 days.  

Is there a way to save the unique Conga Sign URL in Salesforce on the "Conga Sign Recipient" object for each recipient? That way we can copy the link and send a direct email to the customers (and not via Conga trigger again). 

 

Thanks, 

Abhi. 

 

#Conga Sign

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Hi, I am new to Conga and trying to crack some things and getting lost in their manual. I just need to map some fields and add specific merge field onto Email Subject or Body which seems like requires a lot of work.  

 

Questions: 

 

  1. What is required to map a Checkbox from signed document into Salesforce record that URL button was launched from? 
  2. Conga Email Templates
    1. How to remove attachment from the email when document is sent to sign?
    2. How to add "View Document" link?
    3. How to add notifications to sender the same way it works with standard CongaSign functionality

 

 

#Conga Composer  #Conga  #Conga Sign  #Conga Email Template

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  1. 2025년 6월 17일 오전 7:45

    4. Add View Document link. Use {{CongaSign__SigningURL__c}} from the Conga Sign record in your email template.  

     

    How is it supposed to work? Where do I find this field? When i just place it in the Conga Email Template its treated as non existent field.  

     

    What object is that SigningURL__c on? I dont see that neither...

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While using conga composer and sending the form for sign, I have encountered an error, the Doc was working fine earlier, Despite making no changes to word doc and making no changes to write back configuration I am getting this error-"SYSTEM: A write-back tag was found for which no active definition exists". 

 

#Conga Sign

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Hello ! 

To explain the issue: we send contracts in bulk to our clients. Some clients may receive 100 documents to sign at once via Conga Batch, but they receive everything in a single email since all documents are sent at the same time with the same subject email. We would like to implement a way to differentiate each contract so that each signature request is sent in a separate email, making the process easier for our clients. 

Would it be possible to modify the email subject to differentiate the different contracts? It seems that it is not possible to put a merge field... 

Thanks, 

 

#Conga Sign  #Conga

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  1. 2025년 3월 7일 오전 3:23

    Sending each contract in a separate email with a unique subject line using Conga Batch can be challenging, as it typically sends all documents in a single email, and inserting merge fields into the email subject line isn’t supported.

    To achieve individualized emails, you might consider using Conga Conductor, which allows for batched and scheduled email deliveries. Alternatively, integrating Conga Composer with Conga Trigger can automate the process of generating and sending documents, potentially allowing for more customized email subjects. 

    https://idealistconsulting.com/blog/go-paperless-batched-scheduled-email-conga-conductor

    Another approach is to use Salesforce Flow or Apex, to automate the generation and sending of individual emails for each contract. This method can provide greater flexibility in customizing email subjects and content.

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Hey all,

unfortunately Conga support is unavailable right now (can't login in community and can't call...) so I hope you can help.

I want to add write back tags onto my word document. It's a Checkbox field and the tag itself is working. But through Composer and Sign I have this huge empty space between the resolved box and the text (Checkbox is in front of text). How can I solve this issue?

That's my Tag: \wb1 {"apiName":"Werbeklausel_Telefon__c", "defaultValue": “{{VERTRAG_WERBEKLAUSEL_TELEFON}}“}\ 

Thank you so much!

Need help with Writeback Checkbox in Word Document

 

#Conga Sign  #Conga  #Conga Composer Template

답변 5개
  1. 2025년 1월 27일 오전 8:50

    @Jan Tonnet

    this is the reply from Conga: 

    "I can see you are encountering an issue with Blank Space in your Conga Sign/Composer solution. The issue here is that the full length of the Writeback field is used, and static text is placed after the sentence. A recommended work around would be to please the Static Text before the writeback, or make the Writeback text font size equal one, as this does not affect the final box size. " 

     

    As putting the text in front of the Checkbox is no option, they suggest to use the smallest font size for the tag. Will try this.

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Hi Trailblazers,

 

I'm currently facing an issue with Conga Sign in Salesforce. After selecting the document and filling in all the necessary details, I encounter the error message "SYSTEM ERROR: An error occurred while processing the document" when I click on preview and tag button.

I've verified all configurations, ensured the document meets requirements, and reviewed logs, but haven't found a resolution yet.

Has anyone else experienced this specific issue? Could you please share any troubleshooting steps or known fixes that might help resolve this problem?

Your assistance and insights would be greatly appreciated!

Thank you!

 

Need Help: Error with Conga Sign in Salesforce

 

#Conga Sign  #Salesforce Admin

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Salt Click 님이 Conga에 질문했습니다

When adding a Standard Tag (Company) merge field to a template (Word Doc) can you make that tag Read Only so the recipient cannot change it and write back to Salesforce? #Conga Composer #Conga #Conga Composer Template #Conga Email Template #Conga Sign #Congaforsalesforce

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