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Conga Support

Setting Up DocuSign for Salesforce

You can integrate Conga Composer with DocuSign for Salesforce. The configuration steps for integrating with DocuSign for Salesforce 7 are different. For more information, see Integrating Composer with DocuSign for Salesforce 7 for more information. 

To set up DocuSign for Salesforce:

  1. Go to the DocuSign Admin tab.
  2. Click Users.
  3. Select users and click Add Users.  This will assign a DocuSign license to the defined users.

    You are now ready to integrate DocuSign for Salesforce and Conga Composer!