Installing Conga Sign from the Salesforce AppExchange

Conga Sign is available to install from the Salesforce AppExchange.

To install Conga Sign:
  1. Install Conga Sign into your Salesforce instance by visiting our listing on the AppExchange.
  2. Click Get It Now and follow the on-screen prompts to install Conga Sign.
  3. Log into the AppExchange.

    You must provide System Administrator credentials to install an application from the AppExchange.

  4. Specify where you want to install Conga Sign:
    • Click Install in production to install in your production instance.

    • Click Install in sandbox to install in a sandbox.

  5. Read and accept the terms and conditions.
    1. Select the I have read and agree to the terms and conditions box.
    2. Click Confirm and Install!
    As a best practice, and to avoid access issues for end users, Conga recommends selecting Install for All Users.
  6. Click Install.
  7. Approve Third-Party Access for all 3 websites selected.
    3rd party sign access
    1. Check Yes, grant access to these third-party websites.
    2. Click Continue.
  8. Click Done. If the package takes too long to install, you will receive an email letting you know when it is done.
  9. After clicking Done, you will be on the Installed Packages page in Salesforce Setup. Click on Manage Licenses next to the Conga Sign managed package link.
  10. Administrators are assigned a license by default. Continue assigning licenses to other users who need access to Conga Sign.
    Tip: Conga Sign document recipients do not need a Conga Sign license. Only users who will be preparing documents to send for signatures need a license.

After assigning licenses, you must Configuring Conga Sign for use in your organization.