Conga Sign - Write Back
Do you need to capture information during your document execution process for safekeeping in Salesforce? Are you tired of wasting time on data entry? Write Back might be just what you need! After a quick setup process, you can use Conga Sign to capture information from your signers and store it in the appropriate Salesforce fields, with the ability to leverage the power of lookup relationships. You can choose from several field types, mark fields as required, and even use the tagging syntax to add write back fields to your templates. Conga Sign’s Write Back functionality streamlines your document execution process. Save time, keep your Salesforce data up-to-date, and help make everyone’s lives a little easier!
In Conga Sign
How to install and configure Conga Sign
Join us as we run through how to install Conga Sign from the Salesforce AppExchange, configure the product, and send a document for eSignature. Installation :12 Configuration :58 Send for eSignature 2:36 Resources 3:56
Conga Sign Overview
Don’t overpay for eSignature—take a leap and experience the modern eSignature solution built for Salesforce. With Conga Sign’s easy-to-use interface and effortless signing experience, doing business with you just got easier.
In Person Signing
Conga Sign's In Person Signing is useful when you need signatures on the spot like trade shows, door to door sales, and on-site visits. These transactions bypass the standard email functionality allowing you to expedite the signing process.
How to Update Conga Sign IP Address Settings
Follow these steps to update your Conga Sign IP address settings.
Collaborate Sign Demo
This video showcases the Conga Sign integration with Conga Collaborate.
TCS Webinar: Getting Started with Conga Sign
Conga Sign webinar from August 28, 2018