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    Advantage Platform

    Conga’s unified, extensible platform to help you accelerate your end-to-end revenue lifecycle and gain a Revenue Advantage

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      • Composer

        Create streamlined and professional-looking documents that align with your brand

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        Unlock powerful affordable enterprise-grade eSignature for a better way to sign across your business

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      • CLM

        Automate contract processes for increased visibility and a better customer experience

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        Get accurate answers quickly to accelerate decision-making and time to revenue with ethical AI

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        Deliver accurate quotes, faster for bigger deals, better margins, and a higher win rate

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        Improve margins through customized automated billing for any business model

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      Merge data from any CRM, ERP, or platform of your choice

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Access the Legal Center

Conga Sign Web App Add-On Amendment

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This Conga Sign Web Add-On Amendment (“Add-On Amendment”) is entered between Customer (“Customer”) and Apttus Corporation (“Conga”) and shall supplement the Conga  Sign Statement of Work, (“SOW”) as described in the applicable Order. This Add-On Amendment is issued pursuant to the Professional Services Terms, or similar professional services agreement (collectively, “PS Terms”), attached to the Master Services Agreement, or similar subscription agreement (collectively, “MSA”), by and between the parties. In the absence of existing PS Terms between the parties, this Add-On Amendment shall be governed by the Professional Services Terms located at: /legal-center/professional-services-terms.

All capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the MSA, Order, or SOW, respectively. 

Whereas, Customer wishes to have Conga provide additional Professional Services  pursuant to the SOW and this Add-On Amendment; 

Whereas, each type of Add-On Amendment, as identified on the applicable Order between  Conga and Customer, is identified below. For clarity, not all Add-On criteria listed herein shall  apply to Customer. 

  • Conga Sign eSignature Type Add-On 

  • Conga Sign Authentication Type Add-On 

  • Conga Sign Template Type Add-On 

For good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties to add the applicable Add-on terms below as follows:

Conga Sign eSignature Add-On

Functionality

Conga Sign Add-On Offering for eSignature for Web

Scope and Responsibilities of Migration

Domain Keys Identified Mail Configuration

DKIM (White Labeling)

Configuration of one (1) Domain Keys Identified Mail  (DKIM) entry to allow emails  sent from one (1) Conga Sign  account  

(Sender Policy Framework  (SPF) can also be configured  together with DKIM)

DKIM Configuration to include the following: 

  • Review the DKIM configuration process and the required Customer input

  • Setup of DKIM configuration and provide DNS records to the Customer

  • Customer will be required to add the  DNS records on email service provider account

  • Assist with validation of the new records

  • Configure the Customer’s Conga Sign  account with the new originating email address

  • Assist with testing and validation

 

Conga Sign Authentication Add-On

Functionality 

Conga Sign Add-On Offering for Authentication for Web 

Scope of Configuration

Authentication

eSignature Authentication

Knowledge Based Authentication (KBA) is available through Equifax US or Equifax Canada only. 

Recipients must be in the U.S.  or Canada 

Setup KBA:

  • Configure option for KBA Equifax

  • Configure authentication requirements

eSignature Authentication

Enable Document (ID Verification which is an authentication process where the recipient must scan a government issued ID and take a selfie to provide proof  of their identity.

Setup Document Verification:

  • Configure option for Document  verification. Document verification + Facial recognition OR Document verification only.

  • Configure authentication requirements

   

 

Conga Sign Template Add-On Scope

Functionality 

Conga Sign Add-On Offering for Templates for Web 

Scope of Configuration

Templates

eSignature Templates 

Basic Conga Sign templates setup that will route documents for signatures

Up to 4 templates: 

  • Up to 3 signers per document

  • Up to 6 signature tags per document 

  • Configure 1 default signing order  per template

  • Up to 5 custom form fill fields per  template

  • Up to 4 conditional elements per  template

eSignature Templates 

Advanced Conga Sign templates setup that will route documents for signatures

Up to 6 templates:  

  • Up to 10 signers per document

  • Up to 20 signature tags per  document

  • Configure 1 default signing order  per template

  • Up to 20 custom form fill fields  per template or write back fields  (Salesforce generated templates only)

  • Up to 15 conditional elements per  template

 

This Conga Sign for Web App  Amendment (“Add-On Amendment”) is entered between Customer (“Customer”) and Apttus Corporation (“Conga”) and shall supplement the Conga Sign Statement of Work, (“SOW”) as described in the applicable Order. This Add-On Amendment is issued pursuant to the Professional Services Terms, or similar professional services agreement (collectively, “PS Terms”), attached to the Master Services Agreement, or similar subscription agreement (collectively, “MSA”), by and between the parties. In the absence of existing PS Terms between the parties, this Add-On Amendment shall be governed by the Professional Services Terms located at: /legal-center/professional-services-terms.

All capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the MSA, Order, or SOW, respectively. 

Whereas, Customer wishes to have Conga provide additional Professional Services  pursuant to the SOW and this Add-On Amendment; 

Whereas, each type of Add-On Amendment, as identified on the applicable Order between  Conga and Customer, is identified below. For clarity, not all Add-On criteria listed herein shall  apply to Customer. 

  • Conga Sign Authentication Type Add-On 

  • Conga Sign Template Type Add-On

  • Conga Sign eSignature Type Add-On

For good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties to add the applicable Add-on terms below as follows:

Conga Sign Authentication Add-On

Functionality 

Conga Sign Add-On Offering for Authentication for Web 

Scope of Configuration

Authentication

eSignature Authentication

Knowledge Based Authentication (KBA) is available through Equifax US or Equifax Canada only. 

Recipients must be in the U.S.  or Canada 

Setup KBA:

  • Configure option for KBA Equifax

  • Configure authentication requirements

eSignature Authentication

Enable Document (ID Verification which is an authentication process where the recipient must scan a government issued ID and take a selfie to provide proof  of their identity.

Setup Document Verification:

  • Configure option for Document  verification. Document verification + Facial recognition OR Document verification only.

  • Configure authentication requirements

   

 

Conga Sign for Template Add-On Scope

Functionality 

Conga Sign Add-On Offering for Templates for Web 

Scope of Configuration

Templates

eSignature Templates 

Basic Conga Sign templates setup that will route documents for signatures

Up to 4 templates: 

  • Up to 3 signers per document

  • Up to 6 signature tags per document 

  • Configure 1 default signing order  per template

  • Up to 5 custom form fill fields per  template

  • Up to 4 conditional elements per  template

eSignature Templates 

Advanced Conga Sign templates setup that will route documents for signatures

Up to 6 templates:  

  • Up to 10 signers per document

  • Up to 20 signature tags per  document

  • Configure 1 default signing order  per template

  • Up to 20 custom form fill fields  per template or write back fields  (Salesforce generated templates only)

  • Up to 15 conditional elements per  template

 

Conga Sign eSignature Add-On Scope

Functionality

Conga Sign Add-On Offering for eSignature for Web

Scope and Responsibilities of Migration

API Advisory Services

eSignature API
Advanced Advisory
Services

Guidance on setting up
advanced API features for eSignature

Advise on the following: 

  • Provide Help on the below topics:

  • Email Server Integration, Callback Event
    Configuration
  • Enhanced Signer Authentication

    • SMS One-time Passcode

    • Knowledge-Based Auth (KBA)

    • Govt ID verification

    • Govt ID verification with Face
      Match

 

 

 

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