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Conga Support

Including post-acceptance content

You can choose to show sections of a proposal only after it has been accepted. You might include a post-acceptance section in order to solicit information after signature—for example, to collect payment information directly from the client.

Add post-acceptance content by following these steps:

  1. From the Document or Template you wish to add this feature to, click the New Section button in the Table of Contents panel to add a new section. You can also add the post-acceptance feature to an existing section (just jump to Step 3).
  2. Name your Section.
  3. Hover over the Section you want.
  4. Click the gear that appears right of your Section name.
  5. Choose Edit Properties.
  6. In the Section Properties pop-up window, click the checkbox next to Display section once document is accepted.
  7. Click Submit.
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