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To generate an Adoption Receipt go to the Adoption Record and click Generate Adoption Receipt from the quick actions in the top right-hand corner. The receipt will be generated in a PDF format and be populated with the details of the owner details, adoption agreement, animal details and other important information.
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Conga Sign
To send an Adoption Receipt to a Contact for signature, follow these steps:
From the Adoption Record, click Generate Adoption Receipt
The Conga Composer will load within a few seconds
Click the Merge & Conga Sign button
You will see a list of documents, and the receipt you have generated will have a checkbox ticked
Add Recipients: use the search bar to find and select the recipient of the Adoption Receipt
Click Send Now at the top of the Conga interface.
The document has been sent to the recipient for signature.