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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:

  1. From the Adoption Record, click Generate Adoption Receipt

    1. The Conga Composer will load within a few seconds

  2. Click the Merge & Conga Sign button

  3. You will see a list of documents, and the receipt you have generated will have a checkbox ticked

  4. Add Recipients: use the search bar to find and select the recipient of the Adoption Receipt

  5. Click Send Now at the top of the Conga interface.

The document has been sent to the recipient for signature.