Conga templates Conga Composer can apply formatting options to write out numbers within fields as ordinal text. Leverage Microsoft Word’s calculation fields for simple calculations in Word templates. Five currency symbols are available in the templates by default: USD, CAD, AUD, EUR, GBP. ) to drive the correct button behavior for your use case How to create queries correctly How to use the template builder About Conga Email Templates Conga Composer can merge Salesforce data into an HTML email document. To update fields on the Conga Template Record: Add the UF0 parameter to your button URL. You need to learn: How to use the Solutions Manager (adding queries, templates, parameters, etc. May 6, 2024 · As the leading document generation solution, Conga Composer enables you to craft impeccable digital documents using either pre-built or customized templates. Warning: Do not mix and match the Tablegroupstart and End method with the Tablegroup method. When drafting a document or template, you will find the editing toolbar located across the top of the page, called the editor. Examples of Nested Tables in Conga Word Templates Create the black table first, be sure to edit Table Properties so that table will not automatically resize to fit contents u2028Insert the TableStart and TableEnd fields into the “wings” of the bottom row of the black table. Before generating an agreement based on a template containing RTA fields, edit the agreement record directly to format your Rich Text content. The application makes use of personalized templates to generate documents in various formats like Word, PowerPoint, PDF, Excel, and HTML e-mails using a single button click. The Conga Email Template Manager custom object enables you to create Conga Email Templates that work a lot like Conga Composer templates built in Microsoft Word. This feature is always enabled for administrators because of its utility in creating and testing templates. The steps outlined below describe how to find the template when background mode is disabled for Conga Composer: First, take Conga Composer out of background mode by going to the source object from which the button is launched: Whether you're setting up templates for workflows, documents, or automation, this tutorial walks you through the essential features and best practices. Select Object Manager under the Object and Fields section. This method allows users to utilize pre-tagged PDF files as Conga Sign documents or Conga Composer Templates. The Template Builder The Template Builder is an essential tool in the development of Conga Composer solutions. Composer can automatically populate richly formatted templates with data from any standard or custom object in Salesforce and send it via a variety of delivery options. Conga accelerates the journey to become a more connected, intelligent business. Name your template, select its type, and click Create. Do not use dynamic culture codes. This section describes how to edit the check template. Conga Composer is used to create professional digital documents using data from any source. You can adjust a date merge field by including the ADJUST: prefix. This article describes how to adjust date merge fields in Conga Composer Word Templates. The administrator configures Composer Solutions for end-users to run Composer from a button or Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. To view a list, see Special Merge In Part 1 of this training series, you learned how to create a Composer solution and gather data from Salesforce using Conga Query Builder. Change the Parameter Value from "3" to "0 Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. The first step is to format your company's standard contract in MS Word so that it can be used as a Creation Template in the Creation Wizard. You take care of this in X-Author Contracts when you insert Rich Text fields and choose how they should be rendered. For example, you could display the date 30 days past an Opportunity Close Date. Test your Conga Solution by creating a test record and clicking Access Template Builder to ensure everything works correctly. With Word templates, you can merge master Salesforce data and repeating rows of detail or related data, format dates, numbers, and currencies. Use of this field is only suggested if your Conga Email Template is more than 32,000 characters, in which case the body of the Conga Email Template can be added as an attachment to the Conga Email Template record. However, we recommend the Excel 2003 format (“. Templates can be merged with structured data to generate contracts or proposals. Composer templates can easily be added to Salesforce for tighter integration, giving you instant access to up-to-date data all in one place. With Conga Composer, you can easily create, share, and edit professional, customized documents in just a few short clicks. The syntax for what we call a text-based merge field is as follows: {{ACCOUNT_NAME}}. Optimize your contracts with Conga’s legal document management system software—designed to improve efficiency, compliance, and document control. Conga Collaborate emails are completely customizable. Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. In Word document templates, you can use special merge fields. xls”) to ensure file format compatibility across a broad audience. This method is not supported by Conga. Conga Composer can merge data into an Excel template. The following sample templates show the types of documents you can create with Conga Composer release 8. TableGroup and TableGroupStart are not compatible with the nested query method shown in this Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. Using Email Templates Email templates can be created for system events, such as Document Accepted, Document Declined, or Task Assigned, or you may want to have different email templates for different document types. Conga Composer can merge data into a PDF template. You can easily convert your existing Word, Excel, PowerPoint, or even PDF templates to work with Conga, which is embedded seamlessly into your Salesforce environment. May 2, 2024 · Use this easy-to-follow guide to help you create stunning templates, merge data, send, and automate your documents with ease using Conga Composer. Conga Composer’s dynamic templates are a great way to add content to your documents. Conga Introduction Conga Composer® makes it easy to create and deliver sophisticated documents, presentations and reports from Salesforce® by automatically populating richly-formatted templates with data from any standard or custom object. For best results with your templates, we recommend the following best practices: When you insert a clause that contains a Microsoft Word table, you must add a Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. You can use them as-is or modify them to meet your specific needs. Conga Templates, also known as Conga Template Manager, are records that are created from the Conga Template custom object. (If you need that flexibility in handling detail data, consider using a Word-, Excel-, PowerPoint-, or HTML Email-based template which Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. It’s also possible to query data from external sources like Sep 30, 2024 · Conga Composer is an all-in-one document generation solution for Salesforce. In a typical scenario where a Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. A template is a common set of sections, clauses, text, and placeholders for terms and conditions. Go to Conga Solutions and open the solution that you want to edit. Learn how to modify and customize Conga templates in Salesforce, including changing fonts, adding fields, and uploading modified templates. With its compatibility with Microsoft Office, Adobe PDFs, and HTML emails, you can easily utilize your current templates as a starting point. xlsx”) format. With this method, the field updates are handled in the Conga Template record and with a parameter, which means the field updates take place when a specific template is used in a merge. From the Query Builder, select the fields you want to populate in your template document. AA Creation Template is used to create a contract using your company's own paper. This functionality is supported in Microsoft Word templates only. Use the Conga Solutions Template Builder to edit Conga templates. IF statements (also called IF fields) allow you to compare two values and display document content based on the result of the comparison. The Conga Templates admin user interface allows users with access to configure email templates to send emails with consistent standard verbiage and format. Streamline your business operations and boost your revenue with the best eSignature solution. These IF statements are crucial for customizing documents, such as To setup Conga Keys: Add the Key field to the Conga Template, Conga Email Template, and Conga Query object Page Layouts. You’re kind of asking a lot, tbh, and this really isn’t a support issue. You can create calculated fields in Salesforce. Learn how to efficiently manage and configure templates in Conga X-Author Advanced! Whether you're setting up templates for workflows, documents, or automation, this tutorial walks you through the You can customize the Conga Composer Solution by adding parameters to the button URL. Composer makes it easy to quickly create error-free documents anywhere and automate processes everywhere—no matter your industry, your role, or your use case. Access answers and resources to optimize your use of Conga's products. Each of the following parameters may be appended to the end of a merge field within parentheses, separating each with a comma. Conga Composer supports Excel templates saved in the Excel 2003 (“. Tune in now and elevate your document generation game! FX2 formatted templates can take advantage of Rich Text Area (RTA) fields by rendering them as HTML. Note: Depending on your Conga Collaborate subscription, you may have Proposal Template, Contract Template, or Presentation Template as template options. Conga Composer enables Salesforce customers to customize, streamline and scale document generation and reporting for Salesforce. Conga 1. You start by inserting a traditional word field by going to Insert > Quick Parts > Formula then click the Formula button on the pop Speed up your proposal, quote, and approval process with Conga CPQ, the best sales quoting and proposal software for guided configuration and optimized pricing. Migrate Conga templates to Formstack Documents for Salesforce easily with our step-by-step guide—simplify document generation today. Conga Template Manager stores document templates for Conga Composer. Special Merge Fields in Word Templates Conga Composer lets you customize and format template documents with special merge fields. Conga highly recommends excluding the "Use attachment for template body" checkbox field from the Conga Email Template page layout. You can refine Conga Composer’s behavior when merging to Excel with field parameters. Add parameters to the Conga URL, such as the Record ID and any additional parameters to identify recipients or other behaviors. Composer supports templates using Powerpoint, Excel, Word, PDF or HTML Email formats. This allows Conga Mail Merge to use it as the template source rather than Salesforce’s Mail Merge Templates. After a clause is created, you can use Clause Library to insert clauses into a template. Delivering innovation in AI, CPQ, CLM, and Document Automation. PDF templates, however, have no way to dynamically expand to accommodate an unlimited number of detail rows. For proposal templates, use the same process for the Quote/Proposal object. Mar 4, 2025 · Query Builder Conga Queries lets you dynamically pull data from the relevant Salesforce records and use it to build a document —without writing code. The editor provides easy formatting tools to directly manipulate the HTML that your content is built on. Add Conga Sign tags to a PDF file for use with Conga Sign and Conga Sign-integrated Composer solutions. You can apply Word formatting and styles and use special merge fields for additional functionality like logic, formulas, and hyperlinks. Install connector by contacting your Conga Account Executive and/or Engagement Manager. Designing PDF Merge Templates A PDF file that contains one or more merge fields is a PDF template. When used in a Word template, IF statements are especially useful for comparing the values of Composer merge fields and then displaying the appropriate content. It also saves time to create templates for proposals, quotes in many different formats. RTA fields inside templates generate field content exactly as shown on the agreement record. g. Category: Template Selection Parameter Compatible with: Composer 8 Parameter Name: SelectTemplates Parameter Value: [0, 1 or 2] Parameter Requirements: None Parameter Description: The SelectTemplates parameter displays the Multiple Template Selection dialog box which allows users to select and arrange up to 20 templates. Click View and download it. This defines the currency symbol which Conga uses to format currency on the output document. The Key field automatically assigns a unique external Id to each Conga Template, Conga Email Template, and Conga Query record. To ensure you maximize its benefits, we’ve compiled eight best practices that will guide you through template creation, naming, and grouping to make document generation, and automation as easy as 1, 2, 3. xls”), or Excel 2007/2010 (“. Conga Composer has been a top AppExchange app for years, and it’s easy to see why. You must be a Conga Collaborate system administrator in order to configure template mapping. It is available on Salesforce AppExchange. Ensure Conga Template Manager (Conga Templates) is enabled. Templates are stored within a template repository and are used to create quotes and contracts. Conga Composer lets you customize and format template documents with special merge fields. Then, you build a merge template in the record's Rich Text field using the Conga Advanced Editor. Note: PDF templates only work with Conga Composer, not Conga Mail Merge. TableGroup or TableGroupStart are great alternatives to using nested SOQL queries. Create a template from the Templates list: click Create Template. Clauses are modular blocks of text that are used frequently across multiple templates. Using a Local Template By default and as a recommended practice, only users with the Salesforce System Administrator profile are permitted to upload a template from their local hard drives. The administrators create Conga Solutions, which uses a custom link or Mar 10, 2025 · Click Add Conga Template to Record Solution to finalize the attachment of the template. Sep 16, 2024 · Conga Composer allows the use of conditional statements in templates to control the display of content based on data conditions. In this lesson, you’ll learn how Conga Template Builder lets you automate document customization by creating merge fields in your existing Word templates. Conga can easily map those values to the Templates. Effortlessly send and sign documents using Conga Sign. Adding a Field Go to the Conga Templates tab and open the Check template. X-Author templates only support Rich Text content developed using the Rich Text editor in Salesforce. These features return English values only but are helpful for currencies and numbers that need to be written out, such as on a check or in a contract. Change the Parameter Value from "3" to "0 In addition to grouping data in Word templates using the TableGroup or TableGroupStart merge fields, you can also insert a page break between grouped tables (except for the first group) so that each table appears on its own page. This guide contains information on how to work with parameters, parameter categories, and parameters that you can use for customization. Navigate to Salesforce Setup. With Conga Email, you create a template record in the new custom object included when you install Conga from the AppExchange. Dec 19, 2017 · Conga composer is a very popular and powerful tool for document automation. Conga Composer isn’t a dead simple product that you can get a quick overview of and be successful. Proposal is the recommended document type for the majority of use cases. The Template Builder supports multiple template types. Conga Composer has the unique ability to use data from a Salesforce Report or SOQL query as detail data (e. Using the Document Editor Documents and Templates created in Conga Collaborate are web-based. Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. You can leverage pre-built templates or customize your own with our document template software. . Use template mapping to limit which templates are available to your users as well as to streamline document creation by removing the template selection step. The Conga Templates UI allows your users to create robust and dynamic templates using Conga's easy-to-use user interface. Information for developing Word, Excel, PowerPoint, HTML Email, and PDF templates for Composer. 2. From your user dropdown in the top right corner of the screen, select Administration. What is a merge field? You can insert merge fields and modify text by selecting a word or text area on your document. One big one is the use of Conga Templates and control fields on the records that variable templates would be generated from. Templates determine the final look and feel of your merged documents. Watch this step-by-step video to learn how to create engaging, accurate templates in a matter of minutes. Conga Composer now looks to the value of your Case statement formula field to see which template ID is designated and then pre-selects that template in the Conga Composer dialog box. Whether you're new to Conga Composer or looking to enhance your skills, this video is your ultimate guide to mastering templates. Create a new Solution Record To create a new solution Note: Building nested queries are not supported by Conga Support except as detailed in this article for Contracts for Salesforce sub-clause use cases. You create clauses as described in Creating New Templates. They allow you to create templates that can be updated with new information at any time, without having to re-create the entire document from scratch each time. Try to break templates down into their parts and reuse parts wherever possible. From the Solution Components, click Edit for the DS7 parameter. By default, it is set to create text-based merge Before you can use Rich Text Area fields in agreement templates, you must first create the fields on the Agreement object. A template can be termed as a blueprint or mold for creating distributable documents. In this article we explain how to migrate all the templates from one org to another with dataloader, without creating these templates again in another Salesforce org. Conga Keys allows administrators to easily migrate Composer solutions between Salesforce orgs by leveraging the Key field on Conga Template, Conga Email Template, and Conga Query records. See Adding Parameters to a Solution for more information on this process. When you run the query, data will be pulled from Salesforce and inserted into your document. You can use RTA fields in your template documents to include pre-formatted text, tables and images when documents are generated. Email templates can be customized using static text and entity fields from Conga objects to display data dynamically. Getting Started with Excel Templates Using the Template Builder to create your Microsoft Excel templates. , invoice line items for each invoice). Jun 20, 2024 · What is Conga Composer? Conga Composer is a third-party document generation application for Salesforce. You can select templates from any of the following sources: Conga Microsoft Word templates are the most dynamic template type available for Conga Composer. Hey everyone, I am using conga composer with Salesforce to generate some templates and it's been working fine until I hit a snag with this one… Explore in-depth product documentation for all Conga solutions running on the Advantage platform or Salesforce platform. gjesju rtakv phaeia hhhu vfxj odtumpo pkiw lmslg pbris gkc nodhe ujeit pewgmb hovfp okcdqkr