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Conga Template Library for Composer Release 8

This template library is a collection of sample templates that offers examples of the types of documents you can create with Conga Composer release 8. You can use these sample templates as-is or modify them to meet your specific needs. Most of these templates will work "out of the box" with a standard Salesforce instance. However, some templates require special setup before they will work. Templates requiring setup have an associated Usage Notes PDF file.

The Word templates use text-based merge fields and are compatible only with Composer release 8.

For a collection of templates that use Microsoft Word merge fields intended for use with Composer release 7, see Conga Template Library for Composer Release 7.

Letters

Templates Master Object Template Sample Output

Change of Address

Contact Microsoft (r) Word (tm)
Welcome Letter

Contact

Microsoft (r) Word (tm)  

 

Invoices

Template Master Object Template Sample Output
Non-grouped Products Opportunity Microsoft (r) Word (tm)
Products grouped by Product Family Opportunity Microsoft (r) Word (tm)

Using an IF (conditional) statement

Opportunity Microsoft (r) Word (tm)

Excel template

Opportunity

 

Account Briefs

Template Master Object Template Sample Output Usage Notes
Account Brief - Word template

Account

Microsoft (r) Word (tm)
Account Brief - Word template using a nested table (for Cases data) Account Microsoft (r) Word (tm)
Account Brief - Word template using nested queries and text-based merge fields. Account Microsoft (r) Word (tm)
Account Brief - PowerPoint.pptx template Account

 

Contracts

Template Master Object Template Sample Output
Contract Opportunity Microsoft (r) Word (tm)

 

Proposals

Template Master Object Template Sample Output
Proposal - Non-grouped Products Opportunity Microsoft (r) Word (tm)
Proposal - Products grouped by Product Family Opportunity Microsoft (r) Word (tm)

 

Quotes

Template Master Object Template Sample Output
Non-grouped Products Opportunity Microsoft (r) Word (tm)
Products grouped by Product Family Opportunity Microsoft (r) Word (tm)
Non-grouped Products Quote Microsoft (r) Word (tm)
Products grouped by Product Family Quote Microsoft (r) Word (tm)

 

Reports and Charts

Template Master Object Template Sample Output Usage Notes
Performance Report - PowerPoint

Salesforce Home Page

Performance Report - Excel

Salesforce Home Page


 

Miscellaneous

Template Master Object Template Usage Notes

Receipt - HTML Email template

Opportunity

Address Change Authorization - PDF template

Contact  
Check Sample with MICR Account Microsoft (r) Word (tm)