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Conga Support

Known Limitations with Excel Templates

Macros in Excel templates will not be executed upon merging.  If the output file type is chosen as Excel, a user can manually execute the macros but Conga will not do so automatically in the merge process.  If the output file type is chosen as PDF, the macros in the Excel template will not execute before conversion to PDF.

The use of large exponential equations has inconsistent results.  At this time Conga has not been able to isolate a particular “limit” with regard to the size and complexity of the formula that might result in error.

=A5^(B5+C2)

Some chart types when converting to PDF:  We’ve found that some complex chart types revert to more simple versions when converting to PDF.

We recommend saving your Excel template as .xls (rather than .xlsx) format to ensure the widest compatibility for end users.