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Conga Support

Creating Word Calculation Fields

This method is not supported by Conga.

When possible, create calculated fields in Salesforce. Conga can easily map those values to the Template(s).

You can leverage Microsoft Word®’s for simple calculations in Word templates.

  1. You start by inserting a traditional word field by going to Insert / Quick Parts / Formula, then click the Formula button on the pop-up.
  2. Then put numeric fields, operators and a placeholder for any mergefields desired into your Formula:
    Then right click to toggle open your formula:
    { =("Mergefield1" * "Mergefield2") / 100 } 
  3. Now we can then replace the Mergefield1 text with a word traditional merge field using insert / quick parts / field then mergefield. Then you must your merge fields nested inside of your formula:
    { =(«Amount 1» * «Quantity 1») / 100 }
  4. When you merge your document, Conga® map the values to the merge fields and Microsoft Word executes the calculations.

Here are some additional details on Word Calculation fields and operators:

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