Quick Starts are available in Composer managed package 8.15 and newer (see the Product Install Links to install or upgrade to Composer 8.15). You can use the Quick Start wizard to get started with Composer solutions quickly. The wizard allows you to select and deploy pre-built solutions complete with queries, templates and behavior settings that are already configured.
To access the Quick Starts:
|NEW installations||Click the Quick Start tab.|
|Upgrades||Select All Tabs (+) -> Conga Quick Starts.|
Quick Start Solutions available:
|Solution Name||What's does it do?||Additional information|
|Account Brief||This solution creates account briefs that use the Account Object. This template includes pre-built queries and Word templates.||
|Client Letter||This solution creates client letters that use the Contact Object. This template includes a pre-built Word template.||
|Sales Proposal||This solution creates sales proposals that use the Opportunity and Opportunity line items. This template includes pre-built Word and email templates.||
The Quote object must be enabled for this solution.
|This solution creates sales quotes that use the Quote Object. The template includes a pre-built Excel template.||
For more information on templates, see the topic: Use a Template from the Template Library
After you select a template, the template is created on your Conga Solutions tab. A button is created for you on the related Object. To use it, add the button to the page layout. To learn more about adding or removing buttons, see Add or Remove Buttons on Page Layouts.
For more information about Conga Solutions, see the Conga Solution Manager.
You can use the wizard as many times as you want to deploy one or all of the Quick Start solutions.