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Conga Support

About Conga Invoice Automation for Salesforce Billing

Conga Invoice Automation for Salesforce Billing is a free product that works exclusively with Salesforce Billing. It allows Salesforce Billing customers to customize and export invoices, statements, and receipts that provide a free and powerful way to generate documents.

What's in the Package?

The Conga Invoice Automation for Salesforce Billing package includes:

What is the Composer Starter Pack?

The Conga Composer Starter Pack includes all of the necessary components for a document generation solution. The purpose of the Starter Pack is to help customers get up-and-running quickly with a pre-configured template and pre-determined data sources.

The Conga Invoice Automation starter pack includes:

  • One invoice template built in Microsoft Word.
  • Two Conga Queries which gather line-item data and usage data for the invoice document.
  • One custom button on the Invoice object (this is where the document generation process is initiated).
  • One Conga Solution record named Generate Invoice. This is where you can manage the document generation process.
  • Up to 1,000 free invoices per month. 

What are the Limitations?

Conga Invoice Automation for Salesforce Billing includes all of the features and functionality of Conga Composer with the following exceptions:

  • Customers can only generate documents from the objects within the Salesforce Billing installed package (those with the blng prefix).
  • Word and HTML Email are the only supported template types.
  • Email and PDF are the only output file types.
  • Up to 1,000 free invoices per month.