Create Your Own Document Generation Solution
If you want to create a custom document generation solution (or tweak the Starter Pack solution), you can do so from the Conga Solutions tab using the Conga Solution Manager. For an overview of this process, see Creating and Managing Composer Solutions.
Conga Invoice Automation for Salesforce Billing includes all of the features and functionality of Conga Composer, with the exceptions listed below.
Create Documents in Batches
After deploying or creating your document generation process for Conga Invoice Automation, you can run that process in batches using Conga Conductor. Read more about creating a batch solution.
Automate with Workflow
You can also use Workflow to automate your Conga Invoice Automation for Salesforce Billing solutions. Read more about automating with Workflow.
What are the Limitations?
Conga Invoice Automation for Salesforce Billing has the following limitations: