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Create a Custom Conga Invoice Automation for Salesforce Billing

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:

  • 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 invoices per month.