If you want to create a custom Conga Invoice Automation for Salesforce Quote to Cash solution (or tweak the Starter Pack solution), you can do so from the Conga Solutions tab using the Conga Solution Manager.
Create Your Own Document Generation Solution
If you want to create a custom document generation solution (or customize one of the Quick Starts), 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 Generation 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 Generation, you can run that process in batches using Conga Batch. Read more about creating a Batch solution.
Automate with Conga Trigger
You can also use Conga Trigger to automate your Conga Invoice Generation for Salesforce Billing solutions. Read more about automating with Conga Trigger.
Conga Invoice Generation 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.