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 quickly get started with Composer solutions. The wizard allows you to select and deploy pre-built solutions complete with queries, templates, and behavior settings that are already configured.
To access Composer Quick Start:
Select All Tabs (+) → Conga Quick Start.
|Salesforce Lightning Experience
|Click the Conga Quick Start tab.
Available Quick Start Solutions:
|What does it do?
|This solution creates account briefs that use the Account Object. It includes pre-built queries and Word templates.
|This solution creates client letters that use the Contact Object. It includes a pre-built Word template.
|This solution creates donation receipts that use the Global Merge Object. It includes pre-built queries and a Word template.
|This solution creates an invoice that uses the Order Object. It includes pre-built queries and a Word template.
|MSA (Master Service Agreement)
This solution creates master service agreements that use the Contract Agreement Object. It includes a pre-built queries, Word and email templates.
|NDA (Non-disclosure Agreement)
|This solution creates non-disclosure agreements that use the Opportunity Object. It includes pre-built Word and email templates.
|This solution creates sales proposals that use the Opportunity and Opportunity line item objects. It includes pre-built Word and email templates.
This solution creates a sales proposal that uses the Proposal Object and displays Proposal Line Items as well as any Proposal Line Items with a discount. It includes pre-built queries and a Word template.
This solution creates sales quotes that use the Quote Object. It includes a pre-built Excel template.
The Quote object must be enabled for this solution.
|This solution creates a quote that uses the Opportunity and Opportunity line item objects. It includes a pre-built queries, Word and email templates.
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.
You can use the wizard as many times as you want to deploy one or all of the Quick Start solutions.