Composer Quick Starts

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:

Salesforce Classic	Select All Tabs (+) → Conga Quick Start.
Salesforce Lightning Experience	Click the Conga Quick Start tab.

Available Quick Start Solutions:

Solution Name	What does it do?	Additional information
Account Brief	This solution creates account briefs that use the Account Object. It includes pre-built queries and Word templates.	Pre-selects template Output as PDF Saves a copy to Notes & Attachments Logs an Activity Includes Account Name and current date in the output file name
Client Letter	This solution creates client letters that use the Contact Object. It includes a pre-built Word template.	Pre-selects template Output as PDF Save a copy to Chatter Includes Contact Name and current date in the output file name
Donation	This solution creates donation receipts that use the Global Merge Object. It includes pre-built queries and a Word template.	Pre-selects Global Merge - Donation Receipt template Output as PDF Displays a message on the Background Mode dialog box Delivers to the browser to save or open Includes current date in the output file name
Invoice	This solution creates an invoice that uses the Order Object. It includes pre-built queries and a Word template.	Pre-selects Invoice template and Email template Output as PDF Displays a message on the Background Mode dialog box Delivers to the user's browser, then returns the user to the Salesforce master record that initiated the merge Includes Account Name and current date in the output file name
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. This solution requires the installation of the Conga Contracts for Salesforce package.	Pre-selects template Delivers via Email Displays a message on the Background Mode dialog box Includes Recursive Merge. Includes Contract Agreement Account name in the output file name
NDA (Non-disclosure Agreement)	This solution creates non-disclosure agreements that use the Opportunity Object. It includes pre-built Word and email templates.	Pre-selects template Output is the same as the template Delivers via Salesforce Email Displays a message on the Background Mode dialog box Includes Opportunity Account name in the output file name
Sales Proposal	This solution creates sales proposals that use the Opportunity and Opportunity line item objects. It includes pre-built Word and email templates.	Pre-selects Proposal template and Email template Output as PDF Saves a copy to Chatter Delivers via Email Includes Opportunity Name and current date in the output file name
Sales Proposal	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 requires the installation of the Conga Base Library, Conga Contract Lifecycle Management, and Conga Quote Management packages. To install the packages, use the Conga Install Center.	Pre-selects template Output as PDF Displays a message on the Background Mode dialog box Includes Proposal Name and current date in the output file name
Sales Quotes	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.	Pre-selects template Saves a copy to Notes & Attachments Logs an Activity Includes Quote Name and current date in the output file name
Quote	This solution creates a quote that uses the Opportunity and Opportunity line item objects. It includes a pre-built queries, Word and email templates.	Pre-selects template Output as PDF Displays a message on the Background Mode dialog box Delivers via Salesforce Email Includes Opportunity Account name and current date in the output file name

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.