To install a Composer Solution pack, see installing solution packs.
Account Brief
The Account Brief solution provides a way to quickly understand all of the activity related to any Account. It uses Salesforce Reports to gather data from an Account's related Contacts, Opportunities, Activities, and Cases into a Word® document that is converted to a PDF file upon merging. After merging, the file is available for immediate download.
| Data | Fields from the Account, Contact, Opportunity, Activity, Case, and Primary Contact (&ReportID) |
| Template | Word template converted to PDF output (&DefaultPDF) |
| Features | Output file name includes Account Name and today's date (&OFN) Output file is automatically saved to the Account's Notes and Attachments upon merging (&SC0, &SC1) A completed Activity is logged against the Account upon merging (&AC0, &AC1) If an Account does not have either related Contacts, Opportunities, Activities, or Cases, the corresponding table(s) is not shown in the output file (TableHide) |
Invoice
The Invoice solution allows you to create and email a simple invoice to a prospect or customer from any Opportunity. It merges data from an Opportunity, as well as its related Opportunity Line Items, into a Word document that is converted to a PDF file upon merging. The solution attaches the merged PDF file to a Conga® HTML Email, which also displays data from the Opportunity and its related Opportunity Line Items. The default email recipient is the Opportunity's Primary Contact, but the email and attachment can be sent directly to anyone.
| Data | Fields from the Opportunity, Account, Opportunity Line Item, Opportunity Owner, Primary Contact, and Organization |
| Template | Word template converted to PDF output (&DefaultPDF), Conga HTML Email template |
| Features | Output file name includes Opportunity Name and today's date (&OFN) Output file is automatically saved to the Account's Notes and Attachments upon merging (&SC0, &SC1) |
Proposal
The Proposal solution offers a way to create and email a basic proposal to a prospect or customer from any Opportunity. It merges data from an Opportunity, as well as its related Opportunity Line Items, into a Word document that is converted to a PDF file upon merging. The solution attaches the merged PDF file to a Conga HTML Email, which also displays data from the Opportunity and its related Opportunity Line Items. The default email recipient is the Opportunity's Primary Contact, but the email and attachment can be sent directly to anyone.
| Data | Fields from the Opportunity, Account, Opportunity Line Item, User, Primary Contact, and Organization |
| Template | Word template converted to PDF output (&DefaultPDF), Conga HTML Email template |
| Features | Output file name includes Opportunity Name and today's date (&OFN) Output file is automatically saved to the Account's Notes and Attachments upon merging (&SC0, &SC1) |