Conga Product Documentation

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Conga Template Library for Composer Release 8

The following sample templates show the types of documents you can create with Conga Composer release 8. You can use them as-is or modify them to meet your specific needs.

Warning:

Because the queries are specific to demo org for your reference, not all templates will work "out of the box" for you. To pull the required data from your org, create queries based on your business use case.

Note: The Word templates use text-based merge fields and are compatible only with Composer release 8.

Description

Template

Account Summary

Account Summary Template

Case Work Order

Case Work Order Template

Contract Agreement

Contract Agreement NDA Template

Donation Letter

Donation Letter Template

Donation Welcome Letter

Donation Letter for multiple contacts Template

EOY Tax Receipt

EOY Tax Receipt Template

Order

Order Template

Proposal (Email)

Proposal Email Template

Proposal (Word)

Proposal Presentation Template

Quarterly Business Review

QBR Template

Quote

Quote Template

Sales Activity Report

Sales Activity Report Template

Statement of Work (SOW)

SOW Template

Standard Service Agreement with Watermark

Standard Service Agreement Template

Simple Thank You letter with logo (Donation)

Thank You Letter Template

Labels for Global Merge

TextBased Labels for Global Merge Template

Envelope for Contact Object

Envelope for Contact Object Template

The six templates listed below are also available as a pre-built Quick Start solution, which includes pre-configured queries, templates, and behavior settings. For more information, see Composer Quick Starts .

Donation Receipt (Global Merge)

Global Merge - Donation Receipt Template

Invoice

Invoice Template

Master Service Agreement (MSA)

MSA Template

Non-disclosure Agreement (NDA)

NDA Template

Quote

Quote Template

Sales Proposal

Sales Proposal Template