Conga Template Library for Composer Release 8 Legacy

This template library is a collection of sample templates that offers examples of the types of documents you can create with Conga Composer release 8. You can use these sample templates as-is or modify them to meet your specific needs. Most of these templates will work "out of the box" with a standard Salesforce instance. However, some templates require a special setup before they will work. Templates requiring setup have an associated Usage Notes PDF file.

Note: The Word templates use text-based merge fields and are compatible only with Composer release 8. For a collection of templates that use Microsoft Word merge fields intended for use with Composer release 7, see Conga Template Library for Composer Release 7.

Letters


Templates	Master Object	Template	Sample Output
Change of Address	Contact	Letter Change of Address template	Sample PDF
Welcome Letter	Contact	Welcome Letter template	n/a

Invoices


Template	Master Object	Template	Sample Output
Non-grouped Products	Opportunity	Invoice Non-grouped template	Sample PDF
Products grouped by Product Family	Opportunity	Invoiced grouped template	Sample PDF
Using an IF (conditional) statement	Opportunity	If statement template	Sample PDF
Excel template	Opportunity	Invoice Excel template	Sample PDF

Account Briefs


Template	Master Object	Template	Sample Output	Usage Notes
Account Brief - Word template	Account	Brief Word template	Sample PDF	Notes
Account Brief - Word template using a nested table (for Cases data)	Account	Brief Nested Table template	Sample PDF	Notes
Account Brief - Word template using nested queries and text-based merge fields.	Account	Brief Nested Queries template	Sample PDF	Notes
Account Brief - PowerPoint.pptx template	Account	Brief PowerPoint template	Sample PDF	Notes

Contracts


Template	Master Object	Template	Sample Output
Contract	Opportunity	Contract Word template	Contract sample

Proposals


Template	Master Object	Template	Sample Output
Proposal - Non-grouped Products	Opportunity	Proposal Non-grouped sample	Sample PDF
Proposal - Products grouped by Product Family	Opportunity	Proposal grouped by family template	Sample PDF

Quotes


Template	Master Object	Template	Sample Output
Non-grouped Products	Opportunity	Non-grouped Quote template	Sample PDF
Products grouped by Product Family	Opportunity	Grouped Quote template	Sample PDF
Non-grouped Products	Quote	Non-grouped Product Quote template	Sample PDF
Products grouped by Product Family	Quote	Products grouped by Family Quote template	Sample PDF

Reports and Charts


Template	Master Object	Template	Sample Output	Usage Notes
Performance Report - PowerPoint	Salesforce Home Page	Report PowerPoint template	Sample PDF	Notes
Performance Report - Excel	Salesforce Home Page	Performance Excel template	Sample PDF	Notes

Miscellaneous


Template	Master Object	Template	Usage Notes
Receipt - HTML Email template	Opportunity	Receipt HTML Email template	Notes
Address Change Authorization - PDF template	Contact	Address Change template	n/a
Check Sample with MICR	Account	Check Sample with MICR template	n/a

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Conga Template Library for Composer Release 8 Legacy

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