Conga Composer: How To Create A Quote Template

Learn how to create a powerful Conga Composer template in Salesforce! In this video, we'll show you how to merge the Opportunity and Product Line Items with calculations for pricing and quantity.
Plus, discover how to automate your Salesforce Activities, convert quotes into PDFs, save them to Salesforce, and send them through DocuSign for digital signatures - all with the help of Conga Composer.
Master your projects in Salesforce with ease!
Need help setting up your Salesforce templates in Conga Composer? We can help: www.brainiate.com

[@amandlathree]

Thank you, David! Very helpful. I haven’t seen Conga Composer in a couple years. I really like the new UI!

[@scottmorgan8333]

Thanks David! This was very helpful.

[@incentivate]

Amazing explanation!! Thank you so much! Got a new follower

[@user-mm2qq9jz2h]

Thank you David for sharing such an informative video.

[@user-ue1dn7zm7t]

Spectacular! ....

[@IshaHura]

Thank you. Greatly appreciate your knowledge sharing.

[@SankalpNavghare-wq9fx]

Thanks David, for this demo... Super easy ❤.. can you create a demo for conga CLM too pls pls plss... 😊

[@ousham1]

Thank you for your very interesting video. How to retrieve the label value from the API value in the word or email model from a picklist ?

[@Brainiate]

If I understand your question, you're asking how to find a field based in the label versus the API name? If you're using the Conga Quick Start Wizard, you can see and query for the field labels as shown in this screenshot app.screencast.com/ogVBZzxLUeceS

[@auballble93]

Thank you for this video. On the guided setup, Add Templates, when I click Create new template, an error message "error to retrieve metadata." What does this mean and do you have a solution on how to fix this?

[@Brainiate]

I'm glad you found the video helpful. Unfortunately, I'm not familiar with that particular error. I would suggest reaching out to Conga Support to ensure that your configuration is appropriate. (Also, FYI, sometimes an updated release from Salesforce, or even an internal change in your company's Salesforce instance - could cause a visibility issue to be introduced unexpectedly). Either way, Conga Support should help you troubleshoot to determine the root cause so that you can get it resolved quickly.

[@auballble93]

@@Brainiate Yes, very helpful! I am new to Conga as of 2 days ago and still trying to figure out how to use just Conga Composer to do a bulk print for donor letters. I will reach out to Conga about that error message. Good point about SF refreshes. Thank you!

[@mducrocq68]

Is there an Video of how to merge an conga template into another template, say if have a quote (master) template in which I want to merge my company's conditions so you don't have any issue with a blank page being created due IF statements....I have been surfing the internet and TH-cam but without any results....HELP 😵‍💫

[@mducrocq68]

This is awesome....what if you want to change the template afterwards, cause you can't go back to add templates and edit it, your forced to create a new one....

[@Brainiate]

YES!!! You can absolutely update templates as often as necessary. If the original template was in an MS Word format, for example, you can simply navigate in Salesforce to your Conga Templates library, find the template you want to update, download the most recent MS Word document that serves as the current template, open it and modify as needed in MS Word, and then re-upload it as a new version of the same template. Users don't need to do anything at all.

[@mducrocq68]

@@Brainiate but we as admin can't edit it through the Conga Quick Start in the Template builder afterwards to add more

[@Brainiate]

@@mducrocq68 Navigate to Conga Templates, and find your template, and edit it. If you need our consulting services, we're happy to help, and we can likely teach you how to get more comfortable doing whatever you need to in Conga Composer. Click here to learn more about our consulting services www.brainiate.com/