Conga Document Generation

2-3 Weeks



Fostering will create a Conga Template based on a Word document provided by the client, which contains the names of the fields to be merged, in the appropriate locations. The resulting merged document will be PDF or Word. The document can only have merge fields from a single object (no Conga Queries, tables of repeating data, etc.), with a maximum of 30 merge fields. Also includes the creation of a button on the target object, which, when clicked, launches the merge of the document based on the Conga Template and downloads the document automatically (runs in Background Mode). A custom file name for the downloaded document can be specified. The first merged document also includes the installation of the Conga Composer package. Time and cost