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How to fill out conga composer microsoft word

How to fill out conga composer Microsoft Word:

1. Open Microsoft Word and ensure that the Conga Composer add-in is installed. If it is not installed, go to the Conga website and download the add-in.
2. Once the add-in is installed, open a new document in Microsoft Word.
3. Click on the Conga Composer tab in the menu bar.
4. Select the Conga Composer button to launch the Conga Composer sidebar.
5. In the Conga Composer sidebar, you will see various options to customize your document. These options include selecting a template, choosing data sources, and configuring output settings.
6. To fill out the document, choose a template from the available options. This template will determine the structure and layout of your document.
7. Next, you will need to select your data source. This can be a Salesforce report, a custom object, or any other data source that you have connected to Conga Composer.
8. Once you have chosen your template and data source, you can configure the output settings. This involves selecting the format of the output document (such as Word, PDF, or Excel), choosing a destination for the output file, and specifying any additional options or conditions.
9. After configuring the settings, click the "Run" button to generate the document. Conga Composer will merge the template with the data from your selected source to create a customized document.
10. Review the filled-out document, make any necessary edits, and save it in your desired format.

Who needs Conga Composer Microsoft Word:

1. Sales teams: Conga Composer is especially useful for sales teams as it allows them to generate personalized documents, such as proposals, quotes, and contracts, directly from Salesforce data. This saves time and ensures consistency in sales documents.
2. Marketing teams: Conga Composer can also benefit marketing teams by enabling them to quickly create customized marketing collateral, such as brochures or data sheets, using data from Salesforce or other sources.
3. Legal teams: With Conga Composer, legal teams can streamline the process of creating legal documents, such as contracts or agreements. The ability to merge data from Salesforce or other sources into templates helps ensure accuracy and efficiency in the creation of legal documents.

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What is conga composer microsoft word?

Conga Composer Microsoft Word is a tool that allows users to create and personalize documents directly within Microsoft Word.

Who is required to file conga composer microsoft word?

Users who need to customize and generate documents, such as contracts, proposals, or reports, may benefit from using Conga Composer Microsoft Word.

How to fill out conga composer microsoft word?

To fill out Conga Composer Microsoft Word, users can use templates to create personalized documents by pulling data from Salesforce or other sources.

What is the purpose of conga composer microsoft word?

The purpose of Conga Composer Microsoft Word is to streamline the document creation process and improve efficiency by automating the generation of personalized documents.

What information must be reported on conga composer microsoft word?

Users can report any relevant data or information that needs to be included in the document, such as customer details, product information, or pricing.