Dynamically Select Conga Composer Templates Using a Salesforce Formula Field

Dynamically selecting templates to use in your merge process saves time and frustration for your users. You won't have to remind your users to pick certain templates according to a particular field or condition in Salesforce; instead, have Conga Composer do it for you. For example, use the invoice template when Opportunity Stage is "Closed Won" but use the quote template if the Stage is "Negotiation/Review."