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Contract and Invoice Automation with Conga on Salesforce
A top-five global events company was running contracts and invoices by hand. Here is how the project team replaced that process with automated document generation, e-signature and storage inside Salesforce, using Conga Composer, Conga Batch and Adobe Sign.
- Industry
- Event services
- Location
- Dubai, UAE
- Timeline
- 4 months
- Platforms
- Salesforce + Certinia
- Company size
- 501–1,000 employees
Results and business outcomes
Measurable Results
- 70%Less document generation timeContracts and invoices are produced from Salesforce in seconds.
- 85%Less manual effortBulk processing with Conga Batch replaced one-by-one invoice creation.
- 100%Document retrievalEvery signed agreement is stored in Salesforce; none are lost or misplaced.
- 60%Faster invoice turnaroundAutomated emailing cut the billing cycle from days to minutes.
Client and industry context
About the Client
The client ranks among the five largest exhibition and event organisers in its industry. It is headquartered in the United Arab Emirates and has offices in the United Kingdom, Saudi Arabia, Canada, Singapore, South Africa and Egypt, running trade exhibitions and conferences in major markets worldwide.
Each year its events bring together hundreds of exhibitors, sponsors and attendees. That keeps the finance and sales teams busy with a steady flow of contracts, invoices and signed agreements, so accuracy, speed and an audit trail matter every day.
As the business expanded internationally and transaction volumes grew, the company decided to replace paper-based, manual steps with a fully digital Order-to-Pay workflow built natively on the Salesforce and Certinia platforms it already used.
Overview
Project Overview
The goal was to modernise the Order-to-Pay (O2P) process across Salesforce CRM and Certinia, formerly FinancialForce. The work automated four things: contract generation, invoice creation, document distribution and agreement signing, using Conga Composer, Conga Batch, Adobe Sign and Salesforce email templates. The result was simpler document workflows, less manual work, faster billing and secure handling of signed agreements within Salesforce.
Requirements
What the Client Needed
- An automated, end-to-end Order-to-Pay process
- No more manual or paper-based document handling
- Contracts and invoices generated straight from Salesforce
- Bulk invoice generation and distribution without manual steps
- Digital contract signing and approvals
- Secure storage and management of signed agreements in Salesforce
- Shorter processing times and more efficient billing
- Better control over documents and related communication
Technologies used
Technology Stack
- Conga Composer
- Conga Batch
- Salesforce CRM
- Certinia (FinancialForce) ERP
- Adobe Sign
- Salesforce Email Templates
- Bitbucket
Business challenges and the Salesforce solution
Challenges and How They Were Solved
A fully manual Order-to-Pay process
ChallengeEvery contract was drafted, printed, signed, scanned and emailed by hand, which caused delays and errors at each stage.
SolutionThe whole Order-to-Pay process was digitised with Conga, Adobe Sign and Salesforce automation flows. Each step now starts automatically in Salesforce, with no manual handling.
Slow, manual invoicing
ChallengeStaff created invoices one at a time. Billing cycles dragged and cash flow suffered.
SolutionConga Batch now generates invoices in bulk from Salesforce Orders and emails them to clients automatically, turning a multi-day task into minutes.
Lost signed agreements
ChallengeSigned agreements ended up on local drives and in email inboxes, with no central place to search, and some were misplaced.
SolutionSigned agreements are saved to Salesforce automatically and linked to the matching Sales Order, so authorised users can find any document instantly.
Implementation details
Implementation Highlights
- PDF sales contracts and invoices generated with Conga Composer
- Contract signing automated through Salesforce email templates and Adobe Sign
- Invoices created and emailed to clients automatically through Conga Batch
FAQ
Frequently Asked Questions
What does Conga do in Salesforce?
Conga is a document generation and revenue operations suite that runs on Salesforce. It builds contracts, invoices, proposals and quotes from live Salesforce record data, so sales and finance teams no longer prepare documents by hand and make fewer errors.
What is the difference between Conga Composer and Conga Batch?
Conga Composer creates a document from a single Salesforce record. Conga Batch runs the same process across many records at once, so hundreds of invoices can be generated and emailed in one automated run. Used together, they cover both one-off and bulk documents.
Can Conga Composer generate invoices automatically from Salesforce?
Yes. It reads live data from records such as Orders, Opportunities and Accounts to produce invoice PDFs. Paired with Conga Batch, it can create and send hundreds of invoices in a single run.
Does Conga work with Adobe Sign?
Yes. Conga has a native Adobe Sign integration. Documents built in Conga Composer can go out for e-signature, and the signed copies are saved back to Salesforce automatically.
How long does a Conga implementation take?
A standard implementation usually takes four to eight weeks. The timeline depends on how complex the templates are, how many Salesforce objects are involved and which integrations are needed. A phased approach helps deliver value early.
How much does a Conga implementation cost?
Cost depends on scope: the number of templates, objects and integrations. See IT Offshore's engagement pricing for developer rates, and contact the team for a quote on your project.
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