Automation and digitalization of the contract and invoicing process for a global Exhibition company — using Conga Composer, Conga Batch, Adobe Sign, and Salesforce.
A global Exhibition company is undergoing digital transformation in financial operations across Salesforce and Certinia environments. The finance team managed the entire Order-to-Pay cycle — from contract creation to invoice dispatch — using largely manual, paper-based workflows.
Their technology environment was built on Salesforce CRM and Certinia (formerly FinancialForce) for ERP. Iqra Technology was engaged to automate and digitalize the full process using Conga Composer, Conga Batch, Adobe Sign, and Salesforce Email Templates.
Industry Details
IndustryExhibition
Client SizeNon-Disclosable
LocationGlobal
TimelineNon-Disclosable
PlatformSalesforce + Certinia
Company SizeNon-Disclosable
Technologies Used
The following tools were used — all sourced from the project's technical stack:
The client had three core problems that were slowing down the finance and sales teams:
Problem 1The entire Order-to-Pay process was fully manual — contracts were drafted, printed, signed, scanned, and emailed by hand at every step, causing delays and errors.
SolutionAutomated and digitalized the complete Order-to-Pay process using Conga, Adobe Sign, and Salesforce automation flows. Every step now triggers automatically within Salesforce — no manual handling required.
Problem 2Manual invoice creation was slow and time-consuming, delaying billing cycles and negatively impacting cash flow.
SolutionBuilt automated bulk invoice generation using Conga Batch. Invoices are now generated from Salesforce Orders in bulk and automatically emailed to clients — reducing a multi-day process to minutes.
Problem 3The sales team was accidentally misplacing signed agreements — documents were scattered across local drives and email inboxes with no central, searchable storage.
SolutionSigned agreements are now automatically stored in Salesforce and linked to their respective Sales Orders, making documents instantly searchable and always accessible to authorised team members.
Measurable Results
✓Faster and error-free document generation — contracts and invoices created in seconds from Salesforce with zero manual data entry.
✓Reduced manual effort across the finance team — bulk processing replaced individual manual work entirely.
✓Secured document control — all signed agreements stored in Salesforce, linked to Sales Orders, and fully searchable at any time.
✓Smoother client communication cycle — automated email delivery improved invoice turnaround and payment speed.
Testimonial
Client testimonial not publicly disclosed. The client has chosen to keep project details confidential. For references or case study discussions, please contact our team.
FAQs
Conga Composer automatically generates professional PDFs — contracts, invoices, quotes — by pulling live data from Salesforce records. It eliminates manual document creation entirely.
Conga Batch processes multiple Salesforce records simultaneously, generating and emailing hundreds of invoices in a single automated run — replacing a slow, manual one-by-one process.
Adobe Sign was connected to Salesforce Email Templates to trigger automatic signing workflows. Once a contract was generated by Conga, it was sent to the client via Adobe Sign. After signing, the document was automatically stored back in Salesforce, linked to the relevant Sales Order.
Yes. The same Conga + Adobe Sign + Salesforce architecture applies to any industry that handles contracts, invoices, or signed documents — including legal, finance, real estate, healthcare, and professional services.
