Conga Implementation

Automation and digitalization of contract and invoicing process

Implemented Conga Composer, Batch, and Email Templates to streamline invoice generation, document control, and communication flows across the finance team.

Client Overview

A global Exhibition company is undergoing digital transformation in financial operations across Salesforce and Certinia environments.

Technical Stack

Industry

Exhibition

Region

Global

Project-size

Non-Disclosable

Implementation Highlights

Sales contract and invoice generation, PDF generation using Conga

Automation of contract signing using email templates and Adobe Sign

 Auto generating invoices and emailing it to clients

Challenges & Solutions

Manual Order to Pay process

Solution: Automated and Digitalised the entire Order to Pay process using Conga, Adobe Sign, and Salesforce Automation tools​

Manual invoice creation was time consuming and delayed the business process

Solution: Built automated invoice generation using Conga Batch for bulk invoice generation. The invoices were emailed to client from salesforce

Sales team misplaced signed agreements accidentally

Solution: Signed Agreements were stored in Salesforce and linked with Salesforce Orders . This provided easy search of signed contract documents​

500+ Projects Experienced

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8+

Years of Business
Experience

100+

Happy
Customers

15+

Countries with
Happy Customers

100+

Agile enabled
employees

Results & Impact

Key Learnings & Next Steps

Using Conga Composer and Adobe, we can digitalize the contract signing process.