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
- Faster and error-free document generation
- Reduced manual effort
- Secured document control
- Smoother communication cycle
Key Learnings & Next Steps
Using Conga Composer and Adobe, we can digitalize the contract signing process.
