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
Company size
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
1000+ 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.
Automated Document Management Solution on Salesforce and Conga
How Iqra Technology eliminated manual invoicing and contract management for one of the top 5 global Event company — using Conga Composer, Conga Batch, Adobe Sign, and Salesforce.
Client Overview
One of the industry's top five exhibition and event organisers headquartered in the United Arab Emirates, with offices across the United Kingdom, Saudi Arabia, Canada, Singapore, South Africa, and Egypt. The company delivers world-class trade exhibitions and conferences across key global markets.
Operating at a global scale, the company manages hundreds of exhibitors, sponsors, and attendees across multiple annual events. Their finance and sales teams handle a high volume of contracts, invoices, and signed agreements on a continuous basis — making document accuracy, speed, and traceability critical to day-to-day operations.
With a growing international footprint and an increasing number of transactions to manage, the company recognized the need to move away from manual, paper-based processes and adopt a fully digital, automated Order-to-Pay workflow built natively within their existing Salesforce and Certinia environment.
Industry Details
Project Overview
A global exhibition company sought to modernize its Order-to-Pay (O2P) process within Salesforce CRM and Certinia (formerly FinancialForce). The project focused on automating contract generation, invoice creation, document distribution, and agreement signing using Conga Composer, Conga Batch, Adobe Sign, and Salesforce Email Templates. The implementation streamlined document workflows, reduced manual effort, accelerated billing operations, and enabled secure management of signed agreements directly within Salesforce.
Client Requirements
- Automate the end-to-end Order-to-Pay process.
- Eliminate manual and paper-based document workflows.
- Generate contracts and invoices directly from Salesforce.
- Enable automated bulk invoice generation and distribution.
- Implement digital contract signing and approval processes.
- Securely store and manage signed agreements within Salesforce.
- Reduce processing time and improve billing efficiency.
- Improve document control and communication workflows.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- Sales contract and invoice generation — PDF generation using Conga Composer.
- Automation of contract signing using Salesforce Email Templates and Adobe Sign.
- Auto-generating invoices and automatically emailing them to clients via Conga Batch.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the website, and completed the API integration smoothly. The end result has streamlined our operations."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
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