From Manual Invoice Chaos to 80% Less Document Work — Salesforce + Conga
A material handling equipment supplier operating across New Zealand and Australia ran three legal entities on conflicting invoice, statement, and remittance processes. We rebuilt their entire financial document workflow on Salesforce and Conga, cutting manual document processing by more than 80% across NZST and AEST time zones.
document processing
time, per batch run
on one framework
items after rebuild
automated
processing
Measurable change across every financial document workflow
Three Entities, One Conga Grouping Limit, and Documents That Didn't Add Up
Five Phases, From Process Audit to Company-Wide Automation
Mapped Document Complexity Across 3 Legal Entities
We audited invoice, credit note, statement, and remittance workflows across Astrolift Ltd, North Pacific Supplies NZ Ltd, and North Pacific Supplies Pty Ltd. We identified exactly where Conga's standard grouping and templating fell short of the client's business rules.
Built the Multi-Company Document Framework
We implemented dynamic branding, sender selection, and PDF naming conventions so each entity's invoices, statements, and credit notes render correctly from one shared Salesforce environment. Conditional sections handle company-specific content automatically.
Solved Multi-Attribute Invoice Grouping
We built a composite grouping key field and rebuilt the underlying Conga SOQL queries to group line items by product code, description, and unit price simultaneously. We also handled blank product code edge cases and optimized invoice rendering logic.
Automated Credit Note and Statement Delivery
We connected Salesforce Flow, formula-based parameter generation, Outbound Messages, and Conga Trigger into a single chain: a user click now generates the document and sends the email without manual intervention.
Rolled Out Company-Wide Batch Processing
We deployed Conga Batch jobs across all three entities with dynamic record filtering and company-specific email distribution, then centralized every generated invoice, statement, and remittance inside Salesforce for audit-ready document history.
We didn't just template the invoices — we rebuilt how three entities think about a single line item. Grouping that used to confuse customers is now correct every time, automatically, across every company we run.
— Twopir Project Lead · Industrial Equipment Client, New Zealand & Australia · 2025What Changed Once the Automation Went Live
Manual document effort cut across the board
Invoice, statement, credit note, and remittance preparation effort dropped by more than 80%.
One framework, three companies
Astrolift Ltd, North Pacific Supplies NZ Ltd, and North Pacific Supplies Pty Ltd now run on a single Salesforce and Conga document framework.
Accurate invoices by default
The composite grouping key eliminated duplicate line items and corrected invoice totals permanently.
Historical statements on demand
Finance teams can now generate customer statements for any historical date, not only the current date.
Credit notes send themselves
Flow and Conga Trigger automation generates and emails credit notes with zero manual intervention.
Every document centralized in Salesforce
Invoices, statements, credit notes, and remittances auto-attach to the record, improving auditability and customer history tracking.
Running a similar multi-entity document operation?
We'll audit your Salesforce and Conga document workflows and send you specific findings within 5 business days — no commitment required. Our team covers US EST, UK GMT, and AEST/NZST hours.
The Stack Behind the Automation
Running a similar multi-entity document operation?
We'll audit your Salesforce and Conga document workflows and send you specific findings within 5 business days — no commitment required. Our team covers US EST, UK GMT, and AEST/NZST hours.
Related Case Studies
Stop Reconciling Documents by Hand — Let Salesforce and Conga Do It
For 12+ years, Twopir has built Salesforce and Conga automation for 500+ clients across the US, Canada, UK, UAE, Australia and New Zealand. We can do the same for your finance operations.
12+ Years · 500+ Clients · Salesforce Partner · US · Canada · UK · UAE · Australia · New Zealand
