From Scattered Contract Paperwork to Real-Time Automation — Salesforce Rebuilt for Enterprise Real Estate
A US enterprise real estate organization was managing license agreements, contract signing, and rent roll updates across disconnected manual steps — agreements drafted by hand, routing tracked through email, and rent rolls updated one record at a time. We built a Salesforce-native workflow — connecting Conga and DocuSign directly into the platform — that generates, routes, signs, and renews agreements automatically, and keeps rent rolls current without manual re-entry.
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Six Contract Lifecycle Problems That Slowed the Team Down — and Six Fixes That Solved Them
Five Steps to One Connected Contract System
Mapped the Full Contract Lifecycle Before Writing Code
We reviewed how license agreements were generated, routed, signed, and renewed end to end. This surfaced where Conga, DocuSign, and rent roll updates needed to connect inside Salesforce.
Built Automated License Agreement Generation
We replaced manual drafting with Conga-driven document generation triggered from Salesforce. Every agreement now starts from a consistent, system-generated template.
Connected Routing Order and DocuSign Signing
We built the routing order logic and wired it directly into DocuSign, so agreements move from generation to signature without leaving Salesforce. Buttons and triggers manage each step of the handoff.
Automated Rent Roll Updates With a Custom Batch Class
We built a batch class that keeps rent roll records current on a scheduled cycle. This removed the manual re-entry that previously drove the update process.
Automated Renewals, Extensions, and Ongoing Reporting
We built logic to manage auto-renewals and extensions systematically, backed by dashboards for visibility. Twopir continues as the client's ongoing Salesforce support partner.
License agreements used to move through email and manual drafting at every step. Now the system generates, routes, and signs them — and the rent roll stays current without anyone re-entering data.
— Twopir Project Lead · Enterprise Real Estate Client · 2026Where the Client Landed
Salesforce became the single system of record
License agreements, signing status, and rent roll data now live in one place instead of across email and spreadsheets.
License agreement generation runs without manual drafting
Conga-driven generation replaced the client's manual document creation process.
Routing and signing flow directly into DocuSign
Agreements move from generation to signature inside Salesforce, with no manual handoff between tools.
Rent roll updates run on a batch cycle
A custom Apex batch class replaced manual rent roll re-entry with a scheduled, repeatable process.
Renewals and extensions are tracked in Salesforce
Auto-renewal logic reduced the risk of missed dates that came with manual tracking.
Twopir remains the client's Salesforce support partner
The engagement continues as an active support relationship, extending and maintaining the platform as needs evolve.
Running a similar real estate contract operation?
We'll audit your current contract lifecycle — generation, signing, and rent roll updates — and send back findings within 5 business days. No commitment.
The Stack Behind It
Running a similar real estate contract operation?
We'll audit your current contract lifecycle — generation, signing, and rent roll updates — and send back findings within 5 business days. No commitment required.
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Twopir has delivered Salesforce and HubSpot projects for 12+ years, for 500+ clients across the US, UK, Australia, UAE, and Canada. We work across US EST, UK GMT, and AEST hours.
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