Most Salesforce teams are still building proposals, contracts, and invoices by hand — copying data field by field into Word templates and hoping nothing's wrong. TwoPir implements Conga Composer to turn that into a single click: accurate, on-brand documents generated straight from your Salesforce data, every time.
Document generation looks like a small problem until you measure the hours lost to it. Here's what we consistently find across sales, legal, and finance teams in the US, Canada, UK, UAE, Australia and New Zealand.
Someone exports an opportunity, opens a Word template, and copies in pricing, terms, and contact details one field at a time. A 15-minute quote takes 45, and every manual entry is a chance for a wrong number to reach a client.
Twelve versions of the same proposal template live across shared drives and individual laptops. Branding drifts. Legal language goes stale. Nobody knows which version is current, so reps default to whichever one they last used.
A signed contract gets attached to an email, forwarded twice, and saved to a desktop — never making it back into Salesforce as a record. By renewal time, nobody can find the original terms without digging through someone's inbox.
A discount needs sign-off. The quote sits in someone's inbox for two days. The deal cools. Without automated routing tied to your Salesforce data, approval workflows depend entirely on who happens to check email that afternoon.
A previous partner installed Conga Composer and built one solution before the project ended. Queries are brittle, templates break on edge cases, and most teams have quietly gone back to copying and pasting because the automation can't be trusted.
Signed contracts don't trigger onboarding. Invoices don't sync to your accounting platform. eSignature status lives in a separate tool nobody checks. Each disconnected step is another place documents — and revenue — get stuck.
The problem we see most often isn't Conga itself — it's that the queries, templates, and triggers underneath it were never designed around the real document lifecycle. A quote template doesn't account for multi-currency deals. A contract solution doesn't pull renewal terms from the right related object. The automation exists, but it doesn't hold up the moment a deal gets complicated.
We approach every Conga Composer engagement as a document infrastructure problem, not a template-building exercise. We start with the documents your business actually generates — quotes, proposals, contracts, invoices, statements of work — and the Salesforce data behind each one. We design the queries, build the solutions, wire in eSignature and delivery, and test against the real edge cases your team hits every week.
After 12+ years of Salesforce delivery across SaaS, legal, manufacturing, healthcare, and fintech in the US, Canada, UK, UAE, Australia and New Zealand, we've built Conga implementation frameworks that hold up under volume — not just in a demo.
Faster Document Creation — Quotes and proposals that took 45 minutes get generated in a single click.
Manual Data Entry Errors — Documents merge directly from Salesforce records, eliminating copy-paste mistakes.
Faster Contract Turnaround — From quote to signature, cycle time drops sharply with eSignature wired in.
Document-to-Record Traceability — Every generated document is automatically attached back to its Salesforce record.
Four phases. No shortcuts. Every template and query is grounded in the real documents your team generates — not a generic Conga template.
We map every document your business generates from Salesforce — quotes, proposals, contracts, order forms, invoices, statements of work — and the data relationships behind each one. We identify the parent, child, and related objects each document pulls from, the approval steps it needs to pass through, and the branding and formatting standards it has to meet.
The output is a Conga Solution architecture: query design, template structure, behavior parameters, and trigger logic mapped to every document type. Every build decision traces back to a real document your team uses today.
We build Conga Queries that pull from parent records, related lists, and junction objects so documents reflect the full context of a deal, not just the top-level record. Templates are converted from your existing Word, Excel, or PowerPoint files, or rebuilt clean where brand standards have drifted.
Every Conga Solution is documented — query logic, behavior parameters, and output handling are recorded so your admin team can maintain or extend solutions without depending on us for every change.
We wire generated documents into eSignature — Conga Sign, DocuSign, or your existing provider — so contracts move from generation to signature without leaving Salesforce. Conga Trigger connects document generation directly to your workflows, so a Closed Won opportunity, a stage change, or a field update can automatically produce final paperwork with zero manual initiation.
Where discount or contract terms require sign-off, we build approval routing tied to the actual data on the record, so documents don't stall in someone's inbox waiting to be noticed. For recurring documents — renewal reminders, monthly statements, payment notices — we configure Conga Schedule so they fire automatically on a calendar cadence instead of depending on someone to remember the date.
We connect document output to where it needs to live next — Salesforce Files, Google Drive, SharePoint, Box, NetSuite, or your accounting platform — so signed contracts and invoices flow into downstream systems automatically instead of being manually re-keyed. Where document volume is high, we layer in Conga Batch so dozens or hundreds of documents generate and send from a single grid-style run.
Post go-live, we run an adoption sprint: rep and admin training on the new solutions, a review of generated documents for accuracy and formatting, and a 30-day optimization cycle to fix edge cases before they become workarounds.
We hear this regularly from US and UK legal and finance teams. The concern is fair — contract accuracy and compliance language aren't areas for ambiguity. Here's what we've built to address it: dedicated US EST, UK GMT, and AEST overlap hours, a named engagement lead for every project, weekly delivery checkpoints with written summaries, and a structured escalation path that doesn't involve a ticketing queue.
Our delivery record across legal document automation, multi-entity invoicing, and post-sale operations engagements reflects what 12 years of cross-timezone accountability looks like in practice. Every engagement comes with documented scope, milestone-based delivery, and a post go-live optimization sprint.
Talk to Our Team First →"Our legal team was manually assembling contracts from a dozen Word documents. TwoPir built a Conga solution that merges hundreds of fields into one accurate document in seconds. It changed how fast we could close."
"The time zone overlap was never an issue. What mattered was that they understood Conga's query and solution architecture deeply enough to fix problems our previous partner never even diagnosed."
We had over 80 Word and PDF documents that needed to be combined into a single contract package, merged with hundreds of fields pulled from related Salesforce records. TwoPir built the query and template architecture to make that a single click. What used to take our paralegals most of an afternoon now takes seconds.
As a multi-entity manufacturer, our invoicing process touched five different legal entities with different formatting and tax requirements. TwoPir's Conga implementation handles every entity correctly without our finance team manually adjusting a single template.
We audit your current quote, contract, and invoice workflows — template sprawl, manual entry points, approval bottlenecks, and existing Conga configuration — and deliver written findings in 5 business days. No pitch. No obligation.
Book a 30-Min Discovery Call →Every solution is designed around the documents your business actually generates — not a default Conga template library.
One-click quote and proposal generation pulling pricing, line items, and terms directly from Salesforce. We design templates and queries so reps generate accurate, branded documents without ever opening Word.
Complex contract assembly merging dozens of source documents and hundreds of fields into a single accurate package. Built for organizations where compliance language and data precision aren't optional.
We connect generated documents to Conga Sign, DocuSign, or your existing eSignature provider, and build approval routing tied to your actual deal data so contracts don't stall waiting for a human to notice them.
Batch invoice generation across multiple entities, currencies, and tax jurisdictions — built for finance teams that can't afford a formatting mistake on a regulatory document.
Robust Conga Query design that traverses parent records, related lists, junction objects, and custom objects — so documents reflect the full context of a record, not just the surface-level fields.
Already have Conga Composer but it's barely used? We audit the existing solutions, queries, and templates, then rebuild what's brittle. Most rescue engagements find the same handful of structural problems — we know exactly what to look for.
For teams that need to generate and send dozens or hundreds of documents at once — renewal notices, statements, mass invoicing — we configure Conga Batch so document runs execute from a grid-style interface instead of one record at a time.
Documents that need to go out on a recurring cadence — monthly statements, renewal reminders, payment notices — get scheduled to run automatically, so finance and customer success teams stop tracking dates manually.
We connect Conga directly to your Salesforce automation so documents fire the moment a condition is met — final paperwork on Closed Won, a welcome packet on onboarding, a notice the instant a field changes — with zero manual initiation.
Document generation doesn't end at the PDF. We connect Conga Composer to the rest of your stack so documents flow where they need to go automatically.
Contract assembly, clause libraries, and compliance-aware document workflows for organizations where the wording on a document carries legal weight and a manual error isn't an option.
Companies billing across multiple legal entities, currencies, or tax jurisdictions that need invoice templates which handle every entity correctly without manual reformatting each cycle.
Sales teams generating dozens of quotes and proposals weekly who need consistent, accurate documents without every rep maintaining their own version of the template.
Document workflows that pull from multiple related records — accounts, opportunities, custom objects — for organizations navigating complex, multi-stakeholder agreements.
RevOps and finance leaders who need quote-to-cash document automation that's auditable, consistent, and tied directly to the Salesforce data of record.
You already pay for Conga Composer, but adoption never took hold because the original implementation was incomplete. You need a team that's diagnosed and fixed this exact problem before.
We don't measure success by how many Conga Solutions exist in your org. We measure it by whether reps actually generate documents from Salesforce instead of copying and pasting into Word — and whether those documents are accurate every single time.
We've built Conga Solutions that traverse parent accounts, child line items, junction objects, and custom objects simultaneously — the kind of multi-object document logic that most generalist Salesforce partners haven't encountered.
Because we're a Salesforce implementation partner first, we design Conga solutions that respect your data model and automation logic instead of fighting against it — the documents are an extension of your CRM, not a separate system layered on top.
From legal contract assembly to multi-entity invoicing, we design document automation with the audit trails, version control, and approval logic that regulated and compliance-aware industries require.
"Most partners will install Conga and build one template. Very few will redesign the actual document lifecycle behind it — the queries, the approvals, the eSignature handoff. After 12 years across legal, manufacturing, and SaaS, we've learned that document automation only holds when it's built on the real data relationships, not a demo template."
TwoPir delivers a free document workflow audit — template review, query architecture assessment, approval bottleneck analysis, and written findings — in 5 business days. No pitch deck. No obligation. Just a clear picture of what's slowing your documents down.
