Reps build quotes by hand
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 keystroke is a chance for a wrong number to reach a client.
Salesforce · Document Generation
Your quotes take hours. They should take one click.
Most Salesforce teams still assemble quotes, contracts and invoices by hand — copying data field by field into Word templates and hoping nothing is wrong. Twopir implements Conga Composer so those documents generate straight from your Salesforce records instead. Accurate, on-brand, and filed back automatically.
- 90% Less manual doc creation
- 4–8 wks Focused rollout
- 100% Filed back to record
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Trusted by 500+ organizations — including legal, manufacturing and SaaS teams generating contracts, quotes and invoices out of Salesforce with Twopir Consulting.
Built for Document-Heavy Operations
- Salesforce Partner
- HubSpot Partner
- Conga Composer
- Conga Sign
- DocuSign
- Contract Assembly
- Multi-Entity Invoicing
- Quote-to-Cash
The document gaps most Salesforce orgs leave behind
Document generation looks like a small problem until you measure the hours lost to it. These are the patterns we find again and again across sales, legal and finance teams. Every manual step is a place a wrong number reaches a client.
A template library nobody controls
Twelve versions of the same proposal live across shared drives and individual laptops. Branding drifts, legal language goes stale, and nobody knows which file is current — so reps reuse whichever one they opened last.
Contracts stuck in email threads
A signed contract gets attached to an email, forwarded twice, and saved to a desktop — never making it back into Salesforce as a record. At renewal, nobody can find the original terms without digging through an inbox.
Approval cycles that stall deals
A discount needs sign-off, so the quote sits in an inbox for two days and the deal cools. Without routing tied to the data on the record, approvals depend entirely on who happens to check email that afternoon.
Conga installed, never configured properly
A previous partner installed Conga Composer and built one solution before the engagement ended. Queries are brittle, templates break on edge cases, and the team has quietly gone back to copy and paste because the automation cannot be trusted.
Documents disconnected from the stack
Signed contracts do not trigger onboarding. Invoices do not reach the accounting platform. Signature status lives in a tool nobody checks. Each disconnected step is another place documents — and revenue — get stuck.
What It Is
Conga Composer, and where the work actually is
Conga Composer is a document generation application for Salesforce, made by Conga. It reads a Salesforce record and the records related to it, merges that data into a template you control — Word, Excel, PowerPoint or PDF — and delivers the finished file: downloaded, attached back to the record, emailed, stored, or routed for signature. Conga's own product documentation covers the parameter surface in detail.
What the product does not do is decide what your documents should contain. Composer is a merge engine. The value sits in what feeds it: a Conga Query that traverses the right parent, child and junction objects; a template that handles the multi-currency deal and the five-entity invoice; a trigger that fires at the right moment; and a delivery path that puts the signed file back where the business needs it. That design work is the engagement — not the install.
What Twopir does is that design work, then the build. We map the documents your business actually generates and the Salesforce data behind each one, design the query and solution architecture, build and test against your real edge cases, wire in eSignature and downstream delivery, and document every solution so your own admins can extend it. We help growing and mid-market companies solve complex CRM, integration, and business system challenges — and document generation is one of the places that complexity shows up first. Composer only ever reflects the data underneath it, which is why we treat the Sales Cloud foundation it reads from as part of the same engagement rather than someone else's problem.
What you end up with is a documented document layer, not a folder of templates: queries you can reason about, templates under version control, triggers with stated conditions, and generated files that land back on the record every time. If a rep can produce a correct, on-brand quote without opening Word, the implementation worked. If they cannot, it did not. Documents are one layer on that data model; if you are also putting AI on the same records, that is Agentforce territory, and the same architecture carries both.
Implement it, configure it, or build on top of it
"We need Conga" means three different things depending on who is asking. Here is what each one involves, who normally buys it, and where the line between configuration and custom development actually sits.
| Engagement | Implement | Configure | Build On |
|---|---|---|---|
| What it means | Composer is new, or was never finished. We design the query and solution architecture, build the templates, and stand up the document lifecycle end to end. | Composer is live and working. We extend it — new templates, new solutions, new queries, new delivery paths — inside the architecture that already exists. | Composer is the merge engine inside a larger system. We build the Salesforce logic, integrations and automation around it that Composer alone cannot do. |
| Who buys it | RevOps, Sales Ops or a COO who has watched reps rebuild the same quote by hand for a year. | A Salesforce admin or ops lead with a working install and a queue of requests they do not have time for. | A technical lead or architect who needs documents to be one step in a bigger flow, not the destination. |
| Typical work | Document lifecycle discovery, Conga Query design, template conversion, Conga Trigger and Batch setup, eSignature wiring, admin handover. | Additional Conga Solutions, conditional content blocks, multi-currency and multi-entity template variants, query tuning for volume. | Apex and Flow orchestration around generation, external data sources, downstream sync to ERP or accounting, custom approval logic. |
| Timeline | 4–8 weeks for a focused rollout; 10–16 weeks across multiple departments. | Scoped per engagement — materially smaller than a full rollout. | Scoped per engagement, and usually sized by the integration, not the document. |
| Where it stops | Stops at the boundary of Composer's own parameters. Anything needing Apex is a build-on. | Stops when a request needs new objects, new automation, or code — that is no longer configuration. | No product boundary; the limit is your Salesforce governor limits and your appetite for custom code. |
The honest boundary: if the change can be expressed in a Conga Query, a template, a behaviour parameter or a trigger condition, it is configuration and your admin team should own it after handover. The moment it needs a new object, Apex, a callout to another system, or approval logic Salesforce cannot express declaratively, it is custom development — and it should be scoped, estimated and tested as such. We tell you which side of that line a request falls on before it is quoted, not after.
Solutions designed around the documents you actually send
Every engagement starts from the documents your business generates today and the Salesforce data behind each one — never from a default template library.
Quote, Proposal & Order Form Automation
One-click generation pulling pricing, line items and terms straight from the opportunity, so reps produce accurate branded documents without ever opening Word.
- Conga Solutions for quotes, proposals and order forms
- Queries that pull parent, child and related object data
- Multi-currency and multi-language template support
- Conditional content blocks driven by deal type
- Brand-consistent conversion of existing Word and PPT files
Contract & Legal Document Assembly
Complex contract packages merging dozens of source documents and hundreds of fields into one accurate file, for teams where the wording carries legal weight.
- Multi-document contract assembly and merge
- Clause libraries and conditional legal language
- Renewal and amendment document automation
- Version control and approved-template enforcement
- Audit trails for regulated and compliance-aware teams
Invoice & Multi-Entity Billing
Invoice generation across multiple legal entities, currencies and tax jurisdictions — built for finance teams that cannot afford a formatting mistake on a regulatory document.
- Multi-entity invoice template architecture
- Tax jurisdiction and currency-aware formatting
- Scheduled and event-triggered billing documents
- Statement, dunning and payment-notice runs
- Sync to NetSuite, Stripe and accounting platforms
Conga Query Design & Data Architecture
The part that decides whether the whole thing holds. Queries that traverse parents, related lists, junction objects and custom objects so a document reflects the full context of a deal.
- SOQL query design for complex object relationships
- Solution Builder configuration and behaviour parameters
- External data source queries into ERP and accounting
- Reusable query libraries shared across solutions
- Performance tuning for high-volume document runs
eSignature, Approvals & Automation
Documents that move without a human starting them: fired by a stage change, routed for approval on the record's own data, and sent for signature without leaving Salesforce.
- Conga Sign or DocuSign integration and status write-back
- Conga Trigger for event-based generation on Closed Won
- Conga Batch for grid-style, high-volume document runs
- Scheduled Batch sends for renewals and payment notices
- Discount and contract approval routing tied to record data
Conga Rescue & Optimization
You already pay for Composer but nobody uses it. We audit what was built, rebuild what is brittle, and find out why adoption never took hold — usually the same handful of structural problems.
- Full audit of existing solutions, queries and templates
- Template cleanup and brand standardisation
- Edge-case testing and error remediation
- Adoption diagnosis and rep re-onboarding
- Migration from legacy document-generation tools
Where the generated document goes next
Document automation does not end at the PDF. These are the connections we build around Conga Composer, and what actually moves in each direction.
Salesforce
The system of record Composer reads from and writes back to. Every solution is designed against your existing data model, not around it.
SF → Conga: record & related data · Conga → SF: file + status
Conga Sign & DocuSign
Generated contracts go straight out for signature, and the signed file and its status come back to the originating record automatically.
Out: document for signature · Back: signed PDF + timestamps
Files, SharePoint & Drive
Output lands where your team already looks for it — Salesforce Files, SharePoint, Google Drive or Box — instead of a rep's desktop.
Out: filed document · Back: storage link on the record
NetSuite & Accounting
Invoices generated from Salesforce reach the finance system without re-keying, and payment state flows back so billing documents reflect reality.
Out: invoice + line detail · Back: payment & balance state
Stripe
Payment links and statuses tie back to the invoice document that requested them. Where payments run natively in Salesforce we build the same trail around Chargent.
Out: payment request · Back: settlement status
MuleSoft
Where document data has to come from a system Composer cannot query directly, MuleSoft brokers it into Salesforce first so the merge stays simple.
In: external records → Salesforce → available to the query
Workato & Celigo
Post-signature orchestration: a completed contract kicks off onboarding, provisioning or fulfilment in whatever systems own those steps.
Trigger: signature complete → downstream process starts
Slack & Microsoft Teams
Approvals and signature events surface where the team already works, so a document waiting on a signoff is visible instead of sitting in an inbox.
Out: approval request & sign alerts · Back: decision
Five phases, and no template-building shortcuts
A focused rollout covering core templates, queries and one or two solutions typically runs 4 to 8 weeks. A rollout spanning sales, legal and finance with eSignature and downstream integrations typically runs 10 to 16 weeks. Scope and milestones are agreed before any build begins.
Lifecycle Discovery
We map every document you generate from Salesforce and the objects behind each one — parents, children, related lists — plus the approvals and brand standards each has to meet.
Query & Template Build
We build the queries and convert or rebuild your templates, then document every solution — query logic, behaviour parameters, output handling — so your admins can maintain it.
Signature & Triggers
eSignature is wired in, Conga Trigger connects generation to stage changes and field updates, and approval routing is built against the real data on the record.
Downstream Delivery
Output is connected to where it lives next — Files, Drive, SharePoint, Box, NetSuite or your accounting platform — and Conga Batch is configured where volume needs it.
Adoption Sprint
Rep and admin training, a review of generated documents for accuracy and formatting, and a 30-day optimization cycle to fix edge cases before they become workarounds.
What Conga Composer looks like when it actually works
Two engagements where the document layer was rebuilt rather than installed — one legal contract package, one multi-entity invoicing programme. More of our delivery record is in the client success stories.
★★★★★
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.
Operations Director US-based legal services firm Legal · Contract Assembly
Legal Services — Document Automation
Conga Composer for legal contract generation on Salesforce.
90% Faster contract assembly
100% Field accuracy on merge
80+ Templates consolidated
★★★★★
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.
Finance Manager UK-based manufacturing company Manufacturing · Invoicing
Manufacturing — Multi-Entity Invoicing
Conga invoice automation across five legal entities and tax regimes.
5 Entities automated
75% Less manual invoice prep
0 Tax-format errors post launch
Teams that need document generation to actually hold
Composer earns its licence fastest where document volume is high, the data behind each document is complicated, or a formatting mistake carries real consequences.
Legal Services & Legal Tech
Contract assembly, clause libraries and compliance-aware workflows for teams where the wording on a document carries legal weight and a manual error is not an option.
Manufacturers With Multi-Entity Invoicing
Companies billing across several legal entities, currencies or tax jurisdictions that need invoice templates handling every entity correctly without manual reformatting each cycle — often alongside a wider manufacturing CRM rebuild.
SaaS Teams Scaling Quote Volume
Sales teams producing dozens of quotes and proposals a week who need consistent, accurate documents without every rep maintaining a private copy of the template. Often the same teams we build AI and automation for SaaS with.
Healthcare & Health Tech
Document workflows that pull from several related records at once — accounts, opportunities, custom objects — for organizations negotiating multi-stakeholder agreements.
Finance & Revenue Operations
RevOps and finance leaders who need quote-to-cash document automation that is auditable, consistent, and tied directly to the Salesforce data of record.
Teams With an Underused Conga Licence
You already pay for Composer, but adoption never took hold because the original implementation was incomplete. You need a team that has diagnosed and fixed this exact problem before.
We implement Conga Composer. We architect the document layer.
We work with growing, mid-market, and enterprise organizations that need help with complex CRM implementations, integrations, and business system challenges. Document generation is usually where that complexity becomes visible first.
We measure adoption, not solutions built
Success is not how many Conga Solutions exist in your org. It is whether reps generate documents from Salesforce instead of copying into Word — and whether those documents are right every time.
Query and object-relationship depth
We have built solutions that traverse parent accounts, child line items, junction objects and custom objects at once — the multi-object document logic most generalist partners have not had to solve.
Salesforce-native, not a bolt-on
We are a Salesforce implementation partner first, so we design Conga solutions that respect your data model and automation instead of fighting it. Documents extend the CRM rather than sitting beside it.
Built for compliance-sensitive work
From contract assembly to multi-entity invoicing, we design document automation with the audit trails, version control and approval logic regulated and compliance-aware teams need.
Cross-timezone delivery you can hold to a date
Dedicated US EST, UK GMT and AEST overlap hours, a named engagement lead, weekly written checkpoints, and an escalation path that is a person rather than a ticket queue.
Conga Composer — answered before the first call
Conga Composer is a document generation application for Salesforce, made by Conga. It reads a Salesforce record and the records related to it, merges that data into a template you control — Word, Excel, PowerPoint or PDF — and delivers the finished file: downloaded, attached back to the record, emailed, stored, or routed for signature. It replaces manual copy-and-paste document assembly with one-click generation tied directly to your CRM data.
A focused rollout covering core document templates, Conga Queries, and one or two Conga Solutions typically runs 4 to 8 weeks. A broader rollout spanning multiple departments — sales quotes, legal contracts, and finance invoicing — along with eSignature and downstream integrations, typically runs 10 to 16 weeks. We define scope, timeline, and delivery milestones before any build begins.
If the change can be expressed in a Conga Query, a template, a behaviour parameter or a trigger condition, it is configuration — and your own admin team should own it after handover. The moment it needs a new object, Apex, a callout to another system, or approval logic Salesforce cannot express declaratively, it is custom development and should be scoped, estimated and tested as such. We tell you which side of that line a request falls on before it is quoted, not after.
Yes — this is one of our most common engagement types. Many clients already pay for Conga Composer but adoption never took hold because the original queries were brittle, templates broke on edge cases, or only one document type was ever built. We audit the existing solutions, queries and templates, then rebuild what is not holding up, with written findings delivered in 5 business days.
Yes. We wire generated documents into Conga Sign, DocuSign, or your existing eSignature provider so contracts move from generation to signature without leaving Salesforce, with signature status tracked back to the record automatically. Documents can be generated in DOCX, XLSX, PPTX, PDF or HTML depending on the use case.
Yes. Conga Composer's API-first architecture lets it pull data from other systems of record — an ERP, an accounting platform, or another CRM — not only Salesforce. In practice we choose between querying the external source directly and brokering the data into Salesforce first, and we pick whichever keeps the merge simple and the solution maintainable by your team.
Most partners install Conga Composer and build one template before the project ends. We design the full document lifecycle — query architecture, approval routing, eSignature, and downstream delivery — and stay through adoption. As a Salesforce implementation partner first, we build Conga solutions that work with your data model instead of around it. Delivery runs from our India-based team with dedicated US EST, UK GMT and AEST overlap hours, a named delivery lead, and weekly written status summaries.
Next Step
If your team is still building documents by hand, this is the right conversation
We audit your current quote, contract and invoice workflows — template sprawl, manual entry points, approval bottlenecks and any existing Conga configuration — and deliver written findings in 5 business days. No pitch deck, no obligation.
We work across US EST, UK GMT and AEST — response within 24 hours
