Documents are rebuilt by hand, every time
A rep exports data, opens last quarter's proposal, and edits over it. The numbers drift from the record they came from, and nobody can tell which version the customer actually received.
Salesforce · Conga Ecosystem
Conga on Salesforce, built around how your business actually runs.
Conga is a family of Salesforce-native applications for generating documents, managing contracts, and configuring and pricing quotes. Most Conga projects underperform for the same reason: the software is installed correctly and designed around nobody's process. Twopir Consulting plans, configures, integrates and supports Conga as part of your Salesforce architecture — not as a bolt-on. Composer, CLM, CPQ and Conga Sign, delivered as one system.
Trusted by 500+ organizations — including document- and contract-heavy teams running their agreement, quoting and document operations on Salesforce with Twopir Consulting.
Conga Delivery Coverage
- Salesforce Partner
- Conga Composer
- Conga CLM
- Conga CPQ
- Conga Sign
- Conga Batch & Trigger
- Contract Intelligence
- Integration & Managed Services
Why document and contract work still costs you deals
Your CRM data is fine. The problem starts the moment that data has to become a quote, a proposal, an agreement or an invoice — and a person has to make it happen. That gap is where revenue leaks and risk accumulates.
Approved language stops being approved
Legal signs off on a clause set, then it is copied into a local template and quietly edited. Six months on, the contract estate contains a dozen variants of a term nobody agreed to.
Quote turnaround is measured in days, not minutes
Complex configurations need pricing checks, discount approvals and a formatted proposal. Each step waits on a person, and the deal cools while the paperwork catches up.
Generated files never make it back to the record
The document gets produced, emailed, and lost. Without a deliberate storage and logging design, Salesforce holds no evidence of what was sent, to whom, or when — which is exactly what an audit asks for.
Conga was installed, then never designed
The package is live, a handful of buttons work, and the rest of the licence goes unused. An admin built what was urgent; no one mapped the process the tool was meant to serve.
Every Salesforce release is a small crisis
Solutions built around undocumented assumptions break when the platform moves. Without regression testing against the seasonal releases, the first person to find the breakage is a customer.
One vendor, four jobs — and they are not interchangeable
Conga is a family of applications for document generation, contract lifecycle management, and configure-price-quote, several of which run natively inside Salesforce. Buying "Conga" is not a decision — choosing which of its products solves your problem is. Conga's product documentation is the authority on what each one does; the table below is how we help clients decide which one they need.
| Product | The job it owns | You need it when | Twopir service |
|---|---|---|---|
| Conga Composer | Generates documents from Salesforce data using templates in Word, Excel, PowerPoint and PDF, then delivers, stores or routes them for signature. | Your people are hand-building quotes, proposals, statements or letters from CRM data. | Composer implementation |
| Conga CLM | Manages the contract lifecycle — clause library, conditional language, redlining, version control, approvals, renewals and obligations. | Agreements are the bottleneck, and legal cannot see or control what is being signed. | CLM implementation |
| Conga CPQ | Configures complex products, applies pricing and discounting rules, enforces approvals, and guides sellers to a valid quote. | Your catalogue has bundles, options or constraints that reps get wrong by hand. | CPQ implementation |
| Conga Sign | Collects legally binding electronic signatures without leaving Salesforce, and attaches to a Composer or CLM flow. | Signature is the last manual step in an otherwise automated process. | Delivered inside document generation |
| Batch & Trigger | Runs Composer without a person: Trigger fires generation from Salesforce automation, Batch produces and schedules documents in bulk. | Volume or timing makes a button click the wrong interface. | Automation & workflow |
| Contract Intelligence | Applies AI to a contract estate — bulk ingestion, provision and metadata extraction, playbook comparison and risk scoring. | You have thousands of legacy agreements and no structured data about what is in them. | AI & contract intelligence |
Who it is for. Sales operations, legal operations, revenue operations, finance and IT teams whose commercial paperwork is generated from Salesforce.
Where it runs. Composer, CLM, CPQ and Sign have Salesforce-native editions. Conga also runs products on its own Advantage Platform, which matters when a contract or pricing estate reaches beyond a single CRM.
What it is not. Conga is not a CRM, and it does not fix a broken data model. If the underlying Salesforce architecture is wrong, Conga will faithfully generate documents that are wrong — on brand, on time, and incorrect.
Implement it, configure it, or build on top of it
These are three different engagements with three different scopes and price points. Knowing which one you are actually buying is the difference between a project that lands and one that overruns. Here is where each line sits.
Implement
A Conga product goes live where it was not before. Discovery, data model review, installation, solution design, template build, testing, training and cutover.
- Process mapping before any configuration
- Salesforce data model and permission review
- Solution, template and output design
- UAT, enablement and hypercare
- See Conga implementation services
Configure & Optimize
Conga is already installed and underperforming. We audit what exists, keep what works, and rebuild the parts holding the process back — usually without starting over.
- Audit of existing solutions and templates
- Consolidating template sprawl into a governed set
- Data source and query tuning for speed
- Licence and feature utilisation review
- See Conga customization services
Build On Top
The requirement is past Conga's configuration surface. This is custom work: Apex, Lightning components, API integration, embedded experiences in portals and customer-facing apps.
- Apex and Lightning components around Conga
- API-level integration and embedding
- Custom output handling and downstream updates
- Middleware and orchestration design
- See API & integration architecture
The boundary, stated plainly
Conga's configuration surface is wide: templates, conditional content, queries, parameters, buttons and background execution cover the large majority of real requirements without a line of code. Custom development starts when the requirement needs logic Conga cannot express declaratively, an interface Conga does not provide, or a system Conga has no connector for.
We tell you which side of that line each requirement falls on during discovery — before a statement of work is written, not after it has been signed.
The work behind a Conga system that holds
A Conga engagement is rarely only about Conga. It touches the Salesforce data model, the systems either side of it, and the people who have to run it on a Monday morning.
Document Generation & Templates
Template architecture that a business can maintain: one governed set instead of forty near-duplicates, with brand control and conditional content doing the variation.
- Template consolidation and design standards
- Conditional content and dynamic sections
- Output format and delivery strategy
- Storage, naming and record-attachment design
- See document generation services
Integration & Data Flow
Conga sits between systems. We design what data reaches it, what it sends back, and what happens when one of those systems is unavailable.
- Salesforce, ERP and finance data sources
- E-signature and content-store routing
- Error handling and retry design
- API budgets and throughput planning
- See Conga integration services
Automation & Orchestration
Removing the human button-click. Generation that fires from a stage change, a schedule or an approval — with the guard rails that keep bulk runs inside platform limits.
- Event-driven generation from Salesforce automation
- Scheduled and bulk document runs
- Approval and signature routing
- Activity logging and downstream updates
- See automation & workflow services
Contract Operations
Clause libraries, approval matrices and renewal tracking designed with legal rather than around them, so the governed path is also the fastest one.
- Agreement data model and lifecycle stages
- Clause library and conditional language
- Approval routing and delegation
- Renewal, obligation and milestone tracking
- See Conga CLM implementation
Custom Development
Where configuration runs out. Apex, Lightning components, advanced queries and embedded experiences — built to Salesforce standards so the next consultant can read them.
- Advanced Conga Queries and cross-object SOQL
- Apex and Lightning Web Components
- Portal and customer-facing embedding
- Bulk-safe, governor-aware patterns
- See Conga customization services
Support & Managed Services
The part most projects forget. Someone has to test your Conga solutions against each Salesforce seasonal release before your customers do.
- Seasonal-release regression testing
- Template library governance and versioning
- Admin enablement and documentation
- Retained capacity for enhancements
- See support & managed services
What actually moves between Conga and the rest of your stack
Conga is only as good as the data reaching it and the systems receiving its output. These are the four connections that decide whether a Conga deployment feels automated or merely automated-looking.
Conga + Salesforce
Purpose — so every document, agreement and quote is generated from the live record rather than an export. What moves — Salesforce record data, report results and query output flow into Conga at merge time; the finished file, its delivery status and an activity record flow back onto the source record. Sales sees what was sent; finance and legal see the evidence.
Conga + E-Signature
Purpose — so signature is a step in the process, not a separate errand in another tool. Conga Sign is native; Conga Composer also integrates with DocuSign for Salesforce for organizations already standardised on it. What moves — the generated document and its recipient routing go out to the signature service; completion events, the executed copy and the audit trail come back to the Salesforce record, which is what closes the loop for legal and revenue operations.
Conga + ERP & Finance
Purpose — so the price on the quote and the price on the invoice are the same number. Conga connects to ERP and finance platforms including SAP and NetSuite. What moves — product, price-list and entitlement data flow from the ERP into the quoting and document layer; accepted quotes, executed agreements and their commercial terms flow back for billing. Finance stops reconciling two versions of one deal.
Conga + Content Stores
Purpose — so generated files live where your retention and access policies already apply, rather than accumulating as untracked Salesforce attachments. What moves — finished documents are written out to SharePoint, Box or Google Drive under a designed folder and naming convention; the resulting link is written back to the Salesforce record, so users reach the file from the record and IT keeps one storage policy.
A note on how these get built
Some of these are packaged connectors and some are genuine integration engineering. Which one you are facing changes the estimate by an order of magnitude, so we establish it during discovery rather than at build time.
The technical treatment — authentication, synchronous versus asynchronous patterns, idempotency, retry and observability — lives on Conga API & integration architecture.
A sequence designed to find the expensive surprises early
Most Conga overruns trace back to a requirement nobody surfaced until build. This sequence exists to surface them while changing the plan is still cheap.
Assess
We map the process the documents serve — who triggers it, who approves it, what the output has to say and who receives it — and review the Salesforce data model underneath. Most template problems are data model problems wearing a disguise.
Architect
Product selection, solution design, template architecture, data sources, storage and delivery, and the configure-versus-code boundary for every requirement. You see the design and the scope line before anyone builds.
Configure & Build
Solutions, templates, queries, buttons and automation built in a sandbox, in priority order, with the highest-volume document first so the hardest merge problems surface before the easy ones are finished.
Integrate & Test
Connections to signature, storage and finance systems, then testing against real data volumes and real permission sets. Field-level security is the most common reason a merge field silently comes back empty, so it is tested as its own pass.
Enable & Operate
Deployment, admin and end-user enablement, written documentation of every solution, and a support model — including regression testing against Salesforce seasonal releases so platform changes are found by us, not by your customers.
What you get at each phase
Every phase ends with something you can review — a process map, a solution design, a working solution in a sandbox, a test result, a handover document. You keep all of it, because taking the system in-house later should be a real option rather than a renegotiation.
Engagement length depends on the product and the scope. We give you a phased estimate after Assess, when it can be grounded in your actual process — not before.
What changes once the paperwork runs itself
Legal Document Automation
Conga Composer on Salesforce · Twopir Consulting engagement
A legal team generating client-facing documents by hand from Salesforce data, with no reliable record of which version went out. We rebuilt the document layer on Conga Composer: a governed template set replacing ad-hoc files, Salesforce reports and queries as the single data source, and generated output written back to the matter record with its delivery logged.
The change people noticed was not speed alone — it was that the document on the record and the document the client received became the same object, which is what made the process auditable.
Read the full case studyWhy Teams Standardise on Composer
Market position — figures reported by Conga, not Twopir client outcomes
Conga reports that more than 8,000 customers use Composer to create over 10 million documents every month, and that Composer was named the leader in the G2 2024 Grid for Salesforce CRM Document Generation, scoring highest for both market presence and customer satisfaction.
These are Conga's figures about Conga's install base, not Twopir client outcomes — we cite them because they answer a real evaluation question: whether Composer is a safe long-term bet for a Salesforce-native document layer. On that question, the install base is the relevant evidence.
Conga's product pageBuilt for teams where paperwork has become the bottleneck
We help growing and mid-market companies solve complex CRM, integration, and business system challenges, and we work with enterprise organizations facing the same problems at larger scale. What our Conga clients share is not size — it is that their commercial paperwork has outgrown the way they produce it.
Sales & Revenue Operations
Quote and proposal turnaround is slowing deals, and the numbers on the document keep drifting from the numbers on the record.
Legal & Contract Operations
Agreement volume has outgrown manual review, approved language is no longer reliably approved, and renewals are discovered late rather than managed early.
Finance
Billing disputes trace back to quotes and contracts that finance never saw in a structured form, so every reconciliation starts with an archaeology exercise.
IT & Salesforce Owners
Conga is installed, partly used and undocumented, and nobody currently on the team designed it. You need someone who can read what is there before changing it.
Teams mid-evaluation
You are deciding between Conga products, or between Conga and an alternative, and you want an implementer's read on the trade-offs rather than a vendor's.
A Salesforce practice that happens to be very good at Conga
Conga problems are usually Salesforce problems one layer down. That is the main argument for hiring a Salesforce consulting practice to do this work rather than a document-tool specialist.
We fix the data model, not just the template
When a merge field comes back empty the cause is almost never the template. It is field-level security, a relationship that does not exist, or a query returning the wrong rows. We debug at that layer because that is where the fault usually is.
We tell you which Conga product you need — including none
Some document requirements are already met by what Salesforce does natively. We would rather say so during discovery than sell an implementation that a platform feature would have covered.
We draw the configure-versus-code line up front
The boundary between configuration and custom development is where Conga budgets go wrong. We establish it per requirement during Assess, so the estimate reflects the work rather than the hope.
We build for the admin who inherits it
Every solution documented, every template named to a convention, every query commented. The measure of a good Conga build is whether your admin can change it in a year without calling us.
We stay for the seasonal releases
Salesforce ships releases through the year and any of them can move something a Conga solution depended on. Our managed service regression-tests before a release reaches your production org.
Answers before the first call
It depends on which step is failing. If people are hand-building documents from Salesforce data, that is Conga Composer. If the bottleneck is agreement review, approval and renewal, that is Conga CLM. If reps get complex product configurations or pricing wrong, that is Conga CPQ. If the only manual step left is signature, that is Conga Sign. Many organizations need two of these and are sold four, which is why we scope the process before recommending a product.
Sometimes Salesforce is enough. If you need a small number of simple, low-volume documents with straightforward layouts, native functionality may cover it. Conga earns its licence when documents must pull from multiple related objects or reports, when layout and brand control matter, when output has to span Word, Excel, PowerPoint and PDF, when volume demands batch or triggered generation, or when signature and storage have to be part of one flow. We will tell you which case you are in during discovery.
Conga's configuration surface covers most real requirements without code: templates with conditional content, Salesforce reports and Conga Queries as data sources, parameters, custom buttons, and background execution that hides the interface entirely. Custom development starts when the requirement needs logic Conga cannot express declaratively, an interface Conga does not provide — such as embedding generation in a customer portal — or a system Conga has no connector for. We classify every requirement against that line during Assess, before the statement of work is written.
That is where a large share of our Conga engagements start. An underused deployment is usually a design gap rather than a software fault — solutions built for one urgent case, templates multiplied instead of parameterised, and no documentation left behind. We audit what exists, keep what works, and rebuild only the parts holding the process back. Starting over from an empty org is rarely necessary and almost never the cheapest route.
We implement Conga. Twopir Consulting is a Salesforce Partner and a HubSpot Partner, and our Conga work sits inside that Salesforce practice. We think that is the more useful credential for this work: the majority of difficult Conga problems are Salesforce data model, permission or query problems surfacing one layer up.
Two things need an owner. First, Salesforce ships seasonal releases that can move something a Conga solution depended on, so solutions need regression testing before each one reaches production. Second, template libraries drift — new variants get added under deadline and the governed set decays. Our support and managed services cover both, plus retained capacity for enhancements. Clients with a strong internal admin often take this in-house, and we document the build so that is a real option.
Start Here
Tell us which step keeps breaking
Bring us the document, contract or quote that costs your team the most time. We will tell you which Conga product addresses it, whether configuration covers it or it needs custom work, and what a realistic scope looks like — before you commit to anything.
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