Automating legal agreement process
Faced with a time-consuming and error-prone contract process, our client needed a smarter, automated solution. We deployed Conga integrated with Salesforce to streamline document creation and automate signing workflows. This not only reduced human error but also drove faster deal closures by eliminating bottlenecks in the approval cycle.
Our solution
We introduced a comprehensive solution that focused on centralization, automation, and compliance:
New custom object: We created a custom Legal Agreement object as a single source of truth, enabling centralized and streamlined contract management. By automating contract creation through Conga and Salesforce, we enhanced accuracy, minimized errors, and significantly accelerated processing, ensuring greater efficiency and consistency across the contract lifecycle.
“By integrating Salesforce and Conga, our client transformed legal operations with accuracy, compliance, and speed—replacing manual, error-prone tasks with a reliable, scalable process.”
Key outcomes
Automated repetitive contract-related tasks
Reduced manual effort and human errors
Improved compliance with legal standards
Streamlined Salesforce–Conga data flow
Scalable solution to handle growing contract volumes
Highlights of implementation
The project introduced streamlined automation and integration touchpoints that simplified operations and ensured scalability.
Custom Legal Agreement Object
Automated Document Generation with Conga
Salesforce–Conga Integration
Transform your business contact us today
