Document, e-sign & contract automation
Conga contract management in Salesforce
Generate documents, negotiate contracts, capture signatures, and streamline Salesforce-driven workflows.
Your documents and contracts should move as quickly as your business does.
Growth Heroes helps organizations use Conga and Salesforce to turn reliable CRM data into standardized documents, tracked contract workflows, eSignatures, and quicker wins. From document generation and contract negotiation to eSignature and AI-supported automation, we help you build a Conga solution that is easier to use, maintain, and scale.
Connect Salesforce data to every step of the document lifecycle
Salesforce holds the customer, opportunity, service, and contract data your teams rely on. Conga helps turn that data into documents, contract workflows, signatures, and smarter automation. Growth Heroes connects the systems, data, and business rules behind the process so sales, legal, finance, operations, and leadership teams can work from one reliable data source. These solutions can be used separately or combined into an end-to-end workflow.
Conga Composer for Salesforce
Generate accurate documents from Salesforce data, including agreements, proposals, service orders, invoices, renewal documents, statements of work, and stakeholder communications.
Conga CLM (Contracts for Salesforce)
Support contract workflows for negotiation, redlines, revisions, approvals, visibility, and tracking. For teams familiar with Conga Contracts, this is where contract collaboration becomes easier to manage.
Conga Sign for Salesforce
Move approved documents into signature workflows with fewer manual handoffs, helping teams see what has been sent, signed, and completed.
AI and DocGen
Make document and contract workflows easier when the underlying Salesforce
data, templates, business rules, and approval logic are ready to support agentic workflows.
Conga Composer for Salesforce
Generate the right document from Salesforce data
Document generation works best when Salesforce data, templates, clauses, and business rules are connected. Growth Heroes helps configure Conga Composer for Salesforce so teams can generate the right document with the right language, details, and supporting content.
That can include agreements, proposals, service orders, invoices, renewal documents, statements of work, donor or grant documents, and other stakeholder communications.
For enterprise legal workflows, Growth Heroes has helped clients automate template selection using Salesforce custom fields and Conga clause bundles. Instead of asking users to manually choose the correct contract template, the process can automatically connect the right contract type, document language, and approved content blocks.
For example, a subscription purchase could include the right MSA language, while a support contract added to an opportunity could trigger the correct support contract language.
Conga CLM (Contracts for Salesforce)
Manage review, redlines, and negotiation
Once a document is generated, the process often moves across legal, sales, finance, procurement, outside counsel, and customer stakeholders. Growth Heroes helps teams use Conga CLM (Contracts for Salesforce) to manage that review and negotiation process with more structure and visibility.
That includes workflows for redlines, revisions, approvals, status tracking, and contract history. For teams familiar with Conga Contracts, this is where contract collaboration becomes easier to manage inside the broader Salesforce process.
With one of our enterprise projects, the client had limited visibility into contract revisions. Multiple versions were moving through email, making it harder to know which changes were current or whether future versions included all revisions. Growth Heroes helped create one source of truth using Conga redlines so edits could be saved, documented, reviewed, and reflected in future versions.
Conga Sign for Salesforce
Complete the workflow with eSignature
The signature step should feel like a connected part of the workflow, not a separate handoff.
Growth Heroes helps teams layer Conga Sign for Salesforce into document and contract processes so approved documents can move to signature with fewer manual steps. When signature activity is connected back to Salesforce, teams have better visibility into what has been sent, signed, completed, or still needs follow-up.
This helps teams complete agreements more efficiently while keeping signature status connected to the broader document and contract lifecycle.
Salesforce Automation
Keep contract work moving
Conga is most effective when the Salesforce process around it is clear, automated, and easy to maintain. Growth Heroes supports the surrounding workflow logic that helps contract work move to the right person at the right time.
For example, in some legal workflows, Growth Heroes has implemented a custom rules-based Round Robin Assignment Engine to route legal agreement records to a rotating queue or a specific owner. A process that previously required 2 to 3 days of manual oversight could be completed in seconds, while assignment groups could be updated without changing code or flows.
AI works best when the workflow is ready
Conga AI or Agentforce can help make document generation, contract review, and signature workflows easier. But AI is most useful when the data, templates, clauses, approval paths, and reporting behind the process are already reliable.
Growth Heroes helps prepare the Salesforce and Conga foundation so AI-supported automation can add value without creating more complexity.
Built for complex, multi-team environments
Conga and Salesforce are especially valuable when documents, contracts, approvals, and signatures move across legal, sales, operations, finance, service, IT, and leadership teams.
Growth Heroes supports regulated, enterprise, and document-heavy organizations that need consistency across business units, contract types, languages, approval paths, and customer commitments.
This work is especially relevant for:
- Life sciences and healthcare
- Manufacturing and field service
- Professional services and technology
- Financial services and insurance
- Nonprofits and mission-driven organizations
- Enterprises with multiple business units or subsidiaries
What clients say
“Growth Heroes was extremely helpful and efficient. They were by far the most transparent vendor I have worked with. They provided clear hours used and hours remaining at each check-in meeting, and above all, they came within budget and delivered on all promises. I can’t say enough great things about working with them.”
Ricardo Rego
Senior Leader Commercial Operations Technology,
Beckman Coulter
How Growth Heroes connects Conga, Salesforce, and your business workflows
Process Discovery and Repeatable Workflow Design
Automate and customize your business documents at every stage using tools such as DocuSign, Conga, PandaDocs, Formstack, Nintex, and more. Send quotes, service orders, and invoices with just one click. Capture electronic signatures safely and securely and store them all in one place.
Conga CLM Workflow Support
Design contract workflows for review, negotiation, redlines, approvals, visibility, tracking, and maintainability.
Salesforce Data and Architecture Alignment
Structure Salesforce records, fields, objects, permissions, relationships, and reporting so Conga workflows have a reliable foundation.
Conga Sign and AI Readiness
Connect signature workflows and prepare data, templates, and business rules so AI-supported automation can add value without adding complexity.
Conga Composer Configuration
Configure document generation so teams can create accurate, consistent documents from Salesforce data, templates, clauses, languages, and business rules.
Reporting and Continuous Improvement
Track turnaround time, SLA adherence, approval bottlenecks, contract status, signature completion, and workflow adoption.
Contract Variation and Template Logic
Configure rules that select the right templates, clauses, languages, and supporting documents based on Salesforce data, contract type, products, or buying scenario.
Multi-Org Deployment and Standardization
Design repeatable Conga and Salesforce workflow patterns that can be reused across teams, business units, or Salesforce orgs without rebuilding from scratch.
Why partner with Growth Heroes on Conga & Salesforce?
Growth Heroes brings Salesforce strategy, business architecture, and technical implementation together.
We don’t just configure tools. We help teams understand the process, simplify the architecture, automate the right steps, and measure the results. That means your Conga and Salesforce workflows can support the way your organization actually works, while giving leaders the consistency and visibility they need.
From document generation to contract review and signature, Growth Heroes helps bring a connected Conga experience to life inside Salesforce through clean data, thoughtful automation, and scalable process design.
Client impact
Streamlining legal workflows at enterprise scale
Growth Heroes helped a global life sciences and diagnostics enterprise improve legal agreement workflows across five operating companies.
Because several operating companies shared similar legal workflow challenges, Growth Heroes designed repeatable Conga and Salesforce patterns that could be deployed across multiple client orgs instead of rebuilding the process from scratch each time.
The client was already using Salesforce and Conga Contracts, but legal teams needed a process that was easier to maintain, easier to scale, and easier for users to follow. Manual assignment, hard-coded values, unclear template selection, limited revision visibility, and inconsistent processes were slowing the legal team down.
Growth Heroes helped the organization:
- Reduce legal agreement turnaround time by 2 to 3 days per request
- Save $15,000 per year per subsidiary by consolidating and standardizing their configuration
- Automate ownership assignment and template selection
- Use Salesforce fields and Conga clause bundles to generate the right contract language
- Improve revision visibility with Conga redlines
- Create repeatable “Legal Recipes” for Conga and Salesforce workflows that could be cloned across multiple Salesforce orgs
The result was a faster, more consistent, and easier-to-maintain legal workflow that allowed the legal team to focus more on legal work and less on Salesforce administration.
Automate contract variations and template logic
Are your current contracting processes creating more friction than they solve?
Use this diagnostic guide to pinpoint common bottlenecks and discover how we transform these challenges into streamlined, automated workflows.
| If you are hearing this… | …the hidden cost is: | The Growth Heroes Solution |
|---|---|---|
| “Contracts sit for weeks” or “Sales loses momentum.” | Lost revenue and high administrative overhead. | Automated Intake & Playbooks: We replace email queues with structured, guided workflows to cut cycle times. |
| “Status lives in email” or “I have to ask for updates.” | Leadership blind spots and team frustration. | Centralized Visibility: We unify contract data into dashboards, providing one system of truth for Legal, Sales, and Finance. |
| “We struggle with clause sprawl” or “Too many redlines.” | Risk exposure and reactive, inconsistent compliance. | Clause Libraries & AI Validation: We enforce standardized language so your team can focus on exceptions, not routine edits. |
| “Things slip through the cracks” after signing. | Relationship damage, penalties, and missed revenue. | Post-Signature Obligation Tracking: We use AI to extract commitments so obligations are owned, tracked, and measured. |
| “We feel hard to do business with.” | Brand damage and high churn risk. | Unified Governance: We connect contracting to the broader business workflow, making you the easiest partner in your industry. |
Yes. Growth Heroes can help configure document and contract workflows so the right language, clauses, templates, and supporting documents are included based on Salesforce data. For example, a subscription purchase can trigger an MSA, while a support contract on an opportunity can add the correct support language automatically.
Conga + Salesforce FAQs
Can Growth Heroes help us improve an existing Conga setup?
Yes. Many teams already have Conga in place, but still struggle with manual work, inconsistent templates, unclear ownership, or limited visibility. Growth Heroes can assess your current Salesforce and Conga workflows, identify what is slowing teams down, and recommend practical improvements.
How do we know if Conga is working the way it should?
A healthy Conga setup should help your team generate accurate documents, route contracts clearly, manage revisions, capture signatures, and track progress without unnecessary manual steps. If users are still relying on email, spreadsheets, manual template selection, or copy-paste work, there is likely room to improve.
What does Growth Heroes look at during a Conga assessment?
We review how data, documents, approvals, signatures, and reporting move through your Salesforce environment. That includes Salesforce objects and fields, template logic, clause rules, ownership routing, redline workflows, eSignature steps, integrations, and the reporting leaders need to measure performance.
Which Conga products can Growth Heroes support?
Growth Heroes supports Conga Composer for Salesforce for document generation, Conga CLM for Salesforce for contract review, negotiation, and redlines, and Conga Sign for Salesforce for signature workflows. We help connect these products into a clearer Salesforce-driven process, so documents can be generated, reviewed, signed, and tracked without unnecessary manual handoffs. We also help prepare Salesforce data, templates, business rules, and workflows so Conga AI capabilities can support smarter automation.
What makes a Conga + Salesforce implementation successful?
The strongest implementations start with a clear business process and reliable Salesforce data. Growth Heroes focuses on the foundation behind Conga, including data architecture, field mapping, templates, merge logic, routing, approvals, reporting, and maintainability.
Ready to streamline documents and contracts in Salesforce?
If your team is managing contracts, documents, approvals, and signatures through manual steps or disconnected systems, Growth Heroes can help.
Schedule a free advisory call to explore how Conga and Salesforce can support a faster, more consistent, and more measurable process.