How KVP implemented Conga Composer on Salesforce to automate 15+ document types — from agreement checklists and cost sheets to digital signatures — for one of India's largest residential real estate companies.
A Bangalore-headquartered, publicly recognized real estate developer with over 25 years of operations across residential townships, premium apartments, and commercial developments. The company manages a multi-city portfolio spanning millions of square feet of developed and ongoing projects.
With 25,000+ homes delivered and a strong reputation in South India's real estate market, the company needed to modernize its document-heavy sales and post-sales operations to match its scale of operations.
KVP implemented Conga Composer integrated with Salesforce CRM to automate the entire document lifecycle — from dynamic content generation and multi-object data consolidation to digital signatures and activity tracking.
Implementation
Phased Delivery
Use Cases Delivered
11+ and Growing
Platform
Salesforce + Conga
A comprehensive set of document automation capabilities covering the full property sales and post-sales lifecycle.
Automated Excel-based agreement checklists consolidating data from multiple Salesforce objects — customer details, KYC verification status, bank information — into a single structured document.
Generated documents (Excel, PDF) are automatically saved and attached to the relevant Salesforce record, ensuring easy access from record detail pages with full traceability.
Structured PDF/Excel reports pulling unit details — property name, block, floor, facing, area, rate per sq.ft., basic cost, and floor rise calculations — into formatted tables.
Salesforce formula fields (computed values like basic cost, floor rise charges) are seamlessly embedded in generated documents, ensuring calculated values are always accurate.
Conga Sign integration enabling document signing for users without Salesforce access — NDAs, agreements, and contracts sent via email with full signer activity tracking.
Template sections dynamically shown or hidden based on property type, unit data, or record type — ensuring each generated document is contextually relevant and clutter-free.
Generated cost sheets and agreements sent directly via email from Salesforce, with automatic activity logging — creating a complete audit trail of all customer communications.
Agreement templates change dynamically based on the property or project context, with a centralized template library reducing manual selection errors.
Complete audit trail of every document generated — tracking creation, updates, corrections, and who generated what, ensuring compliance visibility for administrators.
Flexible document approval chains supporting both Salesforce users and external stakeholders via Conga Sign — with easy approver management and logged approvals.
Advanced conditional logic to personalize output based on record conditions — showing relevant clauses, terms, and data while reducing unnecessary content in generated files.
From pre-booking to possession — every critical document in the property lifecycle, generated dynamically from Salesforce data.
Pre-agreement verification documents with KYC, bank details, and compliance checks
Detailed unit pricing with base cost, floor rise charges, GST, and total calculations
Property booking confirmations with buyer details, unit allocation, and payment schedules
Formal unit allotment documents with property specifications and terms
Legal sale agreements with dynamic clauses based on property type and project
Automated payment acknowledgements linked to milestone-based schedules
Construction-linked payment demand notices with outstanding amount calculations
Handover documentation with unit inspection checklists and completion certificates
No-objection certificates for property transfers with ownership verification
Booking cancellation documents with refund calculations and policy terms
Deep experience with property sales workflows, RERA compliance, and post-sales processes across Indian real estate.
Certified professionals with hands-on experience across Conga Composer, Conga Sign, and Salesforce platform.
From template design and data mapping to deployment, training, and ongoing support — we own the full lifecycle.