Post by Gopal Maheshwari

How did a growing coworking space operator reduce contract turnaround from days to hours? By combining Conga, DocuSign, Salesforce, REST APIs, and custom automation architecture designed by Twopir Consulting. Multiple brokers. Multiple signers. Multiple routing scenarios. One automated process. As the business expanded across locations, managing License Agreements became increasingly complex. Different broker arrangements required different signing sequences. Some agreements involved no brokers. Others required a primary broker. Some involved both primary and secondary brokers. Every scenario had its own routing logic. Templates were selected manually. Documents were routed through emails. Signed agreements lived in inboxes instead of Salesforce. The challenge wasn't getting deals approved. It was getting agreements executed efficiently. Twopir Consulting redesigned the entire agreement lifecycle using Salesforce, Conga, Docusign, Apex, and REST API integrations. Here's what we implemented: → Automated License Agreement generation using Conga and custom Apex Controllers → Dynamic signer routing based on business rules and broker involvement → Intelligent template selection for different agreement scenarios → Automated signature placement using DocuSign Anchor Tags → Signer-specific document visibility and access controls → REST API integration between Salesforce and DocuSign for seamless document lifecycle management → Real-time agreement status synchronization using Apex Triggers and API-driven updates → Automated tracking of Sent, Signed, Completed, Declined, and Rejected agreements directly within Salesforce Now, when a License Agreement is initiated: ✓ Salesforce determines the correct routing scenario ✓ Conga generates the appropriate agreement automatically ✓ DocuSign routes documents to the correct signers in the correct sequence ✓ Agreement status updates flow back into Salesforce in real time ✓ Executed agreements are automatically attached to the appropriate records No manual routing. No email chasing. No document hunting. The result: → Contract turnaround reduced from days to hours → Complete visibility into every stage of the signing process → Reduced administrative effort for brokers and operations teams → Faster occupancy activation and onboarding → Consistent execution across all agreement scenarios → A scalable process designed to support continued business growth The best automation doesn't just digitize a process. It removes complexity, automates decisions, and creates a seamless experience from agreement generation to final signature. #Salesforce #DocuSign #Conga #Apex #RESTAPI #ContractAutomation #Coworking #FlexibleWorkspace #PropTech #DocumentAutomation #SalesforcePartner #TwopirConsulting