Start from the document you have
Use your existing HCP consulting agreement as a starting point. AI proposes merge fields, conditional sections, and signature blocks for your team to review in Word.
← Healthcare
Pharmaceutical and biopharmaceutical companies
Get HCP and HCO agreements ready for the engagement.
Generate healthcare professional (HCP) and healthcare organization (HCO) agreements from approved engagement records. Keep services, fees, dates, and local wording aligned in templates your team can maintain in Word.
Review one document workflowStart with one document and a synthetic example.
Explore the workflow
OpusDocs AI for Pharma HCP and HCO Agreements
Prepare your HCP advisory engagement packet with AI assistance.
Help pharmaceutical and biopharmaceutical companies maintain templates for HCP consulting agreement and statement of work and fee schedule. AI suggests a starting point and surfaces potential issues for review.
Find fields. Explain the variations.
Find Salesforce fields for HCP, engagement, approved fees and country. Describe rules for HCP and HCO parties, country wording, and engagement schedules and review AI’s suggested logic.
Catch template issues before release
AI Review flags potential hardcoded values, blanks, obsolete fields, and missing signature tags. Review findings beside the relevant text in Word and decide what to change.
AI prepares. Your team approves. Your team approves the source data, wording, conditions, and document release.
Documents for each engagement
From an individual expert to an institutional agreement
Keep the professional, institution, approved scope, and agreed fees aligned across the document packet.
HCP consulting and advisory agreements
Prepare agreements for individual experts with the approved services, preparation time, deliverables, fees, and expenses. Keep the HCP, institution, and contracting entity distinct.
Speaker engagement agreements
Bring the approved speaker, event, session, dates, services, and compensation into the agreement and its schedule. Use the wording approved for that engagement and market.
HCO services and collaboration agreements
Assemble institutional agreements with the correct legal entity and signatory, project scope, responsibilities, milestones, and approved financial commitments.
Sponsorship and support agreements
Prepare the selected letter of agreement and support schedule from approved recipient, event, purpose, and funding records. Maintain separate templates for each supported arrangement.
Statements of work and schedules
Reuse engagement details across service descriptions, deliverables, fee and expense schedules, and payment milestones. Keep repeated data consistent throughout the packet.
Amendments and renewals
Carry the original agreement reference into revised scope, dates, fees, or project schedules. Prepare the approved change without rebuilding the entire document by hand.
From approved source data to review-ready documents
One approved engagement. The documents it needs.
Start with approved engagement records
Map HCP and HCO identities, contracting entities, service scope, approved fees, dates, and signatories from Salesforce or a scoped API connection. Generate when the required inputs are ready.
Maintain local wording in Word
Keep approved country, language, entity, and engagement variations in maintainable templates. Preview individual and institutional agreements with representative synthetic records before release.
Prepare the review and signature packet
Generate the agreement, selected schedules, and amendments from the same approved records. Map the handoff to your existing review, signature, storage, and engagement-management process.
Fit the document step into your process
Keep the decisions with the teams who own them
Your teams approve the engagement, recipient eligibility, fair market value, fees, local wording, and release. OpusDocs assembles those approved inputs into documents. Payment execution and transparency reporting remain with their respective systems and owners.
Pricing decisions, approvals, and contract lifecycle management stay in your existing systems. We map document preparation and its handoffs before defining the scope of an evaluation.
See document generation capabilitiesA focused document-generation evaluation
Using Conga for pharma agreements?
Start with one HCP or HCO agreement that takes too long to generate or maintain. Identify the Conga product and its dependencies, then compare generation time, template changes, output quality, and a scoped OpusDocs quote against your current costs. Keep the same approved wording and representative inputs for the evaluation.
See a Conga template migrationMeasured customer performance
Conga vs. OpusDocs: measured document performance
Compare measured times for a lightweight document and a complex Customer Agreement from one customer.
faster generation
High-complexity Customer Agreement · 257-page source template
Median elapsed time · one customer
- Conga legacy workflow
- OpusDocs generation
| Document complexity | CongaLegacy workflow | OpusDocsDocument generation |
|---|---|---|
| Low complexityLightweight document · 8-page source template | ||
| High complexityCustomer Agreement · 257-page source template |
Separate samples from one customer. Conga measures the wait from starting the workflow to a completed file. OpusDocs measures generating and storing the PDF after the data is supplied. These results show individual document speed, not simultaneous processing capacity.
A clear scope for your evaluation
Start with the workflow, templates, and handoffs
Use a redacted template or synthetic sample to understand the document work. Review your data-processing and contractual requirements before introducing sensitive information.
Review data and security FAQsWhich pharma agreements can we start with?
Start with one HCP consulting, advisory, or speaker agreement, or one HCO services or collaboration agreement. Include the schedules and amendments your workflow requires. Sponsorship and support documents can be evaluated as separate template families using the terms your team has approved.
Does OpusDocs set fair market value or approve an HCP engagement?
No. Your approved processes determine engagement need, recipient eligibility, fair market value, compensation, and required terms. OpusDocs uses the supplied values and approved wording to generate the document packet. It does not perform payment execution or transparency reporting.
Can our team maintain country and engagement variations?
Once fields and access are configured, document owners can maintain approved wording, conditional sections, and repeating schedules in Word. Preview HCP and HCO parties, country and language versions, service scopes, and fee schedules with synthetic records. Your team reviews and releases template changes.
Can this work alongside our CRM, engagement platform, and contract tools?
OpusDocs generates from Salesforce and supports API-based workflows. Identify the system of record for each engagement field and scope any other connection as integration work. Existing engagement approvals, contract review, signatures, payments, and reporting keep their responsibilities. No specific pharma platform connector is assumed.
How do we evaluate a Conga replacement?
Confirm which Conga product generates the agreements and map templates, source data, triggers, and handoffs. Test one representative packet and a routine template change, then compare performance using consistent timing boundaries. Review a scoped OpusDocs quote against the relevant Conga costs, including any retained modules and migration work.
What should we bring to the first review?
Describe one engagement workflow and its document variations. Use a redacted agreement or a synthetic sample for evaluation. Do not submit HCP personal information, bank details, signatures, patient data, or confidential agreement files through this website. Agree on access, sharing, retention, and enabled AI features before introducing sensitive data.
One document. A concrete next step.
See how your workflow could fit
We’ll review the source data, document variations, and next handoff with your team. Start with a synthetic sample; no document upload is required to request a review.
Review one document workflowAsk about the free 60-day pilot: one migrated document, CRM setup for that workflow, one author seat, Word plugin access, and guided onboarding.