Start from the document you have
Use your existing commercial invoice as a starting point. AI proposes merge fields, conditional sections, and signature blocks for your team to review in Word.
Manufacturing
Keep orders moving.
The configuration is approved. The order is ready. The shipment is packed. Document preparation should keep up. Generate quotes, agreements, and customer document packs from Salesforce, with templates your teams can update and preview themselves.
- Get quotes out without rebuilding product tables
- Roll out new product language without an IT ticket
- Keep order, part, and batch details consistent
Explore your industry
Find the documents your team works with
See the agreements, forms, and schedules for your part of the industry.
OpusDocs AI for Manufacturing
Keep order and shipment templates ready for change.
Use AI assistance to prepare templates for invoices, packing lists, and customer certificates. Work with the commercial details and quality results your systems have approved.
Find fields. Explain the variations.
Find Salesforce fields for customer, order lines and approved batch results. Describe rules for product options and customer-specific document sections 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 commercial and quality teams approve source values, wording, and release.
Less document work between teams
Less document work from quote to shipment
A sales rep is waiting on a quote. A product launch needs new terms. Shipping needs the customer’s paperwork. Give the people closest to the work more control over getting it done.
Get the quote out while the opportunity is live
Equipment, options, spare parts, and service lines can turn a quote into a formatting exercise. OpusDocs fills repeating tables and conditional sections from approved data, so reps can prepare the customer’s proposal without rebuilding it in Word.
Let document owners make the change
A new product or revised warranty should not wait in a template backlog. Sales operations and legal can edit in Word, see every field and condition, collaborate in Word Online, and preview real examples. AI flags potential template issues for their review.
Stop re-keying the same order details
An invoice, packing list, and customer certificate may need the same order and part references. Use shared, mapped data across the package, then return file links and status to Salesforce so teams spend less time reconciling documents and chasing the latest output.
From the first quote to the next service visit
The documents your manufacturing business runs on
Start with the documents your teams prepare repeatedly. Connect the approved data, reuse the right terms, and generate the format each customer or supplier expects.
Sales & orders / 4 document examples
Quotes and proposals
Turn approved equipment, options, quantities, prices, and service lines into a customer proposal without rebuilding tables by hand.
Sales agreements
Bring customer terms, agreed volumes, delivery schedules, and product details into the agreement your sales team needs next.
Order acknowledgments
Confirm the recorded part numbers, quantities, delivery dates, and ship-to details in a consistent customer document.
Product and pricing schedules
Generate repeating product tables and customer-specific schedules from the configuration and pricing your systems have approved.
Suppliers & projects / 4 document examples
Requests for quotation
Prepare supplier requests with the required parts, quantities, specifications, and delivery dates in the right places.
Purchase orders
Produce supplier-facing documents from approved purchasing records, including line items, delivery instructions, and commercial terms.
Supplier agreements
Use approved purchasing terms and supplier details without copying clauses between last year’s agreements.
Statements of work and amendments
Keep project scope, deliverables, milestones, and agreed changes consistent as a new plant, product, or supplier program moves forward.
Quality & release / 4 document examples
Certificates of analysis
Populate the customer’s certificate with approved test results, product details, and batch identifiers supplied by your quality workflow.
Certificates of conformance
Prepare certificates using the conformity statements, referenced specifications, and release information your quality team has approved.
Inspection reports
Present recorded measurements and inspection results in the format your customer expects, including repeating result tables.
Batch and serial schedules
Carry the supplied part, lot, batch, and serial identifiers into a readable schedule that accompanies the relevant order or shipment.
Shipping & service / 4 document examples
Commercial and pro forma invoices
Populate buyer, seller, item, quantity, value, and agreed trade details from your business records for review before use.
Packing lists
Keep shipment references, items, package counts, and weights aligned with the data used in the rest of the shipping packet.
Warranty and service agreements
Generate the approved coverage, equipment details, service scope, and dates for each customer engagement.
Return authorizations
Give customers the approved return reference, item details, and instructions without retyping information from the service case.
Your teams approve specifications, commercial terms, quality results, and release decisions. OpusDocs turns that information into the documents used at the next handoff.
Measured 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.
From Salesforce to customer documents
Every document. One connected workflow.
- Quotes and proposals
- Sales and supplier agreements
- Order acknowledgments
- Quality certificates
- Invoices and packing lists
- Ready for review and delivery
Keep customer requirements visible in the template.
Use Word for product tables, terms, and result schedules that grow with the data. Map fields onto existing PDFs for fixed customer forms. Authors can see which fields and conditions supply the content, then preview a long order or a different customer’s package before release.
Try a customer form in the PDF editorMore orders. More products. More document requests.
Keep document queues from becoming the next bottleneck
A new product line, distributor rollout, or busy shipping period can bring more document requests at once. OpusDocs renders outside Salesforce transaction processing, so generation capacity can scale separately from CRM processing.
Test your largest product tables, customer variations, and peak request volume. Return file links and document status to Salesforce so sales and service teams can find the output and keep customers informed.
Explore the production case studyPublished production deployment21,500+documents generated per day
Measured in one solar customer deployment. Manufacturing performance is evaluated with your templates and workload.
Your systems, templates, and handoffs
How would this fit your operation?
Start with the document that takes too long to prepare or change. We’ll map its data, template rules, and handoffs, whether you use Conga or other tools.
Review security and data FAQsCan we use data from Salesforce, ERP, CPQ, and quality systems?
OpusDocs generates from standard and custom Salesforce objects and supports API-based workflows. ERP, CPQ, MES, and QMS remain your systems of record for their data and decisions. Connections to those platforms are scoped as integration work: identify the source of each value, when it is ready, and where generated files belong. OpusDocs uses approved configurations and prices supplied to it.
Can sales operations and legal maintain templates without developers?
Yes. Once data and access are configured, authors can edit in the Word add-in, inspect merge fields and conditional content, and generate their own previews from Salesforce records. They can collaborate in Word Online and review AI findings for potential template issues. Preview long product tables, optional service lines, and customer-specific terms before your team approves a template for use.
How do we handle product, customer, and regional variations?
Use repeating content for line items and approved conditional sections for product options, customer terms, and regional wording. Adapt your existing Word templates or map fields onto fixed PDF forms. Your team maintains the approved language and chooses the rules, so a new product or program can launch with its documents ready. Preview representative combinations before release.
Can we generate quality certificates and shipping documents?
Yes, when the required data and approved templates are available to the workflow. Populate certificates from approved results and carry order, batch, and shipment references into the relevant documents. Your quality team controls inspection and release; your logistics team determines required shipping documents and reviews them. Document generation does not perform product certification, export classification, or customs filing.
Where should we start if we use Conga or other tools?
Choose a quote, agreement, or certificate that is slow to produce or difficult to change. Map its data and conditions, adapt the template, and compare the output, maintenance effort, generation time, and total cost. Test realistic product tables and customer variations. Scope any existing CPQ, contract management, signature, or delivery dependencies before expanding the migration.
What does the free pilot include?
The free 60-day pilot includes migration of one document, CRM setup for that workflow, one author seat, Word plugin access, and guided onboarding. Bring a representative quote, supplier agreement, or customer certificate. We’ll help you generate it, make a template change, and preview the result with your team.
See OpusDocs with your own workflow
Bring the document your team keeps waiting on
A quote with complex product tables. A supplier agreement waiting on new terms. A customer certificate rebuilt for every order. In a free 60-day pilot, we’ll help you generate one document, change the template, and preview the result with representative data.