Start from the document you have
Use your existing proposal or engagement letter as a starting point. AI proposes merge fields, conditional sections, and signature blocks for your team to review in Word.
Professional Services
Get the engagement ready to start.
Turn client details, agreed scope, and approved fees into proposals, engagement letters, and statements of work. Give your commercial and delivery teams documents they can maintain in Word.
Review one document workflowStart with one document and a synthetic example.
Explore the workflow
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 Professional Services
Put AI to work on your client engagement packet.
Prepare templates for documents such as proposal or engagement letter and statement of work. Use AI assistance to draft, adapt, and review the content your team maintains in Word.
Find fields. Explain the variations.
Find Salesforce fields for client, engagement, scope and fees. Describe rules for fixed-fee work and optional deliverables 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 wording, field mappings, conditions, and final release.
From source records to the next handoff
Keep the document work connected
Use the approved records
Map the Salesforce accounts, opportunities, custom objects, and related records needed by each document. Identify the source of the values and the point when they are ready.
Maintain the wording in Word
Give document owners merge fields, conditional sections, and repeating tables they can maintain and preview. Use approved terms and your existing review process.
Preview real variations
Preview fixed-fee and time-and-materials engagements, multiple workstreams, optional deliverables, and renewal terms. Maintain the approved wording for each service line in your templates.
An example from your document workflow
Client engagement packet
A client adds a workstream after the proposal is approved. Use the updated engagement record to prepare a revised scope, fee schedule, and change order for review. Keep the project references consistent across the documents handed to delivery.
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.
Plan one useful evaluation
Start with your document and its next step
Bring a representative template and synthetic data. We’ll map the source fields, preview the variations, and review how the output reaches the next team.
See document generation capabilitiesCan this support our own client contracting?
Yes. Map your client, opportunity, engagement, and project records to proposals, master service agreements, SOWs, amendments, and renewal documents. Your commercial and legal teams own the approved terms; your delivery teams receive the agreed scope.
Can we start with one document?
Yes. Choose one representative document, map its source data, and preview its variations. The free 60-day pilot includes one migrated document, CRM setup for that workflow, one author seat, Word plugin access, and guided onboarding.
Can our team maintain the templates?
Once the data and access are configured, authors can maintain merge fields, repeating tables, and conditional sections in the Word add-in. Use your approved language, preview representative records, and follow your own review and release process.
How do we evaluate the current workflow?
Map the source records, output formats, generation trigger, and next handoff. Begin with a synthetic sample or redacted template. Review integrations, data processing, storage, access, and contractual requirements before introducing sensitive information.
Professional Services
Take one document through the workflow
See how your source records, approved wording, and document variations fit together.
Review one document workflowAsk about the free 60-day pilot with one migrated document, CRM setup, one author seat, Word plugin access, and guided onboarding.