Hands-on help with document generation — whatever stack you're on. These services are independent of the DynoMerge app: we untangle and improve Conga, Nintex DrawLoop, and DocuSign setups too.
Quotes, proposals, contracts, statements — designed to look right and merge right. We build the Word templates (repeating tables, conditional sections, brand-perfect layout) and hand them over documented, whatever tool merges them.
New Conga implementations, cleanups of solutions that grew wild, query optimization, template consolidation, and admin handover training. Or a guided migration off Conga if the price no longer makes sense.
DocGen package configuration, delivery options, tag cleanup, and redesigns of legacy DrawLoop document packages — including migrating <<tag>> templates to newer tooling.
DocuSign for Salesforce setup, anchor-tag placement that survives template edits, signing-order logic, and generate → review → send-for-signature flows with status written back to the CRM.
The unglamorous glue: making generated-document events update your records — status fields, activity logging, Flow triggers, related-list hygiene — in Salesforce and other CRMs.
Template library builds, companion-package customization, and admin/end-user enablement for teams adopting DynoMerge.
Tell us what documents you generate today, what breaks, and what it costs. We'll tell you plainly whether it's a template fix, a config fix, or a tooling change.
A short written scope with deliverables and a fixed price — no open-ended hourly meters.
Everything delivered with documentation your admins can maintain. We aim to make ourselves unnecessary.
Ready to talk? Email mike@everythingvirtually.com with a sentence or two about your setup.
