How long does it take to migrate from Conga to Titan Docs?

Depends on template count and complexity. Small migrations (5-10 templates) take 2-3 weeks. Medium (10-25) take 4-6 weeks. Large (25+) take 6-10 weeks including testing.

Will migrating from Conga affect existing documents?

No. Documents already generated and stored in Salesforce remain untouched. Only new document generation moves to Titan Docs.

The Complete Guide to Migrating from Conga to Titan Docs

Salesforce organizations that have relied on Conga Composer or Docomotion for document generation are increasingly evaluating Titan Docs as a modern alternative. Whether the driver is cost, feature gaps, end-of-life announcements, or the need for tighter Salesforce-native integration, the migration path is well-defined and manageable when approached methodically. This guide covers every phase of the migration, from initial assessment to post-launch optimization.

Why Organizations Are Moving Away from Conga and Docomotion

Several factors are driving the shift to Titan Docs. Conga’s licensing structure has become a growing concern for mid-market organizations, especially after recent acquisitions. Docomotion, while capable, has a smaller ecosystem and fewer integration options. Meanwhile, Titan Docs offers a zero-code document builder that is natively connected to Salesforce, supports e-signatures out of the box, and includes advanced features like conditional content blocks, dynamic tables, and multi-language support – all without per-document fees.

Phase 1: Assessment and Inventory (Week 1-2)

Before migrating a single template, you need a complete inventory of your current document ecosystem. This means cataloging every Conga or Docomotion template, identifying which Salesforce objects and fields each template references, documenting any merge field logic or conditional sections, and mapping out approval workflows that trigger document generation. Most organizations discover they have 30-50% more templates than they thought, many of which are outdated duplicates.

What to Document for Each Template

Template name and business purpose
Salesforce objects queried (Account, Opportunity, Contact, custom objects)
Merge fields and their data types
Conditional logic (if/then sections, repeating tables)
Output format (PDF, Word, Excel)
E-signature requirements
Who uses it and how often

Phase 2: Template Rebuild in Titan Docs (Week 2-4)

Titan Docs uses a visual drag-and-drop builder rather than Word-based merge templates. This means templates are not directly portable – they need to be rebuilt. However, the rebuild process is typically faster than the original Conga setup because Titan’s builder is more intuitive and the Salesforce connection is live during design. You can map fields by clicking rather than typing merge field syntax.

Start with your highest-volume templates. Proposals, contracts, and quotes are usually the best candidates because they generate the most business value and have the most merge field complexity. Rebuild each template in Titan Docs, map the Salesforce fields, add conditional sections using Titan’s visual logic builder, and configure the output format.

Phase 3: E-Signature Migration (Week 3-5)

If you use Conga Sign or a third-party e-signature tool with your current documents, Titan Docs includes built-in e-signature functionality. This eliminates the need for a separate e-signature subscription. The migration involves mapping signature fields, configuring signing order for multi-party documents, setting up automatic reminders, and connecting completion events back to Salesforce (updating fields, triggering flows, or sending notifications).

Phase 4: Salesforce Workflow Transition (Week 4-6)

The most overlooked part of any document migration is the automation layer. Conga templates are typically triggered by Salesforce buttons, flows, or process builder actions. Each of these triggers needs to be remapped to call Titan Docs instead. This includes updating quick actions on record pages, modifying screen flows that generate documents, reconfiguring approval processes that attach documents, and testing batch generation scenarios if you use Conga Batch.

Phase 5: Testing and Parallel Run (Week 5-7)

Run both systems in parallel for at least two weeks. Generate the same documents in both Conga and Titan, then compare output side by side. Check formatting accuracy, field data correctness, conditional logic behavior, and e-signature flow. This parallel period catches edge cases that are impossible to find during template-by-template testing – things like null field handling, date formatting differences, and currency locale issues.

Phase 6: Cutover and Cleanup (Week 7-8)

Once parallel testing confirms accuracy, deactivate Conga triggers and activate Titan Docs as the primary document engine. Remove Conga buttons from page layouts, update user training materials, and archive (do not delete) old Conga templates for reference. Finally, uninstall the Conga managed package from your Salesforce org after a 30-day observation period.

Timeline Summary

Phase	Duration	Key Deliverable
Assessment	1-2 weeks	Template inventory spreadsheet
Template Rebuild	2-4 weeks	All templates live in Titan Docs
E-Signature	1-2 weeks	Signing workflows configured
Workflow Transition	1-2 weeks	All Salesforce triggers updated
Parallel Testing	2 weeks	Side-by-side validation complete
Cutover	1 week	Conga deactivated, Titan live

Total timeline: 6-8 weeks for a typical mid-market organization with 20-40 templates.

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Need expert help with your migration? Contact Titanixforce – we have migrated dozens of Conga and Docomotion implementations to Titan Docs.

The Complete Guide to Migrating from Conga to Titan Docs