Givergy sells fundraising tech in five regions. We rebuilt the machine that quotes and closes it.

Givergy sells fundraising technology across five regions, and its Salesforce had been carrying that on improvised parts: quotes assembled by hand, contracts living on a makeshift object, a self-sign-up funnel that leaked duplicates and missed welcome emails, and fourteen overlapping opportunity flows that collided on every deal close. The constraint that shaped the whole engagement was that none of this could stop - we were rebuilding the commercial engine of a live, revenue-generating business.

The core rebuild put the process onto standard Salesforce objects that scale: a real quote line group model, a migration from the makeshift contract to standard Contracts, and four opportunity record types for subscription, renewal, multi-year, and add-on deals. A single Apex process now creates the contract, the event, the line items, and next year's renewal opportunity in one transaction when a deal closes, replacing what had been a manual scramble. A custom quote editor gives reps line, group, and quote-level discounts with live gross margin, so a deal is priced correctly in Salesforce rather than in a spreadsheet.

The document layer is where the engineering got detailed. We built region-specific service-agreement, quote, and proposal templates - UK, US, Canada, Australia, Hong Kong - sent for signature through Conga in one flow, with the signed return automatically marking the quote accepted and advancing the opportunity. Conga's Word templates do not support nested conditional logic, so we pre-processed the logic in the queries and, when a table-grouping bug produced blank pages, traced it to hidden page breaks in the template and escalated it to Conga support to resolve properly. These are the details that separate a demo from a document a customer actually signs.

Cutover meant migrating roughly 28,000 opportunities and every existing quote into the new model in production, backfilling the subscription-versus-onsite splits across tens of thousands of invoice records so finance could report on them, and consolidating those fourteen colliding flows down to five - one of which had been preventing a specific deal from closing at all because three flows in the same transaction blew past platform limits. The result is a quote-to-cash pipeline that holds up at five-region scale.