Senior Vice President




Docusign CLM


Transformation & Implementation 

Customer has grown through acquisition, and as a result, collected numerous point solutions

Limited visibility and no standard processes or technology stack

Contracted was an ad hoc with many templates that were manually generated and circulated for review and approval

Needed the ability to generate invoices

Uptima implemented DocuSign CLM to support the standardization and automation of quote output and sales agreements:

Highlight streamlined quote generation on standard output documents

Gave customer the ability to request MSA and NDA documents from within the quoting motions to accelerate deals and eliminate manual contract creation and non-value add activities

Integrated redlining process to allow for more efficient contract review, editing and approval.

Integrated e-Signature to create a complete seamless process

Integrated SF Billing to bulk generate customer invoices

Browse More Uptima Case Studies

Everything To Revenue™

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Finally, a tech stack to monetize all touch points across all channels.

We approach products and pain-points with your entire business process in mind. Not just what your business looks like today, but also what you want your business to look like several years from now. With this approach, we build a solution that can— and will — grow with you.


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