Vice President, Corporate Controller




DocuSign CLM

DocuSign eSignature


Transformation & Implementation 

Customer needed an automated order generation process to integrate with Salesforce

Wanted a DocuSign solution, and needed to transfer and improve manual processes

The contract review process was manual and offline, making for slower sales

Customer has no visibility into contracts and what stage they were in

Uptima implemented DocuSign eSignature and CLM to meet customer requirements: 

Uptima analyzed the current state of manual solution, mediating any issues with DocuSign best practices

Implemented self-service capabilities so sellers could implement NDAs without needing to involve legal

Automated order form and amendment processes so sales quotes could be created and processed quickly

Browse More Uptima Case Studies

Everything To Revenue™

Accelerate your top line across every single customer touch point. Seamlessly.

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.


Identify pivotal opportunities for growth

Explore Strategic Advisory


Drive data and efficiency with automation across the entire product-to-cash journey

Explore Salesforce Revenue Cloud