EXECUTIVE SPONSOR

Head of Revenue Operations

INDUSTRY

Software

CLOUDS

Docusign CLM

DocuSign eSignature

SERVICES

Transformation & Implementation 

Customer sought the ability to automatically generate  proposal documents

They desired unified, scalable systems and processes across the entire agreement and ordering lifecycle

Customer needed the creation of vendor contracts outside of Salesforce

Uptima implemented eSignature and CLM to meet customer requirements

Streamlined proposal generation on standard templates with a click of a button

Repaired several generation points, which then allowed for the dynamic generation of contracts related to entities such as accounts, opportunities, vendors, etc.

Implemented generation of vendor contracts which used the ability to upload a 3rd party paper for capturing information

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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.

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OUR PLATFORMS

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