Head of Revenue Operations




Docusign CLM

DocuSign eSignature


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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