Created a system to allow simplified proposal document processes using DocuSign CLM and DocuSign eSignature

Customer Experience Company encourages brands to carry-out customer experiences that pleasure and delight them.

Streamlined and simplified proposal output

Automated agreement generation and signing with a centralized repository that was integrated into Salesforce

While vendor contracts were outside of Salesforce, the same repository of all the other contracts allowed for dynamic contract management

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™

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